Welcome to Joergensen Advisory

My Background

 Versatile strategy and operations executive with a career spanning venture-backed startups, Fortune 500 SEC registrants, boutique consultancies, and EY—an industry leader in accounting and consulting. This breadth of experience has cultivated deep expertise in business operations, performance improvement, strategy, and M&A, with a strong understanding of how these elements drive growth and transformation.  Known for blending innovative thinking with disciplined execution to translate vision into measurable results. Adept at leading change management and transformation initiatives requiring agility, cross-sector insight, and relentless focus. A dynamic communicator and educator, with experience facilitating workshops and executive education programs across a range of topics and audiences.  Driven by a passion for impact, a collaborative leadership style, and a proven ability to deliver results at scale.


Selected highlights include:

  • Strategic Innovation at EY: Spearheaded the launch of emerging services including Divestiture Advisory, Transaction Infrastructure, Innovation Platforms, Sector Strategies, AI Ideation, and Market Origination—building infrastructure that accelerated time-to-market and enhanced strategic agility.
  • Talent Development: Designed and implemented an executive cross-training program to develop multifaceted consultants and elevate practice-wide capability.
  • Inclusive Leadership: Champion of Diversity & Inclusiveness initiatives, consistently modeling purpose-driven leadership and cultural awareness.
  • M&A Expertise: Advised on 250+ M&A transactions for corporate and private equity clients, serving as lead financial advisor, board consultant, and project leader across complex deal structures including enterprise sales, carve-outs, spin-offs, and Reverse Morris Trusts.
  • Post-Merger Integration: Led integration execution for transformational deals across finance, treasury, IT, and HR workstreams.
  • Industry Breadth:  Extensive cross-sector experience spanning professional services, software, technology, manufacturing, semiconductors, and consumer products, with additional expertise in infrastructure, sustainability, healthcare, oil & gas, and global transportation and logistics. 
  • Executive Education & Enablement: Led client and internal education on M&A strategy, soft skills, post-transaction transformation, asset-light strategies, benchmarking, and performance alignment.

Services

 Advisory & Strategic Leadership

  • Board Advisory – Providing high-level strategic guidance and governance insights to executive leadership and Boards.
  • Interim Corporate Development Officer – Leading strategic initiatives, partnerships, and growth opportunities during transitional periods.
  • Interim Chief Operating Officer – Driving operational excellence and organizational alignment in interim leadership roles.

Financial & Operational Excellence

  • Financial & Operational Support – Driving performance through hands-on leadership across finance, operations, and transformation initiatives.
  • Advanced Financial Analysis – Delivering data-driven insights to guide strategy, investment decisions, and operational improvements.
  • M&A Due Diligence – Leading financial and operational assessments for acquisitions and divestitures, ensuring informed decision-making.
  • Provider Contract Negotiation – Structuring and negotiating complex agreements to optimize value in M&A transactions.

Growth & Capability Building

  • Market Shaping & Growth Strategy – Crafting and executing growth plans that expand market presence and unlock new opportunities.
  • Workshops & Executive Education – Facilitating leadership development, change management, and technical training to elevate organizational capability.

Contact Us

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