Strategic Capabilities
Comprehensive leadership services for turnaround, transformation, and sustainable growth
Core Services
Turnaround & Transformation
Specialized expertise in rapidly stabilizing distressed operations and executing strategic pivots. Proven methodologies for identifying root causes, prioritizing interventions, and mobilizing organizations for rapid recovery.
Rapid Assessment
30-day diagnostic of operational and strategic challenges
90-Day Value Plan
Prioritized initiatives with clear metrics and milestones
Crisis Leadership
Hands-on execution during critical transformation periods
Operating Partner Services
Value creation expertise for private equity portfolio companies. Combine strategic advisory with interim executive leadership to accelerate performance improvement and exit readiness.
Due Diligence Support
Technical and operational assessment for investment decisions
100-Day Plans
Post-acquisition value creation roadmaps
Interim Leadership
C-suite execution during transitions or searches
Data & AI Strategy
Build competitive advantage through strategic data infrastructure and AI capabilities. Chief AI Officer certified with Certified Data Management Professional credentials.
Data Governance
Framework design and implementation
AI Implementation
Strategic deployment roadmaps and use case prioritization
Analytics Infrastructure
Enterprise data platforms and business intelligence
Product Leadership
25+ years driving product innovation and market positioning across enterprise software, e-commerce, and retail technology platforms.
Portfolio Strategy
Rationalization and optimization for market fit
Digital Platforms
E-commerce and omnichannel technology modernization
Go-to-Market
Launch strategy and competitive positioning
Industry Expertise
Retail
Omnichannel strategy, merchandising, and digital commerce transformation
Enterprise Software
SaaS platforms, enterprise architecture, and technology integration
Financial Services
Digital banking, payments, and fintech innovation
Technology
Cloud infrastructure, AI/ML platforms, and emerging technologies
While specializing in retail transformation, methodologies and frameworks apply across industries where rapid change and strategic repositioning drive value creation.
Engagement Models
Strategic Advisory
Board-level counsel and strategic planning for transformation initiatives. Typically 2-4 days per month with quarterly business reviews.
Ideal for: Private equity firms, boards navigating strategic inflection points
Interim Executive
Full-time or substantial part-time C-suite leadership during turnaround, transition, or executive search periods. Hands-on execution and team leadership.
Ideal for: Portfolio companies, enterprises in crisis or rapid growth
Project-Based
Defined-scope initiatives with clear deliverables, timelines, and success metrics. Examples include platform selection, data strategy design, or go-to-market planning.
Ideal for: Specific transformation workstreams, due diligence, assessment projects
Discuss Your Specific Needs
Every engagement is customized to your unique situation and objectives.
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