Aerospace JV and Technology Transfer

For a Middle Eastern Sovereign Wealth Fund interested in developing aerospace manufacturing capabilities in the country, provided consulting support to sign a Joint Venture agreement with aerospace OEMs to set up a composite manufacturing plant in the country. Modeled the economics of the greenfield operation and technology transfer and provided significant input to the JV set up.

Oil Services Merger Integration

For an upstream oil services company buying and integrating a competitor’s North American business, led the diligence and rapid merger integration. Completed integration in 6 weeks; enabled the large field work force to transition seamlessly to new processes, billing and reporting, leveraging best practices from both companies.

Parcel company valuation / strategic options

Assisted the government of Canada to evaluate strategic options for a large parcel carrier owned by Canada Post. Developed detailed financial models for commercial and operational synergies for various strategic options including IPO, sale to financial buyers, strategic buyers, etc. Advised on value to stakeholders and recommended actions.

3PL acquisition by platform company – Commercial diligence

For a PE owned global 3PL evaluating the acquisition of niche European forwarder, conducted commercial and strategic assessment of the acquisition and fit with the parent company. Assessed market positioning and operational synergies from the merger

Multiple strategy and transformation projects

Led multiple projects over years for manufacturing, transportation & distribution companies, e.g.:  Improving asset utilization and terminal productivity for a Class 1 railroad,  Operational transformation and market alignment of $6B transportation & logistics company,  Network optimization for a large automotive OEM,   Supply chain design and outsourcing for a $100M CPG manufacturer