Strategic Leadership Recent leadership appointments with Ron Goodson as CEO in 2019 and 2021 suggest stability and potential strategic pivots. This indicates opportunities to align offerings with the evolving vision and to position advisory services around portfolio management and growth strategy.

Emerging Markets IP Specialization in emerging market business development with a focus on intellectual property and patented technology signals a fit for clients seeking IP strategy, licensing, and go-to-market support in frontier sectors.

Healthcare and Cannabis Ties Strategic investment from Cresco Labs in 2018 points to established connections in the cannabis sector. Competitive positioning opportunities exist to offer policy, regulatory, and market access services to cannabis-related ventures and adjacent industries.

Financial Scale Revenue in the $10M–$25M range coupled with a lean team (11–50 employees) suggests room to scale services, higher-value engagements, and partner programs aimed at faster growth, cross-sell of IP and portfolio management offerings.

Tech and Delivery Tech stack including WordPress, jQuery, PHP and modern frontend tools indicates a readiness to leverage digital marketing, analytics, or custom SaaS enablement for clients. Upsell opportunities exist in digital transformation, data-driven insights, and efficiency-enhancing platforms.