Conducted a market assessment for a skin care company for Riverside Company investment team as the Strategic Advisors
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Retained as the exclusive Strategic Advisors for the reorganization and revitalization of Boston International, a portfolio company of Russ Teddy Bear Investments, LLC, a private equity fund
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Refinancing of Revolving Credit and FX facility for Couristan, Inc. a $200 Million revenue global manufacturer, importer and distributor of floor coverings as their exclusive Financial Advisors
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Market assessment of a global apparel and accessories brand for a private equity firm with over $40 Billion assets under management as the Strategic Advisors
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Collaborated cross functionally to build a three-year innovation pipeline to optimize SKU’s for a global brand as the Senior Strategic Planning Executive
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Market assessment of a global apparel and accessories brand and retailer for a private equity firm with over $40 Billion assets under management as the Strategic Advisors
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Represented the shareholders of Eventive Marketing in its preparation and sale to the Omnicom Group, a NYSE company with revenues of $14.5 Billion, as the Strategic Advisors
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Market assessment of a national apparel and accessories brand and retailer for a private equity firm with over $10 Billion assets under management as the Strategic Advisors
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Served as the Strategic Advisors to a Private Equity Group for the due diligence of the acquisition of Sherpa Pet Group, a prestige branded durable goods pet products company
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Conducted a market assessment for a global asset management firm as the Strategic Advisors to the investment team
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Identified an opportunity to improve cash flows across the US portfolio of brands by improving new product sizing as the Senior Strategic Planning Executive
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Served as the exclusive Financial Advisors to a family owned health food company to provide a strategic expansion plan and provide capital to support the expansion
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Optimized the process for the discontinuation of products for a global portfolio of brands as the Senior Marketing Executive
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Retained as the exclusive Strategic Advisors to Advantage Associates, an integrated talent services company with global revenues of over $225 Million for a management buyout from parent company
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Created the joint strategic plan for Cadbury Adams USA, Snapple Beverages, and Dr. Pepper Schweppes for Walmart as the Senior Strategy Executive
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Served as the Strategic Advisors to Seaport Capital and provided the the due diligence for the acquisition of Lingeries for Less
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Served as the exclusive Strategic Advisors in the initiation, negotiation and acquisition of Channel Solutions Group, Inc., a field marketing company specializing in the technical sector, to TMG Technical Products, LLC
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Served as exclusive Strategic Advisors to The Merchandising Group, LLC, a 5,000 person field marketing company in their restructuring, refinancing and sale to the Mosaic Group, Inc.
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Served as the Senior Financial Executive and led the acquisition of multiple specialty retail regional chains to enable the company’s nationwide expansion
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As the Financial Advisors, initiated and negotiated the refinancing of mortgages for a real estate company affiliated with a $200 Million global manufacturing and distribution company
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Served as the exclusive Strategic Advisors to Matt Brewing Company in its sale of New Amsterdam trademark and distribution rights to a predecessor company to Charmer Sunbelt
Group
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Realigned customer marketing in order to streamline processes for sales teams as the Senior Strategy Executive
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Served as the Strategic Advisors in the negotiation and buyout of shares of a family shareholder of a second generation $175 Million global home furnishings manufacturing and distribution company
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Created the channel development plan for a new product line to fill the unmet need of a global brand as the Senior Marketing Executive
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Led the channel development plan for the launch of Dr. Pepper Cherry Vanilla and Dentyne Ice Vanilla Chill at Walmart as the Senior Marketing Executive
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Led the channel development plan for the packaging redesign for improved consumer visibility as the Senior Marketing Executive
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Restructured marketing unit to meet the needs of the company’s largest retail partner, Walmart, as the Senior Marketing Executive
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Structured financing to obtain tax advantaged capital for the growth of a national chain of specialty stores as the Senior Financial Executive
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Led the channel development plan for the launch of a new cosmetics line as the Senior Marketing Executive
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Identified new product opportunities for a global brand specific to a major retailer as the Senior Marketing Executive
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Developed the channel strategy and launched a new line of cosmetics for a global brand in order to meet the demand of a new trend as the Senior Marketing Executive
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Retained as the Strategic Advisors to establish and implement family governance for a second generation family owned and operated global manufacturing and distribution branded home furnishings company with sales in excess of $150 Million
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Served as the Financial Advisors to a branded home furnishings table top and craft company in the refinancing of its senior banking relationships
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Served as the Senior Financial and Operating Executive to create and implement a strategy for this privately held specialty retail chain to raise capital for expansion
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Created the channel development plan for a new line of cosmetics to meet an unmet need for women’s beauty as the Senior Marketing Executive
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Supported the design and development of a new consumer product for a global candy company as the Senior Marketing Executive
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Designed a channel development plan for a new line of cosmetics to fill an unmet need for a global brand as the Senior Marketing Executive
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Served as the Senior Financial and Operating Executive in developing and implementing a plan to restructure a second generation family business through a reorganization and restructuring of operations and the capital structure
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Created the channel development plan supporting the design and launch for a new consumer product to meet changing consumer demands as the Senior Marketing Executive
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Created the channel development plan to introduce new items from Latin America into the US market as the Senior Marketing Executive
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Developed and executed a strategic channel marketing plan to successfully execute a price increase of an iconic brand as the Senior Marketing Executive
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