A portfolio of
real engagements.
Epiphany Family Enterprises
A family-owned search fund acquiring and operating its first small business. Two workflows: a competitor and pricing analysis behind the acquisition, and a weighted acquisition guide for the next deal.
Nonprofit Management Solutions
Built a Midwest expansion strategy for NMS's nonprofit management conferences — target city analysis, partnership pathways, and a phased rollout plan.
Fly Parrots
Targeted go-to-market and investment strategy for Polly — a three-phase roadmap into the Alzheimer's care market plus tailored investor outreach.
Valley Business Partners
Built a standardized screening tool to quantify business viability and conducted research on SBA loans and grant opportunities to support their acquisition strategy.
Impact Consulting
Analyzed transportation needs for older adults and veterans in NH, identifying critical mobility gaps and recommending targeted interventions. Developed branding deliverables to clarify the client's mission.
Sai Capital
Sourced and underwrote Sai Capital's next short-term-rental acquisition, screening North Carolina markets, valuing the target with income and sales-comparison approaches, and building a ten-year pro forma with loan sizing and sensitivity analysis to support a clear go-forward recommendation.
Sniffs of Adventure
Helped Sniffs of Adventure keep its candle-making experiences running in Boston after the closure of its storefront, developing three asset-light channels to deliver the experience without a permanent lease: corporate events, rentable venues, and hospitality partnerships for its "sip & sniff" format.
Lizzie's Bakery
Ran a market research study for Lizzie's Bakery, a woman-owned Boston home bakery looking to scale, interviewing prospective corporate buyers to test product-market fit for a new birthday-box offering ahead of launch.
Nutramed
Charted a US market-entry strategy for Nutramed, a Vietnamese nutraceutical manufacturer, across two parallel workstreams: a digital-marketing and Amazon optimization plan, and a supply-chain and fulfillment model for reaching US customers.
Recreo Coffee & Roasterie
Built a full social media and digital marketing strategy for Recreo Coffee & Roasterie, pairing demographic and competitor analysis across nine local coffee shops with platform playbooks for Instagram, Facebook, and TikTok, an AI toolset, and a newsletter and loyalty program the team could actually run.
Divine Design Center
Diagnosed why Divine Design Center, the largest luxury design showroom in New England, was spending heavily on digital ads with little return, then delivered a data-backed strategy to reallocate spend toward the channels and audiences most likely to reach high-net-worth homeowners.
Supply New England
Built a management consulting-style location strategy for Supply New England, combining market research, competitor mapping, demographic analysis, and a weighted decision model to identify high-potential retail locations.
Nussbaum Medien
Description coming soon — an engagement with Nussbaum Medien.