Family OfficeFamily office portfolio operator
Marco Group
Grew portfolio 50x through acquisitions, operational improvements, and financial restructuring across four operating companies.
Selected work
Case studies.
A representative slice of operating and advisory engagements. Each case follows the same structure: situation, approach, outcome, lessons.
Selected engagements
E-CommerceCEO / COO
Erin Condren Design
Transformed a garage-based brand into a leading e-commerce lifestyle company; built operational systems for rapid scale.
RestructuringCFO
Brightcube Inc.
Led financial restructuring and operational turnaround of a public company, culminating in a successful asset sale.
ManufacturingCEO / COO
Charta Group / Permalite
Led acquisition and integration of a manufacturing facility — process redesign, team consolidation, capacity expansion.
M&AM&A Advisor (anonymized)
Cross-Border Acquisition Diligence
Buy-side diligence for a specialty distribution platform. Built eight-tab model with scenario analysis, IC memo, refined data request.