Case Studies & Thought Leadership

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Advised mid-market focused PE firms to pinpoint market opportunities in services businesses, evaluate investment prospects, and drive value creation. Enhanced the performance of portfolio companies and strategically positioned them for liquidity events. Successfully turned around underperforming businesses to maximize returns. On average, firm revenues grew by 50 to 60%.

Worked as a member of the C-Suite, or Advisor, to multiple PE-funded businesses, to drive revenue growth optimizing go-to-market strategies, developing new product/service offerings, pre- and post-acquisition integration and optimization, to position the firms for sustained accelerated growth. Significant P&L responsibilities for Businesses ranging from $10M to $9B.

As a C-suite member of a mid-market professional services firm, developed and executed a growth strategy that optimized revenues, transformed service delivery and identified new revenue streams. This enabled the firm to secure private equity funding and resulted in 100% revenue increases in just 18 months.

Worked with the C-suite of PE funded services firm during it’s carve-out from a major professional services firm. Established stand-alone back-office operations, including finance, and created a go-to-market strategy for operations in 40+ countries. Executed change management efforts for the organization. Our efforts enabled the business to exit the TSA and efficiently manage its finance department, achieving operational independence and stability.

Served as Chief Operating Officer (COO) at a private equity-funded legal analytics service provider. Played a pivotal role in establishing business operations and devising growth and go-to-market strategies. The initiatives resulted in 50-75% year-over-year growth, culminating in the company’s acquisition by a strategic buyer.

As the Chief Strategy and Growth Officer of a PE-funded legal tech start-up, developed and executed a comprehensive growth strategy. Over the next 12 months, this approach led to significant customer acquisition and a revenue increase of 50-75%.

Served as a key member of the C-suite at a Global Legal Information Service provider. Successfully turned around the underperforming Legal & Regulatory division, driving top line revenue growth of over $100 M annually.

Served in the C-suite of a Big Four firm to revitalize the underperforming Global Audit division and strategic hedge against industry disruption. This initiative led to a revenue growth of 5-7% and an improvement in profit margins by 3%.

Provided strategic advisory services to C-suite leaders in the financial services sector to accelerate revenue growth and drive business transformation. Achieved significant results with average revenue growth ranging from $300M to $1B, while improving margins by 3-8%.

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Panel Discussions

Digital Dialogue: Boosting Investor Returns in Professional Services, Institute of Digital Transformation, 10/2024.
Own Your Story: Unstick Yourself from Tough Challenges and Transform Your Life, 10/2024.
Keynote: Mastering Change Management, KM Legal Conference, 09/2024.
KM Solutions That Bring Value for Clients and Revenue for the Firm, KM Legal Conference, 09/2024.
How to Grow an Innovator, ILTACON, 08/2024.
Unlocking the Power Circle, Columbia Women’s Circle, 06/2024.
Digital Dialogue: Generative AI and the Legal Profession, Institute of Digital Transformation, 02/2024.
Impact of Gen AI on Legal Marketing Strategies, Innovations and Insights, ILTACON, 08/2023.
Become the Law Firm of the Future, 08/2022.
The Legal Desktop of the Future, ILTACON, 08/2022.