Opportunity Assessment: B2B Publishing and Digital Services

Project Description:  "Assessment and Market Validation" in industrial B2B publishing and digital services. The project focused on the digital transformation of the private-equity portfolio company and associated growth opportunities. The analysis included three primary areas: market segment overview, growth opportunity assessment, and customer assessment. 

Result: Analysis revealed new insights on the market opportunity. 

Strategic Planning: Test and Measurement Industry​

Project Description: ​Participated with team on nine-week study, "Assessment and Operating Segment Analysis," for a leader in the Test and Measurement Industry for Enterprise and Telecom Networks. The analysis included market dynamics, competitive forces, adjacent opportunities and growth potential. Synthesized research results from qualitative expert interviews, third party research and proprietary survey results.

Result: Road map created for public company based on analysis.

Investment Analysis: U.S. Online Continuing Education and Training Industries

Project Description: "Market Mapping of U.S. Online Continuing Education and Training Industries" for a private-equity group. Analysis included a detailed spreadsheet evaluating the most attractive online continuing education and online training sectors for investment. Within each of the identified sectors, specific companies and platforms were identified that met the outlined investment criteria.

Result: Actionable prioritization of potential investment opportunities.

Due Diligence: Digital Transaction Management

Project Description: "Company and Market Assessment" for a proposed investment for a private-equity group. Project included a market overview, competitive landscape analysis and market sizing. Due diligence included expert interviews and surveys with target investment's current customers.

Result: Better understanding of market opportunity and potential returns for targeted investment.