Home / Work

SECTION // 03

WORK // 13 ENGAGEMENTS

SCOPE // 2014—2026

Selected engagements

Twenty years of work, taken seriously.

A sample from two decades across consulting, software, and operating roles. Many engagements remain confidential by design; what's below is public, anonymized, or shared with permission.

01 / HighlightsCareer-defining moments

Four credentials that anchor twenty years of the work.

ENERGY OPERATE

Multi-year digital transformation across three energy majors.

Salesforce platform ROI realization across customer, commercial, and trading workstreams.

SOFTWARE STRATEGY

$23M ACV portfolio as success lead across mid-market and enterprise SaaS clients.

C-level advisor across Texas mid-market segment — sales, renewals, CSAT, and ACV growth.

SOFTWARE M&A

Pre- and post-M&A readiness inside 90 days of close.

Day-1 to first-90 GTM playbook for an inherited cyber-security customer base.

SERVICES M&A

90-day sales onboarding ahead of a private-equity acquisition.

Pre-M&A enablement program for a national infrastructure operator's seller cohort.

02 / Selected clients

Trusted by F500 operators, PE sponsors, and category leaders.

Each cell carries an industry tag and a practice tag. Many engagements remain confidential by design.

CL // 01

Integrated oil & gas major

Salesforce platform ROI & transformation

Multi-cloud platform ROI realization across Sales, Service & Marketing

ENERGYOPERATE

CL // 02

Gulf-Coast LNG exporter

Customer & commercial CRM advisory

Established commercial CRM foundation for emerging LNG operator

ENERGYSTRATEGY

CL // 03

National fiber-network operator

Pre-M&A diligence & sales-enablement readiness

90-day onboarding placemat ramped new sellers to revenue production

SERVICESM&A

CL // 04

PE-backed cyber-security firm

M&A go-to-market · post-asset transition

~$5.8M global partnership pipeline unlocked via 3 SI/MSSP deals

SOFTWAREM&A

CL // 05

Global investment bank

Private wealth & investment management

Senior portfolio analysis for $10MM+ private wealth clients

SERVICESSTRATEGY

CL // 06

Global card & payments issuer

Sales & marketing transformation

F100 sales & marketing transformation tied to new CRM analytics

SERVICESSTRATEGY

CL // 07

Fortune 50 enterprise tech firm

Sales incentive plan & enterprise GTM design

Global sales-comp transition from regional → enterprise model

SOFTWAREINSIGHTS

CL // 08

Global enterprise hardware leader

Sales force effectiveness & CRM strategy

F500 sales-force effectiveness redesign for account-based motion

SOFTWAREOPERATE

CL // 09

National environmental services operator

Customer operations & service delivery

Customer-operations operating model at industrial-services leader

SERVICESOPERATE

CL // 10

Home-based healthcare provider

CRM adoption & customer-care operations

$2.8M Salesforce CRM adoption at largest U.S. home-based provider

SERVICESOPERATE

Confidentiality note: a meaningful share remains under permanent NDA. Client references on request.

// Case briefs

Anonymized case briefs — on a separate page, for fast scanning.

Seven Sprint, Engagement, and Fractional briefs — each two pages, each downloadable as a PDF.

View case briefs

See a similar engagement?

Send a one-liner.

A short note works — name, email, and what you're navigating. Brandon reads personally and replies within two business days. Confidential by default; mutual NDA available before any substantive discussion.

Need the full project intake form? Use the structured intake. Want to read deeper case studies? Browse the case library.