Consulting

Selected Engagements

Client names anonymized per NDA. Outcomes and scope are representative.

Fortune 50 Tech Giant

AI Workspace Strategy & Competitive Assessment

Assessed the client's AI-powered productivity suite against key competitors, identifying capability gaps and growth opportunities. Delivered a strategic roadmap that informed go-to-market decisions and LLM feature prioritization.

AI StrategyCompetitive IntelligenceGo-to-Market

12+

Market Players Analyzed

Global Technology Leader

APAC B2B Market Entry

Developed market entry strategy for B2B expansion across the Asia-Pacific region, analyzing competitive dynamics, regulatory landscapes, and channel partnerships.

Market EntryB2B StrategyAPAC

6

Markets Evaluated

Leading Financial Services Network

Merchant Retention & Network Risk Analysis

Conducted primary research with merchants to evaluate network switching risk driven by interchange pricing differentials. Found strong retention signals across the portfolio, reinforcing the client's competitive moat.

Primary ResearchPaymentsRisk Analysis

40+

Merchant Interviews

Leading Financial Services Network

Offers & Rewards Competitive Benchmarking

Benchmarked the client's merchant offers program against competitor pricing models, delivering a comprehensive comparison of incentive structures, fee tiers, and ROI metrics.

BenchmarkingPricing StrategyRewards

5

Programs Compared

Leading Financial Services Network

Cross-Border Interchange Pricing Intelligence

Analyzed interchange pricing structures across Malaysia, India, and South Korea, mapping major issuers and acquirers to identify pricing arbitrage and regulatory risk in each region.

InterchangeCross-BorderPricing

3

Regional Markets

Specialty Insurance Carrier (PE-backed)

Profitability & Operations Turnaround

Diagnosed root causes of margin erosion across the client's sales operations. Identified misaligned incentive structures, excessive churn, and product-market gaps relative to competitors, delivering a prioritized remediation plan.

OperationsP&L OptimizationPE Portfolio

$2M+

Savings Identified

Private Equity Fund

P2P Software Acquisition Due Diligence

Led commercial due diligence for a PE client evaluating the acquisition of a peer-to-peer software platform, assessing market positioning, growth trajectory, and competitive defensibility.

Due DiligenceM&ASaaS

CDD

Deal Assessment

Major Financial InstitutionActive

Commercial Cards Program Benchmarking

Currently leading a competitive analysis of commercial card programs across major issuers, evaluating P-Card, virtual card, and B2B payment solutions for procurement and AP use cases.

Commercial CardsB2B Payments

6

Issuers Benchmarked

Strategy · Product · AI · Go-to-Market · Due Diligence · Competitive Intel · Pricing · Operations · Strategy · Product · AI · Go-to-Market · Due Diligence · Competitive Intel · Pricing · Operations · Strategy · Product · AI · Go-to-Market · Due Diligence · Competitive Intel · Pricing · Operations · Strategy · Product · AI · Go-to-Market · Due Diligence · Competitive Intel · Pricing · Operations ·
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