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 precision medicine startup 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. Advised on valuation, structure and negotiation for a BD transaction with a leading pharmaceutical company.

Confidential Startup

Strategic Advisory

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

Confidential Startup

GTM Strategy & Strategic Partnerships in Animal Health

Advised a high-impact animal health startup developing a premium therapeutic for a globally unmet need. Counseled on go to market strategy, fundraising & strategic partnerships.

Let’s get started