M&A and Transformation Expert

Education

Master of Business Administration (MBA) from The University of Texas at Austin
Focus: Private Equity Finance; Management Consulting

Work Experience

Independent Consultant
2020  – Present

Directed all integration activities for PE roll-up of 11 acquired manufacturing businesses with combined sales of $500M including determining synergy targets and rationale for operational improvements.

Designed integration program for Fortune 200 energy client in $10B acquisition, including coordination across business functions, 60 projects and creation of KPI reporting to monitor deal performance.

Led carve-out of $200M A&D business unit to prepare for standalone operation, including engagement with all third-party advisors and management; provided weekly reporting to $4B private equity buyer

M&A Consultant at PwC 
2016  – 2020

Day One planning including merger integration and divestiture management focused around functional (Finance, IT, HR, Sales, Ops) readiness, cutover activity preparation, and stakeholder management.

Performing pre-deal diligence across industries, including management interviews and standalone analysis to evaluate functional readiness, potential synergy targets, one-time costs and key deal risks.

Deal Strategy including M&A playbook development, value driver identification, strategic goal planning, future state operating model design and roadmap development.

About Me

Rob is a management consultant with over 14 years of consulting and industry experience. He focuses on mergers & acquisitions advisory services and transformation initiatives including business process and operational improvements. Rob primarily works with PE Funds and PE backed portfolio companies.

Qualifications

Project Categories

  • M&A Project Management
  • Post-Merger Integration
  • Due Diligence
  • Interim Executive
  • Technology Assesment
  • HR Project Management
  • Workforce Integration
  • Market Research Project Management

Industries

  • Private Equity
  • Energy & Utilities
  • Travel & Hospitality
  • Industrials

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