Corporate Strategy & Development

  • For a global provider of corporate compliance, certification, and technical information services, facilitated a strategic planning process that resulted in significant repositioning and portfolio rationalization.


  • For a scholarly society, analyzed the market position of its digital library, and identified the most attractive strategies for meeting market needs and navigating emerging competitive threats. 


  • For a diversified global publisher, assessed the strategic value of a proposed $2 billion acquisition in legal publishing, facilitating a transformative transaction.


  • For a provider of facilities management and construction workflow, data, and services, developed strategies to leverage acquired businesses and enter new vertical markets.


  • For a technology-focused journal publisher, conducted in-depth research on trends in computing research supported by NSF, UKIP,  and EU funding to guide new title development.

Organizational Alignment

  • For a scientific society, conducted a strategic review of its publishing businesses including restructuring its information products portfolio, improving cross-business-unit collaboration, and prioritizing new product investments.


  • For an educational and reference publisher, assessed the reference unit's strategic fit with its parent in light of its market position and the impacts of alternative futures for the public, K-12 and academic library markets.


  • For a multimedia B2B publisher, developed an organizational strategy that balanced individual business units' unique digital advertising needs with the benefits of a more centralized online platform.


  • For a not-for-profit membership organization supporting scholarly communication, assessed alternative strategies and potential vendors for providing a critical membership service.

Product Management

  • For a legal publisher, developed the commercial model, including offering and pricing structures, for the launch of a major new online research platform.


  • For a commercial real estate information provider, redefined and supported the re-launch of a professional information product using a B2C marketing and distribution model.


  • For a science publisher, developed the business case for a new product addressing grant funding needs of researchers and research administrators, facilitating the successful launch of a major new product line.


  • For a membership-based advisory company, conducted research to understand the competitive dynamics and new product opportunities associated with new models for technology advisory services.

  • For a leading standards development organization seeking to monetize its development platform, conducted primary research among other SDOs to determine level of interest, key requirements, pricing sensitivities, and key success factors, guiding further product development and market entry.

Market Assessment

  • For a provider of digital historical collections, combined primary research with public data sources to size the potential market and identify areas of greatest near-term demand.


  • For a provider of medical reference information, interviewed chief medical information officers to assess the scope of opportunity and identify key requirements for entry to the market for EHR-integrated clinical decision support solutions.


  • For a provider of facilities planning benchmarking and advisory services, identified the most promising adjacent vertical markets and key entry requirements.


  • For a science journal publisher, illuminated trends in spending by science marketers, especially regarding consultative, solutions-oriented advertising and marketing approaches. 

  • For a major provider of chemical information services, conducted primary and secondary research to identify key trends in pharma industry R&D organizational structures, research approaches, and information needs.

  • For a leading journal publisher, conducted research to assess the needs and preferences of scientists at different career stages for career-related information and guidance.