Illustrative projects
Strategic Growth
Helping a Family Business startup with plan and roll out
Developed a five year business plan/revenue model along with a pitch deck for a funding roadshow and a go to market sales strategy. Additionally, formulated initial operating models for the entity. The plan calls for the business to develop first in key markets in the US and gradually launch in 25 cities around the world in phases — using a plug and play model for each location (perfected from previous launches).
Regional head of CorpDev, deep business planning and modeling
Worked very closely with global leadership to develop in-depth transformation models for all regional businesses, with 1-, 3- and 5-year forecasts and business cases for acquisitions and alliances—with pro forma financials, DCF/quality of earnings analysis and human capital projections/costs. Grew the business across nine national markets and five product segments by building regional pursuits capability from scratch, enhancing sales campaigns and targeting / negotiating with / acquiring businesses for expansion.
Global site selection for European Aerospace manufacturer
Client was looking at multiple, diverse sites to manufacture engines. Helped team create a 250 point quantitative model to evaluate all 24 sites. That required a tremendous amount of both quantitative and qualitative research. Ran the model and discovered eight sites were more suitable than the others. Built out business plans, feasibility studies and mid-term business and financial models. Client used this info to whittle down to three sites — which meant we dove deeper into the data to find differentiators. Client finally decided on 2 sites based on data.
Winning Deals
IT transformation for State government / State CIO
A large state in the US realized its technology capabilities had fallen behind. The governor appointed a CIO to effect rapid and meaningful change. We had a very strong transformation team that was downselected as only one of two providers to receive an RFP. The team had a great solution and we were able to put together an outstanding proposal from in-depth knowledge and analysis of the issues, applying world-class resources and formulating a plan in the proposal that won — hands down — and resulted in a large, multi-year revenue stream.
Think tank’s pursuit of US Dept of Energy (DoE) funding
Consortium was looking for US$1.2bn for a Clean Hydrogen hub. Tasked with managing and coordinating across the hub membership--some 30 private and public entities who had very disparate goals and objectives. Led strategy and win theme development and day to day progress on proposal response. Tasked with essentially re-writing almost all content from consortium members in proper tone, with narrative and was final editor before signoff. Also involved in negotiations with DOE as well as business aspects of the hub (setting up entity, developing charter, etc).
Managed services for top PE firm
We were the incumbent but in a pickle — our competitors had developed a better technology solution. Or so they sold the client. However, they were not able to deliver on their ideas which gave us time to refine our pitch and technology. Out team had done well enough in the initial phase that the client gave us another chance to prove our solution after the competitor's failure. We built an amazing team, great solution, compelling proposal and followed through with a knock out orals / demonstration. Led to significant win.
Leadership Training
Sales Leadership Training
Working with several leading tech companies to equip their client-facing and business development professionals with skills to both enhance the customer experience and also drive revenue.
Senior Leadership Course
Physical and mental challenge for those who want to improve their leadership skills (teaming, coaching, decisiveness, outcomes) in real-world, outdoor environments, where decisions have real consequences.