Transformation, Turnaround & Restructuring Currently providing Turnaround & Restructuring (T&R) services in collaboration with Gibbins Advisors https://gibbinsadvisors.com Investment Banking through Mentor SecuritiesIncludes collaboration with Sax LLP as Partner in charge of net new PE business Aug-23 through Jan-24

Financial ServicesLed a market sizing analysis to quantify the target revenue for a fund administrator in AsiaPAC for a potential PE investor based in the USHeaded stranded cost analysis for major US insurance company in divesting one of their international businesses Assessed market opportunities for digital hard money lending platform for the real estate sector in the USLed customer segmentation and opportunity quantification for mortgage processing automation company in the middle market for PE firmSized market opportunity for hospitality property management company for the US middle marketHealthcare and Life SciencesSpearheading strategic management office for major pharma company based in LatAm with global footprintConducted Commercial DD for life sciences digital device to treat cognitive impairment in US, Asian and European Markets

Spearheaded synergy analysis for potential combination (and eventual merger plan and integration) of two major storage and portable office companies in North America- Led to additional work stemming from first project - Identified significant cost synergies of companies combination and revenue opportunitiesLed commercial and operational due diligence of major manufacturer of specialty plastic containers in the Americas to evaluate further investment needs and conditions of success for PE - Led efforts across US, Mexico and Colombia - Identified $18 to $26 MM USD in EBITDA improvement initiatives and path to materialize opportunitiesPE Acquisition of Middle Market Logistics providersConducted Due Diligence and 100 day planning of merger integration of two middle market $50 Million USD logistics companies, in order to form a platform for future companies to be rolled upCoordinated management meeting and communications towards Day 1PE Acquisition and Carve Out of Major Public Co. Global Medical Device Division: $2 Billion USD - Contributed to KPI tracking and implementation for NewCo in FP&A lead role for the US - Led US channel profitability analysis to identify pricing opportunities for 10% lift in revenue YoY

Design and implementing Co. operations reporting automation for a 20% lift in FP&A function efficiencies and for effective monitoring of 6% sales increment strategy at $2B resellerLeading cross-functional Strategic Project Management Office to implement transformation strategy at $2B retailer to increase sales by 6% annuallyOptimized shipping strategy for $2B retailer across channels to reduce cost by 15%Devised and implemented post-merger integration plan and communications across all functions (sourcing, logistics, distribution, production, finance, IT, HR, etc.) for a leading middle market manufacturer and marketer of secure storage and safes in $200M PE transactionImplemented data analytics approach to adjust prices and promotions for consumer goods improving GM by 150 bpsDesigned footprint rationalization strategy for retailer to improve liquidity in 20% within 14 monthsLed profitability and analysis for channel optimization of a fashion manufacturer to improve OM by 700 bps

Strategy and Operations Work:Designed and implemented optimal structure of sales team at a SaaS company, reducing 20% of costs annuallyIdentified pricing opportunities for customer research company to improve gross margin by 10 percentage pointsDeveloped and implemented reduction in force plan for sensitive cost reduction of 1M at software company in 4 weeksDesigned cost optimization strategies of retailer in the auto parts industry, with potential gross margin improvement of 800 bpsTransaction Advisory and Corporate Finance Work: Spearheaded financial analysis to restate financials for sales, inventory, and intangible assets of largest online retailer in Brazil, and one of the largest conglomerates in France, amidst real-time pressure on stock price in NASDAQ, the SEC, and the Co.’s auditorsSpearheaded multiple DD (buy and sell side) studies involving pharma, online/traditional retail, software, and O&G companies, identifying, quantifying and proposing actionable performance improvement initiativesInvestigated and documented several FCPA related allegations for companies in Latin America in O&G, telecommunications, retail and paintSpearheaded transfer pricing analysis on behalf of the US Tax Authority vs a global F&B company regarding taxable income in international operations including Latin America, EU and Asia(Note: the former title of Associate is now equivalent to the title of Vice President in the current AlixPartners' organizational scheme.)

Experienced with sections 482, 338 and 1060 of the US Tax Code referring to taxable income (transfer pricing), asset acquisitions and special allocations and valuations of such assets;Tax DD, compliance and planning documentation to present before the IRS and international tax authorities, detailing, benchmarking and dissecting intercompany transactions;Familiarity with Transfer Pricing guidelines as outlined by the IRS and the OECD (international standard) Use and extensive knowledge of Transfer Pricing methodologies to benchmark and value transactions:- CPM (Comparable Profit Method) or TNMM in OECD guidelines- CUP (Comparable Uncontrolled Price)- Profit Split Method- Cost Plus MethodExperience in transactions involving acquisition and divestiture of tangible and intangible assets including IP and goodwillValuation of IP and other assets for tax and audit purposes, including impairments, depreciation, amortization and other adjustments;Led analyses for transactions based in or involving tax authorities in the US, France, Netherlands, Sweden, Mexico, Venezuela, Brazil, Spain, Costa Rica, Australia and South Africa

Contributed to research on the impact of adopting the Basel Convention principles to treat hazardous materials by signatory countries around the globe.

Monitored commercial banking policies and fees in the Mexican Market