Case Studies

I partner with organizations navigating moments of change, growth and high stakes — from repositioning brands in competitive markets to guiding leaders through complex transitions and preparing teams for critical challenges. The case studies below show how targeted communication strategy, leadership alignment and brand clarity can strengthen reputation, deepen trust and deliver measurable business results.

Private Client Division of a Global Insurance Leader

Situation: This company division operated in a highly competitive and shifting luxury insurance market where recent regulatory changes, the growing impact of natural disasters and increasing underwriting challenges threatened client confidence. The in-house communications team lacked the luxury-market expertise needed to differentiate the brand and connect effectively with high-net-worth clients and agents. The market required a communications leader who could create a clear point of difference and elevate the division’s profile.

Action: Stepped in as acting Chief Communications Officer reporting directly to the CEO. Developed messaging pillars and points of difference tailored to the luxury segment, crafted a consistent brand narrative and oversaw advertising for high-profile events, sponsorships and targeted campaigns. Directed PR to secure top-tier media coverage and industry visibility and wrote CEO speeches for national events, client gatherings and agent conferences. Ensured all communications — from marketing to executive remarks — reinforced the division’s leadership, expertise and commitment to client service.

Impact: Strengthened brand perception in the luxury insurance market, improved leadership visibility and delivered a unified, confident voice to both clients and agents. The division stood out against competitors, deepened relationships with high-net-worth clients and built credibility with agents and industry peers during a challenging market period.

National Household Appliances Company

Situation: A market leader in household appliances and electronics had a new marketing head who needed to evaluate and strengthen the team. The marketing and communications functions lacked clear structure, creating inefficiencies and limiting the brand’s ability to compete effectively.

Action: Conducted a top-to-bottom audit of the marketing and communications teams, identifying overlapping duties and skillset mismatches. Restructured roles to align talent with responsibilities, replaced the PR agency with one better suited to the company’s needs and introduced clearer creative briefs to guide campaigns. Provided hands-on mentorship to both junior and senior team members to raise overall capability and confidence.

Impact: Delivered stronger, more consistent brand messaging and increased efficiency across marketing and communications. The PR overhaul led to higher-quality media coverage and more targeted campaigns. Improved team structure and skills positioned the company for greater market impact and long-term growth.

International Luxury Design & Manufacturing Brand

Situation: A global luxury brand undergoing leadership change in its North America division needed to refresh its market presence and realign its organization. The in-house marketing and communications teams were in transition, key positions were unfilled and the existing agency partnership no longer met the brand’s creative and strategic needs.

Action: Led a full assessment of internal teams and agency capabilities. Ran an RFP to select a new agency partner aligned with the brand’s vision and backfilled critical roles to stabilize the team. Crafted a refreshed brand narrative and go-to-market approach tailored to the North American luxury consumer. Provided communications support to the new CEO, including leadership messaging and articulating a clear vision for the division’s future.

Impact: Increased agency support and secured stronger PR coverage that elevated the brand’s profile in the market. Improved creative output and execution across campaigns. Strengthened internal alignment and gave the CEO the tools to inspire both employees and external partners during a pivotal transition period.

Global Producer of Premium Wine & Spirits

Situation: In the North American market, leadership identified a growing number of customer issues and inconsistent responses across teams. A new customer service department was being established, yet there was no formal plan for managing crises or sensitive situations. The lack of preparedness posed reputational and operational risks in a competitive and highly regulated industry.

Action: Designed a comprehensive crisis and issues management plan from the ground up. Created clear escalation protocols, aligned cross-functional leaders and trained the entire organization on scenario planning and effective response. Prepared teams to address a range of risks including customer complaints, product quality concerns and potential reputational challenges.

Impact: Established a consistent, rapid-response capability across the organization, reducing reaction times from days to hours. Increased leadership confidence in the company’s ability to protect its reputation and maintain trust with distributors, retailers and consumers. The framework became a foundational tool for ongoing preparedness and proactive issue management.

Executive Coaching and Organizational Change after Private Equity Acquisition

Situation: After being acquired by a private equity firm, a travel services company was undergoing significant organizational changes. The new owners planned to buy out remaining family shareholders and were raising expectations for operational performance and measurable results. Two senior functional leaders needed to adapt quickly to new leadership dynamics, heightened accountability and unfamiliar performance metrics while managing their teams through uncertainty.

Action: Provided executive coaching focused on leadership communication, executive presence and aligning with the private equity firm’s operational and cultural expectations. Guided the executives in navigating organizational changes, building credibility with new ownership and leading teams through a shift to more rigorous performance measurement and reporting.

Impact: Accelerated the executives’ adaptation to new systems and leadership expectations. Strengthened their ability to communicate effectively with the PE owners and their own teams, resulting in smoother cultural integration, stronger trust across the organization and faster alignment with strategic priorities.