Consulting
Selected Engagements
Client names anonymized per NDA. Outcomes and scope are representative.
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.
12+
Market Players Analyzed
APAC B2B Market Entry
Developed market entry strategy for B2B expansion across the Asia-Pacific region, analyzing competitive dynamics, regulatory landscapes, and channel partnerships.
6
Markets Evaluated
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.
40+
Merchant Interviews
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.
5
Programs Compared
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.
3
Regional Markets
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.
$2M+
Savings Identified
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.
CDD
Deal Assessment
Commercial Cards Program Benchmarking
Built a competitive battlecard for US Commercial Cards (P-Cards and B2B Virtual Cards) for procurement and AP use cases. Structured the analysis into a market overview plus a six-player deep dive across features, capabilities, and distribution, intentionally excluding T&E positioning to focus on the highest-margin spend categories.
6
Issuers Benchmarked
Exotic Aftermarket Exhaust Supplier Diligence
Supported commercial diligence on an aftermarket exhaust systems supplier targeting the exotic and European performance segment. Built a 200-shop database of US tuning and performance retailers, segmented by which carried competing premium brands versus white-space accounts, to validate the target's distribution moat and growth runway.
200
Shops Mapped
Operations & Margin Optimization
Kicking off an operations diagnostic for a tire manufacturer, identifying inefficiencies across production, distribution, and sales incentives. Will pattern-match against prior insurance and PE turnaround work to surface quick wins and structural cost takeouts.
Q3
Engagement Status