Principal
CurrentAs a former investment banker, equity research analyst and long-time agency executive - and also as the developer of two of the global advertising industry's most widely-relied upon data sets - I offer unique insights and strategic analysis on the media, technology and marketing services industries.As a CFA charterholder I am obliged to act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.Below are some examples of the types of projects I can help corporate entities as well as public market and private equity investors with.STRATEGIC DEVELOPMENTDevelopment and exploration of enterprise value expansion opportunitiesAnalysis of acquisition and divestiture opportunities"Future-proofing" or "blue-sky" conversations exploring assumptions about the industry, evolving competitive threats and opportunities and risks to plans COMPANY AND INDUSTRY ANALYSISRigorous assessments of industry-level assumptions and TAMs produced by 3rd party syndicated industry analystsCustomer and competitor analyses based on industry knowledge and public dataCustomized research such as interviews with customers, prospects or other stakeholdersGROWTH STRATEGY ASSESSMENTSRefinement of existing business strategiesApplication of industry knowledge and stakeholder research to assessments of "go-to-market" approaches for new revenue streamsCAPITAL MARKETS ADVISORYPositioning of long-term corporate strategies for public market investorsIdentification of gaps between investor perceptions or knowledge and corporate strategies Investor presentations and marketing plansAnalysis of peer companies and metrics relevant to investors