For over two decades, across hundreds of engagements, we have focused exclusively on complex, innovation-driven markets.
Topline Strategy is a specialist advisory firm to investors and executive teams navigating consequential growth decisions in B2B technology and healthcare. We operate at the intersection of strategy, capital, and execution — where market insight directly informs enterprise value.
For over two decades, across hundreds of engagements, we have focused exclusively on complex, innovation-driven markets. Our work spans commercial diligence, growth strategy, and strategic CX. We combine analytical rigor with practical operating judgment, delivering strategies that are not only compelling on paper, but executable in practice.
The people behind this work combine deep sector expertise with real-world operating experience.
With diverse backgrounds across research, operating roles, and consulting, we’re united by a shared curiosity and a love for strategy.
Jon brings a unique blend of strategy consulting from his experience at The Boston Consulting Group and hands on operating experience from holding VP and senior marketing positions at various software companies.
Jon holds an MBA from The Kellogg School at Northwestern University and a BS in Electrical Engineering from Cornell University.
Jack brings over 25 years of hands-on technology experience managing in both start-up environments and global corporate structures, with a strong focus on product strategy, sales, marketing and business operations.
Jack holds an MBA from the Yale School of Management and a BS in Computer Science from Rensselaer Polytechnic Institute.
Eric brings over 20 years of technology and consulting experience to Topline Strategy. Prior to joining Topline, Eric worked at SciQuest where he was the Chief Product Officer, and at Dude Solutions where he was Senior Vice President of Vertical Product Strategy.
Eric holds an MSc in Computer Science from the Delft University of Technology in the Netherlands.
Since joining Topline in 2015, Hien has led engagements in go-to-market, investment diligence, strategic customer experience and more. Prior to Topline, she worked in applications sales at Oracle, focusing on the company’s top global strategic accounts.
Hien received her bachelor’s degree from Columbia University with Honors in Evolutionary Biology.
Employee Profile Video
Jay joined Topline in 2017 and leads client engagements on a range of strategic initiatives including go-to-market planning, competitive analysis, and investment diligence. Prior to joining the firm, Jay worked in B2B sales at Yelp, quantitative research for a PE fund, and marketing and operations research at Harvard Business School.
Jay holds a master’s degree (ALM) in Finance from Harvard University and an A.B. in Economics from the University of North Carolina at Chapel Hill.
Dylan joined Topline in 2015 as an intern, and after finishing his degree, returned to Topline full-time. Currently, Dylan is responsible for developing analytic tools, extracting and analyzing complex datasets, finding new ways to visualize analytic results as well as managing IT systems for the office.
Dylan graduated from Northeastern University in 2015 with a B.S. in Economics.
Colin brings 15+ years of consulting and product leadership experience to Topline Strategy. Before Topline, he helped dozens of edtech companies reach product–market fit through his consulting practice, Product Vectors. He has also led product management at two edtech companies that were subsequently acquired.
Colin holds an MBA from UC Berkeley and a B.S. in Electrical Engineering from Northeastern University
Jake joined Topline in 2021 and has worked on projects focused on investor diligence, go-to-market strategy development, and customer satisfaction. Prior to consulting, Jake studied Political Science at the University of Chicago, where he was involved in political journalism and policy analysis. His work ranged from writing papers on cable news transcripts to working as a reporter in the 2020 Iowa Caucuses.
Mimi graduated from Brown University with a BS in Mechanical Engineering and BFA in Industrial Design. Prior to Topline, she worked at a STEM Education non-profit. Besides her work at Topline, she’s also passionate about illustration and design.
Ben graduated from Northeastern University with a BS in Industrial Engineering and an MS in Engineering Management. While at Northeastern, he completed two 6-month Co-ops, one in manufacturing at Nuvera Fuel Cells, and another in consulting at L.E.K. Consulting.
Welles graduated from Dartmouth College where he received a Bachelor of Arts in Geography and Quantitative Social Sciences.
Zachary is a recent graduate from Cornell University where he received a Bachelor of Arts in Economics & Mathematics.
Kieran recently graduated from Harvard College magna cum laude in History & Literature with a secondary field in Economics.
Sandeep is a recent graduate from Georgetown University, Walsh School of Foreign Service, where he received a Bachelor of Science in International Economics and a Certificate in Diplomatic Studies.
Shawn brings managerial, database/computer, and detail-oriented research experience to Topline.
Shawn holds two BS degrees from Fitchburg State University: Business Administration and Economics and a JD degree from Florida Coastal School of Law. Shawn enjoys time spent with family and friends.
Brittany brings over 10 years of administrative and strategic operations management experience to Topline. She has worked in both medical and life science consulting environments with focus on internal business development and operation improvements.
She studied Criminal Justice, with a concentration in Investigative Services at the University of New Haven.
Louise brings broad operational experience to Topline. Her responsibilities include operations and management of the Finance Department, including direct management of Accounts Payable, Accounts Receivable, Payroll and Billing.
Louise holds a B.S., Summa Cum Laude, in Business Studies from Southern New Hampshire University and is a member of the Advisory Board on the Heartland Renaissance Fund.
Gummy Bears, pretzels, cookies, and all different flavors of potato chips. Someone needs to make sure the office is fully stocked up, and I am just the one to do it. Woof!
From scaling venture‑backed startups to guiding multi‑billion‑dollar enterprises, our clients trust us to deliver insight that fuels measurable growth. Hear it directly from the leaders who’ve partnered with us.
Whether you’re an investor or operator evaluating growth, strategy, or a transaction, we’re ready to help you move forward with clarity and confidence.
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