Experience. Passion. Focus. Results. 

M&A Strategy & Execution

End-to-end buy-side and sell-side support including diligence, standalone financial modeling, operating model design, integration/separation execution, and synergy realization

  • Experience

    Led global buy-side and sell-side transactions from $100M to $16B at KPMG (Tier One Telecom Provder, Global Media Congolomate, Global Streaming Provider, American Insurance Leader) including take-privates, integrations, carve-outs, and spin-offs for corporates and PE clients. 

Transaction Readiness & Carve-Out Planning

Preparing o rganizations for strategic transactions through perimeter definition, TSA structuring, standalone modeling, and execution planning


  • Experience

    Oversaw multi-year separation planning for Fortune 500s, including perimeter definition, developing guiding principles, overall strategy, functional exectuion mliestone plans, TSA pricing, across 120+ countries.


Transformation & Value Creation

Driving enterprise-wide transformation with a focus on EBITDA uplift, SG&A optimization, capital prioritization, cost reduction, and operating model redesign. Initiatives are anchored in clear KPIs and built for measurable, sustained performance gains

  • Experience

    Delivered $300M+ in EBITDA improvement through SG&A optimization, workforce right-sizing, capital prioritization, and global transformation leadership at Quantum and Verifone and crated $1.3Bn in value as part of KPMG.

Corporate Strategy, Strategic Planning, Financial Planning

Advising leadership teams on strategy, organizational alignment, investment prioritization, revenues synergies, financial planning and forecasting

  • Experience

    Advised C-suite leaders at KPMG, Fitch, and Verifone on growth strategy, capital allocation, and operating model realignment across financial services and technology sectors

Execution Leadership & 
Program Management

Standing up and leading Transformation, Integration or Separation Management Offices (XMO/IMO/SMO), overseeing multifunctional delivery under tight timelines

  • Experience

    Led cross-functional steering committees and transformation offices at Quantum, and Verifone and as part of KPMG (Global Data Leader, Private Equity, UK Marketing Leader) managing teams of 20–35 across finance, human capital, technology, sales and marketing, and operations

Interim & Fractional Roles

Supporting C-Suite through interim roles, leading high-stakes initiatives requiring hands-on leadership

  • Experience

    held leadership roles at corporation, supporting C-Suite as head of transformation; held lead of integration as advisor

Value of Aggregated Transactions Supported: ~$65 Billion

Total Value Created: ~$1.4 Billion

 

Here to help

Contact