Dallas, Texas, United States
Executive leader focused on enterprise strategy, organizational alignment, and long-term value creation. Experienced in scaling businesses, strengthening governance, optimizing performance, and leading teams through growth and change.
Executed and led 5 M&A transactions from end to end, including sourcing, diligence, valuation, negotiation of deal terms, structuring, and integration planning. Deal types included carve outs, acquisitions, and minority investments.
Modeling and Data Analytics - Constructed corporate valuation model and persuaded executives to buy healthcare target. Analyzed retail SKU profitability and formed strategy to renegotiate with suppliers. Forecasted potential synergies generated from combining 2 major travel and tourism companies based on historical benchmarks, company financials, and proposed post-merger strategy. Operations - Generated 1% sales uplift by optimizing labor and deploying role responsibility changes for major retailer. Saved labor costs by designing and implementing 12 process improvements for 2,500 retail locations.
Strategy - Developed market exit strategy for merged consumer companies to ensure regulatory approval of merger Organization Design - Designed organizational structure for merged consumer companies to ensure $200 million synergy realization
Constructed economic models to evaluate acquisitions, divestitures and joint venture partnerships including drilling and completion carry structures, marketing agreements, and reversionary working interest structures. Evaluation work led to over $4B in acquisitions and divestitures.