Milestone: Trusted advisor to dozens of the US and international private equity firms in the consumer, food and beverage space, including majority of Top 10 US firms.A particular attraction to $500mm- $1B annual revenue and pre-IPO aspirations.

Milestone: rapid growth to #1 searched brand nationally, 5x EBITDA growth, and rapid, large enterprise value increase.Hearing at Home LLC is a multi-branded, direct-to-consumer leader in hearing devices. Our vision is to disrupt and reshape the legacy hearing aid market through a disciplined focus on the consumer value proposition by eliminating the pain points.

Milestone: start-up, founded brand nudge™, successful exit.Recruited to create a revolutionary edible coffee company, brand, and partnerships out of an unprofitable private-label chocolate plant with material legacy debt and zero cash at inception.Uncovered deep consumer insights and created brand nudge.® resulted in rapid 40-state availability and 2 million+ consumer purchases within the first 7 months.Applied pricing architecture principles resulting in superior product gross margins of +50% at retail and +70% direct to consumer.Authored board-approved 3-yr strategy, outsourcing manufacturing of 67% of product line, reduced non-productive headcount, renegotiated past debt that cut monthly cash burn by 40%.Leveraged my 6-key principles to maximize the company’s valuation multiple, leading to a highly successful sale to ex-CEO, Keurig Green Mountain.

Milestone: professionalized multi-$100mm organization to grow to #1 share position and 3x EBITDA.Recruited to professionalize the management team, reverse declining revenue, modernize formulas and packaging, and expand the highly profitable RTD business.Conducted category analysis of US retail coffee that resulted in an overhaul of pricing architecture across all packages, driving a 33% year-over-year revenue increase.Surveyed competitors and consumers that led to new better-for-you formulation and packaging that attracted a higher % of < 40-year-old consumers and the achievement of #1 RTD tea nationally.Created the company’s first strategic plan in 100-year+ history leading to operating plans to extend beyond regional deep-south footprint and division headcount reduction of 30%.Convinced CEO at largest US dairy to manufacture RTD tea, opening new territories to include California and Florida and growing volume 4-8% annually.

Milestone: start-up to national presence to pre-IPO readiness of multi-$100mm beverage brand from zero.Recruited to sell to retailers a new category start-up of branded bulk in-home water and position company for IPO.Hired, trained, provided tools, and led selling efforts to drive 4,000+ retail locations across 42 states, achieving a fast-growing water brand in the U.S. in 2007-2008.Uncovered hidden consumer insights using home delivery that led to increased pricing per transaction by 20%. Discovered a hole in the marketplace and formed a partnership with Cargill that led to the launch of the first single-serve bottled water made from 100% renewable packaging (plants).Presented to high-profile investors during the pre-IPO phase, leading to a successful IPO.

Milestone: surpassed North American rival Coca-Cola in share, execution, and growth.Promoted by CEO to drive volumetric growth vs. flat volume the prior year in this $12B, Fortune 190.Studied then uncovered unique household shopping insights that doubled the pace of product innovation resulting in >20 million cases per initiative per year.Built portfolio-wide pricing architecture model, leading to +2.0% price appreciation for 3 years.Created and coordinated a field marketing team of HQ and 40 field marketers, which drove PBG to achieve 6% more retail inventory vs. Coca-Cola in US large format channels. Wrote, measured, and implemented a unique brand health KPI measuring system leading to share growth vs. Coca-Cola in US aggregate.Authored simplified and focused a 5-yr board-approved topline strategy then translated it into Annual Operating Plan initiatives for a 1,200-person field execution team.Before HQ promotion, grew $350mm division rapidly, overcame union drive and reestablished key customer relationships.