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Due Diligence

Due Diligence

Umbrex is pleased to welcome Haruki Taniguchi with Keikiya.  Haruki Taniguchi is a Japanese independent consultant since 2014. He previously worked for BCG and other firms. His main areas of expertise are business strategy, market research, and due diligence in Japan. He has experience in various industries, especially in the pharmaceutical industry, B2B manufacturing, and private equity. He holds a bachelor’s degree in economics from the University of Tokyo and a bachelor’s degree in accounting and finance from University of London…
Umbrex is pleased to welcome Henry Tung with Alex Russell LLC. Henry Tung, MD MBA had 10 years of clinical medicine experience as an anesthesiologist prior to returning to school to Kellogg Graduate School of Management to earn an MBA. Post MBA, he consulted for McKinsey & Co. in their medical device, pharma and provider and payer practices before being recruited to industry. Positions included senior executive roles with responsibilities in strategy, business development, commercial leadership and general management in…
Umbrex is pleased to welcome Neeraj Monga with ANTYA Investments. Neeraj is a top-ranked investment professional with extensive experience in forensic accounting, corporate governance, fundamental equity analysis and thematic research. Over a successful career spanning twenty years in global investing and advice, Neeraj has assisted clients in avoiding torpedo stocks that decimate portfolio performance. Neeraj focuses only on actionable and strategic investment advice and avoids the EPS-based rat-race that provides little value-added information to institutional investors. In his consulting practice,…
Umbrex is pleased to welcome Marco Berizzi.  Marco acted as Chief Financial Officer within pharmaceutical and medical device space and as Head of Business Solutions for a company developing business intelligence, advanced analytics and planning platforms in Switzerland since 2013. Prior to this, he spent almost six years in Bain & Company, Italy accomplishing business due-diligences underlying private equity transactions, serving financial institutions customers within corporate banking & risk management projects and dealing with business improvements & BPR projects in…
Umbrex is pleased to welcome Fabio Olivi.  After graduation, Fabio started working in Large Consumer market industry with Companies like Procter&Gamble and Colgate Palmolive. Remained 4 years in this Industry, he then moved in the Management Consulting, having worked in Accenture (2 years, mainly Banking and Financial), KPMG Business Advisory (10 years, mainly Manufacturing) and finally in Bain&Company, where he remained for 4-5 years (Telco). In all of those years of Consulting, he specialized in Supply Chain, Procurement organization, Organization,…
Umbrex is pleased to welcome Anuar Heberlein with STRATYGIKA CONSULTING. Anuar has participated in transactions totaling +US10 billion and in +50 strategy & management engagements over the past 15 years. He has extensive experience working with C-suite executives and helping many Fortune 500 clients with corporate and growth strategy projects, conducting market research, performing due diligence, supporting transactions and implementing performance improvement projects. Prior to founding Stratygika in 2012, Anuar worked with Second City Capital, a Vancouver based Private Equity…
Umbrex is pleased to welcome Terry Chevalier with Sunstone Associates. Terry is a 25-year industry veteran with a focus on telecommunications and the wireless space. He spent three years with Bain & Company as a Case Team leader before joining AT&T‘s Corporate Strategy and Development team. At AT&T he led multiple strategic projects and initiatives and led the AT&T Auction bid team for wireless radio spectrum and government subsidies. Prior to consulting, Terry started his career in the U.S. Intelligence…
Umbrex is pleased to welcome Matthew James with Materia Consultancy Ltd.  Matt was an Engagement Manager the McKinsey London office from ’98 to ’02 before joining the Mining & Metal industry in Australia, growing Lynas Corporation from a start-up to a $3 billion market cap ASX 100 company. In 2014 Matt returned to the UK and started Materia Consultancy Limited and worked as a freelance consultant, with a focus on industrial growth strategy projects, programme management and due diligence studies. In…
Umbrex is pleased to welcome Cyrille Alheritiere with Marmenia Consulting. Cyrille is a Freelance Consultant running his own firm based in Geneva. He specialises on advice to SMEs in particular in the preparation of business plans, valuations, due-diligence, sales & operations and fundraising pitch books. Prior to starting his own activity, Cyrille spent 14 years at UBS in Front and COO management roles, his last role as Head of Wealth Management Latin America Geneva. Here he gained a deep understanding…
Umbrex is pleased to welcome Peter Hsia with CH Consulting Advisors. Peter  is one of the founders of CH Consulting Advisors, a strategy consulting firm focused on consumer and retail.  He has over 30 years of consulting experience with Accenture, Kurt Salmon, Swander Pace and McKinsey.  CH Consulting focuses on serving the private equity community with due diligence and portfolio strategy as well as working with mid-cap companies on growth strategy.  CH Consulting is based in the San Francisco Bay…
Umbrex is pleased to welcome Mukesh Jagota with JRCC Partners. Mukesh Jagota spent five years as a Senior Leader in the Consumer and Retail Practice at Strategy& (formerly, Booz & Co.). Mukesh was one of the firm’s key thought leaders in the area of Sales & Marketing. In particular, Mukesh has conducted numerous client projects and research in the areas of in organizational transformation, portfolio strategy, next-generation marketing and innovation capability building, insights & analytics, international strategy, CPG and retail…
Umbrex is pleased to welcome Jay Jung with Embarc Advisors.  Jay Jung was an Engagement Manager in McKinsey’s Hong Kong office where he was part of the Corporate Finance practice. His prior experience includes investment banking at Goldman Sachs New York and San Francisco offices, where he was a Vice President and completed ~$50 billion M&A and capital market in transactions.  He also started his own technology startup, which raised funding from Softbank and other VCs. In 2018, Jay started…
Umbrex is pleased to welcome Luke Xie with Lux Advisors.  Luke is a former McKinsey Business Analyst with the strategy practice and has been independent consulting since 2013. He has operating experience across early & late stage start-ups including Airbnb, Sentio (consumer hardware), and Coda Automotive (electric vehicles). Luke also has venture capital experience from working at Romulus Capital (early stage) and RocketFuel (blockchain). He has functional expertise in digital strategy, due diligence, entrepreneurship, growth, innovation, and support. Luke lives in Los Angeles…
Umbrex is pleased to welcome Ricardo Fernandez to our community.  Ricardo Fernandez spent 10 years in consulting in BCG, Accenture and KPMG focusing on strategic projects, due diligences, innovation, integrations and business plans. The last 8 years he has been focusing on digital growth technology companies where he has experience in Growth, Sales, Marketing Operations and mostly in Financial Services. He recently left Prodigy Finance a Fintech marketplace that has originated $1B to lend to international students going to the top…