Ryan Robertson Email & Phone Number

Boston, MA, US

Chicago, IL, US

• Senior Managing consultant advising Corporate and Private Equity clients on deal execution for Post-Merger Integration & Carve-out transactions as well as downstream Operational Performance Improvement. Select projects.
• Developed a Strategy & Operations Roadmap highlighting multiple operational & managerial improvements for the founder and controller of a healthcare concern seeking to secure a $25M private equity investmentClient.
• Advised the Global Controller on integration of the finance function across multiple US & UK legacy entities for PE-backed platform company. Supervised mapping of key existing and future-state finance processes.

New York, NY, US

• Senior Managing consultant advising Corporate and Private Equity clients on deal execution for Post-Merger integration and Carve-out transactions. Select projects include; Client: Leading US-based Cyber-Security Firm
• Launched and led the Separation Management Office driving the $1.2B carve out of the products division of a leading cyber-security solutions provider to a private equity buyerClient: Leading Private Equity Firm
• Managed a stand-alone cost assessment to inform the acquisition bid to carve-out a US-based advisory firm in the Health & Life Sciences space for a private equity buyerClient: Leading Financial Services and Market Data.
• Advised the CFO and direct reports on development and implementation of a post-merger, business-line focused P&L

• Independent consultant advising corporate management, non-profit leadership and supporting academic research. Select projects include:Client: Private Equity-backed 5G Network Services Provider
• Served as the US IMO lead for the acquisition integration of a US based cloud-native 5G net ops solutions provider acquired by an EU-based 5G network planning and testing provider seeking to increase market share.
• Developed a 100-day integration plan and validated the go-to-market opportunity for a $220M acquisition and merger of two portfolio companies for a middle-market PE firm focused on growth-stage SaaS firmsClient.
• Co-facilitated an off-site Strategic Planning retreat to redefine the organizational mission, strategy and operating scope for the Executive Board of an NGO supporting multiple HIV-impacted regions across the African.
• Collaborated with a senior faculty member of the Harvard Business School to assess workforce development and promotion practices for the finance division of a $28B technology concernClient: Big 5 Professional Services.
• Co-developed a new M&A due diligence methodology designed to assess and highlight critical barriers to strategic and cultural alignment in prospective acquisition targets

Worldwide, OO

• Managing consultant advising top-tier clients on Post-Merger Integration, Restructuring and Carve-out transactions. Select projects include;Client: Leading Application Delivery & Web Services Provider
• Served as an IMO functional lead driving integration blueprinting & cost synergies in key SG&A functions. Responsible for operating model development, realization of growth synergies and roadmap alignment in Product.
• Advised the CFO, EVP of Integration and Director of Operations to drive rapid realization of headcount synergies, align the new go-to-market strategy to customer facing operations and enable long-term integration.

Cambridge, MA, US

• Internal managing consultant, recruited to provide strategic analysis and execution management for multiple enterprise-wide, post-merger strategic projects for the world's largest internet content delivery network..
• Provided execution leadership to a $375M acquisiton integration. Drove adoption of a rationalized product suite, implementation of a new Apptus-Salesforce system, a new Marketo lead generation taxonomy and revamped.
• Developed a global support framework to drive transition to future-state processes, defined the End-of-Sale/End-of-Life process and partnered with the Chief Data Strategist to develop a custom tool to forecast.
• Surfaced customer insights to drive formulation of a new go-to-market strategy to increase share of the total addressable market and increase “share of wallet” among existing customers
• Mapped the product lifecycle from development to post-sale & service to identify cost drivers & key product differentiators
• Proposed and led a post-reorganization operations & governance assessment for Akamai's President and Web Division GM

GB

• Managing consultant, recruited to advise top tier Financial Services clients on a range of Strategy, Operations and Organizational Management issues. Held full scope, schedule, budget, staffing and client relationship.
• Established and ran a PMO for the SVP of eCommerce. Drove integrated execution across multiple teams on a $95M digital initiative and aligned the eBusiness PMO’s activities w/ the IMO as part of a $15.5B global.
• Restructured the Internal Audit function to drive Day-1 Carve-Out Readiness and enable the spin-off of the $30B US arm of a Euro-zone financial services firm seeking to reduce its global risk posture. Drove ~$3M in.
• Developed an Operating Model and new Organization Structure to drive enhanced Operational Excellence for the Cyber Security command center lead of the premier global branded payments processorClient: Fortune 50 US Bank
• Developed customer personas and performed competitor analysis to generate consumer insights for the wealth management arm of a $275B US bank seeking to; gain market share in the mass-affluent segment and increase.
• Advised a $1.5T US bank under FRB & OCC consent orders on the development and implementation ofmultiple enterprise-wide operational and systems enhancements to improve servicing of a $600B mortgage loan portfolio

• Recruited to serve as a Senior Managing Consultant for a DC-based, technology strategy firm advising senior-level Federal government clients during a new Presidential administration. Select Projects include;Client: US.
• Led a quick-hit assessment of consumer adoption trends for products and services created by the American Reinvestment and Recovery Act of 2009
• Defined key consumer segments, held focus groups to identify gaps in consumer understanding and developed a strategy to increase consumer awareness for the White House Deputy Director for Economic RecoveryClient: US.
• Provided strategic analysis and operational support to senior government leadership driving post-9/11 inter-agency Operations Improvement and Enterprise Transformation across the US Intelligence Community
• Developed a stakeholder engagement framework to illustrate the value proposition and drive increased buy-in among senior-level intelligence agency stakeholders seeking to gain "decision advantage" and build a more.

Dublin 2, IE

• Consultant to corporate clients on a range of Strategy, Operations & Organizational Management issues. Select projects include;Client: Fortune 50 US Consumer Health Products company
• Led a 15-person team in the development of a post-acquisition/post-ERP Operating Model and rapid transition plan for North American Manufacturing & IT operations at a $63B consumer health products companyClient.
• Led the integration of a core business function during the $510M merger of two global travel management firms. Deployed a custom diagnostic to identify enterprise-wide integration "hot-spots" and accelerate realization.
• Restructured core IT operations of a leading media & consumer research firm seeking to integrate 14 operating units and realize ~$15M in operational synergies following a private equity buyout and the shift from a.
• Developed a customer engagement and portfolio management model to improve prioritization, enable cost containment and accelerate delivery of the project road map for the Solution Delivery group of an industry-leading.

Roxbury, MA, US

• Provided research and analysis support for an Economic Development consultancy founded by HBS strategy professor Michael Porter
• Identified best practices in outsourcing of non-critical services for a healthcare system and benchmarks in municipal workforce development infrastructure and prisoner re-entry models for a cross-sector, urban Economic.

Boston, MA, US

• Assisted multiple members of the Organization Behavior faculty in research on issues including; ethical decision making, leadership development, and diversity in corporate enterprises.
• Co-developed teaching case materials focused on effective Leadership Development models
• Developed interview protocols and conducted interviews for the inaugural year of an ongoing longitudinal study commissioned by the Office of the Dean & the HBS Leadership Initiative to surface views on ethical.
• Member of the HBS Leadership Initiative Literature Circle founded by renowned management scholars Warren Bennis and John Kotter

Specialized Master'S Degree, Organization Behavior And Management

Education record

Ba, Economics W/ Concentration In International Studies