Reducing risk and maximizing returns
Investor Advisory
Operating and deal experience that unlocks value
From transaction support to operating guidance to exit, I put my industry and deal experience to work to help private equity and venture capital firms minimize risk and maximize returns on their investments in the consumer insights and data sector.
Are you or your portfolio companies facing challenges?
Transaction
- Insufficient market knowledge to assess opportunities and risks
- Due diligence gaps that miss commercial, product, and operational red flags
- Hidden business model weaknesses that may hamper growth
- Overestimating synergies due to commercial, operating, and cultural factors
Portfolio Companies
- Inexperienced leaders struggling to execute
- GTM immaturity that is limiting growth
- Operating inefficiencies inhibiting scale and eroding margin
- Organizational weaknesses hampering coordination and delivery
- Culture clashes arising from integration challenges, expansion, or poor leadership
I help investors at all deal stages.
Transaction Support
My deep sector knowledge and operating experience help PE and VC firms improve their diligence and decision-making during the initial acquisition and subsequent funding rounds. I guide my clients in understanding market dynamics, go-to-market strategies, and the strategic, commerial, and operational strengths and weaknesses of the target company, ensuring the deal rationale is sound and grounded in reality.
Portfolio Company Support
Once the investment is made, I help ensure the business can execute its growth plan. I work with leadership teams to address gaps in execution, align go-to-market strategies, and resolve operational inefficiencies. Whether guiding leaders, optimizing GTM motions, or addressing cultural challenges, my support ensures the company scales efficiently and meets investor expectations.
Post M&A Integration
Successful integration is essential to realizing the value of a deal. My extensive PMI experience helps businesses ensure cultural, operational, and strategic alignment, preventing the friction that often comes with merging teams and systems. By focusing on smart planning, clear communication, and leadership cohesion, I help companies realize the deal rationale and deliver on synergy targets.
What People Say
Everything we’ve done with JD is enabling us to maintain our strong growth trajectory while significantly and sustainably improving our margins.