Independent Consultant

Have been collaborating closely with Founders and CEOs in addressing complex financial and strategic issues - spanning from acting as a trusted advisor to CEO, to assuming a transactional-focused role in M&A and capital raising projects. Most relevant projects included:

• Multi-region pricing assessment for a Fortune Global 500 (~$29B ARR), covering price waterfall/GTN, commercial policy, discount and rebate governance, deal management, and pricing systems. Facilitated in-person country workshops, partnered with regional pricing leads, delivered maturity assessments, and a roadmap of high-impact pricing initiatives. Worked cross-functionally across Finance, Sales, Marketing, and Asset Management to map processes, identify governance gaps, and evaluate tooling.
• Strategic review for a leading global fintech firm (~$500M ARR), focused on identifying and prioritizing growth opportunities. Work included conducting customer research, benchmarking performance against direct and indirect competitors, and developing the market and financial model. Collaborated closely with an independent consultant and former LEK Partner (London office) throughout the engagement
• Led the strategic review and operating model design for a $5B multi-sector holding company comprising 29 portfolio companies. Spearheaded the development of the holding company’s business plan from the ground up, including projecting the impact of strategic initiatives and associated synergies. Advised on the design and implementation of a comprehensive governance model to align decision-making across the group. Managed a high-performing team of former Bain and Roland Berger consultants (Senior Associate and Associate levels) throughout the engagement
• Advised on the fundraising strategy for a €300M high-end European real estate development, including the development of a robust valuation model and assessment of funding options across both equity and debt capital markets (ECM and DCM). Worked alongside a former Accenture Managing Director throughout the engagement

As a member of the Management Team at LGG Advisors, I was responsible for:

• Leading teams consisting of Project Managers, Associates, and Analysts
• Engaging, coordinating, and executing multiple high-profile projects on behalf of the Private Equity funds and PE-backed clients. Most relevant projects included:
• Performed a PMO role on a transformational project for a portfolio company of a leading European Private Equity
• Played a strategic finance partner role for a US-based PE-backed firm
• Coordinated consulting teams on several projects for a leading UK-based Advisory firm
• Steering and executing strategic initiatives across the organization. Initiatives helped to retain three key clients and engage with nine new clients, contributing approximately to €1.5 million in additional revenues and a 20 p.p. increase in margin.
• Coordinating recruitment and training across the firm

• Responsible for highlighting the Portuguese macroeconomic key drivers, and both the domestic corporate landscape and entrepreneurial environment
• Delineated a survey with the most relevant European Placement Agents regarding the 3rd fund’s fundraising
• Presented a set of Portuguese private equity key metrics based on domestic private equity annual reports