David Walter Email & Phone Number

Rochester, New York, US

New York, NY, US

• Responsible for the development of long-term brand strategy for $1.75B US Whiskey & Tequila portfolios including global icon brands Jim Beam and Maker’s Mark; defined long-term ambitions, priority markets, portfolio.
• Led the development of the company’s 12 Year Strategic Planning process focused on long-term brand strategy development, value improvement, and integrated planning for $2.5B House of Brands portfolio
• Defined long-term value improvement roadmap for Maker’s Mark, Jim Beam, and Knob Creek to improve ROIC
• Led assessment of Super Premium US Whiskey category to identify growth opportunities, develop competitor insights, and define long-term requirements to win in the segment
• Completed global RTD assessment to define growth markets and strategies for our RTD portfolio (Jim Beam & Hornitos)
• Created a long-term sustainability framework for Maker’s Mark

New York, NY, US

• Responsible for organic growth initiatives, strategic planning, mergers & acquisitions, long-term industry forecasting, and strategic analysis for the Executive Leadership Team
• Led the development of the company’s 2030 Global Strategic Vision to reach $10B in Net Sales including strategic & financial ambitions, brand & market priorities, and long-term industry analysis
• Delivered our annual strategic plan including the development of three-year global strategies across all markets and brands as well as associated P&L and cash flow implications
• Evaluated acquisition and divestiture opportunities including brands, route-to-markets, and technologies
• Led a cross-functional PMO (12 workstreams) to transition the Mexico market from 3rd party to owned route-to-market including project design, workstream & budget management, and final implementation
• Led the exploration and negotiation of RTD route-to-market partnerships in the US evaluating strategic viability, capabilities, and partnership structure options

New York, NY, US

• Responsible for route-to-market strategy for the International Region ($1.4B Net Sales) including defining growth ambitions, winning commercial strategies, and capabilities & structures required
• Negotiated enhanced market structure in Poland and developed route-to-market strategy and transition plan for China moving from a 3rd party to owned route-to-market
• Led assessment of the US Whiskey landscape in the North American GTR channel focusing on portfolio strategy, pricing / promotion, and investment requirements
• Developed global frameworks to define market assessment procedures, contract principles and guidelines, commercial KPI requirements, & distributor compensation benchmarks

New York, NY, US

• Performed an end-to-end trade funding and sales process assessment for a multi-national consumer goods company including the evaluation of annual brand, sales, and customer plans. Helped lead the development of key.
• Completed a growth strategy assessment for a leading ice cream manufacturer which included market assessment of channel opportunities, sizing of identified channels, and go-to-market evaluation to determine overall.
• Conducted pricing and promotional optimization strategy to realize $22 million in operating income improvements at a leading manufacturer of packaged meat products by creating bottoms-up promotional plans across key.
• Performed growth strategy assessment for large CPG manufacturer to determine optimal revenue streams and cost reductions to pursue by performing benchmarking studies and capability assessments; identified $300 million.

Evanston, IL, US

• Private Equity Associate
• Evaluated potential acquisition opportunities (over 300) in the healthcare, business, and consumer services industries
• Collaborated with firm’s seven portfolio company executive management teams to assist with developing and achieving strategic objectives, financial reporting, evaluating acquisitions, and executing various.
• Constructed complex financial models utilizing various operating and capital structure assumptions to evaluate investment opportunities, determine valuations, and project returns
• Managed multiple aspects of the due diligence process, including industry and company-specific analyses and third-party service providers (accountants, legal counsel, customer survey providers, and industry-specific.
• Created investment presentations that analyzed the operations, investment merits and risks, and historical and projected financial performance of potential acquisitions

Chicago, IL, US

• Investment Banking Analyst
• Provided research and quantitative analyses to support investment banking services across a broad variety of industries
• Created internal and external presentation materials including: new business pitches, commitment committee memos, buyers lists, offering memorandums, and management presentations
• Created leveraged buyout/discounted cash flow models to support valuations presented to potential clients
• Researched and analyzed comparable company/transaction valuations
• Identified and contacted potential acquirers regarding acquisition opportunities

Master Of Business Administration (Mba), Management & Strategy; Managerial Economics; And Management & Organizations

Bachelor Of Science (Bs), Finance