Growth leadership Recent executive changes including the appointment of Amy Bosio as Chief Financial and Operations Officer and the retirement of the previous CFO signal a moment of strategic realignment and potential needs for financial systems, ERP, and operational efficiency upgrades.

Financial health Revenue is in the low-to-mid single digits with 51-200 employees, indicating a small to mid-market independent school with potential opportunities for cost optimization, donor & fund accounting solutions, and scalable school management platforms tailored for smaller institutions.

Technology footprint Tech stack includes Google Ads, Shopify, Blackbaud, and various JS libraries, suggesting ongoing digital marketing needs, e-commerce for fundraising or merchandise, and modernization of student information, development of digital learning experiences, or donor CRM integration.

Academic expansion Notable upcoming leadership hires such as a new Lower School Director imply planned program growth and potential investments in K-6 infrastructure, security, classroom technology, and administrative software to support expanded operations.

Competitive landscape Peer institutions with similar revenue and employee ranges present an opportunity to position solutions around independent school-specific ERP, cloud-based fundraising, student data management, and communications tools to improve enrollment, retention, and community engagement.