• Leading a self-funded search for a small business acquisition with the goal of identifying, evaluating, and acquiring a business valued under $5 million.• Conducting in-depth market research to identify suitable acquisition targets in the Austin area and beyond.• Networking with business owners, brokers, and intermediaries to find and evaluate potential acquisition opportunities.• Performing financial analysis, due diligence, and risk assessments to ensure alignment with strategic goals.• Securing financing and preparing business plans for acquisition targets.• Building relationships with key stakeholders, including investors, advisors, and lenders, to facilitate the acquisition process.• Managing all aspects of the acquisition pipeline, from sourcing leads to negotiating terms.• Collaborating with a network of experienced advisors, mentors, and other search fund entrepreneurs to refine acquisition strategies.

I lead our mission to help organizations establish high-performing Centers of Excellence (COEs) for connected planning, driving operational excellence and strategic growth. With over 20 years of combined experience in enterprise performance management, strategic planning, and Anaplan solutions, we specialize in guiding businesses through their journey to optimize planning processes and maximize value.At COE Advisors, we focus on building and maintaining COEs that align people, processes, and technology to deliver sustainable growth. We provide strategic leadership in designing tailored solutions that help businesses improve forecasting accuracy, streamline operations, and foster data-driven decision-making.Our services include:• Solution architecture & model building• Technology selection and implementation partner advisory• COE governance best practices and change management• Recruiting and hiring talent to build high-performing teams• Managing outsourced and in-house COE models for Fortune 100 clientsWe are committed to helping clients achieve faster time to value, avoid costly mistakes, and optimize their planning processes through effective governance and strategic insights. Our firm partners with organizations to transform planning functions into critical drivers of business success.

Responsible for implementing world-class planning and forecasting, reporting, and analysis solutions.• Led the development and management of Meta's outsourced Anaplan Sales Operations Planning Center of Excellence, overseeing critical global forecasting and sales planning processes for over five years. Directed the parallel development and support of 15+ models to enhance forecasting accuracy and operational efficiency. Managed a direct team of seven and cross-functional teams to ensure alignment with strategic objectives and successful execution. Provided advanced data analytics and forecasting insights as a Sr. Solution Architect, optimizing planning processes and driving data-driven decision-making.• Launched and led the SPM vertical: responsible for vertical strategy, selling SPM deals, sales leadership enablement on GTM messaging, and asset creation• Led multiple Anaplan implementation & support project teams across 20+ engagements• Account owner and key sales contributor on over $9 million of expansion/renewal business• Key sales contributor and/or lead generator on over $750,000 of net new business resulting in 3 net new Keyrus clients• 2022 Culture Lead of Keyrus EPM: Led a culture committee of 9 members focused on making Keyrus the best place to work• Created, launched, and ran a cohort based, mid-level management training program aimed to enable the next wave of Keyrus leadership through a bottom-up approach• Line manager to 10+ consultants over my tenure: consultant to manager level resources• Facilitated career growth for team members by providing mentorship and development opportunities resulting in numerous promotions• SME for creating and maintaining an Anaplan Center of Excellence• Anaplan Solution Architect• Anaplan Optimizer SME• Actively led/participated in business development activities providing subject matter expertise, scoping, and POC development and demos to prospective clients

Responsible for leading the optimization and process safety strategy for two manufacturing plants within Dow Chemical• Led a cross-functional team to optimize in-process sampling of polyethylene glycol starter resulting in a $1.5MM annual profit increase• Revamped the production strategy of Tergitol X-405 resulting in a 30% increase in production rate, 80% reduction in batch time variation, increased supply chain flexibility, elimination of product quality impact on production, and $1.4MM annual profit increase• Led a cross-functional team to reduce reactor digestion step time resulting in a $1.2MM annual profit increase• Developed code to safely increase material transfer flow rates resulting in a $900M annual profit increase• Redefined accounting practices for nitrogen usage by proving instrumentation accuracy resulting in a $240M annual cost reduction• Led numerous capital project teams as the project manager for over $5.5MM in capital deployment resulting in increased profit and safety performance through new equipment installation• Created a three-person team to organize a Dow-subsidized vanpooling program for 50 people resulting in increased employee productivity and employee retention• Co-facilitated profit and loss statement and balance sheet training to site leadership aimed to increase the ownership mindset• Led a nine-person team focused on increasing employee satisfaction and retention within our plant resulting in an improvement across all categories in the 2015 Production Leader’s employee satisfaction survey results vs. 2014

Responsible for growing the profit margin of a chemical sales territory• Built and maintained strong customer relationships by providing system analysis, data interpretation, and written recommendations resulting in exceeding profit goals by 150%• Excelled in six month Accelerated Sales Engineering Program, resulting in select territory placement

Responsible for supporting deal team investment activities including screening and due diligence, financial analysis and modeling, approval presentations and investment monitoring for a $13B energy private equity firm• Created a historical database of regional power markets using forward electricity and natural gas prices to optimize hedging strategies for Liberty Electric Power resulting in quicker and more accurate decision making ability by the Commercial Analysis Group• Assisted investor relations with the implementation of a client relationship management program

Responsible for supporting investment team activities including screening and due diligence, financial analysis, and manager evaluation for a $10B endowment• Created a white paper on the fund-of-funds business model and presented findings to the CIO• Aggregated emerging markets macroeconomic data from public databases for investment team analysis