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Case Studies
Experienced and Hands-On
Chad is Founding Partner of Liberty Advisor Group, bringing over 30 years of consulting experience with an emphasis in technology strategy, M&A integration, operations improvement, and pricing optimization. His deep knowledge of 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, eCommerce solutions, and post-merger integration.
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.
Prior to founding Liberty Advisor Group, Chad worked with Accenture and James Martin and Co., and led the 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 and business-case approach. Chad is also active in local charitable organizations, including Leadership Greater Chicago and The Rehabilitation Institute of Chicago.
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.
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.
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.
John is a Partner with a wide range of experience in IT transformation. His experience is primarily in M&A, where John helps clients navigate pre-deal and post-deal planning and execution. John’s focus is on IT strategy and planning, yet he has frequently remained with his clients in a Delivery Assurance function post-deal to ensure successful delivery of the strategy.
John brings over 11 years of consulting experience with an emphasis in IT strategy, Delivery Assurance, and M&A integration. He also has experience performing technical due diligence for prospective buyers and sellers. John has worked in a variety of business environments from Fortune 100 to middle market, privately-held companies. Coming from a hands-on technical background, John is able to provide a unique perspective on technology while marrying it with deep business knowledge in order to provide his clients with insights not often found in typical IT consultants.
John joined Liberty so that he could focus on what he does best: help clients across industries with their strategic initiatives. Whether it be an acquisition for a middle market, privately-held company, or a strategic IT initiative for a Fortune 100 company, Liberty allows John the latitude to work on initiatives that fit his skillset best without the constraints of the typical consulting model.
Dan is a Partner with more than 12 years of cross-functional consulting experience, leveraging a broad background in strategy, technology, M&A, and operations. He has extensive experience partnering with clients on complex, large-scale business transformations, systems integration programs, and M&A transactions.
While at Liberty Advisor Group, Dan has partnered with clients to drive results across a variety of offerings. Dan is a leader in Liberty’s Digital Strategy group. He has helped clients define and execute tailored omnichannel and eCommerce strategies, has led large, complex digital transformation programs, and is a thought leader on enabling customer-centric transformations. Dan also has experience leading critical phases of the M&A deal lifecycle including due diligence, day one planning, and post-close separation and merger integration. His broad functional, technical, and industry expertise, coupled with his results-driven approach, has allowed him to help clients achieve their desired outcomes, reduce risks, and realize tangible financial benefits.
Prior to Liberty, Dan managed multiple large-scale ERP implementation programs within the consumer products and retail industries. Dan specialized in finance and performance analysis leading all phases of the delivery lifecycle on numerous multinational implementation programs.
Dan joined Liberty to help clients advance their strategic priorities, to work with high-caliber individuals on critical initiatives, and to have the opportunity to support the day-to-day operations of a growing, entrepreneurial company.
Ryan is a Partner at Liberty Advisor Group. His expertise is primarily in mergers and acquisitions, carve-outs, and IT/operations due diligence. He also applies a similar business-case driven approach to help clients achieve their organic growth objectives through business and technology transformations, annual planning and portfolio prioritization, and complex program management.
Ryan has spent the majority of his career helping clients through the pre/post-close integration, completing over 15 integrations or carve-outs with deals ranging from $20MM to $3B+.
Ryan enjoys working with clients and client teams to deliver high impact work to achieve tangible results. Outside of M&A, Ryan has helped clients design and implement end-to-end annual planning and enterprise portfolio prioritization processes to better manage resources and maximize value leveraging existing systems. He has also helped clients with major platform selections, and with redesigning and implementing eCommerce functions to improve customer experience and drive incremental revenue.
Ryan joined Liberty to help business leaders define specific strategic goals and to streamline the process for delivering tangible financial results. He enjoys consulting and the opportunity it provides to share his experience and to partner with clients to overcome the unique challenges within each project or deal.
Brian brings over 15 years of systems implementation and strategic management consulting experience across a diverse group of clients, including consumer-packaged goods, manufacturing, pharmaceuticals, resources, retail, wholesale distribution, and logistics industries. Having worked across global markets with a diverse client base, Brian is able to truly understand his clients’ goals and to create unique, successful, and strategic initiatives. He is also the Liberty Strategic Partnerships lead, focusing on establishing and growing our partners and providers.
Prior to joining Liberty, Brian was a Consultant in Accenture’s SAP Technical Architecture practice focused on planning and executing SAP implementation and data governance projects.
Brian joined Liberty to help companies increase both performance and savings by leveraging his systems implementation experience. He believes that identifying the correct mix of technological and business improvements is the best way for clients to achieve these results. Brian enjoys working with complex, global businesses, and working to expand Liberty’s strategic partnerships.
“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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