Concertis Partners
  • Home
  • Our Team
  • Work
  • Contact

Concertis in Action:  Examples of Prior Engagements


Firms and Start-ups

  • ​Build-out of new SROI service line: Assessed evolving marketplace for social return on investment (SROI) analysis and reporting on behalf of established consultancy. Supported R&D and internal infrastructure development for new offering.
  • Business development for consumer health IT platform: Conducted strategic planning for a post-seed technology venture dedicated to reducing healthcare disparities. Collaborated with CEO to model outcomes under different funding strategies. Developed clinical partnerships and supported fundraising round.
  • Impact-focused retail start-up advising: Assessed business model and identified feasible future exit options for largest equity holders in a sustainable consumer product start-up. Facilitated final decision-making among leadership.
  • Market intelligence for global scientific certification company: Prospected for a new environmental and social standards certification service in international horticulture trade. Assessed regulatory, political-economic, and supply-demand conditions worldwide to formulate go-to-market strategy.

Agencies, Universities, and Think-Tanks

  • Biomedical accelerator scaling: Spearheaded fundraising and commercialization partnerships for university research center. Assessed market opportunities, developed strategic industry alliances, and built portfolio of new business opportunities.
  • Launch of international business development collaborative: Coordinated and advised on successful launch of a new cross-Atlantic partnership to facilitate entrepreneurship. Forged new stakeholder alliances across sectors and regions, pursued additional sponsorships, managed public communications, and coordinated inaugural conferences.
  • Earned income strategy: Advised educational think-tank leadership on options for expanding contractual earned income services consistent with mission. Conducted market SWOT analysis, identified best-fit options, and recommended next steps.
  • Ecosystem for Evidence-based Decision-making: Collaboratively researched public, private, and nonprofit activities supporting evidence-based decision-making for a new social sector think-tank. Interviewed thought leaders and major stakeholders; strategically assessed activities of key actors and resources at multiple scales.

Nonprofits and Philanthropies

  • Growing underserved youth education internship program: Managed formulation, administration, and analysis of multi-method survey of corporate experiences to expand an innovative business-nonprofit partnership. Made recommendations and authored final report to nonprofit leadership.
  • Advising new community organization: Supported fundraising, coalition-building, and planning for a grassroots community improvement group. Surveyed and evaluated feasibility of funding sources. Supported outreach and collaboration with public agencies.
  • Strategic planning for large philanthropy: Designed and supervised multi-disciplinary national planning initiative on behalf of major healthcare charity. Managed initial scoping and needs assessment of policy area, interviewed experts, facilitated meetings, and authored reports for multiple audiences.
  • Incubation of new 501(c)(3): Led organizational development, fundraising and partnerships, and IRS designation application to successfully spin off new healthcare services nonprofit.
Copyright (c) 2022 Concertis Partners, LLC. All rights reserved.
  • Home
  • Our Team
  • Work
  • Contact