42+ Companies · 9 Countries

$40M ARR → $350M ARR. Exited to Vista Equity Partners. Ran Executive Team, Chief of Staff, Pricing, Competitive, Strategy, Business Operations, Strategic Initiatives. Acquired & integrated 3 companies.

Swarm-autonomy drone software for defense and commercial. Details confidential. IPO'd March 2026 (NASDAQ: SWMR).

$200M FCF turnaround on $1B topline. Faced -14% FCF and imminent liquidation. Full company transformation on all cost and growth levers. Fixed FCF to +10%. Sold to KPS Capital Partners in 2017 for $425M.

$250M FCF transformation on $2B topline. Streamlined cost & operating model, reinvested into growth & innovation — product design, product cost modelling, SKU rationalization, pricing, digital playbooks (NYSE: WWW).

$125M FCF turnaround on $600M topline. Faced -20% topline decay and digital disruption. Full company transformation on all cost & growth levers. Sold to Advent International in 2021 for $700M.

Deep distress innovation moonshots. Unlocked $270M topline via innovation moonshot factory. 30+ "unfixable" supply-chain issues inside BHP (NYSE: BHP).

Innovation strategy, tech RFPs, and tech pilots. Digital brokerage, automated valuation, geospatial analytics, co-working, tokenization (NYSE: CWK).

Expansion strategy to build 300+ new stores. Site strategy, footprint optimization, revenue potential, site analytics, growth plan.

Innovation strategy, tech pilots, and incubation programs for the retail/mall REIT. Coworking, retail analytics, space sensing, foot-traffic analytics, movable walls (NYSE: MAC).

Multi-country quality transformation and organization design revamp across Novartis's pharma business (NYSE: NVS).

Innovation strategy, tech pilots, and incubation programs for China's largest property developer. Fire safety, property management software, security gates, security tech, coworking (HKG: 2202).

Growth initiatives for the premium fitness-club operator. New business lines (coworking, health). Retail footprint expansion + site analytics (NYSE: LTH).

Innovation strategy, tech RFPs, and startup diligence for the developer that owns Marunouchi, Tokyo's highest-GDP office district (TYO: 8802).

Indirect-cost optimization across real estate, facilities, services, and other non-core spend categories (NYSE: DD).

Innovation strategy, office-innovation thesis development, and tech pilots for the $37B Japanese REIT.

Post-merger integration, org design, and sales productivity for the merging medical and pharma business lines (NYSE: CAH).

Innovation strategy, roadmap, tech pilots, investment screening, thesis development, and board presentations for the Singaporean conglomerate developer (SGX: BN4).

Growth initiatives for the specialty pool-services chain. New business line: on-call pool maintenance. Retail footprint expansion + site analytics (NASDAQ: LESL).

Pricing, CPQ, and post-merger integration for the RF semiconductor company (NASDAQ: QRVO).

Distressed diagnostic, digital growth playbook, product performance analysis, retail footprint analytics. Taken private by TPG Capital and Leonard Green Partners in $3B LBO in 2011.

SE Asia market-entry diligence. Country selection, M&A scan, product strategy, feature prioritization. China's largest recruitment SaaS platform (NASDAQ: BZ).

Project finance modelling and future business projection for fundraising, investors, customers looking to invest in carbon offset technology.

Claims investigation and process-optimization for the "large loss portfolio" — high-severity long-tail claims at the global P&C insurer.

Pilots, international expansion, messaging, pricing. Software & hardware to monitor electricity, boilers, maintenance, leaks, and water pipes.

Cost-benefit, efficacy, and provider-economics modelling for novel biotech drug launches (e.g., Probuphine, a subdermal anti-opioid implant). Acquired by Guidehouse.

Restructuring, Transformation, and Private Equity practices — led $200M+ FCF turnarounds, distressed PE plays, and corporate diligence across consumer, industrials, healthcare, and financial services.

Co-founder of OMNI. McKinsey's location-intelligence platform for retailers. Site selection, network optimization, competitive footprint analysis. Deployed on clients like Patagonia, Lifetime Fitness, J.Crew.

Sale to Vista Equity Partners. Structured as Clari 50/50 merger with Salesloft, combining Salesloft sales engagement with Clari deal management and forecasting. Merger thesis, deal, and PMI.

$350M acquisition of a sales-engagement platform. Thesis, deal, and PMI. Now called Clari Groove.

$35M acquisition of a conversational-intelligence platform. Thesis, deal, and PMI. Now called Clari Copilot.

$5M acquisition of a Mutual Action Plan platform. Thesis, deal, and PMI. Now called Clari Align.

Japan-specific market dynamics, bottling economics, geospatial bottling plant mapping, and cost-position benchmarking (NYSE: KO).

Technical diligence, use-case mapping, and competitor analysis for the location-intelligence SaaS (now valued $1B+).

Market sizing, buyer behavior, key buying factors, pricing, and product roadmap across aerospace and military end markets (NYSE: GE).

Unit economics, JV deal structuring, and competitive mapping for the co-living platform.

Market sizing, segmentation, product lines, and key buying factors across the US trucking industry specifically steel and sheet-post truck demand.

$212M → $1.2B+ AUM. Co-led US, ran APAC. Startup investing & innovation for corporates (Cushman, Mitsubishi, Vanke, Macerich, Kenedix). 100+ diligences across energy, construction, co-living, brokerage tech.

PE-to-PE sale. Market sizing, usage trends, pricing, tariff exposure, upstream rubber costs, and margin-structure teardown.

Financial restructuring for the distressed national grocery chain via $850M term loan and revolving credit facility. Later sold to UNFI in 2018.

Product line segmentation, market sizing, pricing trends, margin defensibility, product differentiation. Flexible film packaging for food, medical, transport use cases.

Market sizing, segmentation, product lines, and key buying factors for the environmental-services business (consulting, evaluation, remediation).

Leveraged Finance Origination & Restructuring. Financing and mezzanine lending to distressed or recently restructured companies typically via asset-backed lending. Acquired by UBS in 2023.