Strategy is a promise made; execution is a promise kept.
01.
Venture Realization: From Speculation to Big-Tech Acquisition
The Sector: Digital Health / Immersive Technology
The Scale: Venture-backed Startup to Global Exit
The Thesis: A strategic consultancy pioneered a VR application for palliative care. The initial thesis focused on physiological utility but lacked the human-value proposition required for market fit or investor interest.
The Intervention: Identified the core human "why" beneath the technical speculation. Pivoted the roadmap from clinical utility to legacy-building and human connection. Provided the operational rigor to move from a speculative sketch to a high-fidelity proof-of-concept.
The Outcome: Defined a product of significant depth, leading to a successful acquisition by a global technology leader (Microsoft) and successfully bridging the gap between an act of hope and a tangible market exit.
The Thesis: A legacy financial clearinghouse initiated a business model shift requiring total digital modernization. While the technical strategy was sound, the "human debt" of the legacy culture threatened the viability of the investment.
The Intervention: Provided the strategic diagnosis and cultural audit necessary to bridge the gap between the board’s vision and front-line reality. Identified the institutional friction points and delivered an intervention roadmap that aligned leadership with the operational plumbing required for execution.
The Outcome: Established an intellectual framework for resonant interventions over time, ensuring the organization’s legacy was protected while it transitioned into a modernized, resilient entity.
02.
Institutional Resilience: Aligning Culture with Modernization
The Sector: Financial Infrastructure / Regulatory Clearing
The Scale: 500MM+ enterprise transformation
The Thesis: Following a major global acquisition, a high-growth brand needed to scale internationally. The risk was a "missed connection"—the loss of the brand’s core identity within the matrixed infrastructure of a global parent company.
The Intervention: Engineered the "Global Playbook" for post-acquisition integration. Focused on checking the balance between internal reality and external scale, developing the operational plumbing that protected the brand’s soul while building the systems required for international distribution.
The Outcome: The strategy survived the complexity of a global rollout. The integration provided a resilient framework for international growth, allowing the brand to expand while remaining an enriched and authentic entity.
03.
Organizational Integration: Global Scaling Post-M&A
The Sector: Global Beverage / Craft Portfolio
The Scale: Multi-national acquisition and rollout
The Thesis: A global market leader sought to reclaim premium share for a stagnating legacy asset. The brand possessed a well-worn heritage but lacked the modern resonance to compete with high-tier incumbents.
The Intervention: Reframe and elevate the "Rebellious Luxury" global narrative and synchronize disparate cross-functional teams. By re-considering every commercial touchpoint—from product design to experiential showrooms—the strategy was operationalized to survive a competitive market (re)entry.
The Outcome: Achieved parity with market leaders, moving the organization from stagnation to a position of intentional market authority and increased pricing power.
04.
Asset Transformation: Reclaiming a Luxury Icon
The Sector: Global Consumer Goods / Premium Appliances
The Scale: Multi-billion dollar legacy portfolio
The Thesis: A technical-led consultancy sought to pivot into high-value strategy and experience transformation. The firm lacked the cross-functional alignment and specialized talent to compete for enterprise-level digital contracts.
The Intervention: Orchestrated the evolution of the practice by building and leading a high-velocity team of 11 cross-functional experts. Shifting the focus from execution to intellectual partnership, I redesigned the internal delivery model to ensure the work was consistent, rigorous, and profitable.
The Outcome: Transformed the organizational center of gravity, enabling the firm to win—and successfully deliver—multi-million dollar global contracts against established "Big 4" competitors.
05.
Operational Velocity: Scaling Consultancy Practice & Value
The Sector: Management Consulting / Experience Transformation
The Scale: High-growth practice within a global firm
