Portfolio Management

Our principals and partners work with clients on the following aspects of Portfolio Management:

  • Portfolio strategy
  • Portfolio analysis
    • Market analysis including forecasting
    • Competitive analysis
  • Partner and acquisition strategy, target identification & assessment, and diligence
  • Divestiture assessment
  • GTM strategy
  • Channel analysis & strategy development
  • Customer assessment
  • Sales lead generation
  • CI collection and analysis
  • Corporate/business brand evaluation

We take the view that the portfolio needs to be managed at the strategic, operational, and tactical level, and our support covers what your portfolio looks like today to how you deliver value to the market.  BCE has developed a portfolio strategy framework to assist clients in assessing their current mix of products and services in context of the current total market, expansion of that market, and innovation.  The framework approach allows the client to move beyond data analysis to action – how to capture share, build the portfolio, change the market, and innovate.

Our work is customized to fit the specific business problem facing our clients whether that be managing the portfolio from a position of strength or weakness.  The senior leaders scoping the work are part of the engagement team from research, to analysis, and recommendations.  We cross staff to ensure the appropriate mix of expertise is present in the client’s market and with the specific BCE service offering desired.

Related insights

BCE’s Portfolio Management team

Craig Belanger
Senior Partner & Co-Founder Boston
Richard Crumb
Managing Partner & Co-Founder Menlo Park
Krishan Rele
Principal London
Joe Giandomenico
Principal Boston
Jaime Batista
Principal Yarmouth
Lizzie Schaeppi
Principal Minneapolis
Rachel Eschle
Partner & Co-Founder Boston
Walt Shepard
Principal Boston
  • Menlo Park, CA
  • Boston, MA 100 High St,
    Boston, MA 02110
  • Yarmouth, ME 121 Main St,
    Yarmouth, ME 04096
  • London, UK 30 Crown Place,
    London, UK

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