Work - Concertis Partners

Concertis in Action: Examples of Prior Engagements

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.

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.

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.