Experience

We’ve rolled AI out where the stakes are real.

Our team comes from the M&A advisory practice of a top international consulting firm, focused on large, complex deals, and from in-house corporate development and strategy teams. We’ve led billion-dollar integrations, separations and firm-wide AI rollouts. Now we bring that same playbook to organizations of every size.

100+

daily users on AI agents we designed and deployed

$20B

acquisition integrated across 17 countries

20%

faster delivery on an AI-rebalanced engagement

$100M+

in savings enabled through entity optimization

Featured rollout

Agentifying a global M&A
advisory practice.

The challenge

A top international consulting firm’s M&A advisory practice, built around large, complex deals, ran on skilled people doing slow, manual work: gathering references, drafting deliverables and stitching together workflows by hand. Generative AI was arriving fast, but there was no product foundation, no playbook and no standard for how teams should use it.

What we did

Shaped the platform. Defined the user workflows, functional requirements and UI foundation for the practice’s AI workspace, partnering with engineering through launch.
Built the agents. Designed and deployed referencing, content-creation and workflow-automation agents embedded in day-to-day delivery.
Set the standards. Established best practices for automation workflows and served as a go-to expert for early adopters.
Rewired the economics. Used AI to rebalance staffing and workload on live engagements.

100+

daily users across delivery teams

20%

ahead of schedule on a multi-million-dollar engagement

margin improvement on that same engagement

Firm-wide

early use cases that helped shape the AI adoption roadmap

More use cases

Complex work,
made simpler.

AI agent · Life sciences

Finding $70M in hidden savings

We mapped 120+ global operating flows and deployed an AI agent to analyze the gaps between them. It quantified $70M in cost-saving potential and led to a consolidation of contract manufacturing across supply, facilities and headcount.

Integration · Biopharma

A $20B acquisition across 17 countries

We led global product integration: five plan-to-stock process and system transitions, 300+ cross-functional activities kept in sync, and $50M+ in inventory value protected with no break in product supply.

Restructuring · Multinational

$100M+ from a simpler entity structure

Across 20+ legal entities in five countries, we evaluated contracts, tax-step plans and operating dependencies, then guided the decisions that unlocked more than $100M in savings.

Separation · Media

Landing a major spin-off on Day 1

We ran executive governance across eight workstreams for a large media separation, cutting decision-cycle time by 20%. We also designed future-state processes for a $2B+ revenue distribution business and its finance team.

Go-to-market · Professional services

Repositioning a national practice

We built a new national M&A sales and delivery framework grounded in market research, raising final-round proposal advancement by 15% and bundled pursuits by 30%.

Corporate strategy · Portfolio decisions

$3M saved on sports rights

We linked ratings, sales, cost and effort data into one model to judge the profitability of every sports-rights property up for renewal, saving $3M. A related revenue model helped greenlight a new e-commerce venture.

Engagements led by members of our team in current and prior roles. Client names are withheld to respect confidentiality.

Our background

Strategy depth,
builder instincts.

Industries: Life sciences & biopharma, media & entertainment, professional services
Expertise: M&A integration and separation, operating-model design, corporate development and strategy, generative-AI product and agent design
Education: MBA, UCLA Anderson School of Management (Consortium Fellow) · BA, UCLA
Languages: English and Spanish, so we can work directly with bilingual teams and communities

Let’s put this
to work for you.

Start a conversation