Partner

• Aug 2020 - Present

Growth Strategy Consulting - Private equity, portfolio and corporate M&A activity and market strategy Growth Strategy Consulting - Private equity, portfolio and corporate M&A activity and market strategy

Market Strategy Consultant - Strategic Decision Support

• 2006 - Aug 2020

 Ad-hoc market understanding, strategy and framework projects  Specialized competency in distributed markets, channel strategy  Participate on strategic planning committees  Market due diligence for M&A clients - Market Intelligence and Route to Market Expertise  Facilitate workshops - ranging from 5 to 200 participants  Author of white papers on various industry topics Customer Diligence, Competitive Assessment: Market Position, Trends & Dynamics, Assessment of Revenue Projections, Strategic Diligence and Planning Advisory. Investigate market position, perform risk assessment, estimate hidden opportunity. Perform deep analysis of routes to market, gauge channel conflict, positioning and strength of brands. Experience across industrial and commercial markets - B2B and B2C.

Managing Director

• Jan 2012 - 2017

Vice President, Strategic Operations

• Feb 2005 - Oct 2006

Focused on margin enhancement across the business; optimize supply chain services offering as well as traditional branch-based business Partnered with client and internal teams to develop specialized programs; establishing dedicated call centers, creating additional site services, instituting supplier assessment tools and quarterly customer interviews. Branch Optimization: pioneered program and process, established measurements and full administration to identify at-risk locations and improve performance Evaluate and engaged 3rd party alliances to expand capabilities and capture incremental revenue streams

Market and Channel Strategy Consulting

• Nov 1997 - Jan 2005

 Channel strategy expert, focused on helping clients across a broad range of industrial and commercial market sectors to understand and leverage their offering and develop go-to-market strategies.  Keen understanding of market and buy behavior segmentation and market life-cycles. Author of a range of industry articles focusing on services value proposition, disintermediation, effective strategic services programs, consolidation and marketing delivery system dynamics Managed multiple client engagements through project teams, was responsible for performing and managing primary and secondary data collection, analyzing results and synthesizing recommendations and delivering “the answer”. Managed the firm’s European practice in London, England. Conducted educational seminars on market strategy, distribution and integrated supply. Served as expert witness in legal matters on routes to market, disintermediation and market delivery system dynamics and distribution conflict cases. Managed the firm’s construction practice, focused on helping manufacturers and distributors more efficiently and effectively market their products to the residential and commercial new construction and repair/remodel markets.

Sales, Marketing and Revenue Management

• 1993 - 1997

Multiple-brand participation in sales and marketing initiatives spanning: revenue/yield management, demand forecasting, pricing strategy, rate negotiation, international consortium sales, third-party/channel program development and public relations. 80 corporate and 40 international/wholesale accounts – established pricing, contracting negotiation and managed relationship. Developed marketing to leverage alternative distribution channels Increased international revenue 42% in one year Negotiated events and contracts Chaired hotel industry effort for March of Dimes WalkAmerica, liaison for Children’s Miracle Network nationally and Children’s Memorial Hospital locally.