Ali A Liaqat
Chief Strategy Officer at Carta
Chief Strategy Officer at Carta
Carta
https://www.linkedin.com/company/carta--
San Francisco Bay Area
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Chief Strategy Officer
Carta
https://www.linkedin.com/company/carta--
Lead Carta's Strategy and Business Operations team responsible for product and GTM strategy and execution, new business incubation, international expansion, Corporate Development (M&A and Ventures), Strategic Partnerships, and pricing and packaging

+ Scaled company from Series C to Series G with valuation from ~$300M to $7.4Bn; headcount increased from 300 to 1,500+ and revenue from ~$30M to $XXXM 
+ Work with the CEO, CFO, the exec team and the Board of Directors to define and execute company strategy and improve operational performance
+ Built out the following functions: Strategy & Business Operations; International Expansion; Corporate Development and Carta Ventures; Sales / Revenue Operations (including systems, deal desk and sales enablement); Sales Strategy and Analytics; Pricing & Packaging / Monetization Strategy
+ Projects spanned corporate and product strategy, business incubation (new business planning and launch), international expansion, M&A execution and integration, annual planning, and operational improvements to drive scale and improve margins
San Francisco, California
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VP Strategy & Operations
McKinsey & Company
https://www.linkedin.com/company/mckinsey
Advised Technology clients on topics including corporate strategy, product development, operational transformations / improvements, M&A planning / execution, go-to-market strategy, capital productivity, and pricing. 

Projects included:
+ Go-to-market, product strategy, and deal desk for digital / software division of Fortune 20 company
+ $30M+ in pricing improvements for the commercial banking division of a U.S. bank 
+ M&A integration planning and execution for ~$2.6Bn (enterprise value) cross-border acquisition resulting in $150M in synergies realized and salesforce integration for 13 North American, European and Asian countries responsible for ~$40Bn in revenue
+ Large scale business transformation for semiconductor company with $130M in gross margin improvement through operational optimization, purchasing and pricing improvements, and capital productivity enhancements
+ Designed and delivered pricing/costing and operator dispatch applications with McKinsey Digital Labs
San Francisco Bay Area
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Engagement Manager
McKinsey & Company
https://www.linkedin.com/company/mckinsey
San Francisco Bay Area
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Summer Associate
salesforce.com
https://www.linkedin.com/company/salesforce
Served in advisory and strategic project management capacity on the M&A integration team working with acquired businesses. Became trusted advisor to Salesforce.com sponsors and acquired company executives on the operations of the newly acquired businesses
+ Drove M&A integration planning aligned with key deal value drivers and success metrics for 4 acquisitions
+ Led cross-functional integration planning & execution phases including acquired employee experience and onboarding, go-to-market planning, back office operations, product development, and resource planning
+ Provided business operations support including business planning, org design, sales strategy, customer success and retention strategy, and business development
+ Helped scale institutional capability for M&A integration via process improvements, training, best practices identification, and creation of integration playbooks
+ Awarded COO Recognition Award (March 2014)
San Francisco Bay Area
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Senior Manager, Corporate Development (M&A Integration) and Emerging Business Operations
salesforce.com
https://www.linkedin.com/company/salesforce
Drove acquisition and investment strategy and developed extensive relationships with startups and VCs. Part of founding team for Salesforce Ventures; developed and managed Salesforce's YCombinator investment program
+ Conducted product portfolio reviews, identified key technology gaps, formulated strategies to address potential growth areas, and assessed the attractiveness of strategic alternatives (organic and inorganic)
+ Evaluated new and adjacent markets to assess attractiveness and strategic fit with existing product portfolio
+ Managed multifunctional teams during diligence processes to identify risks and develop mitigation plans
+ Led deal execution, diligence processes, synergies/dis-synergies quantification, financial planning, and valuation analyses in M&A transactions. Presented transaction merits to various executives and approval committees 
+ M&A transactions led: Heroku, Zorap, Navajo Systems, Rypple, Stypi, Choicepass, Thinkfuse, GoInstant, EntropySoft, Prior Knowledge, Clipboard, ExactTarget / Pardot, CloudConnect
+ Investments led: HubSpot, UrbanAirship, Box, InsightSquared, Chute, Gusto (ZenPayroll), Discovr.ly, Apportable, AppHarbor, Mailgun, Streak, Flotype, PageLever, Vidyard, NouData, Coderwall, Authy, Ark, Hackpad, SolidStage, Pixelapse, Stypi, Sendoid, CloudSense, Zapier, Natero, Light Table, Airbrite, Grid, Jitterbit, The Resumator
San Francisco Bay Area
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Senior Manager, Corporate Development / Salesforce Ventures
Barclays Capital (Lehman Brothers)
https://www.linkedin.com/company/lehman-brothers
+ Advised technology companies on strategic issues including mergers and acquisitions, investments, divestitures and financings
+ Performed merger and valuation analyses including accretion / dilution, discounted cash flow, comparable trading, comparable transactions, discounted equity value, ability to pay, and premiums paid
+ Announced transactions: Symantec Corporation’s acquisition of VeriSign’s identity and authentication business ($1.3Bn); Autonomy Corporation plc’s acquisition of Interwoven, Inc. ($801M); Nokia Inc’s divestiture of its security appliance business to Check Point Software Technologies Ltd (undisclosed amount)
Menlo Park, CA
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Mergers & Acquisitions Analyst
Lehman Brothers
https://www.linkedin.com/company/lehman-brothers
Menlo Park, CA
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Technology M&A Investment Banking Analyst
Citi
https://www.linkedin.com/company/citi
Lahore, Pakistan
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Analyst, Global Corporate & Investment Banking
Master of Business Administration (M.B.A.)
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Harvard Business School
https://www.linkedin.com/school/harvard-business-school/
B.A.
Economics
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Stanford University
https://www.linkedin.com/school/stanford-university/
https://www.linkedin.com/in/davis-thacker-98131659
San Francisco, CA
Davis Thacker
Strategy at Carta
https://www.linkedin.com/in/ran-xiao-65bb855
San Francisco, CA
Ran Xiao
VP, GTM Strategy & Operations at Carta
https://www.linkedin.com/in/ben-spero
New York, NY
Ben Spero
Strategy & Business Operations at Carta
https://www.linkedin.com/in/ammar-maraqa-3905
San Francisco Bay Area
Ammar Maraqa
Chief Strategy Officer at Splunk
https://www.linkedin.com/in/jane-alexander-9709b856
San Francisco, CA
Jane Alexander
CMO at Carta
https://www.linkedin.com/in/adam-meffert-sierra
New York, NY
Adam Meffert-Sierra
Strategy & BizOps at Carta
https://www.linkedin.com/in/kevin-zell-1979b444
San Francisco, CA
Kevin Zell
Strategic Finance at Carta
https://www.linkedin.com/in/jerrytalton
New York, NY
Jerry Talton
CTO at Carta
https://www.linkedin.com/in/rajvijoshi
San Francisco Bay Area
Rajvi Joshi
Strategic Finance @ Carta
https://www.linkedin.com/in/mohitrajani
San Francisco, CA
Mohit Rajani
VP Product, Carta (ex Google / Facebook)
https://www.linkedin.com/in/georgecen
San Francisco, CA
George Cen
Head of Product, Financial Products & Infrastructure @ Carta
https://www.linkedin.com/in/rysullivan1
San Francisco, CA
Ry Sullivan
VP Product Platform at Carta
https://www.linkedin.com/in/cosimoleipold
Washington DC-Baltimore Area
Cosimo Leipold
Head of Partnerships at Nuro
https://www.linkedin.com/in/malihamustafa
Mountain View, CA
Maliha Mustafa
Strategy Lead - Chicago Booth MBA | Ex Microsoft
https://www.linkedin.com/in/arstraus
San Francisco Bay Area
Andrew Straus
VP, Sales Strategy & Operations at Snowflake
https://www.linkedin.com/in/adityadenduluri
San Francisco Bay Area
Aditya Denduluri
Strategy, Analytics, and Operations Leader
https://www.linkedin.com/in/christopheroliver1
New York, NY
Christopher Oliver
EVP Corporate Strategy | M&A @ Pluralsight
https://www.linkedin.com/in/alexboch
New York City Metropolitan Area
Alex Boch
Innovation, Strategy, Startups, Operations
https://www.linkedin.com/in/aaronberndt
Austin, TX
Aaron Berndt
Head of Energy Industry Partnerships at Google
Derek Grant
      
          



            
              
        
              
  

    
        I had the opportunity to work with Ali as our Corporate Development lead during salesforce's acquisition of Pardot (an ExactTarget company).  Acquisitions can be tough for the acquired company, but Ali and the Corp Dev team at salesforce did a wonderful job of seeking an understanding (of our business, our processes), valuing our feedback during integration efforts and making us feel part of the family.  

Ali is one of the most detailed and organized people I've ever met, but it's his depth of understanding combined with his breadth of knowledge that helped ensure a successful integration.  He's an incredibly well rounded business professional who I'm fortunate to have worked with. Teddy J.
      
          



            
              
        
              
  

    
        Post-acquisition integration is one of the hardest roles at any company. It requires an in-depth expertise in how your own company works, as well as how the acquisition works. Moreover, one needs finesse to effectively and efficiently extract the value of the acquisition, all while maintaining a positive cultural environment for all those involved. I was Ali's legal counterpart on a number of integrations, and it was always a joy to partner with someone so professional, intelligent, and strategic. Ali instinctively knows how to weigh legal risk against the business plan, and execute accordingly. Ali maintains a high-level understanding of an acquisition plan while balancing the details to ensure success. In addition, I was always impressed with how he could get results from all levels of corporate hierarchy with a consistently calm and positive attitude. He is an exceptional leader and colleague. While I worked with Ali on a number of projects in the past, I fully expect to work for Ali in the future – I would be honored and glad to do so.
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