Client Successes

Facilitated leadership objective to pursue acquisition by strategic partner. Contributed to Confidential Information Memorandum (CIM), prepared financial models, coordinated creation, populated, and administered Data Room.

Consulted large public university which successfully extended it's online education reach and grew targeted revenues by 40% across the U.S. and internationally.

Conducted business evaluation to identify operational & financial opportunities to grow revenues and improve profitability. Prioritized implementation approach & led effort to develop budget and strategic plan to ensure growth & client expectations are aligned.

Assessed leadership team capabilities to assure readiness to address several near-term critical initiatives. Established Target Operating Model to clarify roles & responsibilities and  developed a cohesive goal-setting process which aligned to a newly designed compensation plan to reward contributions more appropriately.

Advised private equity firm principals during best & final offer stage of large-scale acquisition of various international businesses regarding the complexity, timeline, and cost estimate to integrate and establish stand-alone entities. Provided critical input to contract negotiations to set clear expectations amongst the parties.