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Our senior teams bring the right mix of candor, humility, expertise, and insights to the table in order to maximize the results for our clients in the most efficient and least invasive way possible.
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Case Studies
Experienced and Hands-On
Andrew is a senior advisor at Liberty. He uses his deep background in strategy, execution, organization design & change management, and operational experience to assist clients and ensure they have aggressive, but reachable goals on M&A and other transformations.
Andrew has over 25 years of professional experience in C-Level Management where he has built and led several organizations through major transformations and M&A transactions. Andrew’s career began in the White House Press Office under George H.W. Bush from 1991-1993. He later served as the Special Assistant to the UN Envoy in Somalia during the conflict in 1993. In March 2003, Andrew was also asked to direct and manage the merger of the four component agencies of CBP, including U.S. Customs, U.S. Border Patrol, INS inspections and Agriculture & Quarantine Inspections. Andrew was appointed by President George W. Bush in as the CFO for the Department of Homeland Security. From 2002-2004, he served as the U.S. Customs Service Chief of Staff. Until 2016, Andrew was the Managing Partner of U.S. Federal within IBM Global Business Services, while concurrently sitting on the North American Senior Leadership Team for GBS and the Worldwide Growth and Transformation Team led by the IBM CEO. Additionally, Andrew was the CEO of National Interest Security Company – an Information Technology Management Consulting Company serving the intelligence, Homeland Security, Dept. of Defense, Federal health, and energy marketplaces.
Chad brings over 24 years of consulting experience with an emphasis in technology strategy, M&A integration, operations improvement, and pricing optimization. His deep knowledge in technical systems provides clients with solutions for their business and emerging technology concerns that positively impact their top line growth and bottom line profitability. Chad’s technical expertise is primarily in designing and implementing large scale operational and technology integration solutions, including operational optimization, enterprise systems, e-commerce solutions, and post-merger integration.
Prior to founding Liberty Advisor Group, Chad worked with Accenture, James Martin and Co., and led Enterprise practice at Diamond Management and Technology Consultants. Throughout his career, Chad has guided many Global 500 companies through effective and affordable transformation using a unique value & business-case approach. Chad is also active in local charitable organizations, including Leadership Greater Chicago and The Rehabilitation Institute of Chicago.
Chad founded Liberty Advisor Group to help clients solve their most difficult strategic problems. He strongly believes in delivering high-impact work focused on accelerating growth, driving operational efficiency, and reducing risk. Chad has created a firm of experienced professionals that are able to deliver tangible results to its clients while maintaining a culture centered around its people.
Jay brings over 30 years of consulting experience to Liberty having helped leading clients solve their toughest IT centric business problems. He is an accomplished C-Suite operating executive with deep expertise in business, IT and digital strategies gained from work with clients across several industries, including Financial Services and Health Care. Jay has also started, grown and managed several consulting businesses to achieve above-market growth rates while delivering superior value to clients.
Prior to Liberty, Jay was most recently with Quintiles, the world’s leading CRO to the pharma/biotech industry, where he held leadership roles, including President of the Quintiles Consulting business and Head of Corporate Strategy. Before to Quintiles, Jay was President and COO of Diamond Management and Technology Consulting; in addition to leading the Health Care and Financial Services consulting practices. He was a Financial services Partner at PwC leading its early efforts into helping client build-out consumer digital channels and spent his formative years in consulting helping clients while at McKinsey and Accenture.
Jay strongly believes that consulting firms are only as good as the culture they foster and the people they develop. He came to Liberty because it has the cultural attributes of always putting clients and people first, combined with an entrepreneurial, can-do attitude that ensures we always deliver on our promises.
Matt brings more than 20 years of management and consulting expertise in both the government and private sectors. Matt has extensive experience in leading large organizations through difficult transformations and has successfully partnered with numerous Fortune 500 executives to deliver projects ranging from technology strategy development and implementation to business process design and delivery.
Prior to joining Liberty Advisor Group, Matt was a partner with Diamond Management and Technology Consultants where he worked with clients across numerous sectors, including Retail, Insurance, and Healthcare. He has managed countless multimillion-dollar efforts spanning a wide range of operational and technical initiatives. He has demonstrated expertise in working with client executives to develop executable visions that support organizational goals and in partnering with clients to build cohesive, collaborative teams. Matt also served eight years as an Infantry officer in the U.S. Army where he gained invaluable experience in leadership and managing organizational change during a period of vast restructuring and international uncertainty.
Matt, a founding partner of Liberty Advisor Group, has worked to develop a firm that provides a unique culture that empowers its employees to think creatively and collaboratively with clients to solve their most difficult problems and drive value directly to the bottom line. He believes that Liberty is a place where its employees are willing to roll up their sleeves and jump into a project while maintaining a focus on our clients’ critical business objectives.
Mike is a Partner and the Chief Technology Officer for Liberty Advisor Group. He is outcome focused and leverages his extensive experience in enterprise architecture strategies to advise organizations and senior executives throughout his career with numerous digital transformations. Mike brings to the table a great mix of strategic thinking with deep technical skills. He has the experience, insight, and drives to understand what needs to be done quickly and reliably make it happen while ensuring a foundation for broader strategic and architectural needs recognized.
Mike has 19 years of consulting and operations experience with an emphasis on digital transformation strategies, supply chain optimization, ERP readiness and M&A divestitures and integrations. Having lived and worked in multiple countries and continents throughout his career and recognizes the organizational change and cultural balances that are required when helping an organization transform and grow into their desired outcomes.
Mike joined Liberty to be an advisor to senior executives and their organizations by applying his expertise and insight to assist them in making the best informed strategic decisions.
Paula Smith, Liberty’s Chief Marketing Advisor, brings 25 years of business and technology leadership experience in both the corporate and consulting arenas. With an emphasis in IT Strategy, Program Management, and Digital Strategy, Paula has a proven track record of delivering high-impact solutions for large organizations across a variety of industries.
Before joining Liberty Advisor Group, Paula was the Vice President of Sales Strategy and Technology at Bankers Life and Casualty. She also held consulting positions at Viant, Inc., Cambridge Technology Partners, James Martin and Co., and Price Waterhouse.
Paula serves on the Keystone Board at the Shirley Ryan AbilityLab.
Riley excels in driving business value with innovative technology in both B2C and B2B settings. He operational background in various technology leadership roles allows him to bring an experienced perspective to both technical due diligence work and IT strategy roles.
Prior to joining Liberty Advisor Group, Mr. Scott co-founded and led Aisle50: a venture-backed startup aiding grocery shoppers by integrating online payments with retail POS systems. Before founding his startup, Riley lived in Germany and led strategic projects at SAP on behalf of the SAP Board of Directors. Additionally, he founded an enterprise software consulting business focused on higher education.
Riley joined Liberty to help executives and private equity firms use technology to deliver substantial business value. He enjoys inventing innovative solutions to tricky business problems, and he appreciates the successful implementation of outside-the-box ideas found at Liberty.
Scott has over 22 years of consulting experience, primarily in the financial services industry, with a focus on leading clients through technology supported business transformation. He has a strong background in the business of financial services and expertise in technology and operations optimization gained through his work with C suite executives and line of business leaders across multiple clients.
Prior to joining Liberty Scott held leadership roles at PriceWaterhouseCoopers and IBM. In these roles he was responsible for developing internal go-to-market strategies for his practice areas and taking actions to build the capabilities needed to effectively execute them. This included attracting and retaining talent and evaluating and acquiring companies as needed to bring in additional skills and assets required to better serve clients.
Scott joined Liberty because of the talent, drive and dedication to client success that he found in the team.
Tom is a Partner with a software background focused on using technology to transform organizations. Tom is responsible for both client sales and delivery. He leads organizations from their initial strategy through execution – helping to both reduce risk and optimize the benefits of large, complex software projects.
Tom brings over 20 years of consulting and business experience with an emphasis in custom software development and packaged solutions. He has worked across multiple industries, primarily focused on retail, manufacturing & distribution, and supply chain & logistics. He has founded a mobile platform company to help consumer brands connect with customers during live sporting events. Tom’s consulting and entrepreneurial experience give him the advantage of multiple perspectives for building B2B and B2C solutions.
Tom joined Liberty because he believes in a different, more pragmatic model to solve complex problems for clients. Liberty’s objective approach allows him to derive technology agnostic solutions for his clients, and he loves the freedom to work at multiple levels, from senior executives to front line employees. It is this flexible, non-hierarchal and objective approach that enables Tom to deliver more creative and impactful outcomes for his clients.
Meet Our People“We've assembled senior-level teams with broad skill sets to best suit your needs.”
Chad Smith - Executive Chairman
We communicate openly and honestly with each other and our clients even if it isn’t popular at the moment.
We recognize that all situations present an opportunity for growth and this comes through asking and listening.
We operate with high standards of character and are forthright in our actions. We are not afraid of hard work or high standards and we embrace challenges with vigor.
We say what we do and we do what we say. We work tirelessly to ensure completion and success of projects and our people cherish their work on actual and measurable outcomes.
We value individual variety when working together toward a common goal. We strive for innovation and excellence in our pursuit of expanding our clients and our own business.
A long-standing client engaged Liberty to advise and execute the carve out of two business units sold to foreign entities for over $800M. Our team was able to successfully execute the two parallel transactions while protecting the seller's interests.
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