Deals

M&A story advisory and presentation coaching

BlueTriton Brands and Primo Water

In preparation for the management presentation leading to the merger of BlueTriton Brands and Primo Water (combined net revenue of $6.5 billion), John coached the management team. The deal team included One Rock Capital Partners, Morgan Stanley and Deutsche Bank.

The work consisted of crafting an introductory exploration of the value and purpose of the proposed merger, followed by examples and stories demonstrating strategic value beyond passive depictions of operational performance in charts. From there, each executive’s text was personalized to highlight expertise and ensure that every speaker sounded like themselves instead of someone reading a script.

“Working with John on our MP [management presentation, resulting in the $6.5 billion merger between Blue Triton Brands and Primo Water] helped sharpen and structure our story in a way that made it both more compelling and interesting. He helped us tell a better collective story but also coached us to deliver our individual stories in a much more authentic, down-to-earth way than we would have if we’d been left to our own devices. His tough love feedback landed well and steered us to a more successful presentation.”

Joey Bergstein, CEO, 1440 Foods, former CEO of Blue Triton Brands

Management presentation coaching

One Rock Capital Partners

John worked on site, rewriting in real time with the group and in short one to one sessions between meetings.

Part of the job is saying the things to a management team that the bankers can’t, or would rather not. The rest is the hours a deal team doesn’t spend arguing over wording.

“John took everyone’s concerns, the investment bankers’, the deal team’s, and the management team’s and synthesized them quickly so we could execute them. He helped with the wording and coached people with very distinct styles of presentation and merged them together to get the message across for a very successful sale.”

Jim Wiegmann, Operating Partner at One Rock Capital Partners, former CEO of OLM Food Solutions, former President of Boonville Road Foods, former President and CEO of Pro-Pet LLC

Presentation training for a private equity cohort

Mid-cap private equity firm, New York

A multi-part presentation workshop for executives across the firm and its portfolio companies, in the run up to the annual meeting.

“Thanks for all your work with our team. I received very positive feedback from audience members about how impressive our folks were. As I watched and listened, it was also obvious to me which of us had attended your program and who had not, the difference was real. Thanks for making such a positive impact. Looking forward to you working with our next cohort.”

CEO, mid-cap private equity firm, New York

Executives

One-to-one coaching

A stalled career at a Fortune 50 bank

Two sessions on preparing for high-stakes conversations, followed by additional sessions on interview preparation.

“My tendency to ramble had stalled my career as a mid-level executive at a Fortune 50 bank. In two sessions, John taught me to prepare for crucial conversations and meetings with a simple framework for focusing. My management immediately noted significant improvement, but didn’t promote me, as promised. I signed up for more sessions, to prepare for interviews. Two months later, I landed a senior role at another bank with significantly higher compensation. I’m happy to say John’s coaching has a compelling Return on Investment and an enormously positive impact.”

Director of Risk Management, Fortune 50 bank, New Jersey

Team coaching and one-to-one

Thirteen leaders at Forvis Mazars

Group work across the leadership team, followed by intensive one-to-one writing, coaching and rehearsal.

“To a person, all 13 of us really enjoyed the experience of working with you. Very impactful! A+ for the 1:1 coaching. You’ve got 13 people who are going to look at things very differently from now on every time they present.”

Tim York, Chief Growth Officer and Governing Board Chair, Forvis Mazars

More from clients

“John’s ideas were so eye-opening. We keep talking about his three points and how much sense they make. If you review every less-than-persuasive presentation you’ve ever given and apply his clear and simple tools, you’ll see how to connect better with your audience next time and speak more convincingly.”

Principal, SHoP Architects, New York

“I reached out to John for last-minute help on a talk I had been invited to give. I was nervous. What I got was very different from what I expected; in fact, it was transformational. I cannot recommend him more highly. Whenever I have a talk coming up, I reach out to sharpen my thinking about what to say and how to say it.”

Peter Spear, Principal at SPEAR

“I’m an accomplished, successful trial attorney. Yet I’ve always dreaded public speaking. After listening to I Have Something to Say and working briefly with John, my relationship with public speaking has changed. Instead of feeling anxious, I have courage and confidence. I know who my audience is, why I’m speaking, and how to tailor my message to focus on their needs.”

Attorney, Boise, Idaho

“John has the most original and helpful way I’ve ever heard about to prepare for a presentation. I like this guy!”

Participant, educational talk for the Wells Fargo Women in Technology group

“John’s method allowed me to think more strategically about preparing and delivering my ideas in meetings and presentations. It’s not theoretical, it’s a structured application that I can revisit and keep learning from. I feel measurably less nervous and more secure when speaking now.”

Matt Erke, Senior Development Officer at Wildlife Conservation Society

“Hiring John for my TEDx talk was the ultimate power move. He made sure I stuck with my talking points, forced me to articulate them and make them personal very precisely and with zero rambling, then coached me to a delivery far more compelling than I thought I was capable of.”

Molly Hankins, Experiential Event Planner, Storyteller and TEDx Speaker

“I found John’s workshop to be the most useful of the Summit talks I have attended. He was speaking about a subject I’m extremely curious about. I immediately applied some ideas to an upcoming presentation.”

Tanya Chalich, Family Office Executive, Summit Junto

“Had to get up to speed on new and difficult topics for university advancement, astrophysics and neuroscience, at least enough to make introductions and set the stage. John helped with confidence, clarity and calm. Grateful.”

Elizabeth (Keenan) Thompson, Director of Development, Foundation Relations, West Virginia University Foundation