Will Willis

► Launched the firm with continuous strategic advisory engagements between direct company CEO and President roles. Specialize in middle market companies providing guidance needed for balancing sustainable growth with operational efficiency. ► Provide strategic, visionary leadership steering complete transformations in everything from research analysis, business planning and organizational structure to P&L, raising capital, sales and marketing as well as well as go-to-market strategies. Most Recent Client Engagements and Success for several CPG, Energy and Engineering Firms 2019 – 2025 Agilis Engineering: ► Guided the company through commercialization of a breakthrough first‑of‑its‑kind, fuel‑agnostic 1.5MW mobile generator. Conducted application analysis, defined strategic direction, and shaped the business case. ► Built the generator division’s complete go‑to‑market strategy. Developed proposition, market segmentation, competitive analysis, and commercialization roadmap. ► Steered strategic planning for the core jet‑engine engineering business. Aligned product roadmap, organizational structure, and long‑term growth priorities. ► Identified and evaluated potential joint‑venture partners to accelerate market entry and expand commercialization channels. ► Re‑engineered an overly flat organizational structure with clear reporting lines, and defined KPIs, with accountability systems. Dole Fresh – Procurement & Operations: ► Supported VP of Purchasing in reversing margin deterioration by identifying lower- cost suppliers and optimizing procurement for the consumer salad division. ►Sourced cost‑effective packaging providers and negotiated lower cost vendors for main and other components used in the company’s new Cobb and Chef salad kits. ► Transitioned the company from using expenisive pallets; slashed waste and generated over $5M in annual savings. ► Led a full end-to-end launch plan across departments twith successful rollout of new salad kit products.

► Steered entire end-to-end product and brand development for the world’s first topical dermal filler. ► Orchestrated product positioning, packaging development, and vendor negotiations. ► Led go-to-market strategy and divestiture plan. Product line successfully divested months after market launch.

► Directed cross-functional teams across marketing, sales, finance, R&D, and manufacturing. ► Restructured a struggling penny stock company into a profitable global market leader in the heavy equipment on-site diagnostic instrument industry. - Catapulted to market leader driving product innovation and operational cost reduction. ► Delivered a multimillion-dollar turnaround by reversing a $3.6M negative cash flow and delivering double-digit EBITDA growth. ► Accelerated global revenue streams by personally contributing 65% of total sales and driving the successful sale of 2,300+ high-value diagnostic instruments, solidifying market leadership. ► Orchestrated a $10M+ divestiture to a global technology company, overseeing negotiations, due diligence, investor presentations, and private equity engagement to ensure a successful transition.

Selected Engagements During this Time: Mattingly Foods: Strategic Consultant/Turn around Advisor ► Led a full business assessment for a struggling food distribution company on the brink of bankruptcy, redefining core business focus and eliminating unprofitable lines. ► Streamlined a massive SKU portfolio, removing low‑velocity items and freeing significant warehouse space while improving working capital. ► Recommended discontinuing unprofitable customer relationships and advising against expansion into a major meat distributor due to lack of expertise and margin risk. ► Negotiated cost‑saving contract with a common carrier, reducing insurance and labor expenses. ► Drove a full operational and strategic turnaround, transforming the company into a highly profitable, double‑digit‑million‑dollar business. Nelson Packaging: Growth Advisor Provided Valuation Insight ► Assessed a $12M contract packaging business with $10M EBITDA and identified critical customer‑concentration risk due to sole reliance on Procter & Gamble. ► Built and presented a strategic roadmap to diversify revenue streams, reduce dependency on a single customer, and position the company for sustainable growth rather than a distressed sale. ► Supported leadership transition to a new CEO who successfully expanded the business to $15M in annual revenue.

► Transformed a $24M publicly traded trenchless infrastructure rehabilitation enterprise into a $300M+ global market leader by advancing the proprietary technology, launching new products for different applications, and driving vertical integration. ► Extended patent life and introduced two new strategic business units (SBU) to diversify revenue streams. ► Orchestrated 20+ international joint ventures and acquired 15 domestic installation licensees. Resulted in: - A global, vertically integrated infrastructure rehabilitation powerhouse. - Surge in stock price from $2.88 to $26 per share within 14 months (peaking at $34/share). Success was achieved by safeguarding revenue upon resolving a critical franchise licensing issue that also prevented a projected 50% loss in revenue.

Only 15 Seniors are invited to be Society members and tend to reflect powerful student leaders across the campus, and some seats develop 'lineages', passing on from one holder of a leadership position to the next. Most Columbia students do not know that the society exists, nor do they have knowledge of its activities.