Director of strategy

For a U.S. Scientific Society, led the analysis and identification of improvement opportunities to the journal publishing process. The improved process resulted in a 10% reduction in cost.

For a portfolio company of a private equity firm in the car audio industry, led a sales optimization process which included resizing and restructuring the sales force, reconfiguring territories, developing a new compensation model, and developing new management tools. The project is expected to increase sales by 20% in the first year.

For one of the largest financial services firms in the world, participated in a worldwide cost reduction exercise. The identified cost savings exceeded $1B in year 1, surpassing expectations.

For a private equity firm, led a commercial due diligence on a provider of M&A and Debt Issuance information to develop an overall assessment of the business outlook. The due diligence identified important limitations on growth opportunities which resulted in a reduction on the price paid for the company.

For a private equity firm, participated in a commercial due diligence on a provider of real-time energy generation and transmission data. The due diligence identified severe flaws in the value proposition of the business, which resulted in a drastic reduction on the price paid for the company.

For a private equity firm, participated in a commercial due diligence on an organizer of executive events. The due diligence validated the value proposition of the business and the acquisition continued as planned.

For a portfolio company of a private equity firm in the manufacturing industry, led the development of a divestiture strategy for a business unit performing below cost of capital. The project resulted in the sale of a $58M business unit.

For a global provider of information-based solutions to the legal industry, participated in the development of an integrated software, content, and service strategy for non-legal information assets. The project resulted in
the creation of a new $60M business unit.

For a global provider of information-based solutions to the legal industry, participated in the development of a strategy to migrate activities to lower-cost offshore locations. The project resulted in annual savings of $20M.

For the Spanish subsidiary of a global provider of information-based solutions to the legal industry, led comprehensive profit improvement programs, including operational improvement / cost reduction, sales optimization, and development of a new pricing strategy. The project resulted in dramatic increases in operating margins from 2.5% to 20% in three years.

For a global provider of information-based solutions to the legal industry, participated in the development of the strategy to negotiate a partnership with a leading competitor in a large subsegment of the business.
Negotiations were successful but the partnership was not completed.

For a global provider of information-based solutions to the legal industry, participated in a usability study designed to identify improvement opportunities for their flagship product. The project resulted in drastic increases in customer satisfaction and an expected revenue impact of $13M per year.

For a global provider of information-based solutions to the legal industry, led the development of a new pricing strategy for their flagship product. The project resulted in an improved pricing methodology with projected revenue increases of 5-7% per year.

For the Australian subsidiary of a global provider of information-based solutions to the legal industry, led comprehensive profit improvement programs, including operational improvement / cost reduction, sales optimization, and development of a new pricing strategy. The project resulted in projected increases in operating margins from 18.4% to 24.1% in five years.

For a global provider of information-based solutions to the legal industry, participated in the commercial due diligence of a $45M company in a fast-growing and nascent industry. The due diligence validated the value proposition of the business and the acquisition continued as planned.

For a global provider of information-based solutions to the legal industry, led the analysis of the strategic implications and potential alternatives of entering a contiguous subsegment of the market. The project uncovered strategic risks and the company cancelled plans to enter this new market.

For a global publisher of textbooks, led the development of a strategy to minimize the negative impact of the exploding online used textbook market. The project resulted in the creation of an online peer-to-peer store for
used textbooks.

For a global provider of information-based solutions to the legal industry, led the development of a strategy to increase market share on the professional directories market. The project identified a new market and resulted in the creation of a new business unit with expected revenues of $50M in two years.

For a global provider of information-based solutions to the legal industry, led the development of a strategy to enter the legal research services market. The project resulted in the creation of a new department with projected annual revenues of $3M-$5M.

For a global provider of information-based solutions to the legal industry, led the development of a strategy to optimize product training activities to drive usage. The project resulted in a series of recommendations to improve training that would be piloted before full implementation.

For a global provider of information-based solutions to the legal industry, led the development of an integrated software, content, and service strategy for a new line of products. The project resulted in a strategy to develop a completely inexistent market at the time. The new product line is performing according to plan and expected to generate $50M-$100M in three years.

For a global provider of information-based solutions to the legal industry, led the development of a strategy for a new line of products to address librarians’ unmet workflow needs. The project resulted in the creation of initiatives to enter a potential $45M market.