Services

“Helping turn great technologies into great businesses“

I am currently working with firms in the Southern CT/Massachusetts/New York area. Services include general corporate advisory, strategy formulation, market and competitive analysis, financial modeling, as well as freelance equity research and valuation work. I sometimes take interim executive roles with young companies.

For technology companies I provide focus. Young tech firms often face distraction and fragmentary markets. They may have cool technology but are presented with numerous potential customers, applications, and markets. What’s typically required is a disciplined approach that covers the entire spectrum: users, technology, product strategy, financial analysis, and the competitive landscape.

I help them figure out what they want to be when they grow up, and then how to best deploy their limited resources now in order to get there.

For investment clients, I offer perspective into the strategic and operational factors that impact firm performance, having worked to commercialize technology products and services for many years. By coupling this with insight into technology trends, as well as the financial analyses to back it up, I provide investment firms with a unique and often contrarian view on the success of small-cap technology companies and their stocks.

Please contact me directly if you are interested in discussing how I can help your business or fund.