Case studies

Mars, Incorporated

Pet Healthcare Transformation

Helped build a Corporate Innovation team that transformed Mars, Incorporated from $33B/Sales / $100B EV legacy confectioner into dominant vertically-integrated Pet Healthcare (Veterinary + Diagnostics + Nutrition) player with $45B/Sales / >$180B EV — 10X faster than arch-rival Nestle.

Confidential Consumer Packaged Goods

Strategic Alternatives & Transformation in Coffee

Advised $60B EV CPG on strategic alternatives and transformation for a $2B Coffee division with an iconic brand that was stalled in a growing category.

The Koch Network

Diversifying Impact at Scale

Transformed $750MM/Year national advocacy organization into an integrated impact investor with repeatable trillion-dollar social impact.

The Koch Network

Disrupting Education

Developed and delivered a $25M demand stimulation venture strategy for alternative education during the pandemic through backing Education startups via grantmaking, direct & LP investment strategies helping enable >10% of 55M American children move beyond the status quo — generational change. Backed Outschool, Sal Khan’s Schoolhouse, Minerva and many more.

Confidential Impact

Channel Strategy M&A

Advised legacy impact organization on elite Media M&A to quickly grow their credibility, reach & impact. Services included strategic advisory, valuation & target integration, resulting in early exploratory venture investments.

Confidential Startup

Strategic Advisory

Advised a high-impact precision medicine startup on valuation, structure and negotiation for a transaction with a leading pharmaceutical strategic developing a first-in-class therapeutic and companion diagnostic (CDx) for a lethal and widespread genetic condition that kills tens of thousands per year globally.

Confidential Startup

Strategic Advisory

Advised rapid growth Consumer ready to drink beverage startup on growth strategy & fundraising.

Confidential Startup

Growth Stratetgy & Strategic Partnerships in Animal Health

Advised a high-impact animal health startup developing a premium therapeutic for a globally unmet need that had stumbled during the pandemic due to veterinary clinic closures. Counseled on strategic alternatives, channel strategy and strategic partnerships to help it reach national scale and partner with a strategic.

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