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: Experienced leader in data analytics, AI/ML strategy, and project delivery with a unique blend of technical, consulting, and management expertise across Fortune 100 firms, mid-size businesses, and startups. Skilled in developing AI roadmaps, optimizing GenAI ROI, and leading cross-functional teams to execute analytics projects from vision to implementation.

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PORTFOLIO OPERATIONS EXPERT

Bio: Experienced investment professional with a specialty in portfolio operations, value creation, and strategic growth initiatives for private equity-backed businesses. Led portfolio management for 60+ companies across multiple funds, driving M&A support, exits, and operational improvements. Background in management consulting and deal lifecycle execution, with expertise in growth strategy, financial modeling, and transformation initiatives.

Bio: Portfolio operations and transformation leader with a background as a McKinsey consultant, P&L-owning GM, and interim executive. Specializes in driving value creation for PE-backed companies, delivering over $1B in cost and growth impact across healthcare, SaaS, consumer, and retail industries. Expertise includes strategy execution, org redesign, sales growth, and cross-functional transformation.

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DIGITAL TRANSFORMATION CONSULTANT

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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