Experience

Loki Group, Inc. / Loki Equity Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• CEO, Founding Managing Partner

  • Mar 2015 - Present

  Verified by INC: https://www.inc.com/profile/loki-group Group of companies consisting of: Loki Group - Advise on Strategy and M&A activity including CSaaS (Corporate Strategy as a Service), M&A strategy, exit strategy, target analysis, due diligence, valuation, transactions, and integration / separation activities (Transaction/Program Management Office and Executive Sponsor Advisor) focusing mostly on small/mid-cap companies. Loki Equity Ventures (LEV): Independent… Show more Verified by INC: https://www.inc.com/profile/loki-group Group of companies consisting of: Loki Group - Advise on Strategy and M&A activity including CSaaS (Corporate Strategy as a Service), M&A strategy, exit strategy, target analysis, due diligence, valuation, transactions, and integration / separation activities (Transaction/Program Management Office and Executive Sponsor Advisor) focusing mostly on small/mid-cap companies. Loki Equity Ventures (LEV): Independent Sponsor / Private Equity - Focusing on acquiring and growing companies with at least $2M of EBITDA. Show less



Value Driven Solutions

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Managing Director of M&A and Transactions Advisory

  • Sep 2023 - Present

  Value Driven Solutions is a consulting firm that helps private equity firms and middle-market companies improve business processes and enhance shareholder value. Our clients often seek rapid improvements to operational performance. We work across the supply chain and operations spectrum, from strategy to execution, to deliver substantial gains to profitability and working capital. Senior executives and private equity investors worldwide rely on Value Driven Solutions to enhance… Show more Value Driven Solutions is a consulting firm that helps private equity firms and middle-market companies improve business processes and enhance shareholder value. Our clients often seek rapid improvements to operational performance. We work across the supply chain and operations spectrum, from strategy to execution, to deliver substantial gains to profitability and working capital. Senior executives and private equity investors worldwide rely on Value Driven Solutions to enhance enterprise value, expand margins, improve capital efficiency, reduce working capital, optimize supply chains and prepare companies for sale. From large, complex enterprise improvement programs, to focused projects, we help develop strategies to improve your end-to-end supply chain operations. Show less



United Way of Greater Atlanta

• United States
• Civic and Social Organizations
• 100 - 200 Employee

• Board of Directors Member

  • Jun 2018 - Present

  Greater Atlanta Area Our Mission Engage all segments of our community to drive sustainable change in education, income, health and homelessness, while continuing to address urgent and basic human care. Our Vision Metro Atlanta is a place where all individuals and families thrive.



Emory University - Goizueta Business School

• United States
• Higher Education
• 300 - 400 Employee

• Adjunct Lecturer / Guest Speaker / Coach

  • Apr 2015 - Present

  Atlanta, Georgia Adjunct Lecturer and Coach for Goizueta Business School's flagship experiential learning program, Goizueta IMPACT. Goizueta IMPACT prepares students to capture the full value of their MBA education by connecting the ideas and skills of the classroom to the actions required by real-world organizations. Specifically, I teach MBA students core, craft management skills including structured problem-solving, how to lead and work in teams, and persuasive communication as well as work directly with… Show more Adjunct Lecturer and Coach for Goizueta Business School's flagship experiential learning program, Goizueta IMPACT. Goizueta IMPACT prepares students to capture the full value of their MBA education by connecting the ideas and skills of the classroom to the actions required by real-world organizations. Specifically, I teach MBA students core, craft management skills including structured problem-solving, how to lead and work in teams, and persuasive communication as well as work directly with client organizations and partner them with student teams to solve real world problems. More information about Goizueta IMPACT can be found at www.emory.biz/goizuetaimpact Show less



Sudu

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Board Advisor

  • Feb 2018 - Dec 2022



Enduring Hearts

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Board of Directors Member

  • Dec 2015 - Dec 2022

  Greater Atlanta Area Healthy Kids | Stronger Hearts | Longer Lives ------------------------------------------------------------------ Enduring Hearts seeks to enhance lives by funding research to increase the longevity of organ transplants, with a priority towards pediatric transplant recipients and a preference for research that benefits vital organs such as the heart.



The Koblentz Group

• Business Consulting and Services
• 1 - 100 Employee

• Strategic Partner

  • Feb 2017 - Feb 2021

  The Koblentz Group, a “Sensitive Matters Firm”, is recognized for successfully recruiting senior leaders and board members for public companies, investor controlled enterprises, and family businesses, globally.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Manager (Associate Partner)

  • Aug 2014 - Feb 2017

  Global Strategy & Operations; focusing on Mergers & Acquisitions (M&A) Services Partner with EcoLab (Fortune 100 chemicals company) to acquire and merge target with similar/complimentary product lines and providing new sales channel that otherwise would've taken 3-5 years and $100s of millions to develop. Advised executive leadership of Ebay/Paypal, and working closely with CEO's direct report, on the separation of their business units and BU functions (separating $70B+ market cap… Show more Strategy & Operations; focusing on Mergers & Acquisitions (M&A) Services Partner with EcoLab (Fortune 100 chemicals company) to acquire and merge target with similar/complimentary product lines and providing new sales channel that otherwise would've taken 3-5 years and $100s of millions to develop. Advised executive leadership of Ebay/Paypal, and working closely with CEO's direct report, on the separation of their business units and BU functions (separating $70B+ market cap company into two stand-alone companies). Overall, market cap increased more than $16.5B from separation. Advising Chairman / majority owner, Mukesh Ambani (business billionaire), and his Executive Leadership Team (ELT) of Reliance (business conglomerate); established/stood up the Program Management Office to coordinate efforts across the various project teams on the launch of Jio (first pan-India telecom company and 4G LTE) with estimated +$15B investment. A global merger / divestiture effort for Caterpillar (Fortune 500 industrial equipment manufacturer) to advise and support them through regional divestitures and global integration of acquired global complimentary company. Completed over 15 regional transactions across Chile, South Africa, Brazil, Indonesia, China, India, Mexico, Canada, and USA with a combined transaction value over US$1.5 Billion. Conducted and managed teams in valuation, due diligence, divestiture planning (sell-side) and post-merger integration planning (buy-side) for each of the regional transactions.

• Manager

  • Jan 2012 - Aug 2014

  Global Strategy & Operations; focusing on Mergers & Acquisitions (M&A) Services Advised/Led senior leadership of Caterpillar (a Fortune 500 industrial equipment manufacturer) on a global merger / divestiture effort when they acquired a global complimentary company, through regional/international divestitures and global integration. Completed over 15 regional transactions advising the senior leadership within Chile, South Africa, Brazil, Indonesia, China, India, Mexico, Canada, and USA with a… Show more Strategy & Operations; focusing on Mergers & Acquisitions (M&A) Services Advised/Led senior leadership of Caterpillar (a Fortune 500 industrial equipment manufacturer) on a global merger / divestiture effort when they acquired a global complimentary company, through regional/international divestitures and global integration. Completed over 15 regional transactions advising the senior leadership within Chile, South Africa, Brazil, Indonesia, China, India, Mexico, Canada, and USA with a combined transaction value over US$1.5 Billion. Conducted and managed teams in valuation, due diligence, divestiture planning (sell-side) and post-merger integration planning (buy-side) for each of the regional transactions. Advised Finance senior leadership of CapitalOne on their acquisition and integration with ING Direct consisting of more than $250M in combined deposits. Focusing on the finance integration for legal day 1, first month close and beyond. Assess and restructure M&A division for Dell Computer (a Fortune 100 technology company) and developing industry leading practices.

• Senior Consultant

  • Sep 2009 - Jan 2012

  Global Strategy & Operations; focusing on Mergers & Acquisitions (M&A) Services Advised Finance senior leadership of BMO / Harris Bank on acquisition of M&I Bank (combined $4B+ international bank merger), focusing on the finance integration for legal day 1, first month close and beyond. Advised C-suite and senior leadership of Alcon and Ciba Vision on their +$50B pharma/medical device reverse integration involving multiple businesses in the states and internationally (mostly Europe).… Show more Strategy & Operations; focusing on Mergers & Acquisitions (M&A) Services Advised Finance senior leadership of BMO / Harris Bank on acquisition of M&I Bank (combined $4B+ international bank merger), focusing on the finance integration for legal day 1, first month close and beyond. Advised C-suite and senior leadership of Alcon and Ciba Vision on their +$50B pharma/medical device reverse integration involving multiple businesses in the states and internationally (mostly Europe). Worked closely with the SVP of Global Manufacturing and Technical Operations (COO) and his direct reports as well as the SVP of Quality Assurance in preparing for Day1, developing reverse integration for interim and end-state, and putting integration plans in motion. Bankruptcy Emergence for AbiBow / Resolute Forestry (large industrial wood, pulp, and paper manufacturer). Advised executive leadership of functional areas through successful completion of emerging on Day 1 by uncovering gaps based on previous experience and driving solutions as well as managing completion of activities. Enterprise Cost Reduction for large consumer goods conglomerate. Managed 3 consultants on 7 separate cost reduction work streams and working directly with client senior management in ensuring full cooperation and forward progress on initiatives



United Way of Greater Atlanta

• United States
• Civic and Social Organizations
• 100 - 200 Employee

• Board Member of Young Professional Leaders (YPL)

  • Sep 2010 - Sep 2012

  Greater Atlanta Area



Loki members Network

• Founder

  • Sep 2008 - Sep 2010

  Fully merged organization into the United Way of Greater Atlanta to create the Young Professional Leaders (YPL) organization. -------------------- The Loki members Network is a philanthropic organization focused on getting more young professional involved with their local community and fund raising for local charities/non-profits. The Loki Network is an exclusive partner with the United Way of Metro Atlanta and their new Young Professional Leaders organization.



TiE Atlanta

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Ambassador

  • 2008 - 2010



Atlanta CEO Council

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Project Manager

  • 2009 - 2009



Delta Air Lines

• United States
• Airlines and Aviation
• 700 & Above Employee

• MBA Finance Intern - Technical Operations Facility / Tech Sales

  • May 2008 - Aug 2008

  Published whitepaper on recommendations for contract structure and terms necessary for different program types where Delta is the supplier of Maintanence, Repair, and Overhaul (MRO) services Created and revaluated anticipated revenues and margins through cash flow models on the top 12 high profile MRO customers (other airlines) Identified the need to adjust current revenue recognition policies on a particular MRO program type in order to more accurately recognize revenue and report… Show more Published whitepaper on recommendations for contract structure and terms necessary for different program types where Delta is the supplier of Maintanence, Repair, and Overhaul (MRO) services Created and revaluated anticipated revenues and margins through cash flow models on the top 12 high profile MRO customers (other airlines) Identified the need to adjust current revenue recognition policies on a particular MRO program type in order to more accurately recognize revenue and report margins based on services performed Show less



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Strategy Consultant

  • Sep 2004 - Aug 2007

  Transportation Sourcing for Loblaw Companies Limited (LCL) LCL is the largest grocer in Canada with many subsidiaries with net revenue of approximately $26 billion in 2006. Renegotiated carrier contracts and improved sourcing methods saving $25M in annual transportation costs Identified $10M cost saving opportunities using Accenture's industry benchmarking process, through improved ownership transfer of goods at vendor location and warehouse improvements Strategy Consultant -… Show more Transportation Sourcing for Loblaw Companies Limited (LCL) LCL is the largest grocer in Canada with many subsidiaries with net revenue of approximately $26 billion in 2006. Renegotiated carrier contracts and improved sourcing methods saving $25M in annual transportation costs Identified $10M cost saving opportunities using Accenture's industry benchmarking process, through improved ownership transfer of goods at vendor location and warehouse improvements Strategy Consultant - Transportation Management System Implementation for NewPage Former MeadWestvaco subsidiary focusing on coated paper manufacturing with net revenue of $2 billion in 2006. Managed integration of resources, functionality, and processes between multiple computer systems resulting in continued efficient flow of accurate data throughout the project Published Accenture whitepaper material on specific transportation industry rules/conditions Conducted extensive due diligence on client's business processes and needs to better map its supply chain system resources and functionality for each department Strategy Analyst - Strategic Sourcing for School District of Philadelphia Recognized over $10M in annual savings through strategic sourcing initiatives: Personally led efforts in Textbooks ($1.3M), Transportation ($1.0M), Educational Supplies ($0.6M), and Electricity ($0.9M) Built linear programming model to analyze bids and create supplier awarding with maximum savings Show less



Shaw Industries

• United States
• Textile Manufacturing
• 700 & Above Employee

• Manufacturing Management

  • 2003 - 2004

  - Process efficiency improvement - Quality control of product lines - Manage quality issues - Ensure high utilization of process lines - Work with distribution lead and warehouse lead in proper management of products, shipments and inventory



Beaulieu America

• United States
• Textile Manufacturing
• 200 - 300 Employee

• Consultant

  • 1995 - 2002

  - Motion-time analysis - Process redesign - Waste reduction - Packaging optimization



Kimberly-Clark

• United States
• Manufacturing
• 700 & Above Employee

• Supply Chain Management Intern

  • 2001 - 2001

  Neenah, WI