Private Equity IT Value Creation Consultant & Interim CIO

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Summary

This Private Equity IT Value Creation Consultant is a highly qualified IT advisor to private equity and corporate leaders with over thirty years of direct experience helping mid-market and Fortune 100 companies create and capture value through identification, execution and delivery of high-impact, technology-enabled investments. Extensive experience working with ERP, CRM, SCM and POS platforms. This Private Equity IT Value Creation Consultant is recognized for quickly and effectively identifying and capturing value through IT risk identification and remediation, capex and opex optimization, and software implementation alignment with deal theses.

Highlights

• Senior IT and transaction advisor delivering EBITDA growth, cost optimization, and risk mitigation across complex PE and corporate M&A.
• IT value creation leader specializing in diligence, carve-outs, integrations, and post-close performance improvement for PE and large enterprises.
• Former CIO and Senior Partner with a 30+ year track record aligning technology strategy to deal theses and enterprise value creation.

Relevant Accomplishments

• Senior partner (direct admit) within EY’s Strategy & Execution practice. Specialize in Office of the CIO matters pertaining to mergers, acquisitions, and divestments for both private equity and corporate clients. Have sold and delivered 100+ buy-side and sell-side engagements across transaction IT due diligence, sign-to-close and post-close phases, as well as post-transaction and pre-exit performance improvement initiatives within PE portfolio companies. Singularly accountable for originating, growing, and delivering a profitable $10m+ annual book of business
• Led transaction engagements across the entire M&A lifecycle, with transaction values ranging from $100m to $60b (PE mid-market to Corporate) across multiple sectors including energy, advanced manufacturing, telecom, life sciences and healthcare
• Led and performed over 100 IT due diligences of mid-market targets, specifically focusing upon material value creation and risk mitigation opportunities to further inform the deal thesis; frequently interact with private equity sponsor and c-suite leadership
• Led numerous PE portfolio company performance improvement initiatives aimed at capture EBIDTA benefits through IT operations and cost optimization, technology enablement, portco IT leadership talent evaluation, revenue enhancement, and cybersecurity risk mitigation
• Led the formulation and execution of CCS digital strategy for generating organic sales and profit growth opportunities from information-based products and services
• Constructed investment identification and evaluation guidelines for converting commercial strategy into economically viable Digital, IoT and data enabled investments
• Constructed and commenced turnaround plan to reduce direct IT operating expense by $100 million per year, a 30% reduction, through consolidation of ERP landscape, migration of commodity processes to cloud-based solutions and consolidation of staff locations
• Accountable for $100m investment and $300m operating expense budget across sales, manufacturing, distribution and back-office functions
• Owned design and implementation of the GBS IT strategy for transitioning of activity from high to low-cost locations while standardizing processes that capture economies of scale
• Single point of accountability for GBS business continuity planning on behalf of BP Grou
• Led technology work stream of BP’s group simplification initiative, including the design and implementation of corporate restructuring plan to both modernize and optimize IT staff and contractor labor across all BP global corporate locations
• Lead subject matter expert in the integration of BP’s IT, Shared Services (GBS) and Indirect Procurement operations under one Chief Operating Officer
• Served as single point of accountability for all IT investment and operations; accountable for annual budget of approximately $200 million with a peak of $400 millio
• Led technology team executing divestment of two refineries (Texas City, TX & Carson City, CA) and one integrated downstream marketing business (ARCO, LA Basin).
• Designed, negotiated, and operated multiple offshore (India) outsourcing contracts including technical enablement for business process outsourcing of BP Group’s finance and accounting
• Promoted in Q2 2011 to BP Group Leadership (top 300 executives in company)
• Acquisition of Danish refinery and inventory carved out of Shell
• Led buy-side IT diligence and sign-to-close integration planning Trader Corporation (Hellman & Friedman) $2.9B
• Acquisition of leading Canadian online auto marketplace
• Led buy-side IT diligence, one-time costing and integration planning with European based AutoScout24 Oklo (Churchill Capital Corp via AltC Acquisition Corp) $516M IPO
• Acquisition of advanced fission technology and nuclear fuel recycling company, including subsequent merger with AltC in advance of public offering
• Led buy-side IT diligence, one-time costing and IPO readiness assessment Olaplex (Advent International Corp) N/A
•  Led IT risk assessment, strategy design & investment roadmap development for this health and beauty aid manufacturer and marketer
• Deliverables leveraged by PE sponsor to optimize IT investment and operating expense profile as well as perform internal IT talent assessment Division Maintenance Group (Roark Capital Acquisition) N/A
• Led finance process design and subsequent NetSuite ERP implementation for this commercial property management service provider
• Successfully delivered two releases of NetSuite in a nine-month period, including integration with in-house custom developed CRM and revenue management tool Youth Enrichment Brands (Roark Capital Acquisition) N/A
• Led current assessment and future design of financial data model and associated business processes in advance of applying data model within ERP implementation Zoetis / Abaxis $2B
• Led overall deal management office supporting the integration of this acquired diagnostic instrument manufacturer. Accountable for workstreams including operating model design, IT integration, market readiness and synergy capture Baxter / Hill-Rom $10.5B
• Led IT integration management office for this acquisition of this market leading medical technology manufacturer. Within the IT function, accountable for integration planning and asset disposition across applications, infrastructure, labor and contracts Exxon / Pioneer Natural Resources $65B
• Designed and led the confirmatory IT diligence for this acquisition of the market leading unconventional resources producer of oil and natural gas from the Permian Basin. Pioneer acquisition is the second largest deal in ExxonMobil history Maxar Space / Lanteris (Advent International) $800M
• Led IT carve-out and stand-up planning, identifying $6.4M in incremental EBITDA uplift primarily through reduction of non-headcount replacement costs BP Texas City refinery (Marathon Petroleum Corporation) and $4.8B BP Carson City refinery & ARCO retail marketing (Tesoro Corporation)
• Led IT separation office for these simultaneous transactions involving refining and marketing assets which at the time produced approximately five percent of US supply of domestic gasoline and derivative products

Roles

• Manager
• Chief Information Officer
• Vice President
• Principal

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