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I am a CFA (Chartered Financial Analyst), and CPP (Certified Pricing Professional), and I spend much of my professional time at the intersection of Pricing, Finance/Value Creation, and all things Consumer (including, lately, record inflation and impact of pricing increases from all directions in the economy).
I am the Managing Partner of EBITDA Catalyst, a boutique advisory firm providing pricing strategy & execution advisory for high-growth brands in the Consumer and Software / SaaS industries, with a focus on middle-market, mission-driven clients. I also partner with Portfolio Operations teams from top-flight private equity firms on value-creation projects and advise pro-bono a variety of nonprofits with pricing opportunities. I have “done the job” as Head of Pricing at multiple global organizations, and I appear as a thought leader on podcasts, at pricing conferences, and in pricing publications.
I have a BA in Applied Math from Harvard, an MBA in Finance from the University of Chicago, a CPP from the Professional Pricing Society and a CFA from the CFA Institute.
Learn more about my professional focus at: www.ebitdacatalyst.com
I also speak about personal & life experiences with:
A. Mental health / neurodiversity / disability / DEI
B. First generation immigrant / my (complicated) "American dream" story
C. Strong families, the tests of adversity, and being an "all-in" dad, husband, and pet parent!
My intro video: https://ebitdacatalyst.wistia.com/medias/lnqgo439gt
Inflation & Price Increases
Pricing Strategy
Pricing Power
Small & Medium Business (SMB) Pricing Strategy & Revenue Management
Nonprofit Pricing (yes, nonprofits sell programs, services, and even goods!)
Consumer Brands Pricing (CPG, footwear, fashion, grocery, pet, services, home goods, and more)
E-commerce Pricing & Revenue Management
Pricing new products & monetizing innovation
Mission-based Pricing (balancing profit motive vs relationship / brand motive and social good)
Pricing & Ethics
Private Equity Value Creation with Pricing and Revenue Management
Running your own consulting business
Mental health
Mental health in the workplace
How do consumer brands use pricing strategy to improve profitability?
What can consumers do to navigate inflation impact on budgets?
Why did Warren Buffett say that "The single most important decision in evaluating a business is pricing power"?
How are companies using pricing strategy to manage inflation?
How are Consumer Brands different from other businesses when it comes to Pricing Strategy?
How do Private Equity firms create value in their portfolio companies with Pricing Strategy & Revenue Management?
What is mission-based pricing?
How can businesses use CRO (Conversion Rate Optimization), CVO (Customer Value Optimization) and Pricing Strategy to optimize profits and growth?
How can I increase prices responsibly and profitably?
How are new products and innovation priced and monetized?
What is Value Based Pricing and why does it matter to me?
Impact Pricing Podcast: Inflation & Price Increases
Grow Money Business Podcast: Using Pricing Strategy to Create Business Value
Professional Pricing Society Podcast: Democratizing Access To Better Pricing
Impact Pricing Podcast (Encore): Personalities In The Pricing Community
Impact Pricing Podcast (Encore): Setting and Optimizing Pricing for Your Veterinarian Business
Sharing on social media, blog posts