We are battle-tested grown-ups with a scrappy, start-up attitude. We ask the questions that other consultants don’t think to ask and deliver answers some clients don’t always want to hear. That direct approach is not for everyone. But, our long-term clients come to us for that very reason. They are ambitious, goal-orientated and not interested in kicking the can down the road. Even if the rest of their organization is inherently conservative, they know doing nothing is no longer an option. They trust Liberty to bring the right people to the table.
Our ServicesA team that will collaborate, integrate, and ideate in real-time with your existing resources. A team that will ask the right questions to bring you the right answers, whatever it takes. We never forget that our success is totally aligned to yours. A relationship built on shared risk and shared reward.
Case StudiesExperienced and Hands-On
Chad is Founding Partner of Liberty Advisor Group, bringing over 30 years of consulting experience with an emphasis in technology strategy, M&A integration, operations improvement, and pricing optimization. His deep knowledge of technical systems provides clients with solutions for their business and emerging technology concerns that positively impact their top line growth and bottom line profitability. Chad’s technical expertise is primarily in designing and implementing large-scale operational and technology integration solutions, including operational optimization, enterprise systems, eCommerce solutions, and post-merger integration.
Chad founded Liberty Advisor Group to help clients solve their most difficult strategic problems. He strongly believes in delivering high-impact work focused on accelerating growth, driving operational efficiency, and reducing risk. Chad has created a firm of experienced professionals that are able to deliver tangible results to its clients while maintaining a culture centered around its people.
Prior to founding Liberty Advisor Group, Chad worked with Accenture and James Martin and Co., and led the enterprise practice at Diamond Management and Technology Consultants. Throughout his career, Chad has guided many Global 500 companies through effective and affordable transformation using a unique value and business-case approach. Chad is also active in local charitable organizations, including Leadership Greater Chicago and The Rehabilitation Institute of Chicago.
Matt brings more than 20 years of management and consulting expertise in both the government and private sectors. Matt has extensive experience in leading large organizations through difficult transformations and has successfully partnered with numerous Fortune 500 executives to deliver projects ranging from technology strategy development and implementation to business process design and delivery.
Prior to joining Liberty Advisor Group, Matt was a partner with Diamond Management and Technology Consultants where he worked with clients across numerous sectors, including Retail, Insurance, and Healthcare. He has managed countless multimillion-dollar efforts spanning a wide range of operational and technical initiatives. He has demonstrated expertise in working with client executives to develop executable visions that support organizational goals and in partnering with clients to build cohesive, collaborative teams. Matt also served eight years as an Infantry officer in the U.S. Army where he gained invaluable experience in leadership and managing organizational change during a period of vast restructuring and international uncertainty.
Matt, a founding partner of Liberty Advisor Group, has worked to develop a firm that provides a unique culture that empowers its employees to think creatively and collaboratively with clients to solve their most difficult problems and drive value directly to the bottom line. He believes that Liberty is a place where its employees are willing to roll up their sleeves and jump into a project while maintaining a focus on our clients’ critical business objectives.
Brian brings over 15 years of systems implementation and strategic management consulting experience across a diverse group of clients, including consumer-packaged goods, manufacturing, pharmaceuticals, resources, retail, wholesale distribution, and logistics industries. Having worked across global markets with a diverse client base, Brian is able to truly understand his clients’ goals and to create unique, successful, and strategic initiatives. He is also the Liberty Strategic Partnerships lead, focusing on establishing and growing our partners and providers.
Prior to joining Liberty, Brian was a Consultant in Accenture’s SAP Technical Architecture practice focused on planning and executing SAP implementation and data governance projects.
Brian joined Liberty to help companies increase both performance and savings by leveraging his systems implementation experience. He believes that identifying the correct mix of technological and business improvements is the best way for clients to achieve these results. Brian enjoys working with complex, global businesses, and working to expand Liberty’s strategic partnerships.
Paula Smith, Liberty’s Chief Marketing Officer, brings 25 years of business and technology leadership experience in both the corporate and consulting arenas. With an emphasis in IT Strategy, Program Management, and Digital Strategy, Paula has a proven track record of delivering high-impact solutions for large organizations across a variety of industries.
Before joining Liberty Advisor Group, Paula was the Vice President of Sales Strategy and Technology at Bankers Life and Casualty. She also held consulting positions at Viant, Inc., Cambridge Technology Partners, James Martin and Co., and Price Waterhouse.
Paula serves on the Keystone Board at the Shirley Ryan AbilityLab.
Dan is a Partner with more than 12 years of cross-functional consulting experience, leveraging a broad background in strategy, technology, M&A, and operations. He has extensive experience partnering with clients on complex, large-scale business transformations, systems integration programs, and M&A transactions.
While at Liberty Advisor Group, Dan has partnered with clients to drive results across a variety of offerings. Dan is a leader in Liberty’s Digital Strategy group. He has helped clients define and execute tailored omnichannel and eCommerce strategies, has led large, complex digital transformation programs, and is a thought leader on enabling customer-centric transformations. Dan also has experience leading critical phases of the M&A deal lifecycle including due diligence, day one planning, and post-close separation and merger integration. His broad functional, technical, and industry expertise, coupled with his results-driven approach, has allowed him to help clients achieve their desired outcomes, reduce risks, and realize tangible financial benefits.
Prior to Liberty, Dan managed multiple large-scale ERP implementation programs within the consumer products and retail industries. Dan specialized in finance and performance analysis leading all phases of the delivery lifecycle on numerous multinational implementation programs.
Dan joined Liberty to help clients advance their strategic priorities, to work with high-caliber individuals on critical initiatives, and to have the opportunity to support the day-to-day operations of a growing, entrepreneurial company.
With over 18 years of international advisory and executive leadership experience, Nathaniel bridges the gap found at the intersections of technology, business, and political risks within the modern enterprise and is highly adept at translating complex problems into actionable, understandable business terms. Possessing deep knowledge in the design and implementation of systems, Nathaniel provides clients with solutions for their business and emerging technology concerns that drive top-line growth and bottom-line profitability improvement.
Having spent his career in a variety of IT and business management roles, Nathaniel is well placed to provide CIOs and business executives with valuable insights into how organizations can optimize their choices, adoption, management, and usage of technology. Nathaniel has delivered complex divestitures of divisions in the $1B –$4B range, focused on TSA management and reduction of stranded costs. Additionally, he has delivered several IT strategies, digital transformation, data monetization, and data governance projects for both Enterprise clients and Private Equality Portfolio companies.
Nathaniel joined Liberty to serve as the go-to trusted executive advisor for companies tackling their most difficult problems. He appreciates Liberty’s candor and direct approach to finding solutions and the opportunity to partner with industry leaders in designing better futures.
Specific Areas of Focus
Janine Shimp, Liberty’s Chief Financial Officer, brings over 20 years of corporate finance and accounting experience to Liberty. She has a broad skill set obtained from her work in Accounts Receivable, FP&A, Supply Chain, Cost Accounting, Global Pricing, Corporate Accounting, and Distribution Finance. Janine has also acted as the subject matter expert on several system implementations and change management teams.
Throughout her time at Liberty, Janine has effectively leveraged her cross-functional background to design and implement process and reporting solutions that have helped drive efficiency, accuracy, automation, and meaningful analytics. Her partnership with Liberty’s leadership and consulting teams helps to facilitate strategic growth, fiscal responsibility, and proactive contingency planning. Janine is also able to utilize her corporate and financial knowledge to assist Liberty consulting teams in delivering client work when needed.
Scott brings over 20+ years of experience with emphasis in digital transformations, enterprise architecture and enterprise cloud strategy, mergers and acquisitions, technology due diligence, integrations and divestitures, and complex program management. His deep knowledge provides clients with technology strategies and approaches that align with their business objectives, whether top-line growth or bottom-line profitability.
While at Liberty Advisor Group, Scott has driven projects across a variety of offerings, including several IT strategies, technology diligences, and delivery assurance projects.
Scott drove the separation strategy and execution for the divestiture of a $4B company. Scott also led the successful turnaround of a $60MM retail omnichannel program for a major automotive parts retailer. This included defining an enterprise architecture and drafting a multi-year strategic roadmap to achieve the client’s end-state vision.
Prior to joining Liberty, Scott was the Global Director of Enterprise Architecture for Accenture’s internal IT organization. During that time, he led a global architecture organization responsible for defining and implementing technology strategies and driving operating results. Prior to his internal role, Scott was a Technical Architect within Accenture’s Technical Architecture group within the Products and Retail Practice. He also attained the certification of Master Technical Architect within Accenture’s Master Technical Architecture Program.
Scott joined Liberty to help clients drive business value through their transformation programs and helping unlock business insights through analytics. Scott enjoys working on complex business challenges and Liberty provides the environment and team to drive these values with clients.
Mark Boushka is the Head of Liberty’s M&A and Transaction Services division and has an extensive background in partnering with private equity and M&A-focused firms throughout the entire deal lifecycle. Mark’s focus is to advise M&A-focused leaders on how technology can be leveraged to ultimately drive revenue and valuation while mitigating against risk. When executing pre-close technology diligence, post-close value creation initiatives, and go-to-market advisory engagements, Mark is able to leverage his financial and technical background to advise M&A leaders when acquiring, scaling, and exiting businesses.
His diverse experience across M&A-focused clients in several industries allows him to quickly analyze business processes and underlying technology to help improve efficiencies, identify risks and develop strategies that will enable businesses to achieve their goals.
Prior to his focus on M&A and Transaction Services, Mark worked on large-scale ERP transformations, system integration programs, and business/IT strategy engagements. Before Mark’s tenure at Liberty, he worked for J.P. Morgan’s Private Bank and Accenture with a main focus on analyzing existing operational processes, structuring their ideal future state, and leading development teams to implement the various technical transformations.
Mark joined Liberty because he wanted to get exposure to a fast-paced, growing firm while partnering with Liberty’s high-caliber resources and clients to ultimately deliver impactful solutions to complex business challenges.
Tom has served as an Advisor to Liberty since 2021. Previous to Liberty, Tom was a Senior Managing Director at Deloitte with an impressive 17-year career, having led one of Deloitte’s largest and most prestigious Office of the Chairman accounts globally. Tom is widely regarded for his manufacturing industry expertise, his leadership in driving transformation for his clients, and his stewardship of his client and teams. Tom also comes to Liberty with 20+ years of global wholesale banking experience with several multinational financial institutions, including Standard Chartered Bank PLC, Bank of America, and ABN AMRO NV, prior to his time at Deloitte.
"In 2008, I founded Liberty Advisor Group with a singular purpose: Partner with client leadership teams to realize their highest ambition."
Chad Smith - Founder & CEO
Do the right thing for our clients, people and loved ones at all times
We communicate openly and honestly with each other and our clients even if it isn’t popular at the moment.
We recognize that all situations present an opportunity for growth and this comes through asking and listening.
We operate with high standards of character and are forthright in our actions. We are not afraid of hard work or high standards and we embrace challenges with vigor.
We say what we do and we do what we say. We work tirelessly to ensure completion and success of projects and our people cherish their work on actual and measurable outcomes.
We value individual variety when working together toward a common goal.
We strive for innovation and excellence in our pursuit of expanding our clients and our own business.
A long-standing client engaged Liberty to advise and execute the carve out of two business units sold to foreign entities for over $800M. Our team was able to successfully execute the two parallel transactions while protecting the seller's interests.
View Case Study
Year after year, Liberty is proud to be recognized for our people, culture, and hard work.
Employees at Liberty Advisor Group say it is a great place to work. Learn more about the company culture and benefits of working at Liberty Advisor Group.
Our data and analytics experts understand how to unleash the power of data and realize the highest value through large-scale data and reporting solutions.
We are recognized by our employees for offering a dynamic, flexible, and transparent workplace and creating a culture that enables our people to realize their potential.
We are recognized by our employees for trust, the respect with which people are treated, fairness, and camaraderie.
Liberty has been recognized as a Best Workplace in Chicago. We received overwhelmingly positive reviews from our employees.
Liberty has been recognized as disrupting the profession through revenue growth by Consulting Magazine.
