Advisory Services

As 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.

• Development and exploration of enterprise value expansion opportunities
• Analysis 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 

• Rigorous assessments of industry-level assumptions and TAMs produced by 3rd party syndicated industry analysts
• Customer and competitor analyses based on industry knowledge and public data
• Customized research such as interviews with customers, prospects or other stakeholders

• Refinement of existing business strategies
• Application of  industry knowledge and stakeholder research to assessments of "go-to-market" approaches for new revenue streams

• Positioning of long-term corporate strategies for public market investors
• Identification of gaps between investor perceptions or knowledge and corporate strategies 
• Investor presentations and marketing plans
• Analysis of peer companies and metrics relevant to investors