Advisor: Past Projects

In 2014 Carol assumed the role of CEO in the turnaround of a consumer products company.  In less than a year she had shifted the trajectory of the previously struggling company, directing it toward a profitable future.

Carol effectively transformed the corporate culture to one of empowerment, with clearly defined roles, and expectations based on alignment and metrics. The tactics fit the strategy, as her approach returned results, including 2 successful re-launches of the company’s core brands, and realizing over 12% growth in a stagnant industry sector.

Olivio is a family owned business serving the butter and spreads categories of the domestic food industry. Olivio’s products are formulated with an olive oil base and a focus on healthy alternatives for consumers. The products are sold at a wide range of grocery, natural channel and mass market retailers.

LGA is a wealth management business providing client services in the areas of estate planning legal services, asset management, and other lifestyle services. LGA is pursuing a growth strategy; TBG provides advisory services to facilitate the negotiation and documentation of new domestic and global offices and partnerships.

Banc One Equity Capital (BOEC) was the private equity investment division of Bank One Corporation (now part of JP Morgan Chase). BOEC invested $5-$45 million per transaction to fund leveraged buyouts and growth investment opportunities. The group managed over $500 million in a variety of industry segments including: Business Services, Medical Devices & Laboratory Equipment, Industrial Equipment, and Specialty Chemicals. Carol was responsible for all phases of the investment process including: deal sourcing, execution, management, and exit.

The Corporate Foundations program was developed by BOEC to assist management in the implementation of certain professional business practices. The program included eight topics: Acquisition Integration, Board Leadership, Executive Compensation, Control, Planning & Reporting, Strategic Planning, Organization Development, Growth through Acquisitions, and Realizing Shareholder Value. Carol worked with BOEC Partners and industry specialists to develop the program, the creation of the written documents, and the identification of outside resources to assist in the implementation. She also worked with portfolio company management on the implementation of the program in all new and existing investment companies.