- Defined the MX's long-term strategy alongside the executive team and the client, product, sales, and marketing divisions. Evaluated and proposed alternative strategies and potential outputs.
- Analyzed and prioritized market expansion regarding products, verticals, and geography, aligned with the company's strategic direction.
- Scouted and executed five strategic partnerships, investments, and M&A that led to the: (i) acceleration of the company's product strategy, (ii) access to new data points that led to sales growth, (iii) opening of new verticals, (iv) tech innovation.
Focus areas: Mergers & Acquisitions (M&A), Partnerships, Investments, Strategy, Expansion, Internationalization, Fundraising, M&A Strategy, Financing, Negotiation, Economics, Finance, Financial Modeling, Post-merger Integration, Business Operations, Market Assessment, Pitch Decks, Business Development, Budgeting, Business Analysis, Business Models, Business Plan Consulting, Cash Flow, Data Analysis, Due Diligence, Exit Strategy, Financial Analysis, Forecasting, Fintech, Startup Growth Strategy Development, Growth Strategy, Market Research & Analysis, Market Sizing, Pitch Deck Consultant, Private Equity, DCF Valuation, Business Planning, Startups, Expansion Strategy, Sales Growth, Go-to-market Strategy, International Expansion, Buy-side, M&A (Buy-side), Market Research, Opportunity Identification, Product-market Fit, Financial Services, Finance Process Improvement, Card Payments, Early-stage Startups, Business Validation, Technology, Investor Presentations, Valuation, M&A Due Diligence (Financial)