Dave Mack has guided TBR’s growth and success for the past two decades. As a TBR founder, Dave developed TBR’s differentiation and fostered the company’s commitment to successful client outcomes. Having worked for many years on both the supply and consulting sides of the technology business, Dave brings a wealth of knowledge and experience to TBR and its clients.
Prior to joining TBR, Dave established the consulting division at Boston’s Yankee Group. Additionally, earlier in his career, he held positions in product planning management, national product marketing responsibility and North American strategic planning at the Rapifax/Ricoh Corp., where he was instrumental in the development and market success of digital facsimile.
Jon Lindy, a founder of TBR, has held the position of president since 2006. Jon has overall responsibility for the direction and operations of the company. Prior to this role, Jon was vice president of Sales & Marketing at TBR, responsible for go-to-market planning, development of the sales organization and overall sales performance. He fostered client relationships by demonstrating the value of TBR’s products and services, and continues to cultivate these relationships in his role as president.
Jon brings over 40 years of experience in the IT industry to TBR, with more than 20 of those years focused on market research. Prior to founding TBR, Jon held various positions with market research firms Workgroup Technologies, Computer Intelligence and Gartner Group, and computing company Four-Phase Systems. Jon holds a B.A. in Business Administration from Rutgers University.
Dan Demers
Vice President of Sales
Role and Responsibilities Dan Demers has overall responsibility for go-to-market planning, sales performance and development of the sales organization. He fosters client relationships by demonstrating the value of TBR’s products and services and continues to cultivate these relationships through extensive client interaction and active travel.
Experience and Background Dan brings over 20 years of experience in the professional services industry to TBR, with more than 15 of those years focused on sales development and executive leadership. Prior to joining TBR, Dan founded and managed ReMission Consulting, a sales leadership development firm that serves the financial services, software and energy industries.
Christopher Foster
Vice President of Operations
Role and Responsibilities Chris Foster serves as TBR’s vice president of operations, overseeing all operations of syndicated and custom research and analysis. He sets the TBR research agenda, leading practice directors and managers dedicated to uncovering key findings in the enterprise IT market and delivering actionable expert analysis to IT decision makers.
During his tenure at TBR, Chris has held positions as director of research and director of Software and Computing practices. He has covered a wide range of industry vendors in-depth — providing clients end-user research, strategic assessments, corporate performance evaluations, and revenue, cost and profitability modeling as well as unique trend and market analysis.
Experience and Background Chris’ experience in various technology segments includes PCs, servers, enterprise software and IT services. He has been an authoritative voice in numerous technology industry and business publications such as InformationWeek, The Boston Globe, The Wall Street Journal and BusinessWeek.
Prior to joining TBR, Chris worked for several years in financial services sales/consulting. He holds a B.S. in Business Administration and an MBA from the University of New Hampshire, Whittemore School of Business & Economics.
Tailored Services
Bryan Belanger
Director
Coverage and Focus Areas Competitive Intelligence: Pricing analysis and benchmarking, go-to-market strategy and structure, channel strategy and structure, portfolio benchmarking, operational and delivery analysis, headcount analysis; Customer Intelligence: Customer adoption, customer experience benchmarking, message testing, new solution testing; Financial Modeling: Line-of-business revenue and profitability modeling, partner revenue modeling; Go-to-market Enablement: Competitive sales battle cards, go-to-market content (white papers, webinars, infographics, chalk talk videos); Opportunity Analysis: Strategy development, market forecasting, acquisition candidate screening, alliance partner screening
Role and Responsibilities Bryan is director of TBR’s Tailored Services practice, which is responsible for the design, execution and delivery of custom strategic research and consultative engagements to the world’s largest and fastest-growing technology products and services firms. Bryan has nearly 10 years of experience delivering tailored competitive intelligence engagements to TBR’s clients and serves as subject matter expert and advisor on topics related to pricing, go-to-market and operational strategies. In his role, Bryan:
Serves as lead analyst and consultant for delivery of TBR’s custom research engagements, spearheading solution architecture design, client engagement and management, research execution, project management, research analysis, deliverable design and storyboarding, and executive presentation
Manages a team of Tailored Services analysts and consultants with expertise in each of TBR’s Tailored Services research focus areas to deliver actionable, business-centric insights and recommendations
Devises and refines primary research methodologies and approaches used in tailored engagements
Experience and Background Bryan joined TBR in 2010 as a Professional Services Practice intern and served as a research analyst and then analyst with the group before transitioning to Tailored Services, where he served as a senior analyst from 2014 to 2019.
Prior to his employment at TBR, Bryan was an intern with Adhesive Technologies, where he collaborated with the company’s industrial division management team to develop a comprehensive market analysis of the industrial adhesives industry, including SWOT analyses, recommended product offerings, competitor intelligence analyses and pricing strategies. Bryan also worked as a member of an MBA student team to establish an end-to-end search engine optimization strategy and implementation framework for Morse Data Corp.
Bryan holds an MBA with honors from the University of New Hampshire’s Whittemore School of Business and Economics and a B.S. with honors in business administration, also from the University of New Hampshire.
Role and Responsibilities With a career spanning over four decades in consulting, it’s Geoff’s mission to dissect this era of unprecedented disruption and apply his project management experience to coach junior staff on how to solutionize client engagements.
Experience and Background Prior to joining Tailored Services, Geoff oversaw the syndicated research team for TBR’s Software and BI Services practice.
Before joining TBR, Geoff owned Renaissance Group (RGI), a boutique market research firm founded in 1991 serving blue-chip clients such as IBM, HP and EMC. RGI conducted competitor assessments of IT vendor go-to-market strategies, operational benchmarking studies, M&A support and distribution channel satisfaction studies. Early in his career, Geoff was an end user and reseller salesperson for Arrow Electronics and a marketing manager for Arrow Field Service, where he designed the company’s first Third Party Maintenance program before working at Technology Financial Services as principal of the company’s IT hardware vendor practice.
Geoff writes commentaries for Nearshore Americas and globalcomment.com and has been a columnist for Nashoba Publications.
Geoff received a cum laude degree in economics and government from Bowdoin College and spent a semester studying at the London School of Economics, where he completed a thesis on the complexities and legal challenges of European Economic Community Integration.
Coverage and Focus Areas Customer buying behavior, customer satisfaction and experience, customer loyalty, customer perception, customer adoption and product landscape, go-to-market and marketing strategy, channel and partner analysis, research solution design, survey design and execution, focus group design and execution, in-depth interview design, program management, project management
Role and Responsibilities Angela Lambert is a senior analyst and engagement manager with TBR’s Tailored Services group, where she regularly leads consulting and market research engagements with Fortune 500 clients. Her areas of focus include customer perception and buying behavior, marketing message testing and customer-informed modeling.
Experience and Background Prior to joining TBR’s Engagement Services Angela was an analyst in TBR’s Computing Practice, where she contributed to custom research projects and syndicated coverage.
Angela graduated summa cum laude from the University of New Hampshire’s Whittemore School of Business and Economics. She holds a B.S. in business administration with a concentration in marketing and a minor in psychology.
Coverage and Focus Areas Business strategy, custom research, project management, client engagement
Role and Responsibilities Colin Naples is an analyst and engagement manager in TBR’s Strategy Business Consulting group. Colin is responsible for developing business strategy projects that provide C-level IT executives innovative strategies to drive tactical decisions that facilitate real-time business growth. He is also responsible for researching, implementing and delivering custom research in TBR’s Engagement Services group.
Experience and Background Before joining TBR Colin took a leading role in venture-funded material technology companies, where he surveyed, identified and innovated business opportunities globally, specifically in medical technologies. Colin also worked in strategic company operations, in which he helped position two material technology companies for strategic M&A events.
Colin’s business development leadership has led to his proven track record of leveraging state-of-the-art technologies, positioning unique products for market entry and developing strategic acquisitions. He is skilled in evaluating the financial and market feasibility of emerging technologies and services, and has experience in developing licensing opportunities and negotiating long-term contracts.
Katie DuBois
Analyst and Project Manager
Coverage and Focus Areas Custom research and strategic business consulting projects
Role and Responsibilities Katie DuBois is responsible for scoping, bidding, researching, implementing, and delivering custom research and strategic business consulting projects within TBR’s Tailored Services group.
Experience and Background Prior to joining TBR, Katie was the director of Market Research at NFP Research, a custom market research firm focused on the food service and consumer packaged goods industries. Katie designed, developed and implemented domestic and global product studies for various multinational corporations, and worked with clients to bring structure to their marketing problems.
Katie holds a Bachelor of Science in economics from Framingham State University (back when it was referred to as a college). She also graduated with honors from the University of Georgia’s Advanced School of Marketing Research.
Matthew Bowden
Senior Data Analyst
Coverage and Focus Areas Customer satisfaction, market research surveys, mobile computing, handsets, notebook PCs, desktop PCs, tablets, workstations, mobility, consumer electronics
Role and Responsibilities A senior data analyst focusing on tailored services, Matthew Bowden supports many of TBR’s custom reports and projects with his research and data analysis. Matthew contributes to primary research projects including online surveys and focus groups by facilitating research execution and providing statistical analysis that translates into actionable insights and recommendations for TBR’s client base.
Experience and Background Prior to his current role, Matthew was a TBR intern and research analyst assisting TBR analysts. He contributed writing for quarterly syndicated reports covering data center and devices vendors such as Apple, Dell, EMC, Fujitsu, Intel and Samsung.
Matthew graduated summa cum laude from Merrimack College, where he received a B.A. in mathematics and economics.
Coverage and Focus Areas Cloud computing, analytics, professional services labor rate analysis, alliance business models and strategies, IT security, application development and outsourcing, IT outsourcing, storage, industry and vertical trends, management consulting, IT consulting
Role and Responsibilities Tom Deterling is an analyst with a focus on TBR custom engagements that deliver research and analysis on key IT professional services topics such as labor rate and delivery analysis, alliance partner ecosystem management, IT marketing messaging, and emerging technology adoption. Tom is responsible for quarterly syndicated coverage of IBM Global Services, Fujitsu and Deloitte, and contributes to coverage of EMC and TBR’s quarterly benchmarks.
Experience and Background Prior to joining TBR, Tom interned at Big Heavy World, a nonprofit organization dedicated to preserving Vermont’s musical history. Tom was responsible for research and content generation for the foundation’s website and promotion of the community radio station, The Radiator.
Tom received a B.S. in professional writing from Champlain College in Burlington, Vt.
Coverage and Focus Areas Custom research, strategic business consulting projects, industry and vertical trends, analytics, pricing, healthcare IT services, AI, blockchain, IoT, enterprise security, cybersecurity, connected devices, cloud, telecom, mobility
Role and Responsibilities An analyst in TBR’s Tailored Services group, Eric Costa is responsible for researching, implementing and delivering custom research. Eric also works alongside other TBR teams, including the Professional Services and Data Center teams, to produce syndicated reports and benchmarks. He co-authors the Security Benchmark, which consists of 25 industry vendors mapped across eight security segments and three regions. Within the healthcare sector, Eric’s focus area is healthcare IT services (HITS), primarily following the healthcare activities of Accenture, DXC Technology, IBM Services and NTT DATA, with limited coverage of 16 additional IT services vendors.
Experience and Background Prior to joining the Tailored Services group at TBR, Eric was an analyst in TBR’s Telecom team, where he led syndicated research and custom project work for the North American operators as well as global operator cloud coverage. Additionally, Eric has worked as a technology consultant, collaborating with multiple technology firms across a wide range of coverage areas to provide actionable insights and results for clients.
Eric earned a B.S. in business administration with a concentration in information systems management from the University of New Hampshire’s Whittemore School of Business & Economics and received a minor in IT at the University of New Hampshire.
Coverage and Focus Areas Business benchmarking, IT professional services analysis
Role and Responsibilities Brianna is a research analyst on TBR custom engagements. She is responsible for assisting in primary research and conducting secondary research, as well as contributing analysis of competitive benchmarks on key IT professional services.
Experience and Background Prior to joining TBR, Brianna interned at financial services firm CIT, where she focused on client engagements and secondary market research.
Brianna graduated summa cum laude from the University of Rhode Island with a B.S. in applied economics and B.A. in German. She is a member of Omicron Delta Epsilon, an economics honor society, as well as a founding member of URI’s Economics Student Association.
Coverage and Focus Areas Custom research, market research surveys, go-to-market strategy, consumer behavior, customer satisfaction and perception
Role and Responsibilities Matthew Geraci is a research analyst in TBR’s Tailored Services group. Matthew is responsible for survey design, data analysis and strategy formulation.
Experience and Background Matthew started with TBR as an intern for the Devices and Internet of Things, and Professional Services teams. Before joining TBR, Matthew led a custom research project for the New Hampshire Community Loan Fund, designing and implementing a survey to address lending gaps in New Hampshire’s manufactured home lending market.
Matthew holds an MBA from the University of New Hampshire’s Peter T. Paul College of Business and Economics and a B.A. in political science, also from UNH. While at UNH, Matthew competed on the Cross Country and Track & Field teams and spent a semester abroad studying European politics.
Coverage and Focus Areas Cloud computing, private cloud, public cloud, SaaS, PaaS, IaaS, Business Process as a Service, hybrid cloud, integration, workload migration, partner ecosystems, sales and marketing best practices, business model transitions
Role and Responsibilities Cloud Practice Manager Allan Krans leads TBR’s coverage of the technologies and business models at play across the cloud computing landscape. TBR’s coverage of cloud includes a holistic perspective on all types of cloud delivery (public, private and hybrid) and the opportunities surrounding both delivering and enabling cloud services for customers. Allan’s background includes analyzing the business model of leading IT providers such as Microsoft, EMC and IBM for more than 10 years. He uses that experience to guide TBR’s cloud research agenda. In addition to leading TBR’s syndicated cloud research, Allan engages with clients on custom projects to identify, align and capture opportunities presented by customer migration to cloud computing services. Allan frequently presents at client and industry events, and is quoted in industry publications such as The Boston Globe, eWEEK, Investor’s Business Daily and BusinessWeek.
Previous Experience and Background Prior to joining TBR in 2002, Allan held a project management role supporting the distribution model for a Fortune 100 insurance company. Allan holds a bachelor’s degree in business administration with a minor in political science from the University of New Hampshire.
Coverage and Focus Areas Vendor business models, resource management strategies, alliance and acquisition strategies, go-to-market strategies, enterprise software, applications, business intelligence and analytics, ERP, CRM, HCM (human capital management), PaaS, IaaS, public cloud, private cloud, hybrid cloud, systems management
Role and Responsibilities Meaghan McGrath is responsible for analyzing the software and cloud businesses of vendors including Oracle, Amazon, Google and ServiceNow. She is also an author of TBR’s Infrastructure Management Software Vendor Benchmark, Applications Software Vendor Benchmark, Cloud Components Benchmark and Public Cloud Benchmark, as well as related market forecasts, comparing the markets’ top performers against peers, and provides insight for TBR’s Cloud Customer Research Reports. Meaghan’s research and data analysis skills are vital in many of TBR’s custom reports and projects.
Experience and Background Prior to joining TBR, Meaghan worked as an intern in the Corporate Partnerships department at Homestead Miami Speedway. She was responsible for bringing advertisers and company partners to the track for the Sprint Cup, Nationwide and Camping World Truck series championship races of the 2012 NASCAR season, and supporting race-day execution of all contracted matters.
Meaghan holds a B.S. in finance from the University of Miami School of Business Administration.
Coverage and Focus Areas Cloud computing, cloud professional services, private cloud, hybrid cloud, hybrid IT, cloud business models, mergers and acquisitions, partner and alliance ecosystems, coopetition models, market forecasting, emerging technologies, business intelligence and analytics
Role and Responsibilities Nicki Catchpole is responsible for analyzing the cloud and software businesses of vendors including IBM, Fujitsu, Google and Alibaba. She authors several of TBR’s cloud and software industry benchmarks and related cloud professional services and hosted private cloud market forecasts. Her expertise informing and supporting IT alliances across a broad spectrum of industries additionally supports TBR’s custom engagements and analysis.
Experience and Background Prior to joining TBR in 2019, Nicki held a variety of roles in strategy and alliance management at Thomson Reuters and Booz Allen Hamilton. At Thomson Reuters, Nicki served as a management consultant for six years, focusing on international expansion through acquisitions and the integration of emerging technologies. She then spent four years managing Thomson Reuters’ relationships with tax and accounting executives at the Big Four, BDO and McGladrey. At Booz Allen Hamilton, Nicki managed the strategic direction of the Corporate alliance team and the day-to-day interaction with strategic partners. Her role eventually extended to cover alliances on both the Corporate and Federal teams. Most recently, Nicki worked for a year at Reed Elsevier in the Healthcare/Pharma segment managing marketing, social media and alliances.
Nicki holds a B.A. in both English literature and Mandarin Chinese from Carleton College.
Coverage and Focus Areas Public cloud landscape (SaaS, PaaS and IaaS), hybrid cloud and hybrid IT, cloud migration, data migration, emerging technologies, resource management strategies, alliance and acquisition strategies, go-to-market strategies, enterprise software, social enterprise, applications, CRM, business intelligence and analytics
Role and Responsibilities Jack McElwee is a research analyst in TBR’s Cloud Practice. Jack analyzes software and cloud vendors, including Amazon Web Services, Google, Microsoft, Salesforce and Workday. He also contributes insight for TBR’s quarterly cloud benchmarks, which compare the industries’ top performers against peers, and provides research and data analysis for TBR’s Public Cloud Benchmark as well as custom projects.
Experience and Background Prior to joining the Cloud Practice, Jack interned for TBR’s telecom team, contributing to vendor, operator and custom reports on the industry.
Jack received a B.B.A. with concentrations in global business and healthcare administration from Roanoke College. During his time there, he served as president for the Class of 2016 in his freshman year and was involved in alumni relations. Additionally, Jack was a student ambassador, traveling to New England for a yearly event sponsored by Roanoke College to meet with guidance counselors and promote the college. He also volunteered for the Appalachian Mountain Club, maintaining Mount Washington trails.
Coverage and Focus Areas Private cloud, public cloud, cloud components, hybrid cloud, hybrid IT, cloud professional services, cloud managed services, cloud computing, cloud business models
Role and Responsibilities Catie Merrill is a research analyst in TBR’s Cloud and Software Practice. Catie’s coverage includes vendors such as Dell Technologies, IBM, Hewlett Packard Enterprise and Red Hat, and she contributes to TBR benchmarks and market forecasts, including the Cloud Components Market Forecast and Cloud Components Benchmark as well as the Hosted Private Cloud Benchmark.
Experience and Background Prior to joining TBR’s Cloud and Software Practice, Catie worked as an intern supporting TBR’s Data Center Practice, providing research on technology vendors and markets including storage, servers and security.
Catie holds a B.S in Business Administration with a concentration in finance from the University of New Hampshire.
Coverage and Focus Areas Data center infrastructure, including server and storage evolution and adoption; specifically focused on SAN, NAS, DAS, hyperconverged and converged, hyperscale, high-performance computing, quantum computing, software-defined infrastructure, and x86, Power and ARM architectures and markets
Role and Responsibilities Stephanie Long is an analyst in TBR’s Data Center Practice focused on the following markets: hyperscale, hyperconverged, high-performance computing, industry-standard servers, proprietary servers, mainframes, server virtualization, quantum computing, storage, software-defined infrastructure, enterprise networking and cloud components. Stephanie contributes to TBR’s quarterly syndicated reports, researching vendors including Dell Technologies, Hewlett Packard Enterprise, IBM, NetApp and Lenovo across the spectrum of data center technologies. She also assesses and analyzes vendors’ financial and market strategies for TBR’s data center-related benchmarks, market forecasts and market landscapes.
Experience and Background Prior to joining TBR, Stephanie spent five years in the public education sector. In that role, she developed curricula utilizing her research, presentation and analysis skills and instructed students of all ages, including in economics for adult education.
Stephanie holds an M.Ed. in secondary education and a B.A. in history from the University of New Hampshire.
Coverage and Focus Areas Commercial IoT, including platforms, strategy, market evolution and routes to market; IBM; General Electric Co.; Cisco; Microsoft; IoT offerings; strategies of ICT and operations technology companies; PCs, tablets, smartphones and other devices, including strategies, market evolution and routes to market; Acer; Asus; Apple; Dell Technologies; Google; HP Inc.; Hewlett Packard Enterprise; Huawei; Lenovo; Samsung; most other devices companies; digital transformation, AI, AI processors, VR, AR, voice interfaces, user interfaces
Role and Responsibilities Ezra Gottheil is a principal analyst in TBR’s Devices and Internet of Things Practice, leading team coverage on commercial IoT, PCs, smartphones, tablets, consumer IoT devices, productivity platforms, content and service ecosystems, and social media.
Experience and Background Before joining TBR, Ezra held senior positions in the personal computing software, online services, internet services, social networking and IT industry analysis industries. His experience includes management, product and services design, strategic planning, product and services marketing, online community development, business development, and IT industry analysis. In a prior position, Ezra served as vice president of community development for Corporate Alumni, a social networking service for people who worked together at major companies worldwide.
Ezra’s other noteworthy roles included vice president of editorial services for Delphi Internet, a News Corp. company providing online and web services to consumers, where he was responsible for managing the creation of content, contracting for outsourced content and managing online communities. Ezra created the Internet Business practice at Hurwitz Group, where he held the position of director and was responsible for content creation. At Lotus Development Corp., he was product manager and product design manager for products such as 1-2-3, Symphony and HAL.
Ezra’s analytical commentary has been quoted by sources such as The Wall Street Journal, Forbes, Computerworld, PC World, Network World, eWEEK, CIO, San Jose Mercury News, South China Morning Post and The Times of India.
Ezra received an A.B. in physics from Harvard University and earned a Ph.D. in psychology from The University of Texas at Austin.
Coverage and Focus Areas Commercial Internet of Things (IoT) and digital: IoT platforms, IoT applications, IoT connectivity, 5G, IoT security, IoT infrastructure, blockchain, artificial intelligence, machine learning, quantum computing, augmented reality, commercial virtual reality, vertical adoption, customer challenges and buying behavior; devices and platforms: PCs, PC as a Service, smartphones, tablets, smart home, connected car, consumer virtual reality, operating systems
Role and Responsibilities Daniel Callahan aided the launch of TBR’s commercial IoT coverage and remains critical in authoring, modeling and managing the portfolio, including the market landscape, market forecast and benchmark, as well as providing thought leadership. Daniel’s IoT research led him to track adjacent innovative technologies such as artificial intelligence, quantum computing and blockchain, culminating in his involvement in the creation of TBR’s digital portfolio.
Daniel also curates TBR’s devices and platforms portfolio, which covers the devices and platforms we use, the way we use them, and device OEMs’ strategies to monetize opportunities in a challenging and competitive market.
Experience and Background Prior to joining TBR, Daniel was a manager at media startup HypeConcepts and at software programming startup BeakrStudios. His duties included project management, resource management, account management, market research, recruiting and social media.
Daniel received a B.A. in political science with a concentration in international relations from the University of New Hampshire (UNH). He also completed a minor in justice studies with a focus on technological crime and was a member of the National Political Science Honor Society. While at UNH, Daniel interned at the New Hampshire General Court as an assistant to Sen. Jacalyn Cilley of District 6.
Professional Services
Patrick Heffernan
Practice Manager and Principal Analyst
Coverage and Focus Areas IT services, management consulting, global delivery, strategy and operations, cloud, intelligence cycle, project management, client engagement
Role and Responsibilities Patrick Heffernan is practice manager and principal analyst in TBR’s Professional Services Practice, where he directs the practice’s portfolio and manages projects on topics ranging from creating management consulting services to deciphering digital transformation for consultancies and IT services vendors to analyzing the business impact of emerging technologies. Patrick’s responsibilities tap his expertise in competitive intelligence, strategy, and global political-economic impacts on business cycles and consulting vendors.
Experience and Background Prior to joining TBR, Patrick was part of a Big Four firm’s competitive intelligence team, conducting fieldwork and analysis. His professional career started in diplomacy, with Middle East postings as a foreign service officer with the State Department and counterterrorism assignments with the National Security Council and the U.S. Department of the Treasury.
Patrick received a B.A. in political science from Washington and Lee University and an M.A. in diplomacy from the University of Virginia.
Coverage and Focus Areas Automation, global professional services delivery, digital marketing services, management consulting, consulting and systems integration, application outsourcing, IT outsourcing, business process outsourcing, cloud, analytics and insights professional services, survey design, industry IT services (e.g., healthcare, public sector), custom research
Role and Responsibilities Bozhidar Hristov is a senior analyst within TBR’s Professional Services Practice. Bozhidar leads and participates in research and analysis of the financial performances and strategic investments of the companies in the professional services market, including Accenture, Deloitte and Infosys. Additionally, he leads TBR’s Digital Marketing Services research, which includes TBR’s Digital Marketing Services Benchmark, Digital Marketing Services Customer Research, Digital Marketing Services MarketView Report and Global Delivery Benchmark. He also leads and contributes to custom research for clients and financial modeling projects. Bozhidar’s commentary has been quoted by online sources such as The Register, CRN, TechTarget, Diginomica, CXOtoday, Nearshore Americas, The Hindu Business Line, IT-TNA, PTeducation, The Economic Times and Livemint.
Experience and Background Bozhidar joined TBR as a research analyst in 2012, supporting TBR’s Professional Services team on syndicated reports, quarterly benchmarks and custom projects. While pursuing his graduate degree, Bozhidar conducted empirical research using valuation analysis to find the magnitude of correlation between frontier markets’ and emerging and developed markets’ financial performances. He then diagnosed frontier markets’ leading companies’ attractiveness to less-risk-averse investors. Bozhidar was a team lead on numerous academic projects, which included researching, analyzing and comparing quarterly financial data on IT vendors such as Apple and Dell and using regression analysis to forecast stock performance and make recommendations to prospective investors.
Bozhidar holds an MBA in finance from Nova Southeastern University’s H. Wayne Huizenga School of Business and Entrepreneurship, from which he graduated with honors. He received a B.S. in electrical engineering from Technical University in Bulgaria. Bozhidar is fluent in English and Bulgarian and speaks conversational Russian and Polish.
Elitsa Bakalova
Senior Analyst
Coverage and Focus Areas Management consulting, IT consulting, systems integration, managed services, cloud, analytics, digital marketing services, industry IT services (e.g., banking and financial services, healthcare, public sector, and energy and utilities), global service delivery and automation, custom research, financial modeling, benchmarking
Role and Responsibilities Elitsa Bakalova is a senior analyst in TBR’s Professional Services Practice. In 2005 Elitsa launched TBR’s IT Services Vendor Benchmark, a quarterly comprehensive evaluation of approximately 30 professional service providers. Elitsa’s primary research and coverage focus includes vendors such as Atos, BearingPoint, Capgemini, Cisco Services and T-Systems. She provides a holistic analysis of IT services vendor businesses and develops quarterly vendor reports that combine financial modeling, analysis and insights. Elitsa’s analytical commentary has been quoted by various online sources.
Experience and Background Prior to joining TBR, Elitsa was part of a research team at the Center for Venture Research at the University of New Hampshire, where she conducted research on the equity financing of New Hampshire startups. Her professional career started in the banking industry in the area of consumer and mortgage loan services.
Elitsa holds an MBA from the University of New Hampshire’s Peter T. Paul College of Business and Economics and a B.S. in tourism and hospitality management from the University of National and World Economy in Bulgaria. Elitsa speaks several languages, including English, Bulgarian and Greek. In her free time, Elitsa likes to travel, spend time with her family, hike and ski.
Coverage and Focus Areas Customer satisfaction, market research surveys, cloud computing, industry and vertical trends, mobility, cybersecurity, C4ISR, management consulting, government IT, outsourcing, systems integration, IT consulting, strategy consulting, BPO, IaaS, SaaS, BPaaS, platform-based solutions, testing, product engineering
Role and Responsibilities As a senior analyst in TBR’s Professional Services Practice, John Caucis provides client-specific research and analysis, including primary and secondary research, for specialized programs. John’s focus area is healthcare IT services, primarily following the healthcare activities of Accenture, DXC Technology, IBM Global Services and NTT DATA, with limited coverage of 16 other IT services vendors. John’s areas of expertise also include IT trends in the U.S. federal market, IT consulting, management consulting, IT outsourcing, BPO, application development and maintenance, and systems integration.
Experience and Background John has also led the public sector group in TBR’s Professional Services Practice and covered vendors including Infosys, Northrop Grumman Information Systems & Technical Services, L-3 Communications, Booz Allen Hamilton, CACI International, and Raytheon Intelligence, Information & Services.
Prior to joining TBR in 2001, John was an operations supervisor with a restaurant management company in New Hampshire. His responsibilities included recruiting and hiring, training, coordinating employee scheduling for managers and nonmanagers, inventory management and product ordering, equipment maintenance, maintaining product quality, food safety, and supporting shift management. John was promoted to operations supervisor after completing a series of basic, intermediate and advanced operations training programs.
John holds an MBA with honors from the University of New Hampshire’s Whittemore School of Business & Economics as well as a B.A. with honors in political science, also from the University of New Hampshire.
Coverage and Focus Areas IT services, management consulting, public sector IT services, healthcare IT services, analytics & insights, cloud, digital
Role and Responsibilities Kevin Collupy is a professional services analyst at TBR. His vendor coverage includes Hewlett Packard Enterprise, Dell EMC, NTT DATA and DXC Technology. Kevin also contributes to quarterly benchmarks that compare the industry’s top performers. He provides analysis and insight for TBR’s IT Services Vendor Benchmark, Management Consulting Benchmark, Analytics & Insights Professional Services Vendor Benchmark and Global Delivery Benchmark.
Experience and Background Prior to joining TBR, Kevin worked at Fidelity Investments, where he analyzed clients’ financial portfolios to create solutions to meet their needs. Kevin also trained new hires in company and industry best practices.
Kevin received a B.S. in business administration from Methodist University.
Coverage and Focus Areas IT consulting, management consulting, systems integration, application outsourcing, ITO, BPO, cloud, mobility, analytics, machine learning, security, industry IT services (e.g., financial services, healthcare, public sector), global service delivery, custom research, professional services
Role and Responsibilities Kelly Lesiczka is an analyst in TBR’s Professional Services Practice. Kelly’s vendor coverage includes Boston Consulting Group, Cisco Services, DXC Technology, EY, Fujitsu, Hewlett Packard Enterprise Pointnext, IBM Services, T-Systems and Wipro IT Services. She also contributes to TBR’s IT Services Vendor Benchmark, Global Delivery Benchmark and Management Consulting Benchmark as well as conducts primary research for custom projects.
Experience and Background Kelly joined TBR as an intern contributing to the Professional Services and Cloud practices. Prior to joining TBR, she worked as a marketing intern at The Long Group, assisting with database analysis and market research, and as an operations intern at Single Digits, maintaining day-to-day processes and the company’s Salesforce account.
Kelly graduated cum laude from Saint Anselm College with a double major in business and sociology and a minor in human relations and work. She is also a member of Pi Gamma Mu, an international honor society in social sciences.
Coverage and Focus Areas Professional services, IT consulting, public sector value-added resellers (VARs), OEMs, U.S. federal government services contractors, custom research, cloud, mobility, security
Role and Responsibilities Brian Baker is a research analyst in TBR’s Professional Services Practice. Brian conducts secondary research for custom projects in the public sector VAR market. He also contributes to research and analysis of financial and strategic performances of professional services and public sector companies.
Experience and Background Prior to joining TBR, Brian was an intern at Economic and Policy Resources (EPR) in Williston, VT. Brian was primarily responsible for data collection and analysis, primary and secondary research, and report drafting for housing studies, which involve analyzing and quantifying local housing market supply and demand and identifying market needs over a 10-year forecast period. Additionally, Brian prepared presentations, data and research for various other projects, such as the Vermont state tax/budget consensus forecasts and personal injury, wrongful death and wrongful termination cases. Brian was also a lead contributor and presenter for the 2017 Naval Undersea Warfare Center’s Economic Impact Study, which involved utilizing the RIMS II econometric model as well as survey design and statistical modeling.
Brian graduated from Salve Regina University with a B.S. in economics and a minor in business administration. He is also a member of Sigma Beta Delta, a national business honors society.
Coverage and Focus Areas Professional services, IT services vendors, management consulting, IT consulting, government IT, professional services contracting
Role and Responsibilities John Croll is a research analyst in TBR’s Professional Services Practice. John supports TBR analysts with research and analysis and contributes to syndicated coverage of companies in the IT services and public sector industries. He also contributes to TBR benchmarks and custom projects.
Experience and Background Prior to joining TBR, John worked as an intern at The Guardian Life Insurance Company of America, supporting the claims department with data management. He also worked in operations and logistics for the New Students Orientation program of University of Massachusetts Amherst.
John graduated from University of Massachusetts Amherst with a B.S. in resource economics.
Coverage and Focus Areas Telecom vendors, telecom operators, cable operators, webscale, operator spending, connected devices, internet, video, networks, network functions virtualization (NFV), software-defined networking (SDN), 5G, digital transformation, carrier cloud, Internet of Things (IoT)
Role and Responsibilities Kate Price manages TBR’s Telecom Practice, where she sets strategic and research direction for the practice and oversees syndicated research and custom projects.
Since joining TBR in 2005, Kate has contributed to syndicated operator coverage and led numerous custom engagements. Kate has expertise in identifying emerging industry trends, such as NFV/SDN, 5G and changing industry business models. Kate has received attribution in technology industry and business publications including Computerworld, RCR Wireless, FierceWireless, Light Reading and Unstrung.
Experience and Background Prior to joining TBR, Kate held marketing positions in the healthcare and advertising fields. She contributed to marketing campaign development, event organization and division performance reporting for Southern New Hampshire Regional Medical Center. She also performed research to support advertising campaigns for Harbour Light Strategic Marketing.
Kate received an MBA with a concentration in finance from the University of New Hampshire’s Whittemore School of Business & Economics, where she also received a B.S. in business administration with a concentration in marketing.
Coverage and Focus Areas Telecom vendors, telecom operators, cable operators, webscales, ICT infrastructure, telecom infrastructure services (TIS), 5G, edge compute, network applications, network functions virtualization (NFV), software-defined networking (SDN), digital transformation, IoT, operator capex and opex, telecom industry economics and business models
Role and Responsibilities Chris Antlitz is a principal analyst in TBR’s Telecom Practice. Chris oversees and contributes to the Telecom Practice’s syndicated research portfolio and custom project work. He leverages over 11 years of analytical experience to lead the Telecom Practice’s research agenda as well as provide critical insight and analysis to syndicated and project work.
Chris covers the global telecom vendor and operator ecosystem and all major trends in the space including, but not limited to, developments in NFV, SDN, edge compute, digital transformation, IoT and 5G. Chris also covers the webscale market, particularly the pursuits of the “Super 7” webscale companies (i.e., Alphabet, Amazon, Facebook, Microsoft, Alibaba, Baidu and Tencent) as well as Rakuten in the digital space.
Chris focuses on the supply and demand of ICT hardware, software and services as well as spending trends, demand shifts and relationships in the vendor-operator ecosystem. He plays an integral role in the creation of TBR’s telecom-related market landscapes, market forecasts and benchmarks, and presents key findings from reports and special-topic thought leadership in webinars. Chris has been quoted by major news sites such as The Wall Street Journal, MarketWatch, TheStreet, eWEEK, FierceWireless, Network World, Telco Transformation and Computerworld.
Experience and Background Prior to joining TBR, Chris gained experience in equity analysis from his four-year involvement in the Atkins Investment Group while at the University of New Hampshire.
Chris holds a B.S. in business administration with a concentration in finance and a minor in economics from the University of New Hampshire, Whittemore School of Business and Economics.
Coverage and Focus Areas Telecom vendors, telecom operators, webscale, ICT infrastructure, telecom infrastructure services (TIS), fixed access, wireless access, digital transformation, 5G, network applications, telco cloud, network functions virtualization (NFV), software-defined networking (SDN), telecom industry economics and business models
Role and Responsibilities Michael Soper is a senior analyst in TBR’s Telecom Practice and specializes in telecom vendor research. Michael leads TBR’s syndicated coverage of telecom vendors, including Cisco, Ericsson, Huawei, Juniper Networks and Nokia. Michael contributes to TBR’s quarterly Telecom Vendor Benchmark and TBR’s TIS, webscale, 5G and NFV/SDN research portfolios. He also develops and executes custom engagements in the telecom vendor and operator markets.
Michael has been quoted by major news sites such as The New York Times’ Bits, eWEEK, FierceWireless, Light Reading and TMCnet.
Experience and Background An analyst with TBR since 2010, Michael leverages his critical insights and analysis to uncover and examine market trends and events within his coverage areas.
Michael holds a B.S. in corporate finance and accounting with a minor in law from Bentley University.
Coverage and Focus Areas Telecom operators, cable operators, service provider economics and business models, smartphones, machine to machine (M2M), ICT infrastructure, video, carrier cloud, unified communications, Internet of Things (IoT), connected devices, smart cities, connected home, fiber, software-defined networking (SDN), network functions virtualization (NFV), LTE, 5G, converged media platforms, operator capex and opex, digital transformation
Role and Responsibilities Steve Vachon is an analyst in TBR’s Telecom Practice, providing syndicated coverage of telecom operators and cable companies including AT&T, Comcast, Sprint, T-Mobile and Verizon. Steve also covers enterprise service providers such as BT Global Services, Deutsche Telekom, CenturyLink, Orange Business Services, Telefonica and Vodafone Global Enterprise. He also authors TBR’s U.S. & Canada Mobile Operator Benchmark and Carrier Cloud Benchmark and collaborates with analysts on custom research projects. Steve has been quoted by major news sites such as eWEEK, Computerworld, FierceTelecom, Wireless Week and SDxCentral.
Experience and Background Prior to his current role, Steve joined TBR in 2012 as an intern before becoming a research analyst. In previous roles, Steve assisted TBR analysts with research and analysis, and provided syndicated coverage for companies within the telecom, computing and cloud industries. Steve holds an M.Ed. from the University of New Hampshire.
Coverage and Focus Areas Telecom operators, telecom vendors, smartphones, IoT, software-defined networking (SDN), network functions virtualization (NFV), LTE, 5G, telecom infrastructure, edge compute, network applications, telecom economics and business models
Role and Responsibilities Emma Stewart is a research analyst in TBR’s Telecom Practice, providing syndicated coverage of telecom operators and vendors including AT&T, Verizon, Ericsson, Nokia and T-Mobile. She provides analysis for TBR benchmarks including the U.S. & Canada Mobile Operator Benchmark and Telecom Vendor Benchmark. In addition, she contributes to TBR’s 5G, NFV/SDN and IoT research portfolios and assists analysts on custom research projects.
Experience and Background Emma joined TBR in January 2018 as an intern. In that role, Emma assisted TBR analysts with research and analysis and contributed to syndicated coverage of companies in the cloud and software industries. Emma received a B.S. in business administration at Southern New Hampshire University through Degree in Three, a three-year program.
