- Led a digital transformation project for an F500 SaaS player serving the financial industry. The project included mapping the current state, identifying best practices, and defining a Target Operating Model. The company is currently in the implementation phase.
- Designed and implemented an "Acquisition, Activation, and Retention" model to optimize the topline of a global SEO SaaS provider. Since the methodology was implemented, the LTV of users increased, and CAC was significantly reduced by optimizing acquisition channels.
- Prioritized a new market entry strategy in Europe based on a market sizing exercise and expert interviews in the countries of interest. The client was a global SaaS provider. The client decided to go to the market in Germany first and Spain second.
- Conducted due diligence on a high-tech vacation home rental marketplace for a VC. Our analysis determined that the assumptions were too aggressive and that the company managed key accounts poorly. The client decided not to invest based on our recommendation.
- Designed and implemented an account segmentation tool across the country for a global consumer packaged goods company. The client had 300,000+ individual accounts and had no visibility at the C-suite level.
- Implemented a market analysis of the total addressable market for a healthtech company. The goal was to understand competitors in a brand new space, generate recommendations on pricing, and understand alternative use cases for the technology.
- Led a Series A capital raise for a London-based online travel agency and was responsible for generating a company valuation, defining the company's growth strategy, and finding strategic investors.
- Generated a new pricing strategy that allowed our client to increase its top line and expand into other sectors. Our client was a human capital SaaS focused on the O&G sector and wished to assess its pricing policy to expand into other sectors.
- Implemented a valuation for a pre-revenue healthtech company in the neuroimaging space for a Series B capital raise, utilizing the suggested methodology and valuation. The company raised +$10 million in capital from private investment groups.
- Found acquisition targets for a third fund, created valuation models for targets, helped in the acquisition process and negotiations, and managed portfolio properties. The client was a North American real estate PE group ($2 billion in AUM).
Focus areas: Medtech, Private Equity Consultant, Management Consulting, SPACs, LTV:CAC, Market Segmentation, Relative Valuation, Equity Valuation, Pre-revenue Valuation, Pricing Models, Pricing, SaaS, Travel, Consumer Packaged Goods (CPG), Valuation, Valuation Modeling, Valuation Multiples, Market Assessment, Market Sizing, Business Strategy, Strategy, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Private Equity Valuation, Private Equity, Venture Capital, Investments, Corporate Finance, Finance Strategy, Finance Process Improvement, Finance Operation Improvements, Performance Management, Due Diligence, Market Research, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)