CASE STUDIES

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These are real-life examples where my experience has guided clients in addressing either commercial operational success or wealth preservation/accumulation to achieve an agreed outcome.

CASE STUDY 1

Sector: Food & Beverage

Client: Private Equity (Portfolio Founder)

Appointment: 6mth Project

Size: <$350Mil

Scenario: Lead commercial due diligence pre-acquisition of manufacturing business operating across multiple sites (NSW, VIC) selling retail, wholesale and white label perishable FMCG brands.

Solution: Secured Board endorsement for the purchase of business (incl. contract negotiation), then led the post-acquisition integration into the parent company within 6mths. Subsequent appointment as NED.

CASE STUDY 2

Sector: Digital / Ecom

Client: Venture Capital (Portfolio Founder)

Appointment: 5mth Project

Size: <$150Mil

Scenario: Pure play digital marketplace aimed to expand sales revenue into adjacent channel but existing team were at capacity rendering risk to miss opportunity.

Solution: Successfully liberated workload from multiple team members, centralised into a single body of work then designed delivery roadmap. Launched go-to-market then handover to incumbent team.

CASE STUDY 3

Sector: Education

Client: University (Department Director)

Appointment: Recurring Retainer (rolling 3mths)

Size: +600 properties ($6Bil)

Scenario: Newly appointed leadership team challenged by decentralised OPEX, excessive supplier base & cumbersome legacy technology systems (incl. financial and site management)

Solution: Coached leadership team on prioritisation and sequencing aimed at harnessing OPEX spend, rationalising supplier base, deploying RFP’s leading into centralised PO & invoice system deployment.

CASE STUDY 4

Sector: Pharmaceutical Manufacturing

Client: Family Business (CEO)

Appointment: Recurring Retainer (rolling 6mths)

Size: >$50Mil

Scenario: Requiring support to overhaul/outsource operating model, automate recurring dividend distribution, diversify property portfolio and drive efficiencies through multiple service providers.

Solution: Comprehensive mapping of end-to-end operational value chain, design workflow for AR/AP to be centralised and outsourced to bookkeeper, introduced balanced scorecard into financial statements and establish pipeline to preferred property occupancy (unlocking significant cashflow and balance sheet value).

 

CASE STUDY 5

Sector: Technology

Client: Global Web Services (Department Director)

Appointment: Recurring Retainer (rolling 3mths)

Size: <$500Mil

Scenario: Executive too busy to efficiently and effectively ‘network’ required bespoke career coaching to identify appropriate Non Executive Director (NED) role to expand and enhance earning capacity and future proof post permanent career path.

Solution: Deep dive review of individual’s experience, distilled value proposition pitch to Boards, identification of selected businesses of interest, followed by proactive introductions to Chairs and other NED’s.