How we help our clients

Clarke & Esposito’s services are designed around our clients’ most pressing challenges and opportunities. We help our clients assess and manage partnerships, review and develop business strategies and operations, create new products, identify opportunities, evaluate and manage risk, optimize and adjust business models, and better understand and engage with their customers and communities.

Operations Review

Are your operations functioning both effectively and efficiently? Are there functions you wish to explore outsourcing?

Program Assessment

How is your program performing? Where are your growth opportunities?


Is your pricing competitive? Configured for revenue growth?

Financial Modeling

A financial model is a powerful tool that enables the management to perform “what if” analyses


Are your governance structure and Boards optimized to support organization success?

Open Access Strategy

What are the risks and opportunities of OA for your publications?

Marketing Strategy & Transformation

How does your marketing operation map to the capabilities and skills need to succeed in today’s market?

Marketing Technology

What technologies best fit your needs?

Fractional CMO Services

Do you have a resource or skill gap in your marketing team?

Customer Experience & Loyalty

Do you want the customer to be at the center of all that you do?

Data, Analytics & Marketing Performance

Is your organization basing decision making on sound evidence?

Marketing Workshops

Do you wish to learn about a new area of marketing?

Marketing Playbooks

Could your marketing team benefit from best practice guidance in core marketing areas?

CMO Coaching & Advisory Services

Do you want to bring out the best in your talent?

Technology Services RFPs

What are the best-fit vendors and platforms for your publications?

Contract Review and Negotiation

Is your publishing contract optimized for your organization?

Publishing Services RFPs

Do you have the right partner, and the right contract terms, to best position your publications for success now and in the future?

Competitive Assessment

How your product, service, or organization fits into the market as compared to competitors, and where opportunities and open space might be found.

Environmental Scans

A systematic survey of the market and identification of the factors and forces that affect your products, services, or organization as a whole.

Industry Trend Reports & Analyses

A commissioned study of business practices, editorial policies, pricing practices, technology adoption, or other issues relevant or your business.

Research Interviews

Semi-structured research interviews are an essential tool for gathering qualitative information directly from customers and other stakeholders.


Whether of a your entire community or a subset of stakeholders, a well-written survey can provide a quantitative snapshot on key issues.

Benchmarking Studies

How does your program compare to peers?

Product Roadmapping

What features and functionality will add the most value to your product and delight your customers? How do we prioritize and assess the return on investment?

Product Concept Development

What does a minimum viable product look like?

Partnership Analysis & Negotiation

Identifying the right vendors and partners and aligning incentives can mean the difference between a successful product launch and one that struggles.

Go-to-Market Strategy and Support

How can you position new products and services for success?

New Product Feasibility Analysis

Are organization goals, editorial pipeline and strategy, financials, and community needs aligned to support a new product?

Marketing Workshops

Do you wish to learn about a new area of marketing?

Editor and Editorial Board Workshops & Facilitation

Editorial board meeting facilitation and workshops oriented to the needs of Editors-in-Chief and the editorial team

Board Meeting and Retreat Facilitation

What topics should be top of mind for your Boards? How can you optimize Board functioning?

Strategic and Business Planning Workshops

Engage and educate your team around strategy and planning.

Open Access and the Library

What open access models make most sense for your library/consortia?

Licensing Strategy & Negotiations

Negotiating strategy in an increasingly complex environment.

Strategic Planning for the Library

What are the primary business concerns for your library/consortia?


STMA does not place financings but we can help introduce developing companies to financing sources in our network.


Whether a single journal or book, an imprint, a division, or entire company.


Single acquisition or plan for multi-target strategic acquisition program.