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Case Studies
Acquisition by Crowe
Business Problem: Portfolio companies lacked experience in developing robust budgets and strategic plans.
Solution: Providing foundational market data supported informed budgeting and long-term planning.
DW Distribution
Business Problem: Need for economic insights to back strategic decision-making.
Solution: Integrating ITR Economics’ methodology into all business decisions, and ultimately utilizing said insights to sell the business at an optimal point in the business cycle.
The Granite Group
Business Problem: The Great Recession caught the company off-guard, leading to significant setbacks.
Solution: Integrating economic forecasting into planning processes mitigated future downturn impacts.
Lakeside Manufacturing
Business Problem: Insufficient foresight into economic trends affected staffing and inventory decisions.
Solution: Incorporating economic indicators into planning ensured preparedness for growth opportunities.
LifeSport
Business Problem: The 2008 recession exposed vulnerabilities due to lack of economic preparedness.
Solution: Developing a customized long-term economic roadmap enhanced financial resilience.
Lynn Safety
Business Problem: Failure to anticipate turns in the business cycle and reactionary decision-making.
Solution: Data-driven forecasts guiding decisions to make the most profit.
Metal Treating Institute
Business Problem: Lacking a source of reliable economic long-term forecasting.
Solution: Accurate forecasting and actionable insights on key topics navigating the company through challenging times.
Miller Fabrication Solutions
Business Problem: Mistimed investments due to reactive decision-making in a volatile market.
Solution: Strategic use of economic forecasts optimized investment timing, enhancing growth prospects.
Private Equity Firm
Business Problem: Difficulty assessing how a potential acquisition’s revenue correlated with market health.
Solution: Utilizing independent economic analysis clarified revenue trajectories, informing acquisition strategies
SEKISUI-KYDEX
Business Problem: Reliance on short-term tactics and gut feelings impeded long-term strategic growth.
Solution: Leveraging objective macroeconomic data facilitated a shift to proactive, long-term decision-making.
Senior Executive Kenneth Brown
Business Problem: Inconsistent and inaccurate forecasts hindered effective investment and spending decisions.
Solution: Implementing a data-driven forecasting approach enhanced precision, enabling confident strategic planning.
Transfer Flow
Business Problem: Lack of unified direction across departments affected cohesive business planning.
Solution: Adopting a common analytical framework aligned teams, fostering coordinated strategic initiatives.
Trim-Tex
Business Problem: Disparate executive perspectives led to misaligned goals and strategies.
Solution: Regular expert-led discussions unified leadership, aligning company objectives with market realities.
Vallen Distribution
Business Problem: Unforeseen economic shifts led to reactive and challenging business decisions.
Solution: Access to accurate external forecasts provided clarity, enabling proactive strategic adjustments.
Testimonials
Praise for Our Speakers
"I just wanted to take a moment to thank you for your presentation last week… I’ve seen a number of economists deliver programs in the past, but none of them really connected with the audience like you. From the shaping of your message so that it was understandable and relevant to our members to the delivery in an engaging and entertaining manner, it differentiated you from the others. Feedback from our members was very positive, with some saying best speakers yet!"
Thomas S. Passek
President of the Copper Development Association Inc."Lauren Saidel-Baker recently delivered a presentation to my Women Presidents' Organization at the Yale Club in Manhattan. Lauren was excellent in every respect. Her discussion of economic trends was comprehensive, easy to understand and impactful for the audience of women business owners. Lauren is extremely facile at reading her audience and responding to their needs. Her extensive knowledge and experience in economics was evident as she handled a variety of questions with ease. I highly recommend Lauren Saidel-Baker."
Diane McIlree
Chapter Chair at the Women Presidents’ Organization"My company booked Connor for an insulation contractors and suppliers conference of 150 people. He made sure he specialized his presentation to pertain to those attending our conference. He presented on ‘Managing in an Uncertain Economy’ –Everyone and I mean EVERYONE in the room was engaged… did I mention it was 9am in the morning! Connor was funny, professional, seamless and was extremely knowledgeable on this topic. I had so many attendees come up to me asking when he could come back! As someone who plans events for a living, having this kind of reaction is what I strive for. We will DEFINITELY be calling Connor to come speak at a future conference!"
Allison Wieland
Association Development Services Inc."Per usual, Connor wowed our audience. We like to call him our resident economist! He tells it like it is, but leaves his audiences with a better understanding of what to expect!"
Deidre Flynn
Executive VP at NAFEM"Michael Feuz was an absolutely fantastic presenter and created an economic vision for our audience of C-suite executives. I would highly recommend using Michael whenever business professionals need an accurate forecast of the conditions that can impact their decision-making. He was informed, persuasive, and yes, even humorous, which I never thought an economist could be."
Paul Bambei
President and CEO of The Outdoor Hospitality Industry“Connor Lokar's presentation on the 2024 economic landscape to members of our Chamber of Commerce was timely and relevant. He covered a broad range of topics, including inflation and consumer spending, which are key concerns for many of our members. What particularly impressed me was his ability to weave humor into the discussion. Even when presenting potentially bleak information, his sense of humor kept the audience engaged and receptive. Furthermore, the entire process of booking this event with ITR Economics was organized, seamless, and easy. Based on both Connor's performance and the positive experience working with ITR, I would certainly be interested in collaborating again in the future."
Andrew McAfee
Vice President of the Clermont Chamber of Commerce"Taylor did a great job, and our guests enjoyed the presentation! Taylor was dynamic, approachable and distilled complex economic trends into easy-to-understand concepts. We thoroughly enjoyed having Taylor at our recent Bryant Dealer Meeting!"
Kelly Redinger
Sr. Marketing Manager at Behler-Young Company"The feedback we received on Lauren was very positive. In general, our members enjoyed the fact that the presentation contained a lot of good information that was explained in a way that all could understand. They also loved the fact that there was no “doom and gloom”. I’m sure we will be inviting Lauren back next year."
Geoff Gordon
Executive Director at Fuse Alliance"ITR helps keep us up to date with the economic forecast and make informed business decisions. We have subscribed to the trends report for years and were pleased to host Taylor St. Germain for a seminar at our Denver location with employees and customers. Taylor was an excellent speaker and very knowledgeable. The information presented was clear and impactful, and Taylor was able to answer all the audience's questions. We would certainly recommend this experience to any business looking to learn more about the current economy."
Scott Fellhauer
VP of Sales at General Air Service & Supply“Michael’s presentation was very well received in Cancun and the time he spent with the attendees during our meeting interacting with our members was priceless.”
Roseanne Hoban
Executive Director at WFA"Michael Feuz did a bang-up job for us at our recent Industry Executive Conference. He was well prepared and had a great delivery style. Our members are DEMANDING that we bring back Michael and ITR Economics to our conference next year! Thank you for the great economics session and we look forward to seeing you in 2026!”
Jerrod A. Weaver
Executive Director at NFFS“Mr. Fuez was the keynote presenter at the National Pest Management Associations’ 2025 Executive Leadership Forum. While economics is not always the most uplifting or desired topic, Michael’s presentation was the perfect mix of pertinent financial market information, real world implications and humor. Michael was down to earth and even engaged with attendees at the networking reception following his session. We’d certainly have Michael back at future events and highly recommend him to those looking for a timely subject and appealing speaker.”
Dominque Stumpf
CEO at PestWorld"Exceptional job at the TXBizCon-Houston event. You [Tara Bayke] are an incredible speaker—very knowledgeable and engaging—and you did an excellent job. I was especially impressed by your professionalism and ability to handle challenging questions with confidence and facts. Several attendees shared how much they appreciated the thoughtful and composed way you navigated the discussion. Truly a great job."
Crowe TXBizCon-Houston Event Attendee
“Taylor did a great job providing the Bunzl Safety leadership team a snapshot of what to expect of the US and World economy in 2025 and beyond. His insights are helping us make real time business decisions and sparked future investment discussion.”
Elke Hirschman
General Manager at Kishigo“Taylor’s session was the most impactful of the day. We heard lots of great feedback - he presented a lot of data in an easy to understand manner, and I liked how he was clear without being biased.”
Tom Hutchison
Chairman of the Board at HOH Water Technology“She addressed all the key points from our initial call—delivering a globally-focused presentation that integrated relevant card industry insights and was tailored to our audience’s level of understanding. Attendees left with clear, actionable takeaways for navigating the path to 2030. Plus, her delivery was truly dynamic.”
Lynn McCullough
Events Manager and Association Director at CMA“He did a great job presenting to our international audience – they were blown away with the global stats he had…numbers that they don’t even have access to! Thanks again – Connor always does such a great job for us!”
Renee Merker
Communications and Event Planner at PMPA
Praise for Our Services
"Helpful and relevant info that's easy to access and digest."
Reid Hutchison
HOH Water Technology COO and Trends Report Subscriber"I can access timely, accurate and relevant resources that help me make better business decisions and more fully serve our members."
Brandon Smith
VP of Strategy at Meridian Trust Federal Credit Union and Trends Report Subscriber"Excellent information that has proven to be very valid and reliable."
Allen Devereux
VP of Human Resources & Board Member of E.C. Barton & Co."I have followed you for 24 years. Your information is priceless and has a high degree of accuracy. Thank you for your services."
Linda Nelson
Insider Member"ITR is becoming someone I trust to provide reliable research to improve my decision-making."
Dan Stauffer
Insider Member"Clarity of information. Historical accuracy rate. Non-political slant."
Ingvild Blackwell
Insider Member"The Trends Report is an excellent source of information for me to assist in planning for the next 12−18 months. I look forward to renewing the subscription − how can I live without it now? Thanks for everything."