- Led the strategy, business case development, and road map to launch a new organization and products and services leveraging cloud, SaaS, AI, and ML capabilities–sunsetting existing technologies while rebuilding and rebranding the “spin-off.”.
- Facilitated workshops on the impact of exponential technologies such as AI, machine learning, augmented reality/VR, and cloud on their existing business (communications, content creation, print, digital, and media divisions).
- Served as M&A lead. Identified companies in the scale-up/startups working with VC's/PE for deal sourcing and origination, LOI creation, due diligence lead for operational synergies, HR and technology, APA negotiations, and post-merger integration oversight.
- Served as program lead to create the growth strategy, business case, and road map to launch new organizations leveraging cloud, SaaS, AI, and ML capabilities–sunsetting existing technologies while rebuilding and rebranding the new entity.
- Led the three-year strategy for a global fintech company undergoing a digital transformation focused on migrating legacy data systems and product models to a SaaS-based organization focused on cloud, analytics, and AI.
- Led the business case, road map, and divestiture of a $300 million entity to reinvest funding required to transition from a services-based company to a PaaS company focused on identity management (cloud, ML, and data technologies).
Focus areas: Mergers & Acquisitions (M&A), Business Strategy, Artificial Intelligence (AI), Growth Capital Raising, Business Plan Consulting, Startups, Digital Transformation, Due Diligence, Artificial Intelligence as a Service (AIaaS), Board Decks, Organization Building, Startup Consulting, Ecosystem, Google+, Amazon Seller Central, Joint Venture Development, Innovation Strategy, Partnerships, M&A (Buy-side), Strategy, Board Reporting, Organization Assessment, Fundraising, Pitch Decks, Pitch Deck Consultant, Financial Modeling, Social Media Platforms, Music Streaming, Public Speaking, Blockchain & Cryptocurrency, Decentralized Finance (DeFi)