Advisor And Strategist To C-Suite And Boards
CurrentSince the sale of Marco Polo, a company that I helped co-found (see below) and was an integral part of the management team for twelve years, I am advising and collaborating with a number of CEOs, founders and business leaders in diverse industries on a range of projects. Assignments include business strategy and planning to achieve productivity and operational efficiencies, product positioning, new product development, new channel development and pipeline identification/development.• Diligent Corporation: Responsible for developing go-to-market strategy and planning for new products, which included liaising cross functionally with technology, sales, marketing and product managers. Created a pipeline of more than 80 clients for new products• Pacific Imperial Railroad: Advised CEO on the fundraising of $75m. In addition to creating the investment presentation materials, identified and presented the investment opportunity to various investor groups including private equity and venture capital funds• One Med Place: Advised CEO on repositioning of the company within the healthcare industry including development of a financial restructuring plan and strategic marketing plan.• Rainmaker Inc.: Advised on transactions (domestic and global) in the technology, healthcare and energy sectors. Worked with partners to help structure transactions for early stage funding.