Previewing Charter with example content — not a real account.

Open to new engagements

I get the org from "we think" to "we know."

Eleven years advising mid-market and growth-stage companies on pricing, operating model, and go-to-market — the last four independently. I work in weeks, not quarters, and I leave the client with a plan their own team can run, not a deck.

Areas of practice

Operating Model DesignPost-merger IntegrationPricing StrategyGo-to-marketOrganizational Design
3
Delivered
12+
Years advising

Engagements

  1. 01

    Mid-market SaaS — pricing overhaul

    Delivered

    Redesigned a flat-rate pricing model into three tiers, lifting net revenue retention 18 points.

    Ran willingness-to-pay research across 40 customer interviews, modeled three packaging scenarios against the existing book of business, and stayed on through the first two renewal cycles to tune the rollout.

    Pricing · SaaS · NRR

    Read the case →
  2. 02

    Regional healthcare group — post-merger integration

    Delivered

    Ran the 100-day integration plan across two merged clinical networks.

    Built the joint operating model, sequenced system consolidation to avoid disrupting patient care, and handed off a governance structure the combined leadership team still uses.

    Healthcare · M&A · Integration

  3. 03

    Logistics co — operating model redesign

    Delivered

    Cut cross-functional decision latency from six weeks to eight days.

    Mapped every recurring cross-team decision, found the actual bottleneck (unclear ownership, not process), and redrew the org's decision rights before touching a single reporting line.

    Ops · Logistics · Org Design

  4. 04

    Manufacturer — go-to-market for new product line

    Active

    Currently building the launch plan and channel strategy for a Q1 release.

    Segmentation, channel economics, and a phased rollout plan across three regions, due to the client's board in six weeks.

    GTM · Manufacturing · Active

Experience

Principal Consultant (Independent) Self-employed

Advise mid-market and growth-stage companies on pricing, operating model, and go-to-market strategy.

Jan 2022Present
Engagement Manager Northbridge Advisory

Led 3–5 concurrent engagements for private-equity-backed operating companies across ops and strategy.

Jun 2018Dec 2021
Senior Associate Northbridge Advisory

Started as an analyst; promoted twice on the strength of two turnaround engagements in the first 18 months.

Aug 2014Jun 2018