Marc Agosin, Finance Expert in New York, NY, United States
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Marc Agosin

Verified Expert  in Finance

Strategy and Management Consulting Expert

New York, NY, United States

Toptal member since September 5, 2024

Bio

Marc is a professional strategy and management consultant experienced in analyzing businesses across commercial, product strategy, and software factory operations. He aligns the product roadmap and strategy with commercial and market findings to unlock product market fit and drive competitive moats in the marketplace. Private equity clients trust Marc to drive value-creation opportunities and prepare SaaS businesses for sale.

Career Highlights

Case Studies

Work Experience

Consultant, Software Strategy Group

2022 - 2024
EY-Parthenon
  • Ran product and technical due diligence for a leading healthcare AI data platform of $150 million. Analyzed past product roadmaps and future product strategy to invalidate product and market fit and data monetization thesis.
  • Handled the product due diligence, technology strategy, and M&A playbook for a public safety platform of $150 million. Defined a go-forward platform strategy and modernization roadmap, including headcount optimization.
  • Conducted commercial due diligence of $250 million for a managed infrastructure provider expanding to cybersecurity. Assessed competitor dynamics, value-added services, and sales channel dynamics.
  • Oversaw the commercial due diligence and international market entry for a verticalized CRM of $100 million. Designed the international market entry strategy via web service vendor partnerships and inorganic opportunities.
  • Drove the corporate strategy for a leading education publisher looking to control costs of $800 million. Restructured the GTM and customer success operations, deployed an offshore team, and accelerated digital transformation, saving $4.25 million.
Focus areas: M&A Due Diligence (Commercial), Analysis, M&A Due Diligence (Technology), Benchmarking, Cost Cutting (Cost-out), Offshoring, Product Strategy, M&A Strategy, Market Research & Analysis, Customer Research, M&A (Sell-side), Product Strategy Consulting, Private Equity, M&A (Buy-side), Deal Analysis, Revenue & Expense Projections, Microsoft PowerPoint, Market Research Analyst, Business Modeling, Business Plan Consulting, Business Strategy

Management Consulting Manager

2014 - 2021
Accenture
  • Defined and structured the operating model for the Affordable Care Act to drive efficient functional interactions, data flows, and financial flows and created runbooks for streamlined operations and processing.
  • Restructured the product and engineer organization to increase governance and transparency, unlocking near real-time visibility for product operations, reducing around 1,000 billable hours, and accelerating time to market.
  • Coached direct reports and owned process governance to achieve the over 97% on-time software delivery metric, maximizing contract performance bonuses of around $20 million yearly.
Focus areas: Program Management, IT Program Management, Product Planning, Software Development, Software Development Lifecycle (SDLC), Agile Development, SAFe Project Management, Operating Models, Process Design, Change Management, Virtual Coaching, Product Strategy Consulting, Digital Marketing, Microsoft PowerPoint, Healthtech, Business Plan Consulting, Business Strategy, Human Resources
2021 - 2022

Master's Degree in Business Administration (MBA)

Cornell University: SC Johnson Graduate School of Management - Ithaca, NY, USA

2009 - 2013

Bachelor's Degree in Business Administration

Suffolk University: Sawyer Business School - Boston, MA, USA

JANUARY 2021 - JANUARY 2022

Certified SAFe® 5 Practitioner

Scaled Agile, Inc.

Finance

Due Diligence, Private Equity, M&A (Buy-side), Market Research Analyst, M&A (Sell-side), Deal Analysis, Revenue & Expense Projections

Output Software

Microsoft PowerPoint, Office 365

Other

M&A Due Diligence (Commercial), M&A Due Diligence (Technology), Product Strategy, M&A Strategy, Market Research & Analysis, Customer Research, Change Management, Competitor Analysis & Profiling, Virtual Coaching, Product Strategy Consulting, Digital Marketing, Business Modeling, Business Plan Consulting, Business Strategy, Blockchain & Cryptocurrency, Analysis, Benchmarking, Cost Cutting (Cost-out), Offshoring, Growth Strategy, Microsoft Teams Development, Program Management, IT Program Management, Product Planning, Software Development, Software Development Lifecycle (SDLC), Agile Development, SAFe Project Management, Operating Models, Process Design, Business, M&A Analysis, Competitive Strategy, R&D, Data Architecture, Cloud Migration, Cloud Architecture, Product Roadmaps, Customer Success, Corporate Rationalizations, Healthtech, Human Resources

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