Transforming a COVID-Era Diagnostic Company into a Regional Leader

Situation

A local testing provider needed to rapidly scale into a regional diagnostic leader during the COVID-19 pandemic.

Approach

• Built supply chain function managing $60MM annual spend
• Implemented first warehouse management system
• Launched multi-state logistics/courier network in under 90 days
• Led operations for 100+ testing sites across two states

Impact

• Scaled organization to $145MM revenue / 400+ employees
• Delivered 200K tests generating $10MM revenue
• Established operational backbone for long-term growth
• Served as public spokesperson with 12+ media appearances

📌 Demonstrates: Crisis leadership, rapid scaling, operational execution

Building a Scalable Operating Model for a High-Growth Technology Company

Situation

A rapidly scaling tech-enabled business lacked the operational discipline and infrastructure to support growth across supply chain, sales, and field operations.

Approach

• Built Sales Operations function from the ground up
• Redesigned sales compensation to align with enterprise growth
• Led global supply chain transformation (China → Vietnam transition)
• Expanded field services to support unpredictable demand

Impact

• Established enterprise-grade operating discipline
• Improved sales alignment and execution consistency
• Strengthened supply chain resilience and cost efficiency
• Enabled scalable growth across multiple business functions

📌 Demonstrates: Operational leadership, supply chain strategy, growth enablement

Scaling a Regional Marketing Agency into a Data-Driven Growth Engine

Situation

A high-performing regional agency needed to modernize operations, improve visibility, and prepare for acquisitive growth while maintaining strong client delivery.

Approach

• Implemented ERP optimization (Workamajig) and KPI dashboards
• Designed scalable performance management and talent systems
• Built M&A pipeline, diligence frameworks, and integration strategy
• Embedded finance + operations alignment across all departments

Impact

• Improved cross-functional accountability and real-time visibility
• Positioned firm for $8–10MM acquisition targets with 15%+ EBITDA
• Sustained 20%+ EBITDA performance during transformation
• Enabled leadership to shift focus toward growth and acquisition

📌 Demonstrates: Agency transformation, M&A readiness, scalable infrastructure

Driving Rapid Growth for a Healthcare Marketing Firm

Situation

A founder-led healthcare marketing firm needed infrastructure to support aggressive growth and national expansion.

Approach

• Built financial, operational, and reporting infrastructure
• Partnered with leadership on M&A strategy
• Scaled talent and delivery capabilities rapidly
• Led national execution programs for healthcare clients

Impact

• Grew revenue from $3MM to $15MM in 18 months
• Hired 25 employees in 9 months
• Earned multiple growth awards (Inc. Fast Growth, Deloitte recognition)
• Established scalable platform for continued expansion

📌 Demonstrates: Growth acceleration, infrastructure buildout, leadership partnership

Creating Shareholder Value in a Private Equity Environment

Situation

A PE-backed company required transformation to scale and increase enterprise value.

Approach

• Led all finance, operations, and shared services (90+ team)
• Developed board-level reporting and performance insights
• Drove commercial growth and operational efficiency

Impact

• Positioned company for increased shareholder value and rapid scaling
• Delivered 15% annual sales growth
• Closed $10MM in new business (2× prior years)

📌 Demonstrates: PE value creation, operational efficiency, commercial growth

Optimizing a $60MM Client Services Operation for a Global Brand

Situation

A global services firm needed improved execution and performance across a major retail account.

Approach

• Built and led 23-person account team
• Implemented KPI-driven performance management
• Managed large-scale sourcing and service delivery

Impact

• Oversaw $60MM business unit supporting major retailer
• Exceeded performance expectations across key metrics
• Expanded into additional marquee accounts (Coke, Under Armour, Lego)

📌 Demonstrates: Client delivery excellence, team leadership, operational rigor