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Theodore Daiell
Verified Expert in Management Consulting
Management Consulting Expert
New York, NY, United States
Toptal member since October 13, 2022
Bio
Teddy is the founder and managing partner of Healthy Growth Advisory. He's a strategic partner to investors and companies pursuing investment, acquisition, and growth opportunities in health and wellness, including nutrition, exercise, mental health, sleep, and whole-person health. After cultivating his private equity and strategy expertise, he has advised more than 60 health and wellness investors and companies, from private equity firms to angel investors and from public companies to startups.
Case Studies
Growth Strategy
StrategyGrowth StrategyEntry StrategyM&A Strategy
Buy-side Deal Sourcing
M&A StrategyM&A (Buy-side)
Strategic Advisory
StrategyFundraisingFinance Strategy
Expertise
- Business
- Entry Strategy
- Finance Strategy
- Fundraising
- Growth Strategy
- M&A Strategy
- Mergers & Acquisitions (M&A)
- Strategy
Work Experience
Managing Principal
2017 - PRESENT
Healthy Growth Advisory
- Created the growth strategy for a middle-market health restaurant chain, leading to four in-market growth experiments of novel concepts.
- Developed the growth strategy for a high-growth mental health startup, resulting in a successful M&A in its targeted growth segment.
- Led the buy-side deal sourcing for a middle-market health education company, resulting in four letters of intent.
Focus areas: Mergers & Acquisitions (M&A), Fundraising, Strategy, Business Planning, Three-statement Modeling, Pitch Decks
Director for Strategy
2016 - 2017
Canary Health
- Built forecasting tools and processes to estimate key cash flow and P&L metrics, enabling founders and management to perform financial planning and analysis and synchronize investments and headcount growth with business expansion.
- Led the fundraising process, including building a pitch deck, model, and board materials, managing the project timeline, and creating the investor relations strategy and CRM tools.
- Illuminated marketing funnels, enabling investment optimization across products, clients, and funnel stages.
- Cultivated business and corporate development by leading the M&A strategy, identifying acquisition targets, enabling strategic partners, and delineating the international expansion playbook.
Focus areas: Fundraising, Finance, Strategy, Mergers & Acquisitions (M&A), Financial Modeling, Business Planning, Three-statement Modeling, Pitch Decks
MBA Intern
2015 - 2015
Headspace
- Developed the deal assessment framework for prioritizing and measuring prospective partnerships' impact.
- Identified key strategic marketing and product gaps via competitive analysis for founders and management.
- Spearheaded the internal reporting overhaul, leading to recurring, data-driven management team metrics.
- Created an A/B testing program and prediction toolkit for purchase and retention to optimize paid acquisition.
- Led operations audit across the organization, interviewing key stakeholders to discover and prioritize organizational improvement initiatives for cross-functional communication and effectiveness.
Focus areas: Startups, Fundraising, Strategy, Finance
Associate
2012 - 2014
Charlesbank Capital Partners
- Built lender materials with United Road Services' CEO and CFO to secure over $200 million in refinancing.
- Collaborated with a B2B media provider's CEO and CFO, from acquisition target to diligence financials and KPIs of individual media and event assets, leading to management's detection of earnings distortion.
- Developed and shared industry expertise for a thematic investment initiative on B2B media providers, delineating industry dynamics and entry opportunities, resulting in accepted bids for over $900 million of assets.
- Created a valuation framework for a for-profit education provider, illuminating the impact of financial and regulatory performance and program mix on the company's financial health, resulting in a 20% revaluation.
Focus areas: M&A (Buy-side), M&A Modeling, M&A Strategy, M&A Reporting, Financial Modeling, Business Planning, Three-statement Modeling, Pitch Decks
Senior Associate Consultant
2009 - 2012
Bain & Company
- Reviewed a US software provider's product portfolio against long-term strategy, growth prospects, market attractiveness, and the competitive landscape, enabling non-core assets divestiture to maximize returns.
- Evaluated a US sports retailer's new store expansion opportunities, utilizing existing store performance, demographics, and competitor footprint to pinpoint the best new geographies for profitable growth.
- Assessed a US food and beverage manufacturer's retail pricing and merchandising strategies across over 20 categories, enabling leadership to re-allocate an over $5 billion promotion budget to strategies with superior ROI.
- Designed a US wireless telecom's customer preservation strategies, balancing customer lifetime value with one-time retention costs, including a pricing redesign to improve profitability and customer retention.
- Initiated leadership collaboration across global green teams to share ideas, best practices, and resources.
Focus areas: M&A (Buy-side), Strategy, Growth Strategy, Financial Modeling, Business Planning
Education
2014 - 2016
Master of Business Administration (MBA) in Entrepreneurial Management and Marketing
Wharton School of the University of Pennsylvania - Philadelphia, Pennsylvania, United States
2005 - 2009
Bachelor of Science in Business Administration Degree in Strategy, Finance, and Economics
Washington University in St. Louis - St. Louis, Missouri, United States
Skills
Finance
Financial Modeling, Mergers & Acquisitions (M&A), Fundraising, Finance Strategy, M&A (Buy-side), Three-statement Modeling, M&A Modeling, M&A Reporting
Output Software
Microsoft Excel
Other
Strategy, Growth Strategy, M&A Strategy, Business Strategy, Business Planning, Business, Finance, Entry Strategy, Business Operations, Pitch Decks, Startups, Economics, Business Administration, Marketing, Entrepreneurship, Management
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