Experience

BEB Strategic - Essex, Massachusetts
-Owner & Principal, January 2009 – Present

• Performed investment due diligence for a private equity firm seeking to invest $100M in a competitive wholesale fiber provider
• Developed a commercial wireless product strategy and road-map for a leading U.S. wireless service provider; conducted a comprehensive review and assessment of current and future SMB wireless product needs across devices, business applications, service plans and value added services
• Formulated a commercial wireless go-to-market channel and segment strategy for a U.S. wireless service provider; assessed performance by region and diagnosed causes for both high and low performance
• Advised Board of Directors at a global IT hosting, network and application provider with an invest / divest decision related to their $300M network business

Cambridge Strategic Management Group (CSMG) - Boston, Massachusetts
Strategy Consultancy focused on Telecom, Media & Entertainment,and Technology 
-Case Manager, July 2006 - February 2008

• Led technology investment project for leading Internet search company; analyzed wireless power technologies for possible investment / JV; developed recommendations and shared key findings
• Advised leading global media company on their purchase of a 51% controlling interest in a $370M German-based mobile content aggregator / portal
• Conducted strategic due diligence for a U.S. television network on a Korean social networking site
• Performed a strategic assessment of a wireless mobile email provider for a private equity fund; validated business plan assumptions and identified key success factors, market potential and revenue prospects
• Formulated corporate strategy for a leading global telecommunications software company looking to double revenues from $2.5B in 2006 to $5B by 2010; diagnosed current market conditions, developed and evaluated global options, and assessed overall implications for our client; utilized scenario planning exercises to align decision making and facilitated 4-day senior management strategy meeting in Tel Aviv
• Designed and calibrated a sales compensation strategy as part of post-merger integration work the firm conducted for a $1B U.S. wireline company
• Developed a commercial product strategy and road-map for a top U.S. cable provider

HighQuest Partners  - Topsfield, Massachusetts
Boutique Management Consultancy with offices in New York City and Boston 
-Case Manager, February 2004 - June 2006 

·         Developed a growth strategy, business plan/model and an implementation plan for leading North American fence manufacturer seeking to expand into the higher margin segments of the security industry.  Client is was above targets to increase revenues 120% by 2008

·         Identified and valued acquisition targets for a major multinational conglomerate (one of the 25 largest companies in the world) seeking entry into the U.S. healthcare and security markets

·         Devised corporate and subsidiary level strategies for U.S. Divisional CEO of a large Japanese client looking for profitable growth in three major U.S. markets

·         Assessed growing market segment for physical security client; analyzed client’s market position, competitive landscape, growth drivers, and customer base; defined strategic options that allowed our client to gain a larger market share

KPMG, L.L.P.- Boston, Massachusetts
-Manager, Corporate Restructuring Group, December 2002 - February 2004

Financial restructuring and business reorganization - $150M bicycle manufacturer

• Evaluated various capital structure and debt restructuring alternatives; identified fundamental causes of under-performance; estimated the recovery value for the unsecured creditors based upon a successful sale of the Company or business reorganization

Turnaround plan development and implementation - $150M specialty healthcare organization

• Developed and managed a comprehensive cash flow forecast; identified opportunities to stabilize and improve financial operations; negotiated additional financing with the Company’s secured lenders

Liquidation plan - $100M private hospital

• Performed valuation analysis on assets and operations; developed comprehensive liquidation plan

Accenture, L.L.P.- Denver, Colorado and Boston, Massachusetts
-Manager, Business Process Competency Group, November 1995 - June 2000

• Designed and managed a complex payroll accounting interface; performed client site visits to assist other projects and contributed deliverables to the firm’s Knowledge Exchange repository
• Facilitated the strategic design of a university’s new admissions policies; developed “to-be” process flows and design narratives that helped reduce recruiting costs and increase enrollment
• Defined project scope and developed implementation schedules, cost estimates, and detailed resource allocation plans for client proposals
• Supervised and managed joint client and Accenture teams; responsible for assigning team members, tracking progress, providing feedback and identifying career growth opportunities

Education

Yale University, School of Management  New Haven, Connecticut
Master’s degree in Business Administration (MBA), 2002

• Focus in Strategy & Finance; Distinction grade (top 10% of class) in Leadership and Taxation

Boston College, Carroll School of Management  Chestnut Hill, Massachusetts
Bachelor of Science (BS) in Accounting, 1994

• Honors: cum laude, Dean’s List