What We’ve Done

> Sampling of Client Engagements & Portfolio Companies
(Under NDA)

Technology | Software

  • Azure Software MSP – Held off ownership from selling company, restructured various aspects of the business, worked closely with technology investment bankers, implemented the cross-selling business development system and sold business for 60% more value within one year.
  • Online Software - Investment and operations takeover of internet software company. Identified fraud, restructured company, preserved shareholder value and merged with strategic acquirer in less than 12 months.
  • Content Management Co. - Increased average client from $25k to $100k; Gross Margin quadrupled to 35%.
  • Software Services - Increased revenues from $9 million, to over $23 million, and increased EBITDA from 5% to over 12% in 3 years.
  • Digital Web Development – In 24 months, designed and launched new sales and business development system that increased average project size by 3.5X to $75,000. Company was acquired at significantly increased value.

Real Estate | Hospitality

  • Hospitality - After full gut renovation, tripled profits after doubling compensation to employees over a three year period with 127 customized incentive programs for all workers and management.
  • Hospitality - Worked through the tragic events of September 11, 2001 with swift business model shifts. Retrained staff while increasing employee camaraderie and customer loyalty alike.
  • Real Estate - Turned around a failing real estate company in danger of insurance fraud by eliminating poor leadership, changing the culture from cutting corners to achieving high margins through quality workmanship. Negotiated with bankers, creditors and restored compliance to create a sustainable model for both residential and commercial markets.
  • Multiple Hospitality Projects - Increased existing assets for family real estate holding company by 92%. Increased profits and valuation over 300% in less than three years. Increased valuation by 161% in 14 months working with two unions to restructure processes and increase incentives to all employees.
  • Real Estate - Restructured timeshare/villa project, cleared zoning and water usage issues, created new financial model for further development for developers.

Manufacturing | Transportation | Health Care

  • Pharmaceutical – Created a complete acquisition process for a $10B pharmaceutical company critical to their growth of Phase I and Phase II studies. Worked through and resolved significant cross-border cultural differences with work in multiple countries to gain 100% endorsement of all 13 executive leaders of the organization in a two-day in-person conference in Germany.
  • Automotive - Took over 1,000 person $200MM company under regulatory scrutiny and created an industry leading compliance system that reshaped the industry. Worked with former regulators and 10 Attorneys General to create industry standards of conduct for the industry. Increased profits by 44%. Final compliance audit from industry regulatory law firm stated, ”A sincere dedication to regulatory compliance permeates the [company’s] current business practices. It is our belief that if all companies meet these standards, consumers will have a level of comfort and security knowing that their interests are being well looked after.” Witness Appearance on “American Greed” episode outlining the engagement.
  • Fabrication – Complete restructuring and turnaround of industry-leading granite/marble fabrication company. Resolved a difficult situation for ownership, took over operations with owners still retaining majority carrier interest and sold company as the industry leader with entire executive leadership team benefitting from the transaction. Company began growing over 20% after transaction.
  • Health Care - Redesigned the FMLA/STD process for Magellan Health Services, the largest provider of mental health services in the US. Automated the FMLA manual which resulted in reduced costs, errors and processing time.

> Sampling of Client Engagements
(Not under NDA)

  • BMW/MG Rover - U.K. (New product launch)
  • Bridgewater Associates – U.S.A. (Special Projects)
  • Ford/Visteon - U.S.A (Process Rehaul)
  • Xerox – U.S.A. and Asia (Sourcing and Cost Reduction)
  • Advance Auto Parts – U.S.A (Project Management Office)
  • Oncology Consultants – U.S.A (CEO Coaching and Consulting)
  • IPSEN Pharmaceuticals – France, U.S.A. (Process Layout and Optimization)
  • FAA – U.S.A. (Various Leadership, Six Sigma, Process Improvement)
  • NNSA (National Nuclear Security Administration) – U.S.A (Systems and Operations Research Algorithmic Development)
  • DSS – U.S.A (Agility and Agile Implementation)
  • Turner Corporation – U.S.A Leadership and Various)
  • Phoenix Technology – U.S.A (Operations Improvement, Increased Throughput)
  • KPMG, BAH, RSM - Value based improvements and overall operational efficiency
  • Snap-On – U.S.A (Lean Manufacturing, Process Optimization, Lean Six Sigma)
  • Motorola, Siemens, Intel and AMD - Malaysia and Singapore (Consulting Engagement)

> Executive Leadership | Qualifications & Credentials

  • Ph.D. in Industrial and Systems Engineering programming
  • Principal Engineer/CTO
  • Lean Six Sigma Black Belt
  • PMI-PMP (Project Management Professional)
  • PMI-RMP (Risk Management Professional)
  • PMI-ACP (Agile Certified Practitioner)
  • MIOP - Master’s Industrial/Organizational Psychology
  • CSM (Certified Scrum Master)
  • Logistics and Supply Chain Certified from Georgia Tech
  • NASA Fellow
  • Conference Speaker on programming languages, frameworks, agile methods, cloud adoption, resiliency, and IoT devices
  • Society of Manufacturing Engineer “Educator of the Year”
  • 10 Board Certifications in Cyber Security: CCTA/Certified Counterintelligence Threat Analyst; CECI/Certified Expert in Cyber Investigations; CDCI/Certified Digital Currency Investigator
  • Series 79 Investment Banking license FINRA

> Areas of Operational Assessment

  • Simulation and Modeling
  • Systems Engineering and Integration
  • Thought Process on Strategy to Execution
  • Process Optimization
  • Portfolio Management and Balanced Scorecard at Corporate level
  • Activity Based Cost and Cost Accountability
  • Building High Performance Teams/Culture Management
  • Setting up Project Management Office (PMO)
  • Systems Thinking in Large Organization
  • Lean and Six Sigma as applied to Organizational Culture
  • Sensitivity Analysis and Resource Capability Matrix
  • Agility and Agile Methodology
  • Building Transformational Cultures/ Change Management
  • Executive Coaching and Value realization
  • Need Based Technology Assessments

  • Artificial intelligence and other Relevant Technology Assessments

> Areas of Technical Assessment

  • Reliability (Does it do what it’s supposed to do?)
    • TDD/BDD, DDD, FP, SOLID Principles, Feature Toggles, Testing practices
  • Resiliency (Is it fault tolerant?)
    • Production Stress Tests, Feature Toggles
  • Maintainability (How easily can we maintain the existing functionality?)
    • TDD/BDD, SOLID Principles, Clean Code
  • Extensibility (How easily can we add new functionality?)
    • TDD/BDD, SOLID Principles, Clean Code
  • Security (Is it secure?)
    • SAST, DAST, IAST, RASP, Security Culture
  • Observability (Are we sure that the system is performing as expected?)
    • Logging, Monitoring, APM, Dashboards, Anomaly Detection, Alerting
  • Scalability (How much growth can we handle?)
    • Microservices, 12 Factor App
  • Agility (How quickly and easily can we adapt to changing priorities?)
    • Lead Time for Changes, Cycle Time, Change Failure Rate, Time to Restore Services, WIP Limits, Agile Culture