Higher Education & Workforce
Product & Pricing Strategy: Designed product strategy and pricing for new assessment and data analytics products for a major higher ed assessment company.
Competitive Positioning & Financial Aid Strategy: Redesigned competitive positioning, pricing, and financial aid strategy for a private university.
Market Entry & Product Strategy: Led workforce market entry and product strategy for a leading publisher.
Investment Diligence: Conducted due diligence on the higher ed digital instructional materials market and IA/EA landscape.
Strategic Pricing: Developed pricing strategies for higher education assessment and enrollment organizations, as well as student engagement platforms.
Market Measurement & Analytics: Conducted market measurement for the digital learning and courseware market (funded by the Gates Foundation) and the higher education generative AI application landscape.
University M&A: Built pro forma financial models for university acquisition
K-12 Education
Funding Impact Analysis: Researched ESSER funding allocation trends to guide spending decisions for K-12 edtech firms and investors.
Market Due Diligence: Provided diligence on K-12 device management, literacy and math supplemental curriculum, and special education curriculum markets.
K-12 Mental Health & SEL: Assessed the impact of funding shifts on the K-12 mental health services market and evaluated the social-emotional learning (SEL) professional development sector.
Professional Services Firms
Financial Forecasting & Budgeting: Developing multi-year financial projections to support strategic planning.
Compensation Strategy: Designing senior compensation plans that align incentives with long-term firm success.
Profitability & Pricing Optimization: Analyzing project profitability, refining pricing rate card structures, and conducting revenue segmentation by project and client type.
My Toolkit
Data-Based Executive Storytelling – Transforming complex data into compelling narratives for leadership decision-making.
Market Sizing, Segmentation & Assessment – Quantifying opportunities and market trends to guide investment and growth strategies.
Interviews & Competitive Research – Conducting deep-dive interviews and competitor benchmarking to uncover actionable insights.
Survey Design, Distribution & Analysis – Leveraging surveys to collect and interpret market data.
Pricing & Enrollment Modeling – Building dynamic models to assess pricing strategies and enrollment trends.
Multi-Year Forecasting & Budgeting – Developing detailed financial projections for long-term planning.
Project Management – Managing complex initiatives with structured frameworks and execution discipline.