Oil & Gas Industry Experience
Specialty drilling and completion fluids manufacturer – for new president of Fortune 1000 division, served as strategy sounding board and revamped analyst presentation
Private Equity
- Downhole wireline tool technology innovator – as operating executive, aligned all portfolio company functions around revised strategy, and prepared management for diligence
- 32 separate oil services sub-sectors – evaluated each sub-sector by geography, for magnitude of sensitivity to historic oil price cycles, and to what extent performance lagged or led those cycles for portfolio company strategy planning
- Mud pump aftermarket parts manufacturer – for portfolio company considering add on acquisition, participated in diligence to determine level of aftermarket and OEM counter cyclicality and resilience of US manufacturers to Chinese competition
- Manufacturer of specialty thread protectors for high-temperature high-pressure and deepwater tubulars – participated in commercial diligence that involved forecasting recovery and evaluating low end competitive threat
- Frac sand capital equipment manufacturer – conducted sell-side commercial diligence involving estimating proppant market size and frac sand capacity needs versus additions
- Mission-critical fastener manufacturer – evaluated market and competition in oil services sector including risers, blowout protectors, pressure control equipment, mud pumps, etc.
Private equity impact investor benefits
- Flare combuster manufacturer – conducted Voice of Customer diligence to determine revenue impact of Quad 0 regulations
- Sensor manufacturer – screened for new markets including water tracers and above ground methane detectors (impact investing benefits)
- Canadian regulator – reviewed emerging oil sands technologies and defined cross-sector approach to reducing natural gas consumption/carbon emissions
Alternative Energy
Renewables and energy efficiency financing – drafted 2016 business plan for leading state-owned bank
RENAWABLE TRANSPORTATION FUELS Evaluated alternative aviation fuel project feasibility (financial, business, environment, political) for the Port Authority of New York and New Jersey (runs USA’s second largest port; all NYC-area airports, bridges and tunnels; and a railroad). Assessed feedstock including natural gas, algae, agricultural products such as soy and jatropha, and garbage. Collaborated with the US Department of Defense, Department of Agriculture, the aviation sector, and non-profit organizations.
ALTERNATIVE TRANSPORTATION FUELS Contributed algae, agricultural, garbage, and natural gas feedstock sections and implications, “Assessing Opportunities for Alternative Fuel Distribution Programs”, published by the National Academy of Sciences (Transportation Research Board, Airport Cooperative Research Program) with funding from the US Federal Aviation Administration. Available Online
ALTERNATIVE TRANSPORTATION FUELS For a venture-backed renewable energy company, advised on global business strategy for algae, a “third-generation” biofuel that does not require land that would otherwise be dedicated to food production, and has lower carbon emissions and water impact relative to “first-generation” biofuels such as corn-based ethanol. Also led response to Department of Defense request for proposals to produce jet fuel from algae.
Various FISCHER-TROSCH enhancements
ALTERNATIVE TRANSPORTATION FUELS For a venture-backed global renewable energy technology company, developed financial model and investor presentation for an innovative approach bio-diesel production in China.
Cleantech data, conference and publications provider
Food & Branded Consumer Products
- Refrigerated Mexican meat supplier – conducted Voice of Customer diligence
- Refrigerated plant based meat alternatives supplier – For a private equity firm, evaluated market and competition for Mexican food business (Voice of Customer diligence)
- France-based global turkey, chicken and egg supplier – evaluated global market UK-based global chocolate company – assessed European acquisition candidates
- France-based global cosmetics company – conducted US aspirational marketing, channel and trade loading analyses
- Chewing gum and confectionery company – evaluated international market entry potential
- France-based global cosmetics company – conducted US aspirational marketing analysis
Retail
- US-based operations of Canadian bank – led integrated employee engagement, marketing, communications, thought leadership and philanthropic effort that substantially increased brand visibility (impact investing benefits)
- US-based operations of Canadian bank – generated quantified business and social returns by using environment to engage customers and 26,000 mostly millennial employees across 1,300 sites Recipient of the Charrities at Work innovation award
- US-based operations of Canadian bank – infused environment into bankwide culture
- Muli-tier consumer marketing company – evaluated Hispanic market
- UK-based European pharmacy & home improvement retailer – defined strategic growth options
Food & Branded Consumer Products
- Refrigerated Mexican meat supplier – conducted Voice of Customer diligence
- Refrigerated plant based meat alternatives supplier – For a private equity firm, evaluated market and competition for Mexican food business (Voice of Customer diligence)
- France-based global turkey, chicken and egg supplier – evaluated global market UK-based global chocolate company – assessed European acquisition candidates
- France-based global cosmetics company – conducted US aspirational marketing, channel and trade loading analyses
- Chewing gum and confectionery company – evaluated international market entry potential
- France-based global cosmetics company – conducted US aspirational marketing analysis
Pharmaceuticals, Biotechnology & Medical Devices
- Europe-based pharmaceutical company — defined blockbuster drug’s US team based selling approach
- Biotech company – evaluated pre-clinical in vitro and in vivo testing markets
- Viotech company – created financial models for 4 acquisitions
- Surgical disinfectants – conducted commercial diligence
Health Insurance, Providers & Fitness
- Health insurance company – evaluated India market for potential entry
- Health insurance company – developed channel expansion strategy
- Adolescent behavioral health facilities – conducted commercial diligence
- Exercise & fitness chains – competitor analysis
