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 Expert  717357

Expert in Market Assessments, Competitive Intelligence

Available for your Consulting and Expert Witness Needs

Utah (UT)
Education Work HistoryPublicationsConsulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert has over 15 years experience in identifying and analyzing competing technology-based products or services and their producers. During this time she has provided competitive analysis and intelligence to private- and publicly-funded venture/seed capital investment funds as well as to the US Department of Energy Office of Inventions and Innovations and the US Department of Justice Office of Law Enforcement and Technology Commercialization. Expert normally combines secondary data acquired from a wide variety of trade, economic, and market reports/publications along with the findings of semi-structured telephone interviews with industry and governmental experts in the field. She provides her clients with a thorough review of existing as well as potential competition, along with a quantitative and qualitative account of their strengths and weaknesses in comparison to the subject technology. Expert has taken post-graduate coursework in technological entrepreneurship and is a graduate of the leading venture capital institute's training in due diligence.

competitive analysis


competitive intelligence

Expert assesses the market potential of inventions of products and services already in the marketplace or about to be introduced. Her primary focus has been on technology-based products and services. Since 1982 she has researched and reported on the potential of dozens of new products or services in the marketplace. Research sources include secondary industry and market data as well as primary data from telephone, mail, and focus group surveys. Reports to her clients typically include the following elements in determining the market potential of a new product or service: technology overview, market environment and trends, competitive environment and trends, management capabilities (if applicable), and barriers and opportunities to market entry. Expert has taken post-graduate coursework in technological entrepreneurship and is a graduate of the leading venture capital institute's training in due diligence. She has provided her expertise in the assessment of market potential to both private- and publicly-funded venture capital investment funds as well as to federal agencies.

market potential

Expert has extensive market and business research skills that range from industrywide to product- or company-specific inquiries. While she has researched a broad range of industries, manufacturers, and technology-based products and services, the energy industries--both extractive and renewable--are a particular focus. Her clients in this industry include inventors of oil field, coal mining, and solar equipment for the US Department of Energy and the State of New Mexico. In the last two years, she has completed three market research projects related to commercial, industrial, and residential refrigeration equipment and the new generation of refrigerants. Market research methodology is tailored to the client's budget and needs but commonly includes both primary (e.g., surveys and focus groups) as well as secondary research. She has been an invited guest lecturer on Market Research methods at the University of Montana College of Technology and Mining.

market research

MICRO ENTERPRISE DEVELOPMENT Expert directed and managed the largest, most successful Small Business Development Center (SBDC) in New Mexico, providing business assistance to 650 clients and conducting 30 seminars and courses with 590 attendees within a calendar year. She supervised and served a multi-cultural, Hispanic, Native American and Anglo, staff and client base. She managed a revolving micro-loan fund of one-quarter million dollars, with an average loan size of $30,000 to new and expanding indigenous businesses. Expert analyzed loan applications, business and profit plans, and financial statements. She assessed borrowers' technical capabilities and prepared strategic business assistance plans to meet a lender's funding requirements. She developed, instructed, and supervised college-level courses in entrepreneurship, including a small business management class recognized by the Wall Street Journal's Enterprise column.
Expert had analyzed market trends, the competition, and developed market studies for technology-based companies that resulted in the introduction of 13 new technologies into the US and international marketplace. She has conducted the market-related due diligence for two venture capital organizations with a portfolio success ratio of over 75 percent and made funding recommendations for requests ranging from $50,000 to $500,000. She has investigated renewable and conventional energy industries, medical devices, computer software, electronics, financial services, and recreational equipment markets.


market assessment

Show Secondary and Basic Areas of Expertise

Year   Degree   Subject   Institution  
1979   MA   Economics   University of Denver  
1975   BA   Social Studies   University of Denver  

Work History:
Years   Employer   Title   Responsibilities

1995 to


(Undisclosed Consulting Company)




As a market research and enterprise development consultant, provide short- and long-term market research and small business development expertise. Recent projects have been for TelTech's In-Depth Research Services, New Horizon Technologies, Northern Rockies Venture Fund and Enterprise Works Worldwide.

1991 to 1994


Santa Fe Small Business Development Center




Responsible for oversight of technical and educational services to small business clients in Santa Fe, New Mexico.

1982 to 1991


New Mexico Research & Development Institute


Business Analyst


Analyzed business plans and made funding recommendations for seed capital funding requested by technology-based businesses.

1979 to 1982


New Mexico Energy & Minerals Department




Provided economic analysis of current and proposed State and federal energy policies and programs.

1975 to 1979


Denver Research Institute


Research Analyst


Part of an interdisciplinary business research team performing projects within the Rocky Mountain states.

Publications and Patents Summary

Expert is the author of over 40 professional publications and papers. She is the author of eight in-depth market assessments dealing with the following technologies: drilling and hoisting systems for oil and gas well drilling, electronic refrigerant leak detection, rigid foams blown with fluoroiodocarbons, electronic starter for fluorescent lamps, high-throughput manufacturing of high-efficiency solar cells, disposable prefilled syringes, insulating screw cap for commercial roofs, high-intensity paper dryers, and night vision devices for law enforcement.

Selected Publications and Publishers  
 - Venture Capital Journal  
 - Arthur Young Network for Exchange of Technology, AY/NET 2  

Consulting Services:
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Expert of market research and analysis california for consulting on electronic cigarette.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1998 to 1999   Moscow/St. Petersburg, Russia   Recruited by ACDI/VOCA for consultancy services for in Russia, Expert worked with Russian clients on transfering training skills and knowledge of the entrepreneurial counseling and training process using American-style models. She provided training of trainers in business startups and strategic planning/marketing. An emphasis was placed on motivational and skill-building techniques, especially as they relate to microenterprise development and self-employment.
2000 to 2000   Uganda, Africa   Develop a business strategy and plan for an agricultrual input organization that wishes to privatize and raise capital.

Language Skills:
Foreign Language   Description
French   Expert speaks limited French.

Additional Skills and Services:
Other Skills and Services

Expert is a graduate of the National Association of Small Business Investment Companies Venture Capital Institute (St. Charles, Illinois).


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