Bringing leading practices from Fortune 500 companies
(gleaned through 30 years' experience with blue chip consulting firms)
to create value for middle market enterprises.
Value and ROI
Oriented
Data-Driven,
Insight-Led
Your Context,
Your Need Focused
Areas of Expertise
Growth
EBITDA
Sales / Customer
Operating Model
Trans-actions
Corporate strategy
BU strategy
Strategic planning
Competitive benchmarking
Product/SKU rationalization
Strategic sourcing
SG&A benchmarking and optimization
Logistics/warehousing optimization
Gross-to-Net optimization
Customer collaboration/ Joint Business Planning
Customer/Channel strategy
Trade promotion design and optimization
Logistics allowance / payment terms restructuring
Span/layers analysis
Organization assessment and design
Shared Services design and implementation
New operating model design
Commercial & Operational due diligence
“Clean Room” / synergy analysis
Day 1 planning
Integration management office (IMO)
Post-close integration
Divestitures
Market entry strategy
Go-to-Market strategies
EVA/portfolio analysis
Client Experience
Turnaround of a middle market producer and manufacturer, rapidly assessing and driving a 800bp EBITDA lift through pricing, product simplification, strategic sourcing and operational improvement in distribution and manufacturing.
Strategic review and transformation of a food manufacturer, working with the Board and CEO over 18 months to drive growth and 500bp margin expansion. Identified growth opportunities in core and adjacent categories while funding the transformation through product simplification, strategic sourcing, network optimization, plant productivity improvement and organization restructuring.
Operational due diligence for a manufacturing asset, assessing the target’s operational capabilities, downside risk from changes in a key customer, and identifying 500-800bp margin expansion through performance improvement.
Growth strategy assessment for a division of a large global CPG, evaluating current competitive positioning and adjacent category opportunities enabled through digital, and, defining the investment case and roadmap for expansion.
Strategic Plan development for a private sports nutrition business. Evaluated the profit pool in their core market and adjacencies, defined their point of differentiation and developed a 3-year plan to double net sales while increasing their EBITDA by 500bp through new customer expansion, marketing (influencer) investment and mainstreaming of their core product
Next generation CPG-retailer collaboration across value chain including product development, manufacturing, distribution and store operations, resulting in new operating model and product launch in the cultured/dairy category.
Strategic review for the 40+ CEO-member Board of a leading trade association, defining the association’s core value proposition to its membership, strategic priorities and transformation plan.
Defined the trade terms strategy for a CPG as part of a gross-to-net margin improvement, establishing a new market standard for payment terms, shipment pricing and gain-sharing allowance to improve efficiencies in the manufacturer-retailer relationship.
Portfolio simplification within the hand and body lotion category for the US division of a major CPG by reducing non-value add complexity across the value chain.
