Invests in
Locations:
Min Investment:
$1,000,000.00Max Investment:
$5,000,000.00Target Investment:
$3,000,000.00
Skills
Education
Lists including John
Work Experience
2021
Investment Principal
2023
Lead Investment process for XRC's Brand Capital Fund I, including recent investments in: - Solawave - Naked Sundays - Homefield --> Lead fund in sourcing, diligence, negotiation, portfolio management, board support, and exit. --> Work hand in hand with our founders re: growth strategy, cash management, path to profitability, governance, hiring needs, product development, and fundraising
Investment Director, Consumer
2021 - 2023
2023
Investor and Board Observer
2023
2022
Investor and Board Observer
2022
2012 - 2021
Engagement Manager, Retail Growth Strategy
2017 - 2021
- Retail strategist focused on: grocery, CPG, apparel/footwear, fitness, hobby, and pet - Contributor to 30+ private equity due diligence efforts, >$3 billion in invested capital - Advisor to bulge bracket + mid-market PE firms in buy-side, portfolio, and sell-side DD Project: Led sales channel evaluation for global athletic brand; identified channel gaps by analyzing millions of transactions to disaggregate Amazon’s market share impact, and recommended successful partnership to mitigate share loss
Senior Consultant, Private Equity & Strategy
2015 - 2017
Project: Managed team of four on due diligence of nationally recognized licensed sportswear brand. Assessed: leading dynamics driving industry health, brand strength and consumer segmentation, key investment risks, and growth levers for share expansion Project: Due diligence of consumer-centric kiosk company. Managed retail whitespace team, utilizing geospatial and demographic analytics; Determined impact of each industry driver to SSSG; Evaluated changing industry landscape and implications
Consultant, Private Equity & Strategy
2012 - 2015
Project: Due diligence of established $100M+ luxury jewelry brand. Created a multi-case 5 year revenue model differentiating revenue and gross profit drivers across nine revenue levers. Developed a market sizing model leveraging internal financials, industry interviews, and secondary research Project: Operational strategy for national apparel chain to determine “optimal store layout”. Designed framework to analytically interpret 2.4 million in-store transactions to determine optimal layout from a revenue standpoint; final recommendation based on compilation of industry, consumer, data-driven, and historical client views Project: Due diligence of international, multi-generational footwear brand; Modeled global revenue projections across all distribution channels; designed, analyzed, and synthesized consumer survey; brand assessment of key strengths, core consumer groups, and brand development opportunities
2018 - 2018
MBA Intern - B2B Growth
2018 - 2018
2011 - 2012
Analyst
2011 - 2012