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Integrating for
PE-Backed Firm

Turning mergers and acquisitions into alignment—strengthening reputation, visibility, and performance drivers in PE-ownership environments.

  • The Situation
    After a private equity merger, the newly combined firm needed a refreshed brand identity, unique positioning, and a business development system to support aggressive growth targets.

    My Role

    • Led an acquisition-driven rebrand, integrating multiple entities under one brand system.

    • Built the firm’s first marketing function and strategic visibility engine.

    • Established an enterprise-wide business development architecture designed to support aggressive PE-driven growth goals.

    The Impact

    • Strengthened market reputation, earning five industry awards in two years (PRWeek, PRovoke, PR Daily, PRNews, O’Dwyer’s).

    • Improved business development alignment across practices and markets.

    • Built the foundation for an internal marketing practice that now drives awareness and credibility.

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Transforming Legacy Brands

Helping legacy brands modernize for today without losing the core trust, credibility, and purpose that define them.

  • The Situation
    A world-renowned healthcare brand needed to strengthen consistency across departments and regions as competition for trust and talent increased.

    My Role

    • As a consultant, I partnered with the CMO and Head of Creative to refresh the visual identity and strengthen core brand positioning.

    • I unified brand expression across channels and functions through narrative development, visual guidelines, and team training.

    The Impact

    • Improved organizational alignment around a single, coherent brand system.

    • Reinforced Mayo Clinic’s global reputation for trust and excellence—recognized by Newsweek as the #1 hospital in the world for seven consecutive years.

  • The Situation
    With commercial construction accelerating toward digital and automated solutions, SBD needed to define and position a new Construction Technology division to secure its future growth.

    My Role

    • Defined the growth strategy, positioning, and narrative for the new Construction Technology division.

    • Synthesized insights from contractors, distributors, product teams, and technologists to shape a differentiated value proposition.

    • Aligned product, sales, brand, and leadership teams around a shared innovation strategy.

    • Built the strategic foundation for how the division would show up in market and connect to SBD’s broader portfolio.

    The Impact

    • The division gained a clear innovation vision that connected SBD’s legacy craftsmanship with emerging technology leadership.

    • My strategy established the foundation for the division to become a future growth engine for the company.

    • Drove cross-functional alignment, which improved strategic decision-making and supported new product innovation amid rapid industry change.

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Building the Foundation

Helping founder-led and scaling businesses build the structure and strategy that fuel long-term growth.

  • The Situation
    Following new ownership, Premier Outdoor needed a growth strategy to compete and scale in a crowded market.

    My Role

    • Defined brand positioning and business development priorities.

    • Equipped the sales team with new messaging and materials to drive momentum.

    The Impact

    • Expanded market presence and accelerated growth, leading to acquisition by Lamar Advertising.

  • The Situation
    ADM’s marketing organization needed to level up capabilities and alignment to meet ambitious growth goals.

    My Role

    • As their consultant, I helped design and launch a global Marketing Academy with tools, playbooks, and leader training.

    The Impact

    • Strengthened readiness for growth, supporting nearly 60% revenue increase over two years.