Practice
Diagnosis, plan, and execution across the cost, commercial, operational, and technology levers that move EBITDA and enterprise value.
Attack cost and free margin across the business or portfolio. The deepest credential in the practice.
Proof
Procurement value-creation programs across 20+ middle-market and portfolio companies, spanning category sourcing through commercial diligence.
Employee benefits as a controllable cost category and EBITDA lever — licensed work most operating advisors do not hold. Tied to the cost-out discipline in procurement.
Proof
Licensed benefits practice delivering plan redesign and renewal savings without degrading employee coverage.
The revenue side of value creation — go-to-market, commercial excellence, and strategic channel build.
Proof
Built and scaled middle-market commercial channels across multi-company buyer networks.
Make the business run better and hold the gains — operating model, rhythm, and accountability.
How growth & capital allocation are chosen
Growth isn’t a separate strategy deck—it’s a capital-allocation decision once the core operating constraint is clear. Before adding headcount, taking on outside capital, or pursuing an acquisition, we force a clean choice across three paths—and hand the winner right back into the three-bet operating cadence:
Practical systems, data, and AI that move unit economics — not lab projects.
Proof
Production workflows and reporting deployed against concrete cost and throughput targets.
Have a specific problem on the table?
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