Diligence | Strategy | M&A | Cost Optimization

Typical Clients: PE portfolio companies with $500M to $2B in revenue

Representative Projects

  • Food & Beverage Value Creation Plan

    Created a five-year growth plan for a food and beverage manufacturer, conducting commercial diligence and evaluating industry dynamics. Work included documenting customer perspectives and performing detailed channel and SKU analysis to inform strategic direction.

  • Professional Services M&A Mobilization Plan

    Codified an $1B professional services company’s M&A strategy by defining deal volume, pricing targets, and prioritization criteria across geographies and service offerings. The project included building a global market map, quantifying the total addressable market, and commencing outreach to 400+ acquisition targets.

  • Large Scale Cost Reduction

    Directed a major cost-reduction program targeting ~$80M in SG&A savings for a global consumer-facing organization. The engagement included leading organizational assessments and personnel reduction workshops with senior leaders. Deliverables included executive-aligned checklists of savings initiatives and an accountability framework to ensure quarterly execution.

  • Retail Division Strategic Plan

    Advised on a hold/invest/sell decision for a retail business unit. Through expert interviews and internal analysis, the engagement assessed market dynamics and growth levers, delivering a market assessment, competitive landscape, and a detailed step-by-step execution plan to drive growth.

  • Industrial Equipment Commercial Diligence

    Assessed six potential acquisition targets in the industrial equipment space, providing go/no-go recommendations for each. Identified potential synergies and cross-sell opportunities for each target to strengthen the acquirer’s portfolio strategy.

  • Consumer Power Tools Industry Landscape

    Developed a comprehensive industry landscape for the power equipment sector, including market share analysis of the top players, SKU-level breakdowns, competitive intelligence, pricing dynamics, and emerging market trends.

  • Global Non-Profit Strategic Plan

    Directed EarlySpark’s growth and research strategy. Helped guide educational interventions across more than 150 government schools in India, partnering with a Stanford University to research intervention impact through a Randomized Control Trial. Findings published in the Social Science Research Network.

  • Controlled Environment Room Growth Plan

    Developed a strategic plan for a specialized equipment division by conducting expert interviews across biotech, pharmaceuticals, research labs, semiconductors, law enforcement, and food/beverage verticals. The project produced a comprehensive market assessment, competitive landscape analysis, and a database of potential acquisition targets, culminating in a detailed growth plan for the division.

  • Other Strategic Consulting Clients

    Delivered strategic support for a diverse set of mid-market companies, including a $100M digital marketing firm, a natural wine brand, a food manufacturer, and a multi-site auto repair chain. Engagements ranged from financial roadmaps, go-to-market strategy, fundraising, to operational improvement initiatives.