We specialize in helping companies experiencing transformational events, whether it be a launch, acquisition, organizational redesign, setting up a Transformation Management Office to manage multiple transformations or other change trigger. Our heaviest specialty is in Mergers & Acquisitions and Turnarounds. Practice areas include Strategy & Planning, Launch & Growth, M&A & Partnerships, Transformation & Change, Marketing & Communications.

Leader in A&M's West Coast Corporate Performance Improvement (CPI) practice, focused on buy- and sell-side M&A, corporate transformation, human capital and organizational change, and enterprise strategy.

- Served as both deal and integration lead for McAfee acquisitions- Part of McAfee's Corporate Development & Strategy team, contributing to acquisition strategy and targeting, developing business cases and accelerating McAfee's strategic development process

• E2E integration lead, from pre-LOI & diligence through execution, leading functional & business teams in strategy, operational planning, and integration planning & execution, building processes from ground up• Redesigned / created new PMI process, including playbooks, templates, presentations & tools• Formed critical relationships with global, regional, local teams and functional leads, educating on PMI and aligning on purpose-driven plans and processes to drive effective integrations and results• Led Diversity & Inclusion initiatives for NEXT, spearheading initiatives around gender, bias and more

• Led E2E integration and separation on multiple concurrent deals, consistently under budget & above aggressive synergy targets• Led integration of buy-side merger of public co. in 17 countries, owned $70m+ integration budget, led 24 workstreams and project team of 400+, exceeded $100m synergy target, landed 100% offer acceptance• Led sell-side divestiture of nearly $1b business w/ 25k employees outside US• Led or supported a dozen+ other acquisitions and divestitures ranging in value from $9m to >$4b• Drove projects from strategy & diligence, integration planning, budget & synergy development through execution & TSAs/MSAs• Led IMO and functional teams on strategy and planning, cross-border legal merge, workforce planning, process engineering, ED1 and onboarding, BD1 and tech integrations, TSAs, operational models, org redesign and more• Managed relationships w/ executives, deal team & buyer/seller leadership throughout planning, execution and ongoing reporting• Drove and managed change management function on deals in lieu of in-house team• Developed repeatable integration model focused on budget accountability & synergy achievement

• Program manager for new product introduction for a dozen+ product/offering launches, collapsing cycle/readiness times by 3x• Developed product lifecycle process and system integration plan for newly formed BU, including product/system readiness, O2C process, pricing, licensing, trade compliance, supply chain integration, SKU setup/activation• Lead planner for international customer council events to assure VOC incorporated into ongoing product roadmap

• ISCI: As part of Microsoft's global supply chain transformation led by Finance, IT and Supply Chain, drove comms, change management and stakeholder engagement as part of core PMO, changing tenor from opposition & frustration to advocacy & engagement• ECO: Designed PMO/governance structure, managed leadership engagement, executed process mapping & role/ organizational design to empower agile teams with data-driven decisions to maximize business & customer value• SALES vNEXT: Crafted change management strategy, drove stakeholder engagement, outlined skills assessment / training plans & drafted comms plan & content, serving to scope future business needs and drive product roadmap

Strategic business management and marketing consultancy, with a focus on strategy and planning, transformation initiatives, international expansion and market-entry, operational design and execution, project feasibility/design and opportunity analysis, business case development, project management, change management, process engineering, org design, sourcing/procurement, stakeholder management, marketing strategies/plans. Project Examples: • Distell: Determined market expansion path for one of Africa’s largest alcoholic beverage producers / distributors (Nederburg Wines, Amarula Cream), including public/private partner and acquisition negotiations that led Ghana’s only remaining publicly held manufacturing facility to agree to open privatization talks with its parliament• Lexmark: Developed business strategy for viability of using APAC tech support centers to sell/upsell, contributing to 12% YOY revenue increase.• Sprint PCS: Doubled sales goals and preempted first-to-market competitor in crowded consumer wireless space through direction and implementation of successful, integrated regional brand introduction and launch• Biofuel Africa / Solar Harvest AS: As field-based consultant for Norwegian biofuel & agr co in Ghana with focus on community development, liaised with govn't agencies, NGOs, tribes and press to combat negative perceptions & deflect smear campaigns, garnered positive press & secured crucial support of Ghana Energy Commission, leading to endorsements, additional private investment & lucrative NGO contract• Downtown Dining Restaurant Group (high-end restaurants in Monterey / Carmel): Served as marketing director for three years, crafting strategy and managing execution of every stripe of marketing, PR, advertising, production, promotion, sponsorship, etc., resulting in >15% revenue increase/venue, 100%-165% promo revenue increase, 3x increase in press coverage, 30% reduction in spending

Angel-backed startup that became one of first commercial biofuel companies in West Africa• Co-founded and managed angel-funded company w/ 150 employees, >2M hectares in land deals w/ tribes, government deal w bus company and 80k hectares of jatropha planted, resulting in buyout offer in <2 years• Relocated to Africa to manage operations and team, and realign systems/resources/staff to optimize efficiencies and effectiveness

Client lead on complex tech e-government projects, guiding dev/implementation for back-end & consumer-facing systems for various government agencies, including scoping/planning, process/role assessments, process mapping and re-engineering, requirements collection, content creation, resourcing, timeline / budget management, stakeholder and team management, SAT/UAT

Global PR director for public company, directing strategy and execution of PR for 10 global offices and 6 external PR agencies, resulting in high-volume press coverage, numerous speaking engagements, feature in best-selling CRM book, increased brand recognition

Progressively senior roles for tech PR agency

AE for global PR firm with multiple specialties, including commodities boards, food/hospitality, tech, healthcare, etc.