Intelligence

Alex is a Principal at INSIGHT2PROFIT with 10 years of experience as a pricing consultant. He excels in defining pricing strategy, developing pricing excellence roadmaps, enhancing salesforce effectiveness, providing negotiation training, and delivering targeted high-yield price increases with our partners.

Examples of Alex’s experience include:

• Launched pricing process for a protein distributor with revenues exceeding $4B, providing profit-maximizing weekly price recommendations to approximately 80 buyers across 12 branches, resulting in a $7M pricing impact over 18 months
• Developed contract negotiation package, timeline, and best practices for a $700M industrial firm, including terms and conditions, scorecard, competitive scorecard, optimal timeline with stakeholder inclusion, and price scenario calculator
• Created $1M lift on $30M of revenue through a target price incentive program at a mid-size eCommerce company; secured management buy in, leveraged dashboard reporting, and aligned incentives to deliver results
• Identified $4M in discounting leakage leveraging a percentile-based peer benchmark model at a manufacturer with revenues exceeding $250M; built a recommendation engine to capture the price leakage and realign price positioning

Alex earned his MBA in Finance with a focus in Pricing from the University of Rochester, Simon Business School and a B.S. in Finance from Penn State University.

Andy is the Director of Market Intelligence at INSIGHT2PROFIT, possessing over 16 years of experience. Andy has overseen consulting engagements across a diverse array of B2B and B2C markets, encompassing packaging, industrial equipment, building materials, industrial distribution, SaaS solutions, EdTech, and consumer durables and nondurables.

Throughout his career, Andy has led hundreds of market intelligence engagements for private equity firms, Global 500 companies, and other industry leaders, facilitating revenue and profit growth through actionable market insights. He specializes in designing complex research programs leveraging expert interviews, survey research, and secondary data sources to compile the necessary market and competitive intelligence for successful long-term strategies. His areas of expertise include voice-of-customer analysis, competitive intelligence, market size assessments, channel intelligence, and identifying customer needs.

Prior to joining INSIGHT, Andy spent 13 years at The Freedonia Group, a provider of market intelligence consulting services for strategic decision-making in B2B and industrial markets. In his last five years at Freedonia, Andy led their Custom Research division, overseeing research delivery and revenue growth. Prior roles at Freedonia included Project Manager and Senior Research Analyst, where he refined his skills in competitive intelligence, market analysis, voice-of-customer analysis, primary research, consulting, and project management.

Andy earned his M.A. in Economics from Cleveland State University and a B.A. in Economics and International Affairs from Xavier University.

Andy is the Senior Vice President of Transaction Services at INSIGHT2PROFIT, where he leads the Transaction Services Practice. There, he partners with private equity firms, their portfolio companies, and other transaction advisors to add significant value to the mergers & acquisition process by developing the data foundation and analytics, identifying enterprise value creation opportunities and risks, and developing the growth roadmap and strategy. With over 25 years of consulting and commercial experience, Andy is a trusted advisor to private equity firms, their portfolio companies and investment banks. He spearheaded the launch of INSIGHT’s Quality of Pricing® service offerings to support buy-side, exit planning and sell-side due diligence, and post-acquisition value creation.

Prior to joining INSIGHT, he founded and served as President of Freedonia Custom Research, a division of The Freedonia Group, providing growth consulting and market analytics to Global 1000 companies, private equity firms and investment banks across a wide range of industries. He started his career with Ernst & Young and Capgemini serving clients across industries with operational improvement and business transformation engagements and led Sales Operations for the Capgemini’s Technology Consulting group as part of The Leadership Development Program.

Andy earned his MBA at Case Western Reserve University, Weatherhead School of Management and completed his B.A. degree in History from Hamilton College.

Gerry is a Principal at INSIGHT2PROFIT. Gerry has 9 years of experience in pricing and commercial strategy across various roles, including consultant, manager, senior manager, and director. He specializes in B2B pricing, particularly for industrial equipment, heavy machinery, chemicals, and industrial manufacturers and distributors. He has also collaborated with several B2C clients in industries such as leather goods, white goods, face care, and consumer product goods.

Prior to joining INSIGHT, Gerry spent 8 years as part of the Accenture Strategy team in the Pricing and Commercial Strategy group. During his tenure at Accenture, Gerry worked in sales enablement, zero-based budgeting, and in pricing and commercial strategy.

Examples of Gerry’s experience include:

• Led a project contributing $80M in EBITDA improvement over 16 months by implementing a value-based pricing methodology across the portfolio for a heavy trucking OEM
• Achieved a 2.5% net price improvement during inflationary headwinds for a B2B valve and industrial equipment portfolio company encompassing over 30 distinct brands, implemented a configurable custom quoting tool and PowerBI KPI dashboard utilized across 15+ brands, providing ongoing support for continuous improvement over multiple years
• Delivered over $50M in EBITDA improvement as the pricing project lead for an industrial equipment manufacturer through value-based pricing strategy and implementation

Gerry earned his MBA from the Goizueta Business School at Emory University, M.Ed. in Secondary Education and Teaching from the University of Missouri-Saint Louis, and a BBA in International Business from the University of Georgia.

Irina is a Data Engineering Senior Manager at INSIGHT2PROFIT, with over 20 years of experience in business intelligence and data engineering. She has dedicated more than a decade of her career to INSIGHT, where she has played a pivotal role in building and leading a data engineering team and advancing the company’s data-driven initiatives. At INSIGHT, Irina has worked with numerous clients across various industries, sourcing, transforming and integrating data from a wide range of ERP and CRM systems and data management platforms.

Prior to joining INSIGHT, Irina gained extensive experience in the manufacturing and insurance industries, consistently advancing in roles and responsibilities. She has worked with Eaton Corporation, Insurance.com, and most recently, Tarkett, where she managed reporting side of SAP implementation rollouts.

Irina holds a B.S. in Computer Engineering from Case Western Reserve University.

Joe is the Chief Data Scientist at INSIGHT2PROFIT.  He has 15 years of experience at INSIGHT and over 24 years in total spanning Consulting, Technology, and Data Science. Joe leads the strategy and application of artificial intelligence and machine learning (AI/ML) practice. In his prior roles at INSIGHT, he was involved in the strategy and execution of client engagements, creation of the INSIGHT2PROFIT DRIVE platform, launching custom tools for clients, and modeling and analytics.

Prior to INSIGHT, Joe held various roles in financial software development at Ohio Savings Bank and in consulting software development at Avanade, a provider of innovative digital, cloud and advisory services, industry solutions and design-led experiences across the Microsoft ecosystem.

Examples of Joe’s experience include:

• Directed over 80 engagements leveraging AI/ML across dozens of industries and applications including pricing, demand forecasting, deal scoring, and predictive attrition
• Delivered integrated, real-time machine learning engines including a solution for a $4B metals distributor to eliminate 2 days from the quotation process by estimating the cost of infrequently purchased materials instead of sourcing an actual cost from vendors
• Drove growth at a large food distributor by mining 25M transactions to identify over 4 million cross-sell and up-sell opportunities

Joe earned his M.S. in Data Analytics from Western Governors University and his BBA from Cleveland State University.

Rebecca is a Director on the Transaction Services team and is a results driven professional with over 20 years of experience supporting private equity firms and their portfolio companies in capturing value creation opportunities.

As a Director at INSIGHT, she is responsible for uncovering profit opportunities for clients during buy-side and sell-side diligence and other transaction-related needs. She accomplishes this by working closely with clients and leveraging INSIGHT’s Profit Analytics solution, to deliver results that inform strategic decisions and provide visibility to the value creation roadmap during the M&A process.

Prior to INSIGHT, Rebecca served as Vice President at KeyBanc Capital Markets, where she led clients through the origination and execution of public equity offerings, including due diligence support and investor strategy guidance. Additionally, she assessed recapitalization alternatives, analyzed shareholder opportunities and managed the preparation of shareholder reporting material.

Rebecca earned a B.S. in Finance and Accounting from the University of Colorado Boulder, Leeds School of Business.

Will is the Senior Product Manager of Analytics at INSIGHT2PROFIT. With over 13 years of experience in analytics, Will specializes in solving complex data problems for clients across various solutions, industries, and platforms. He has led multiple INSIGHT projects in industries including aerospace distribution, B2C retail hardware, hardwood manufacturing, and more. He continues to serve as an advisor and solutions architect across all INSIGHT engagements.

Prior to joining INSIGHT, Will held analytics-based roles in global food production and restaurant franchising companies.

Examples of Will’s experience include:

• Drove business success through data-driven insights and automation using Python, Pandas, and Databricks
• Integrated disparate, siloed data sources to facilitate seamless system communications
• Enriched client data with third-party geolocation, competitor insights, and market benchmarks for strategic decision-making
• Translated complex data sets into clear, actionable insights
• Developed custom software solutions and direct API integrations that maximize value and seamlessly integrate into existing client workflows