Building GenAI ecosystem for the coming M&A boom.

- Operational Due Diligence (ODD): Performed multiple ODDs to asses targets’ current operations and cost structure to provide private equity buyers with understanding of risks and opportunities.- Value Creation: Analyzed labor spend and organizational structures for over 200 transactions and identified key saving opportunities to maximize value for PE owners.- Sell-side and Carve Out: Helped management teams to strategically evaluate their portfolio and prepare for a sale. Worked with management teams to optimize the performance to realize the largest value on the exit.- Co-led Deal Advisory response to Generative AI technology shift and supported over forty client discussions in two months.

Sample projects:• Conducted multiple due diligence projects to evaluate profit improvement potentials of investment targets in high-tech • Conducted commercial due diligence of a company for a PE equity buyer. Identified key cost drivers and untapped profit pools to help with the investment decision in a multi-billion transaction • Designed a plan to reduce costs and improve profitability for a software company. Analyzed sales and marketing costs across business units, focusing on license, hosted and cloud delivery models.• Developed an improvement program for a high-tech company to optimize performance as the company charted a course from legacy to cloud products• Helped to increase profits in a new portfolio company for the PE form: streamlined sales and marketing costs, developed a more nuanced marketing messaging and differentiated pricing

• Drove a digital transformation effort for a major credit card company. Helped select Business Process Management software to improve customer retention, increase cross-sales and reduce operational risks. • Helped a large government entity to reevaluate the risks within its operating model and institute new safeguards on the trading platform

• Led a Latin America part of a turnaround project for a $4 billion downstream unit of a major oil and gas company. Leveraged insights from a transactional data set to increased ROCE from 11% to over 40% in large part by orchestrating 12% price increase while maintaining volumes.• Conducted profitability assessment using transaction data set of an underperforming unit of a major oil and gas company and developed a detailed customer/product plan for improvements.

Supported risk analysis and financial needs of business units in Workers’ Compensation, Property and Product Liability. Managed operational risk exposure in claim management including fraud. Supported conversion from an old legacy system to a new claim management system

Responsible for operations excellence and risk management in global banking network. Set up banking relationships and custody operations in 22 emerging markets. Prepared selected accounts for Y2K conversion. Actively participated in the EURO conversion. Provided analytics to decrease operational exposure due to “failed” trades. Developed analysis to renegotiate vendor arrangements and helped to save over 8 million dollars annually in custody fees