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Bill is a Principal and leader in Deloitte’s Strategy & Transactions practice, primarily working with Banking, Payments, and Asset Management organizations on topics related to M&A and partnerships, organic growth, operating model transformation, and value realization in the context of major organizational changes. He has deep expertise through the entire deal lifecycle from early strategy & pre-sign due diligence all the way to post-close integration or separation, especially around product & segment strategy, customer experience, go-to-market planning, and overall cross-functional delivery. In this capacity, he has experience across a wide range of transactions from small FinTech acquisitions to regional banking acquisitions to international, multi-billion dollar mergers.
Bill has worked globally and at the intersections of financial services and adjacent industries such as retail, travel, hospitality, and insurance. He has co-authored a variety of eminence in his areas of expertise and has served as a guest speaker at industry conferences as well as in university classrooms. He holds an undergraduate degree from the University of North Carolina, an MBA from Chicago Booth, as well as being a CFA Charterholder.
Market: Deloitte United States