How to Conduct Marketing Sizing Analyses to Evaluate Different Opportunities

Neal Kumar, CFA

Scottsdale, Arizona
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* Lead customer acquisition strategic partnerships for a Fortune 500, publicly-traded DTC eCommerce company; partnerships bring in a double digit % of overall company revenues and substantially reduce overall CaC for the company * Cofounded an edtech company (that is still operating today) and brought it to profitability in under 3 months using creative digital marketing strategies and forming strategic marketing partnerships * Provide business broker services to private equity firms to help them source and execute accretive bolt-on M&A transactions * Former Senior Director of Corporate Development for a private equity-backed education company where I sourced and closed accretive M&A deals; helped the former PE owner (Morgan Stanley Private Equity) achieve one of its best portfolio company exits to date * Former Teach For America Corps Member * Former investment banker at Lazard, Houlihan Lokey, JPMorgan, Merrill Lynch, and Goldman Sachs * MBA in Marketing & Strategy from London Business School (top 10 MBA program), BBA in Finance from the University of Notre Dame (top 5 undergraduate business program), CFA Charterholder, and certified business broker