Katie Ruiz
M&A and Transformation Advisor for SMBs & Nonprofits | Growth Strategy, Integration, & Roadmap | Founder, Prism Consulting
- Role
- Executive Transformation Consultant & Owner at Prism Transformation Llc
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Katie Ruiz
Empower small to mid-market and non-profit leaders by turning elite corporate strategies into accessible growth engines. Specializing in M&A and Ecosystem Transformation, I simplify the complex to unlock hidden value—preparing your organization for its next big leap. Known for accelerating integration with AI and automation, capturing synergies, and fostering a culture of innovation and operational excellence. Recognized for building and leading high-performing global teams. ADVISORY & ASSESSMENT: 2-5 Day Opportunity & Risk Assessment, Value Proposition, Roadmap STRATEGY & GROWTH PLANNING: M&A and Deal Strategy, Divestiture, Synergy Realization, Detailed Roadmap, Blueprints, Cost optimization, Solutions, Integration Planning OPERATIONAL EXCELLENCE: Post-merger Integration, Software and Platform Rationalization, IT Data Center Consolidation Strategy and Roadmap, Process Redesign, and Enterprise-wide Efficiency Improvements ORGANIZATIONAL TRANSFORMATION: Structural Redesign, Leadership Alignment, and Talent Optimization with Sustainable Growth and High-performing Teams
Experience
Executive Transformation Consultant & Owner
Jan 2026 — Present
Transformation Leader who drives enterprise-wide change and sustained value. Trusted by C-suite leaders to navigate complex regulatory landscapes, align business and technology strategies, and unlock post-merger synergies. Known for accelerating integration with AI and automation, optimizing P&L, capturing synergies, and fostering a culture of innovation and operational excellence. Recognized for building and leading high-performing global teams. ADVISORY & ASSESSMENT: Risk Assessment, Value Proposition STRATEGY & GROWTH PLANNING: M&A and Deal Strategy, Divestiture, Synergy Realization, Organizational Scaling, Cost optimization, Integration Planning OPERATIONAL EXCELLENCE: Post-merger Integration, Software and Platform Rationalization, IT Data Center Consolidation, Process Redesign, and Enterprise-wide Efficiency Improvements ORGANIZATIONAL TRANSFORMATION: Structural Redesign, Leadership Alignment, and Talent Optimization with Sustainable Growth and High-performing Teams
Education
Central Michigan University
Master of Science (M.S.), Business Administration and Management, General
UMKC Henry W. Bloch School of Management
Bachelor of Business Administration - BBA, Business and Technology
Skills
- Hiring
- Business Acumen
- Contract Negotiations
- Outlook
- Forecasting
- Cold Calling
- Expenses
- Planning
- Process Engineering
- Solution Selling
- Problem Solving
- Business Relationship Management
- Word
- Team Leadership
- Supervisory Skills
- Sales Management
- Administration
- Technical Leadership
- Customer Service
- Budgeting
- Contract Negotiation
- Selling
- Rfp
- Powerpoint
- Customer Satisfaction
- Vendor Relations
- Team Building
- Telecommunications
- Teamwork
- Negotiation
- Microsoft Office
- Telecommunications Management
- Account Management
- Call Center
- Direct Sales
- Invoicing
- Coaching
- Vendor Management
- Retail
- Customer Relations
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