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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Reflections While on a Glacier in the Canadian Rockies

July 20, 2017 - Earlier this month, I spent some time hiking in the Canadian Rockies with my wife, and reflected on my last eight years at HPA and how much the business has changed over that time.

When I started at HPA in early 2009, we were in the throes of a major market correction and business slowdown that many had not experienced in our lifetimes. Today the concerns we most often hear from clients are how to best position themselves in a rapidly changing world.

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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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Change=Hope; Change≠Progress

June 22, 2017 - I have been giving this idea of “Change = Hope, but not necessarily Progress” a lot of thought recently. The litany of egregious missteps, cultural issues and backwards policies do not get solved just by changing out the CEO. 

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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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Lies, Damned Lies, and Statistics

June 15, 2017 - The full quote — “There are three kinds of lies: Lies, Damned Lies, and Statistics” — has been attributed to Mark Twain, who himself attributed it to British Prime Minister Benjamin Disraeli, who might never have said it in the first place. Regardless of the origin of the phrase, it is one that I hold near and dear. I’m a numbers geek. Love numbers and statistics. Always have, always will.

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What Do Warren Buffett and Randy Moss Have in Common? Straight Cash, Homey

June 2, 2017 - Last year was my first visit to the land of Omaha and the Berkshire Hathaway Annual Meeting, and I took it all in, from the stadium teeming with people to the merchandise being hawked everywhere. It was a fascinating experience. So fascinating, in fact, I wrote a three-part treatise on it. And so much so that I had to go back again this year.

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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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Taking News at Face(book) Value

May 24, 2017 - I attended the 20th Annual Milken Institute Global Conference. The “Davos of the West” brings together speakers from the worlds of politics, finance, entertainment, and technology to discuss issues facing the world. This year’s theme was “Building Meaningful Lives,” and many of the discussions took on this area, with panels on healthcare in the developing world, aligning endowment investments with non-profits’ philanthropic missions, and improving public education.

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