The Challenge

For VC and PE firms, the core challenge is maximizing the Internal Rate of Return (IRR) on portfolio companies. This requires an executive partner who can rapidly achieve three critical objectives: stabilize erratic operations, execute immediate, verifiable margin expansion, and build the scalable infrastructure necessary for a profitable, de-risked acquisition. Without this expertise, portfolio assets remain trapped in low-margin, chaotic growth cycles.

The Executive Architect of Exit-Ready Assets

I specialize in serving as the executive transformation leader for portfolio companies in the fulfillment, logistics, and supply chain sectors. My focus is on delivering quantifiable performance improvements and creating the clean, scalable foundation that maximizes valuation multiples and ensures a seamless due diligence process.

Exit Strategy & Acquisition Execution

My entire operational philosophy is centered on building the company with the end game in mind.

• Proven Exit Record: Established and executed the exit strategies for two fulfillment businesses, positioning one for successful acquisition by a major e-commerce marketplace platform (Rakuten).

• Diligent Readiness: Applied Lean Six Sigma Black Belt (LSSBB) rigor to document all processes, systems, and KPIs, guaranteeing transparency and structural integrity - essential components for maximizing acquisition value.

Rapid Turnaround & Financial Uplift

I drive executive intervention that results in immediate and sustained growth in key financial metrics.

• Margin Expansion: Executed deep financial analysis and cost control initiatives to grow contribution margin from 38% to 48% in one year, drastically improving operational profitability.

• Cost Structure Re-Engineering: Achieved a dramatic, verifiable 41% reduction in COGS in a high-compliance cold chain operation by strategically renegotiating vendor contracts and optimizing logistics assets.

• Hyper-Growth Management: Led a fulfillment business to achieve 70% year-over-year growth, proving the ability to scale operations rapidly and profitably while maintaining financial discipline.

Infrastructure Stabilization & De-Risking

I replace chaotic, manual processes with scalable, technology-driven structures that de-risk the investment.

• Technology Architecture: Led the implementation and optimization of critical logistics technologies (Quickbooks, Veracore, Cargowise, Extensiv, SPS Commerce) that ensure world-class inventory accuracy (consistently 99.98%) and seamless data flow, eliminating technological risks.

• Compliance Guarantee: Installed zero-tolerance compliance protocols (USDA, FDA, Hazmat) to prevent massive financial and legal risks common in regulated logistics.

• P&L Management: Managed and achieved substantial EBITDA targets for P&L statements up to $500 Million, ensuring financial health is strategically managed across the entire portfolio asset.

Core Value Creation Capabilities

• M&A/Exit Strategy Execution: Preparing operational and financial books for due diligence and acquisition.

• EBITDA and Cash Flow Optimization: Rapidly identifying and eliminating operational waste to boost profitability.

• WMS/OMS System Integration: Implementing scalable, auditable technology that supports hyper-growth.

• Portfolio Stabilization: Leading operational and cultural turnarounds (e.g., transforming the worst-rated site to a top performer).

• Strategic Capital Sourcing: Proven ability to secure necessary financing, including a $2.5 million line of credit.

If you are an investment partner seeking an operational executive who can rapidly create value, stabilize high-growth chaos, and engineer a successful, high-multiple exit, let's discuss your most challenging portfolio asset.

View my detailed project portfolio or schedule a strategic consultation today.