Company Info for bsp.com | IcebreakerMembers
Finance, investment and strategy executive with 20 years of experience specializing in family office formation and multi-generational wealth management, plus driving growth in startups and established companies.
Key Expertise:
Investment: near and long-term wealth allocation frameworks, direct investment underwriting across operating companies and funds, building investment infrastructure including family investment committees and decision matrices
Finance: P&L, balance sheet and cash flow management, complex debt restructuring, budgeting, forecasting, scenario analysis, valuation, M&A, capital raising, revenue growth and cost savings
Strategy & Governance: family office operational procedures, go-to-market strategy, distribution channel and partnership development, cap table & team structuring, competitive benchmarking, annual & mid-term planning
Leadership: KPI development and implementation, develop and lead cross functional teams to translate strategy into actionable plans, stakeholder and shareholder communication
Industry: consumer products / CPG, consumer technology, business services 
