Manager in Bulger Partners’ strategy consulting practice with a focus on advising tech-focused Private Equity funds on commercial due diligence and strategy topics.
Carlo is a Manager in the strategy consulting practice at Bulger Partners. He heads up the group’s commercial due diligence offering and the European consulting team. Carlo has a track record of advising the most sophisticated tech-focused private equity funds and other investment clients on commercial topics. He has also advised multiple software companies on pricing, segmentation, M&A growth strategy and market entry strategies.
Over the course of his career, Carlo has advised more than 20 Private Equity clients on more than 65 commercial diligence engagements. He has also supported portfolio companies in various growth states and sectors and has developed an expertise in pricing strategies, competitive analysis, market research, as well as various revenue enhancement topics. Carlo has experience in a number of software sectors, including ERP, Communications and Collaboration Solutions, Business Intelligence, Cyber Security, Network Infrastructure and various verticalized enterprise software applications.
Prior to joining Bulger Partners, Carlo was a Consultant for Stax Inc. where he advised large-cap Private Equity funds and tech-focused Hedge Fund clients on commercial due diligence and growth strategy topics. He began his career at Alvarez & Marsal, where he gained exposure to operational improvement topics as an Associate in the Private Equity Operations Group.
Carlo holds an MA in International Economics and Finance from Brandeis International Business School and a BS in Business Administration from Embry-Riddle Aeronautical University.
➢ Stax Inc. – Consultant, Strategy Consulting
➢ Alvarez & Marsal – Associate, Private Equity Operations Group
➢ Brandeis International Business School – MA in International Economics and Finance
➢ Embry-Riddle Aeronautical University – BS in Business Administration