Track Record

2000s: Global Strategy Foundations

  • Began career advising senior leaders at a top-tier global investment bank.

  • Spent five years at a Dow 30 industrial company, including work on a landmark cross-border acquisition and a CEO-sponsored corporate transformation initiative.

  • Early roles in technology at two global platform companies, with direct interface at the highest executive levels.

 

 

2010s: Hardware & High-Stakes Advisory

  • Six years at a leading consumer technology company, supporting core hardware programs and collaborating with senior design and engineering leadership.

  • Transitioned to confidential CEO advisory, leaving to support the chief executive of a Fortune 500 technology leader through:

    • Navigating a multibillion-dollar activist campaign.

    • Defending against a $100B+ hostile takeover attempt, one of the largest in history.

    • Responding to aggressive regulatory challenges.

    • Managing global litigation with a major industry rival.

 

 

2020s: Capital, Crisis & Transformation

  • Supported CEOs of mid-cap healthcare and biomedical firms through:

    • Capital crises and activist-driven succession battles.

    • Strategic sales at multibillion-dollar valuations, with transaction premiums of ~46%.

  • Expanded role in structured capital environments, advising on board dynamics, leadership credibility, and transaction readiness in partnership with private equity sponsors and institutional investors.

  • Maintained over 200 one-off client engagements across industries, advising founders, boards, and investors during moments of structural consequence.

 

 

Throughline

From mega-cap boardrooms to volatile small-cap environments, the work has been consistent: providing discreet, high-stakes counsel at the moments when leadership, capital, and credibility are tested most.