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

STRATEGY CONSULTANT FOR ERP, CHANGE, & OPERATING MODEL RESET

Bio: Strategy and operational transformation consultant with 25+ years of experience advising enterprise and middle-market organizations across financial services, healthcare, public health, and manufacturing. Brings deep expertise in ERP and enterprise system selection, change management, and governance design by helping leadership teams move from stalled initiatives to sustained execution. Known for aligning stakeholders, standing up effective PMOs, and delivering measurable outcomes across complex, multi-year transformations, including technology modernization, data governance, and operating model redesign.

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HEALTHCARE M&A AND CORPORATE DEVELOPMENT STRATEGY LEADER

Bio: Healthcare and health tech strategy consultant with deep experience across M&A, corporate development, and commercialization. Former Head of M&A and Business Development for a PE-backed, $1B+ health technology company, leading thesis development, diligence, and execution of platform-shaping acquisitions. Brings a rare blend of operator and investor perspective from roles spanning healthcare investment banking, venture capital, and product leadership. Supports boards and leadership teams on acquisition strategy, product expansion, and value creation across healthcare services and technology.

Bio: Commercial strategy and pricing leader with strong experience driving revenue and EBITDA improvement for enterprise B2B, industrial, and consumer businesses. Brings a rigorous approach to pricing transformation, customer segmentation, and growth strategy. Has led complex carve-outs, pricing resets, and commercialization efforts. Background includes senior roles at BCG and Marakon, with hands-on advisory work across CPG, industrial services, materials, agriculture, and transportation, supporting diligence, post-close value creation, and multi-year growth plans.

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PRICING & COMMERCIAL VALUE CREATION STRATEGIST

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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IC Code: 209822

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