We bring a uniquely diverse portfolio of successes to every problem we solve . . .
. . . on time and on budget.
CorpDev | Operations
Fields of Expertise
Information Technology
Incl. FinTech, Trading, Anti-Financial Crimes, Order Management
Incl. DevSecOps, Cyber Security, Integration
Big Data, Analytics/Data Science
Incl. Machine Learning, Cloud, Blockchain, Data Governance
Capital, Equity, and Futures Markets
Financials and Insurance
Risk Management, Anti-Financial Crimes
Revenue Synergies and Partnerships
Mid-Downstream Power, Gas, Oil, Distillates
Manufacturing, Industrial, Engineering
Incl. HVAC, Plumbing, Electrical
Asset Heavy Real Estate
Freight, 3PL
Health & Fitness Business
| Do it Once and Do it Right
Key Accomplishments
🔸 Technology 🔸
Created a total of $3.75 Billion of businesses in:
Financial crimes, AML, KYC, 59% decrease in false positives for Suspicious Activity Reports (SAR)
Blockchain for transactions, smart contracts, private markets, and supply chain in partnership with Nasdaq’s largest listed companies and global shipping container logistics companies (shippers, carriers, seaports, 3PLs, governments, retailers)
Futures trading and Order Management Software (OMS) through Genium/INET, ISVs, and Brokerage platforms
🔸 Intelligence 🔸
Increased 3rd largest Index operator efficiency by 50%
Turned around the largest Alternative Data business in the world and acquired the largest competitor, jumping expansion years ahead of schedule
Created an institutional investment Data Science practice in one of the largest Asset Manger/Institutional Investor platforms in the world
Increased value of $800 million in prior acquisition through company-wide revenue synergies
Created a (Dodd-Frank compliant) global quantitative risk management framework and analytics department using enterprise tools
SunGard ZaiNet/Aligne, CME SPAN Risk Manager Clearing, C++/.NET, Python, and SQL Server
Created Inventory deployment, manufacturing analytics, and operations research methods and reporting framework for Southeastern US food distribution
🔸 Markets 🔸
Created the 3rd largest Futures market in the world for Energy & Commodities...
including a partnership between the largest 30 market participants
Disrupted a duopoly then sold to Deutsche Borse for 5x revenue
Turned around and sold a physical energy exchange to ICE/TMX in 11 months for 4x revenue
🔸 Energy & Industrials 🔸
Created and ran the Risk department for a physical & financial energy trading & clearing house
The firm maximized profitable risk-taking and minimized capital usage with zero (0) annual losses.
Innovated novel tradable contracts/securities for regulated and unregulated physical Power and Natural Gas in North America
40 Years of Mixed Use Real Estate Development, Commercial HVAC, Plumbing, Electrical, Construction, and Remediation
🔸 Ancillary Work 🔸
Litigation Statistical Expertise
Lobbying for Higher Education
Financial Planning
Endowment Fund Management
Campaign Strategy for US Senate Campaigns
Multi-asset trading systems development
Operations Research for Global Manufacturing and Distribution