Five-Year Strategic Plan Development and Implementation

May 1, 2018 - The U.S. subsidiary of a multi-billion dollar EMEA-based bank recently appointed a CEO who sought to evaluate the division’s current position and develop a five-year strategic operating plan to re-energize the bank and drive growth.

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Salesforce Effectiveness

September 1, 2017 - In order to better align incentive compensation and overall business priorities for project managers, a publicly traded $15B+ international engineering and construction firm sought assessment and planning expertise.

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Strategic Planning Support

August 15, 2017 - A $10B global vision care products provider was in search of support to create and execute a new strategic planning process for one of its key divisions.

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Market Analysis and Go-To-Market Strategy

July 31, 2017 - Although PE-owned, mid-market pet supply products distributor believed there was an untapped market opportunity for private label hard goods in their retail channels, the distributor lacked expertise on market evaluation, go-to-market strategy, and execution.

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Market Landscape Analysis

July 15, 2017 - A $10B private equity firm was contemplating an acquisition in a niche healthcare services space and sought a market assessment of the sector.

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Interim CFO

June 30, 2017 - The portfolio company of a US-based, global private equity firm with $5B AUM was searching for a permanent replacement for their CFO, but sought an experienced professional to hold the interim position while the search was underway.

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Post-Growth Strategic Planning

June 15, 2017 - After a period of rapid growth in both domestic and international markets, a $1B global fitness and health company sought assistance with the development of their strategic plan at the corporate and business unit level.

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Strategic Planning

May 31, 2017 - A PE-owned, multi-billion dollar global software security service provider sought to develop a strategic plan and go-forward strategy for the company’s most profitable division but needed additional resources to do so.

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Change Management

May 15, 2017 - A global brand and international action sports manufacturer sought to integrate new sourcing organization and enterprise-wide process improvement initiatives in the manufacturer’s e-Commerce, Concept-to-Consumer and Supply Chain Logistics divisions.

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Enterprise Architecture and IT Strategy Turnaround

April 30, 2017 - A $1B regional healthcare system wanted to assess and improve their enterprise architecture and IT strategy.

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