PE / VC and M & A
Pension Fund European Strategy – Canada/Luxembourg
Developed the European business plan of a leading Canadian pension fund
Detailed the implementation plan and governance system and process
Water Treatment Acquisition Strategy – Canada
Supported the leading Canadian water treatment player in its acquisition of a leading modular water treatment systems provider and developed the strategy of the combined company
Led a strategy retreat with both sides by the Canadian Rockies (Banff)
Water Treatment Acquisition Strategy – Canada
Supported the leading Canadian water treatment player in its acquisition of a leading modular water treatment systems provider and developed the strategy of the combined company
Led a strategy retreat with both sides by the Canadian Rockies (Banff)
Logistics and Customs M&A Strategy and PMI – US/Canada
Led the PMI (Post-Merger Integration) team, developed the strategy of the combined company and established the IMO (Integration Management Office)
Developed financial model and synergy plan
Designed and executed the100-day plan for the integration
Other Strategy Consulting Domains
Other Projects
Investment Capital Mapping in Canada
- Developed a major Canadian study on the supply and demand in the VC and PE industries conducted for a consortium of top institutional investors
- Led workshops with all consortium members including some of the top Canadian pension funds
Electrical Utility Digital Client Strategy - Canada
- Led the development of a digital client strategy for the largest Canadian electrical utility with a presence across Canada and the US
- Developed a strategic roadmap and a change management plan
Telecom M&A Strategy - Middle East
- Managed the M&A and diversification strategy for one of the largest telcos in the Middle East
- Developed a short list of targets and an acquisition plan in the IT/digital sectors
Fashion Cluster Organization Setup and Strategy - Canada
- Developed the business plan and governance structure for the new fashion and apparel industry cluster in Montreal
Chamber of Commerce Strategic Plan - Canada
- Developed the strategic plan of the largest chamber of commerce in Canada
- Roadmap and governance structure
Economic Impact Studies - Canada
- Led several economic impact studies for a leading Canadian business conference & innovative Canadian clusters (e.g. VFX)
Public Transport Agency Transformation - Toronto
- Developed transformation plan and built business cases for significant reductions in both Capex and Opex across the organization
- Designed implementation roadmap for the business cases, assigned ownership, and identified quick wins
Strategic Plan for Leading Canadian Apparel Company - Canada
- Led the development of a 3-year strategic plan for a leading Canadian retailer with growing international and online sales
Government Decision Support - Middle East
- Led over 30 studies for a major government think tank in the Middle East including studies related to education and economic development
- Reviewed key regional and sectoral strategies
Economic Strategy - Canadian Province
- Managed the Infrastructure vertical of the recent economic development strategy of a Canadian province
- Co-authored the final report and provided the recommendation to the Prime Minister
Steel Manufacturing Strategy - Canada
- Led the development of the 3-year strategy for a leading complex steel manufacturing business in North America
- PMO setup for strategy implementation
Transport and Logistics Strategic Plan - Canada
- Growth strategy and 3-year strategic plan for a major Canadian trucking company
- Developed the implementation roadmap and M&A plan for client