Strategy Consultant Spotlight

We have a deep bench of trusted strategy consultants. Below are those that we'd like to spotlight this month.

CASE STUDIES

DATA & AI STRATEGY CONSULTANT

Bio: Skilled technology leader with a PhD in computer science/electrical engineering and an MBA, specializing in data analytics, AI strategy, and digital transformation. Proven track record in developing roadmaps, driving AI/BI product delivery, and optimizing ROI for generative AI initiatives. Skilled in program management and delivering strategic projects across IT, SaaS, healthcare, and financial services.

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PE-BACKED ENTERPRISE TRANSFORMATION LEADER

Bio: Experienced consultant and interim executive specializing in large-scale enterprise transformation across healthcare, SaaS, retail, and CPG sectors. Proven expertise in driving cross-functional initiatives, including org redesign, sales growth strategies, cost optimization, and impact tracking. Skilled in governance, board reporting, and onboarding processes for transformation programs spanning from $65M to $800M.

Bio: Experienced executive specializing in scaling retail and ecommerce businesses, operational turnarounds, and strategic growth. Skilled in P&L management, supplier negotiations, DTC transitions, and platform migrations like Shopify. Proven ability to lead PE-backed organizations and drive sustainable growth. Known for building strong relationships and delivering tactical strategies to improve customer engagement and organizational performance.

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STRATEGIC EXECUTIVE LEADER IN RETAIL & ECOMMERCE

Learn More About Other Spotlight Functional Areas:

FINANCE RESOURCESOPS PARTNERS

Purchasing a company amidst a global pandemic

With an IOI on a company in the nursing and assisted living facilities space, a PE firm needed to quickly understand how the business was changing in light of the COVID-19 pandemic. They came to us in need of a single-shingle provider that could provide them with the answers they needed in less than 2 weeks. 

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Vital provider for dual CDD & GTM need

A PE firm managing director came to us with a need for a provider that could perform diligence on a target in the construction industry in order to let them know if the market was strong enough for investment. They were also in need of a provider that could help them post-close develop a GTM strategy.

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