We're a team of distinguished consultants who work to uphold both our core values and our commitment to our clients.
We're a team of distinguished consultants who work to uphold both our core values and our commitment to our clients.
Alex is a Principal with 14 years of automotive industry experience across the entire value chain and seven years of advisory experience, focusing on transformational programs that include product development and management, post-merger integration, and business and growth strategies.
Alex started his career in the automotive industry at the Ford Motor Company where he delivered 1MM+ vehicles to market. He held numerous roles of increasing responsibility across the product development lifecycle, including Product Development Engineer, Six Sigma Black Belt, Business Analyst, and Program Launch Lead. His responsibilities included: designing and validating components and sub-systems, permanently resolving mass warranty issues, developing and executing business cases for vehicle programs, and leading engineering change management for a $1B+ platform.
As a consultant, Alex helps his clients to identify and operationalize value-enhancing programs; for example, he ran an engineering modularity study demonstrating that a common architecture across product lines was feasible and would deliver annual savings of $3MM+. He has hands-on experience with transformational programs, such as designing commercialization strategies for autonomous vehicles and leading the integration of Engineering and Operations departments for a $32B post-merger engagement. Alex also supports his clients in resolving arduous business situations: he ran the PMO for an ERP rescue where the system was stabilized and $7MM+ of missing initial inventory balance was identified and accounted for. Further, he removed inefficiencies from a $3B+ annual revenue planning process that were diminishing the accuracy of long-term forecasts.
Alex joined Liberty because of the company’s hands-on approach to problem-solving and collaborating with clients. He also appreciates the career flexibility that Liberty offers – he has grown his technology skills and authored an in-depth whitepaper on overcoming the challenges of commercializing autonomous vehicles.
With a consulting career dating back to 2004, Bill is a Principal at Liberty Advisor Group with proven credentials in defining enterprise architecture strategies and directing large-scale solution planning and delivery. Bill is an innovative leader, an advocate for business-driven IT strategy, and an experienced change agent who consistently leads ambitious transformational programs at the highest degrees of complexity and scale.
Bill has a tremendous breadth of expertise, ranging from technology solution blueprinting to digital and omnichannel strategy programs. He has a unique ability to place complex IT architecture strategies into a business context. Bill consistently leverages his developer roots and a hands-on approach to move a program from an initial concept to reality across most IT platforms and industries. With exposure to over 50 client technical environments and teams, he also frequently drives IT due diligence efforts to rapidly assess potential M&A targets. Bill specializes in the financial services, retail, and hospitality industries.
Bill joined Liberty to be surrounded by a network of experts and friends, and to work in a culture that provides constant learning opportunities in a mature and collaborative environment. He enjoys solving his clients’ most challenging IT problems and delivering measurable results that establish trusting client partnerships.
Brian brings over 25 years of consulting experience with an emphasis on technology strategy, M&A integration, operations improvement, and technology transformation. His expertise is primarily in architecting and implementing large-scale operational and technology integration solutions, including operational optimization, enterprise systems, data centers, cloud-based solutions, and pre/post-merger integration. He also performs technical due diligence and program management.
Having worked in over 30 countries on IT transformation, strategy, operations process improvement and M&A integration, Brian truly understands the ecosystem of enterprise technologies and how they are implemented and utilized to realize their full investment potential.
Prior to joining Liberty Advisor Group, Brian worked at Trustmark Companies, Morningstar, NYSE Group, Transunion and Netscape. Throughout his career, Brian has transformed and run best-in-class IT organizations. Brian also owns a family gift business in the Chicago suburbs.
Brian joined Liberty with the desire to take his lifetime learnings and experience to help companies transform their business through the effective use of technology. He strongly believes in delivering high-impact work focused on accelerating growth, driving operational efficiency, and reducing risk. His goals are for companies to understand that technology is the linchpin to create value and to make sure that IT understands that a strong partnership with the business is the only path to success.
Brad is a Principal Consultant with 15+ years of experience in data management and analytics. His expertise is primarily in architecting and implementing large-scale data integration, data management, and analytics solutions, including operational optimization, enterprise data strategies, and roadmaps. He also helps clients with quick-hit, business-driven analytics solutions to help realize the value of their investments in data technologies and projects, with the goal of improved profits and reduced expenses.
At Liberty Advisor Group, Brad has helped numerous clients achieve their objectives by creating value across the data analytics value chain. His projects have helped senior executives implement revenue improvement and cost reduction objectives through the utilization of data and analytics.
Brad joined Liberty to advise executives on their data strategies and make significant impacts, faster. Brad’s experience and the Liberty ethos of vendor neutrality, client value creation, and open and honest dialogue, help our clients return significant multiples on their investments in data and analytics.
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.
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.
Chris is a Principal at Liberty Advisor Group with 20+ years of experience defining and delivering strategic solutions to address critical gaps in business capabilities. He assists clients to rationalize and streamline their portfolios and to perform business and technical capability assessments. He helps companies with strategic alignment through the implementation and integration of complex technical systems.
Chris is an enterprise architect with experience in CTO and CIO advisory services, both from an external consulting perspective and from within industry. He has broad experience responding to strategic needs by developing, architecting and implementing capability-based digital solutions to problems across many organizational boundaries.
Chris joined Liberty to enable companies to both make impactful change and to realize the promised value from IT transformations.
Chris brings over 12 years of management and leadership experience in the defense and national security sectors with a focus on intelligence and technology. His results-driven approach and experience influencing cross-functional teams help reduce risk and promote flexibility while producing desired outcomes.
Since joining Liberty Advisor Group, Chris has contributed to some of Liberty’s most high-profile projects and offerings. He has driven ERP transformations, integrating new systems and processes while meeting timeline and budgetary expectations. Chris spearheaded the information security training evaluation of one of our largest clients. He was also integral to the initial project management and development of our new cyber threat quantification and analysis solution, Cybeta.
Prior to Liberty, Chris was a Cryptologic Warfare Officer for 12 years with the U.S. Navy and the Department of Defense. During his career, he held a number of positions conducting signals collection, intelligence reporting and analysis, strategic and exercise planning, and cybersecurity operations. Highlights include establishing policies and procedures for a command level organization, providing on-site strategic and intelligence support, and leading development of planning and training scenarios for a nationwide cybersecurity exercise.
Chris joined Liberty to help clients solve their commercial and business problems through the application of his leadership and cybersecurity experience. He takes pride in his ability to tackle complex challenges while working within clients’ cultures and environments. The family he’s found at Liberty provides both a sense of comradery and a breadth of experience to grow as a consultant, continuously improving client experience and delivery.
Christopher is a Principal Consultant at Liberty Advisor Group. He has deep experience as a technology founder, having built two web-based businesses from the ground up. With operational and technical experience, Christopher sees technology from all sides, and can quickly hone in on the critical path forward for any business that creates or leverages software.
He has extensive experience in building modern web applications that can nimbly grow and tack within a market, utilizing data warehouses, analytics and AI to illuminate better business processes.
Prior to joining Liberty, Christopher co-founded Aisle50, a grocery subscription application that was acquired by Groupon, and ZRankings, a booking engine for ski vacations that leverages data to advise travelers on the best time to ski a given mountain based on historical snowfall averages, standard deviations of weather, elevation and latitude. He is an active startup investor, with half a dozen investments in companies who have received a boost from the Silicon Valley accelerator Y Combinator. Christopher’s startup, Aisle50, was a summer 2011 class member at Y Combinator.
Christopher is the New York Times Bestselling Author of “Automate This: How Algorithms Took Over Our Markets, Our Jobs, and the World.” He has appeared on multiple programs to speak about technology, including: The Today Show, The Colbert Report, and NPR’s Marketplace. Christopher’s TED talk on algorithms has been viewed more than 165,000 times.
Christopher joined Liberty to help companies leverage technology to gain an edge on the field. With experience in venture capital, he has a natural affinity for helping private equity firms focus on improving their portfolio companies with better technology platforms and practices.
Daniel is a Principal at Liberty Advisor Group with 15+ years of experience delivering business, IT transformation, and M&A programs. Daniel specializes in large-scale systems integration and technical architecture strategy initiatives.
While at Liberty, Daniel has been instrumental across a variety of offerings. Daniel has led integration transformation delivery assurance projects, managed multiple large application separations on divestiture executions and used data insights to address spend and forecasting visibility limitations for Liberty’s largest clients.
Prior to Liberty, Daniel managed large-scale transformation programs in utilities, financial services, large manufacturing, and aerospace industries. He specialized in the delivery of smart grid and smart metering solutions, but his broad industry experience and technical breadth have been crucial to success in his wide array of Liberty projects.
Daniel joined Liberty to partner with executives to help solve their most critical business challenges and deliver value to their companies. He enjoys solving new and complex problems, building strong relationships with his clients and helping them to achieve their goals.
Dan is a Principal 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.
Dave is a Principal Consultant with over 10 years experience. He currently helps clients with transformational projects specializing in ERP and data and analytics. Dave has a diverse background in complex IT environments across several industries such as aerospace and defense, chemicals, CPG, and manufacturing, making his skills readily adaptable to every client’s needs.
While at Liberty Advisor Group, Dave has been part of engagements across most of the company’s key offerings. Dave led several workstreams as part of a complex M&A carve-out from a $10B company with four different buyers. He has led and been part of multiple ERP transformation delivery assurance roles including a $2.5B aerospace and defense company. Dave has also led several data and analytics engagements including a BI re-platform project at a $3.5B chemicals company.
Prior to Liberty, Dave managed multi-million-dollar technology projects, implemented ERP at Fortune 500 companies, and helped build comprehensive enterprise data strategies for his clients.
Dave joined Liberty because of its people and clients. He loves the fact that he gets to work with them every single day.
David is a Principal Consultant with 7+ years of experience in delivering both business and technology programs to his clients. His expertise is primarily in planning and executing large-scale operational and technology solutions, including operational optimization, M&A, divestitures, master data management, and technology strategies. David is also responsible for Liberty’s academy-style Accelerator program.
While at Liberty Advisor Group, David has delivered value to his clients across a variety of offerings. David has led several M&A programs, providing his clients with on-time and on-budget delivery. Additionally, David has designed, built, and implemented multiple technology solutions for clients, with a focus on MDM. David was responsible for helping architect and deliver an autonomous partnership that has since delivered over 50,000 rides. Above all, David approaches business problems with both a business and an IT perspective; he brings his hands-on approach to each client and acts as a partner throughout each project.
David joined Liberty to help executives and companies tackle their most difficult problems by enacting efficient actions and sound decision-making. He appreciates Liberty’s direct approach to finding solutions and the opportunity to work with industry leaders to transform their businesses to suit the future.
D.J. is a Principal Consultant with expertise in finance, business strategy and management, and enterprise systems. He has worked alongside business leaders in domestic markets as well as in Europe and Asia, developing an understanding of complex market dynamics, operational efficiency, and strategic cost-based decision-making.
D.J. has a background in transforming large enterprises from a technology perspective using data-driven solutions. He understands how to create value by tailoring goals to achieve realistic top- and bottom-line growth and directing the detail-oriented work required to realize those goals.
Having primarily worked on shared services optimization across a variety of industries while at Liberty, D.J. brings a unique and modern perspective to organizational change. With the understanding that no two projects or organizations are the same, D.J. defines success and the barriers to achieving it on a case-by-case basis, enabling each client’s ambition to be realized.
D.J. joined the Liberty team to affect positive change for clients by identifying and delivering timely and measurable results. He shares the Liberty guiding principle that ensuring client satisfaction is the most important thing that a consultant can do.
David Durant is a Principal Consultant at Liberty Advisor Group with 5+ years of management and financial consulting experience. He thrives when delivering complicated ideas in unstructured environments that require technology, data, project management, leadership, and financial skills. Throughout David’s career, he has worked in diverse projects from the consumer goods, financial services, automotive and utility industries. His current focus is on product development for Cybeta, the Liberty-incubated cybersecurity company.
Prior to joining Liberty, David worked as a Management Consultant in the strategy groups for PwC and Capgemini and in the valuation group of Duff & Phelps. In between, he founded and sold a crowd-sourced investment research company called WikiWealth where he generated 2MM+ website visits annually. David is also on the board of directors for an Atlanta charity that teaches business skills to artists.
David’s professional background lends well to companies looking to scale while simultaneously achieving their financial and operational goals. He has helped large enterprises to generate innovative ideas, but with focused, achievable steps to implementation. David’s technical expertise is in business model diagnosis and development where operational bottlenecks, costs concerns, and cultural inertia can hurt progress.
Ed is a Principal Consultant with experience in complex business challenges, analytics and optimization. He has a strong background in data management and system remediation, specifically within SAP. He utilizes a solid technical background and hands-on approach to understand clients’ needs and deliver value.
While at Liberty Advisor Group, Ed has contributed to multiple projects across a variety of offerings, including leading an ERP defect triage process for a $500 MM client. Ed has also worked on procurement optimization, most recently focusing on the end-to-end procurement process to drive efficient execution and optimize headcount at a Fortune 500 company.
Prior to joining Liberty, Ed consulted for business leaders in private equity and banking to develop an understanding of how to address issues facing companies and discover future growth opportunities. He takes a hands-on, analytical approach to rapidly understand client needs to provide optimal solutions.
Ed joined Liberty to help clients efficiently and productively manage their most difficult problems. With its commitment to quality and client satisfaction, Liberty provides the ideal environment to make impactful changes.
Jackson is a Principal Consultant at Liberty Advisor Group with expertise in business and technology strategy. He specializes in large-scale digital transformations – delivering implementation strategy, enterprise architecture, and the complex program management required to execute programs on-time and within budget. He combines business acumen with technical skill to align IT efforts with high-level business objectives. He takes a hands-on, analytical approach to quickly understand client needs and provide optimal value.
Jackson offers an extensive background in ERP transformation and delivery assurance projects. He has demonstrated success in all aspects of implementation, including initial strategy and planning, requirements and design, custom development, data conversion, QA testing, change management, and system cutover. His primary industry experience is in complex manufacturing and retail.
Jackson also has experience in the M&A space, performing technical due diligence work and providing potential buyers with a holistic view of a target company’s technology position, including future costs and high-growth levers.
Jackson joined Liberty because he is passionate about problem solving and continuous improvement. With its commitment to delivery excellence and client satisfaction, Liberty provides the ideal environment for Jackson to exercise this passion on the most difficult strategic problems. Jackson believes in Liberty’s people-first focus, and he enjoys building quality relationships within the firm and with his clients.
Jason is a Principal at Liberty Advisor Group with 10+ years of experience in delivering both business and IT transformation programs. Jason also specializes in data and analytics projects driving business insights to find cost savings, operational efficiencies and mitigate risk through the lens of analytics.
While at Liberty, Jason has driven projects across a variety of offerings. Jason has led several ERP transformation delivery assurance projects, keeping programs on track and on budget. Jason drove the SAP, supply chain and business intelligence applications carveout and stand up for the divestiture of a $4B company. Jason has also managed several procurement optimization projects, one using data and analytics to drive $8MM in savings, and another project streamlining processes with the goal of collecting millions in missed discounts as well as optimizing headcount.
Prior to Liberty, Jason managed multiple large-scale ERP implementation programs with the consumer and industrial products and retail industries. Jason specialized in the delivery of supply chain optimization tools as well as business intelligence and enterprise analytics tools.
Jason joined Liberty to help clients drive business value through transformation programs and helping unlock business insights through analytics. Jason enjoys working on complex business challenges and Liberty provides the environment and team to drive these values with clients.
Jason brings more than 19 years of consulting and operations experience with an emphasis on IT transformation, strategy, and delivery assurance. Throughout his career, he has worked with clients across a broad variety of industries and is able to efficiently create solutions for his clients.
While at Liberty Advisor Group, Jason has driven projects across a variety of offerings, with an emphasis on IT strategy, delivery assurance and pre/post-merger integration execution. Jason specializes in the delivery of business-aligned systems integration and technology implementations, and large-scale business and IT transformation initiatives. He recently served as the IT lead for the successful divestiture and carve-out for two business units of a Fortune 500 automotive parts supplier with a combined revenue of over $6B.
Prior to Liberty, Jason managed multiple large-scale ERP implementation programs within the consumer goods and products space. Jason specialized in deployment/implementation delivery and execution management of infrastructure stand-up through legacy data conversion.
Jason joined Liberty to help clients drive business value by through their transformation programs and helping unlock business insights through analytics. He enjoys working on complex business challenges and Liberty provides the environment and team to drive these values with their clients.
John is a Principal Consultant 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.
As the CFO of Liberty Advisor Group, John applies his expertise in the design and execution of strategic and operational enhancements to foster growth both within Liberty and for clients. He brings 20 years of multiple domestic and international finance and operational leadership positions across a diverse set of functional areas, including supply chain, procurement, marketing, sales, and service.
While at Liberty, John has leveraged his expertise internally and externally supporting clients to achieve differentiated strategic and operational results.
Prior to Liberty, John’s achievements included designing and implementing: a global strategic supplier cross-functional selection process with a quantitative supplier selection model; functional and product-focused cost modeling designs; and a predictive supplier risk engine for supply chain optimization. Other differentiated experiences include leading global retail store rollouts, including flagship stores in Bogota, Colombia, and a hundred store-in-stores a month throughout India.
John joined Liberty to help achieve best-in-class results for clients in a dynamic, results-oriented environment.
Justin is a Principal at Liberty Advisor Group with 15+ years of experience in defining IT strategy and delivering business and IT transformation programs. Justin also performs technical due diligence as well as enterprise strategy and architecture definitions aimed at helping organizations optimize their investment in IT.
While at Liberty Justin has driven projects across multiple offerings. He has led $100MM-$4B companies in developing technology strategies that enable operational efficiencies while also preparing for growth. He has also led several complex ERP transformations that have produced millions of dollars of savings as well as developed the organization’s capability to deliver high value to the business.
Prior to Liberty, Justin managed multiple large-scale ERP implementation programs within the consumer goods, commodities, industrial equipment, and fashion industries. He specialized in delivering solutions that support an organization’s order-to-cash, procure-to-pay, and manufacturing capabilities.
Justin joined Liberty to help clients drive business value by bringing their business and IT organizations together to deliver transformational change. Justin enjoys helping clients solve their most complex business challenges and Liberty provides the opportunity and team to help him do this.
Jeff is a Principal Consultant at Liberty, with expertise in data science, machine learning, big data, data architecture, cloud architecture, and enterprise data strategies. He also helps companies by providing unique data-centric solutions to help cut costs or drive new business.
Jeff has over 12 years of consulting and private equity experience, with a focus on how companies can use the cloud and data science to achieve their business goals. He has advised firms ranging from Fortune 500 companies to startups – helping companies create cutting-edge and creative solutions based on unique business needs.
Jeff joined Liberty to work in a culture that fosters growth and the entrepreneurial spirit. He wanted to be surrounded by experts in their fields and be in an environment that provided constant learning opportunities. Liberty allowed him to focus on solving challenging business problems and using technology as a vehicle to create client value.
Krzysztof is a Principal at Liberty Advisor Group with 20+ years of experience focused on advising executives on strategic challenges, helping clients transform their businesses, and attaining high-performance capabilities by realizing value from information technology. Krzysztof also specializes in driving complex transformational programs, developing strategic IT roadmaps, and leading pre- and post-merger integration activities.
At Liberty, Krzysztof has driven projects across a variety of offerings, including leading several ERP transformation delivery assurance projects, keeping programs on track and on budget. Krzysztof drove a strategic capability-based approach to define, scope and prioritize a strategic business transformation for a large services company. He also managed several complex program management projects, including one for an autonomous vehicle company, with the goal of delivering a compelling public demonstration of its latest product in partnership with a leading mobility provider.
Prior to Liberty, Krzysztof drove multiple large-scale complex transformation programs in the healthcare, insurance, financial services, manufacturing, and travel and transportation sectors. Krzysztof specializes in bridging the needs of disparate stakeholders to develop new and improved business capabilities, products and service offerings.
Krzysztof joined Liberty to help executives and companies achieve their toughest goals by providing pragmatic and objective advice, focusing on outcomes, and providing innovative solutions.
Kyle is a Principal Consultant at Liberty Advisor Group. He is proficient in business transformations and program management. Kyle also specializes in collaboration tools, such as the Microsoft O365 environment, driving implementation to improve efficiencies and increase productivity via proper use of those tools.
While at Liberty, Kyle has contributed to projects across a variety of offerings, including leading the Collaboration Tools carveout and stand up for the divestiture of a $4B company. Kyle has also worked on procurement optimization, most recently focusing on the end-to-end procurement process to drive efficient execution and optimize headcount at a Fortune 500 company.
Prior to joining Liberty, Kyle served as an officer in the U.S. Army for five years. He worked closely with several foreign militaries in an advisory role, providing guidance on small team leadership, operational planning and execution, and risk mitigation.
Kyle enjoys the adaptive nature of working with new industries and helps Liberty clients solve their unique challenges with a pragmatic, detail-oriented approach. Kyle joined Liberty to work on complex business challenges and Liberty provides the environment to seize valuable opportunities with clients.
Maggie is a Principal Consultant and emerging leader in Liberty Advisor Group’s Data and Analytics practice. Since joining Liberty, Maggie has established a Data Strategy practice. A thought leader bringing nearly a decade of industry and consulting experience, Maggie is able to address human and technology gaps at organizations with differing levels of data maturity.
While at Liberty, Maggie has led transformational projects in procurement, supply chain management, robotics, automotive, and financial services. Most notably at Liberty, Maggie used her data expertise to assist the growth of an autonomous vehicle division, reducing critical component delivery delays by >50% in three months and increasing autonomous vehicle production 10-fold in six months. Maggie has also led several client projects, including a procure-to-pay initiative requiring data analysis from multiple ERP systems, where she provided recommendations to overhaul the procurement and accounts payable organization.
Prior to Liberty, Maggie was in a competitive three-year technology leadership development program at Allstate Insurance. During this time, Maggie’s love for data and analytics developed and led her to internal consulting positions. After graduating from the program, Maggie was offered a role as a founding member on IBM Watson’s Analytics platform. Maggie has led multiple fortune 500 companies through large-scale data and analytics implementations and was recognized as a top sales engineer.
Maggie joined Liberty because of the people – she feels like she is surrounded by best-in-class consultants that she can always learn from. Maggie knows that Liberty will do what it takes for clients to solve their complex business problems.
Mark is a Principal Consultant, with extensive experience in managing complex projects in financial services, aerospace, transportation and automotive industries. His financial and project management skills enable him to help clients achieve their desired financial outcomes, reduce risks, and improve efficiencies.
Mark brings half a decade of financial services and strategic management consulting experience across a diverse group of clients. Having worked across the globe with a wide range of industries, Mark is able to quickly understand his clients’ goals and make an immediate impact. Experience in complex ERP cutovers allows Mark to manage multiple stakeholder groups to achieve desired outcomes in an efficient manner. Prior to joining Liberty Advisor Group, Mark worked at J.P. Morgan, J.P. Morgan Chase & Co., Accenture, and Kansas City Power & Light.
Mark joined Liberty because he wanted to gain exposure to a fast-paced, growing firm while partnering with Liberty’s experienced, high-caliber individuals to deliver impactful solutions to complex business challenges.
Martin is a Principal Consultant at Liberty Advisor Group. His expertise is primarily in architecting data and analytic solutions. He also performs analytics within technology due diligence and develops algorithms using data from diverse sources such as cybersecurity, an organization’s ERP and supply chain solutions. Martin focuses on leveraging a client’s existing personnel, processes and technology, and he coaches others on the ‘how to’ of data and analytics.
Martin brings 20+ years of consulting and operations experience with an emphasis in analytic solutions, statistical applications, and technology transformations. He is experienced in the application of analytics to business data in diverse industries, ranging from human resource management, to logistics, supply chain management, retail, finance, and utilities.
Martin joined Liberty because he values the firm’s unique approach to business, to fuel his desire for solving complex problems and to create tangible solutions.
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.
Michael is a Principal Consultant. His expertise is primarily in planning and implementing large-scale programs and technology integration solutions, especially for mergers, acquisitions, and divestitures. He has strong experience with enterprise applications, eCommerce platforms, infrastructure, cloud-based solutions, pre/post-merger integration, and cost reductions. He also offers technical due diligence, transition services agreements, and program management.
Michael brings over two decades of systems implementation and IT management experience across all business functions. Having worked across the globe with a diverse clientele accommodating multiple time zones, Michael is able to work to achieve clients’ goals by leading and creating strategic initiatives that solve real business challenges.
While at Liberty Advisor Group, Michael has delivered several technical due diligence products and is a key contributor across a variety of Liberty’s offerings. Michael drove multiple functional tracks for a divestiture of a $4B company. He also played a central role in advising a client through the IT environment and cost assessment to create for a Transition Services agreement within an extremely aggressive time frame. Michael brings over two decades of M&A leadership, systems implementation, and IT management experience across all business functions. Having worked across the globe with a diverse client base accommodating multiple time zones, Michael is able to achieve clients’ goals by leading and creating strategic initiatives that solve real business challenges.
Michael joined Liberty to leverage his IT leadership experience to help clients overcome obstacles and solve problems while improving their performance and bottom line. He believes that understanding clients’ needs and delivering timely results is critical to achieving success efficiently and effectively.
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.
Nick is a Principal with 10+ years of experience in leading transformation within complex organizations. He specializes in inorganic growth initiatives, including the financial elements of IT separation around divestiture and carve-out planning and execution.
During his tenure at Liberty Advisor Group, Nick has delivered engagements across multiple service offerings to clients in a variety of industries. Notably, he led Liberty’s efforts on several M&A initiatives at one of our premier clients. Nick’s expertise and acumen have centered around TSA (Transition Service Agreement) development and management as well as one-time, standalone, and TSA cost planning and analysis. Prior to joining Liberty, Nick served as an active duty Naval Aviator. Operationally, Nick performed cockpit duties globally as an EP-3E Aircraft/Mission Commander and Instructor Pilot. Administratively, Nick was responsible for leading the P-3 training and operating procedures standardization program, ensuring safe and effective operations throughout the Navy’s fleet of P-3 aircraft and operational squadrons.
Nick joined Liberty to partner with industry-leading companies in the pursuit of improved growth and efficiency standards. Liberty is a place where high-performing, value-oriented teams work to solve complex business problems and deliver measurable results in a fun and supportive environment.
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.
Rafe is a Principal with 15 years of experience delivering value through business and IT transformation programs. He has delivered several complex system implementations, business acquisition integrations, and carve-outs. Rafe believes in a strategy that is rooted in operational optimization improvements to ensure that clients can achieve the most value with minimal investment.
While at Liberty Advisor Group, Rafe has driven projects across a variety of offerings. He has worked at the forefront of technology, helping clients in the autonomous driving space set up and expand operations. Rafe has delivered complex divestitures of divisions in the $1B – $4B range, focused on TSA management and reduction of stranded costs. Additionally, he has delivered several IT strategy, digital transformation, data monetization, and data governance projects for both Enterprise clients and Private Equality Portfolio companies. Prior to Liberty, Rafe delivered enterprise business and IT programs in the areas of business process redesign, ERP implementations, customer experience, sales, and operations planning, and five-year planning focused on the automotive and chemical manufacturing industries.
Rafe joined Liberty because of the company’s objective and value-driven approach to clients. He believes in delivering unbiased messages early, ensuring the rapid realization of benefits for both executives and companies.
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.
Rohit is a Principal at Liberty Advisor Group who specializes in digital transformation, complex program management, and product delivery optimization. He also leads Liberty’s Client Experience Program, which spans all engagements dedicated to driving additional improvement and value for our clients.
Rohit brings over 20 years of business and technology consulting experience and has a record of developing and delivering transformative initiatives for Fortune 100 organizations across a variety of industries, with the objectives of driving revenue growth and operational improvement through technology.
Primary areas of expertise include digital strategy and transformation, complex program management, product delivery optimization, and transformation programs around new technologies including autonomous vehicles, smart cities and blockchain solutions focused on measurable results.
A recurring theme of Rohit’s work is implementing significant automation that makes technology delivery more effective and takes products to market faster. Having worked with startups through Fortune 100 companies, vertical market experience spans several industries including media and entertainment, financial services, consumer and industrial products, and healthcare
Rohit joined Liberty to partner with clients on their journey to overcome complex business challenges and find value, and to work with a great team of consultants known for their expertise in their respective industries.
Ryan Brady, a Principal at Liberty Advisor Group, has consulted on software projects ranging from manufacturing ERP to SaaS. He has plotted financial projections for more than 60 tech-forward companies and has an intuitive feel for charting the costs of development with stateside, European or offshore resources. Brady has worked with more than 40 companies to build out technology organization charts, with projections that take account of resource strength, trends in the industry, and areas where the company needs to build out a deeper well of skills.
Brady helps lead sell-side software diligences at Liberty. We help private equity companies shape their portfolio companies’ technology story according to strengths in software segments that are projected to grow at above-market rates. Brady has a wealth of experience in building industry trends into projections and developing financial models for clients that reflect the realities of the company’s capabilities while also fairly expressing its aspirations in a growing market.
Ryan has deep experience with modern web applications and best practices in building with such frameworks. Prior to joining Liberty in 2016, Ryan worked for ProTunes, a technology-enabled music licensing company, leading an effort to have the company’s proprietary search algorithm approved by the U.S. patent office.
Ryan joined Liberty to help clients unlock enterprise value during a holding period through strategic technology investment and process improvement. Ryan enjoys the high-stakes nature of private equity and the insights that follow an M&A engagement.
Ryan is a Principal Consultant 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 10+ years of consulting experience working in the technology, manufacturing, financial services, and travel and transportation industries. Ryan has spent a 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.
Scott brings over 20+ years of experience with emphasis in digital transformations, enterprise architecture and enterprise cloud strategy, mergers and acquisitions, technology due diligence, integrations and divestitures, and complex program management. His deep knowledge provides clients with technology strategies and approaches that align with their business objectives, whether top-line growth or bottom-line profitability.
While at Liberty Advisor Group, Scott has driven projects across a variety of offerings, including several IT strategies, technology diligences, and delivery assurance projects.
Scott drove the separation strategy and execution for the divestiture of a $4B company. Scott also led the successful turnaround of a $60MM retail omnichannel program for a major automotive parts retailer. This included defining an enterprise architecture and drafting a multi-year strategic roadmap to achieve the client’s end-state vision.
Prior to joining Liberty, Scott was the Global Director of Enterprise Architecture for Accenture’s internal IT organization. During that time, he led a global architecture organization responsible for defining and implementing technology strategies and driving operating results. Prior to his internal role, Scott was a Technical Architect within Accenture’s Technical Architecture group within the Products and Retail Practice. He also attained the certification of Master Technical Architect within Accenture’s Master Technical Architecture Program.
Scott joined Liberty to help clients drive business value through their transformation programs and helping unlock business insights through analytics. Scott enjoys working on complex business challenges and Liberty provides the environment and team to drive these values with clients.
Steve is a Principal with 15+ years of experience in partnering with clients on the development and delivery of the digital vision – from strategy to execution. Steve also helps clients on business and IT strategy development, target operating model design, and operational efficiency and business process optimization initiatives.
While at Liberty Advisor Group, Steve has led and supported projects across a variety of offerings. Steve has led IT operating model redesign and deployed an IT portfolio management office for a $3B space and defense firm. In addition, Steve supported the development of an enterprise portfolio management platform that reduces $200MM in contractor spend as well as tracks the delivery of $800MM+ in expected benefit.
Prior to Liberty, Steve led multiple strategic and transformation programs for Fortune 500 companies. Steve specialized in the development and delivery of business and IT strategy as well as managing complex transformations and programs.
Steve joined Liberty to partner with executives to develop technology solutions that deliver business value. He enjoys solving new and complex problems, building strong relationships with his clients and helping them to achieve their goals.
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.
Trent is a Principal Consultant with primary expertise in IT strategy, delivery assurance, and pre/post-merger integration execution. He specializes in the delivery of business-aligned systems integration, technology implementations, and business threat intelligence, including the CyberHelm Maritime Threat Intelligence offering.
Trent brings more than 15 years of consulting and operations experience with an emphasis on IT transformation, strategy, delivery assurance, and business threat intelligence. Trent has worked with many clients across a variety of industries including automotive, transportation and logistics, oil and gas and utilities, where he has led large-scale program deliveries and rescues.
In his most recent efforts at Liberty Advisor Group, Trent drove the carveout and stand up of over 180 global applications for the divestiture of a $4B company and separately supports the development, sales, and delivery of business threat intelligence efforts, including Cybeta Overwatch and Cyberhelm.
Trent has broad experience in custom solution development, integration, and enterprise mobility, which he uses to shape the best solution based on each clients’ specific needs.
Trent joined Liberty to work with executives to develop high-impact technology solutions that drive business value. He enjoys the challenge consulting brings to solve complex issues and strategic initiatives facing clients, and working with a dynamic team of exceptional colleagues to deliver these solutions.
Will is a Principal with over 10 years of experience solving his clients’ most complex business and technology problems. With experience in healthcare, financial services, and aerospace and defense, Will specializes in M&A transaction advisory and digital business transformation for firms in complex, regulated industries.
Will balances experience as both a consultant and operator to create value and drive meaningful results for his clients. He focuses on helping clients achieve their strategic objectives and on improving their business capabilities through developing, planning, and implementing transformative enterprise IT and digital strategies.
He also has deep experience in mergers and acquisitions, performing due diligence, transaction advisory, and merger Integration leadership to clients with the goal of ensuring that the transaction’s risk is appropriately managed and its value effectively realized.
Will joined Liberty to help clients successfully execute their highest priority goals and achieve their strategic objectives through a business-led approach to acquisitions, technology, and enterprise architecture.
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