MoakCasey, LLC: Company Profile

Background

Overview

MoakCasey, LLC, established in 1997, is a Texas-based consulting firm specializing in education, finance, and legal services. Headquartered in Austin, Texas, with a branch office in Houston, the company has been dedicated to advancing Texas public schools through comprehensive consulting and lobbying services.

Mission and Vision

MoakCasey is committed to equipping school leadership with expert analysis to optimize community investment for student success. Their vision is to ensure effective schools for every child, emphasizing the importance of adequate resources and support for students, educators, and school boards.

Primary Area of Focus

The firm focuses on providing tailored consulting services to school districts, state agencies, and educational organizations, assisting them in navigating complex data and policies to implement impactful solutions.

Industry Significance

With over two decades of experience, MoakCasey has established itself as a leading provider of education consulting and lobbying services in Texas, playing a pivotal role in shaping educational policies and practices.

Key Strategic Focus

Core Objectives

• Client Support: Deliver clear, accurate, and timely information to clients, building trust and ensuring effective educational service delivery.

• Staff Engagement: Foster a supportive work environment to enhance employee satisfaction and retention.

Areas of Specialization

• Leadership & Academic Services: Providing expert analysis and support in academics, assessment, and accountability, assisting schools in setting and sustaining strategic direction.

• School Finance Services: Offering high-quality research and planning services related to the financial operation and management of public school education.

• Advocacy Services: Formulating effective solutions to clients’ public policy needs through a full-service lobbying and government affairs practice.

Key Technologies Utilized

MoakCasey employs modern technological tools, including WordPress for content management, Microsoft 365 for communication and collaboration, and various data analysis platforms to support their consulting services.

Primary Markets Targeted

The firm primarily serves Texas public school districts, state agencies, and educational organizations, focusing on enhancing educational outcomes and operational efficiency.

Financials and Funding

Funding History

Specific details regarding MoakCasey's funding history, total funds raised, and recent funding rounds are not publicly disclosed. The company operates as a privately held entity, and financial information is not readily available.

Notable Investors

As a privately held firm, MoakCasey does not publicly disclose information about its investors.

Utilization of Capital

While specific details on capital utilization are not publicly available, the firm's strategic focus on client support and staff engagement suggests investments in enhancing service delivery and internal operations.

Pipeline Development

MoakCasey does not operate in sectors with traditional product pipelines, such as pharmaceuticals or technology. Instead, the firm's "pipeline" consists of ongoing and upcoming consulting projects, policy analyses, and advocacy initiatives aimed at improving educational outcomes in Texas.

Technological Platform and Innovation

Proprietary Technologies

MoakCasey utilizes a combination of proprietary and third-party technologies to deliver its services, including data analysis tools and content management systems. However, specific proprietary technologies are not publicly disclosed.

Significant Scientific Methods

The firm employs data-driven methodologies, including large-scale data analysis and research-based policy development, to inform educational strategies and decisions. These methods are integral to their consulting and advocacy services.

AI-Driven Capabilities

While specific AI-driven capabilities are not detailed, MoakCasey leverages advanced data analysis techniques to support their consulting services, indicating a commitment to utilizing innovative technologies in their operations.

Leadership Team

Executive Profiles

• Dr. Buck Gilcrease, Executive Chairman: With nearly 30 years of experience in Texas public schools, Dr. Gilcrease has served as a superintendent in various districts and focuses on school finance and accountability analyses.

• Dan Huberty, Chief Executive Officer: Formerly a State Representative for Texas House District 127, Huberty has extensive experience in education reforms and economic development, overseeing the firm's strategic direction.

• Leo Lopez, Chief Financial Officer: Lopez brings expertise in school finance, having held key leadership roles at the Texas Education Agency and Austin ISD, guiding districts through the complexities of Texas’s school-funding system.

• Dr. Greg Gibson, Chief Operations Officer: With a background in strategic planning and continuous improvement, Dr. Gibson leads internal efforts toward continuous improvement and guides clients toward defined strategic goals.

• Ginger Murray, Chief Advocacy Officer: Murray offers expertise in legislative strategy and policy development, with over 20 years of experience working within the Texas Capitol.

• Jodi Duron, Vice President of Leadership & Academic Services: Duron has a 31-year career in Texas public education, including leadership roles in human resources, curriculum and instruction, and as a school superintendent.

• Dr. Maria “Mimi” Vidaurri, Senior Vice President of Academics: With 39 years in public education, including 11 years as a superintendent, Dr. Vidaurri facilitates strategic planning and delivers required board training across Texas.

• Larry Taylor, Vice President: Taylor served in the Texas Senate for five legislative sessions, including four as Chairman of the Senate Education Committee, and played a key role in the passage of House Bill 3 in 2019.

• Terry McDaniel, Vice President: With 23 years in public education, McDaniel specializes in analyzing accountability and assessment data to generate consumer-ready data displays and facilitates data interpretation for school improvement.

• Addie Gomez, Executive Director of Advocacy: Gomez has 20 years of experience in Texas politics, including serving in the office of the Speaker of the Texas House, and specializes in grassroots engagement and legislative strategy.

• Justin Barlow, Director of Finance: Barlow joined MoakCasey in 2022 after working as a school finance specialist, and now oversees the firm's financial operations.

• Gretchen Hoffman, Director of Finance: Hoffman focuses on property tax value limitation agreements and analyses of public-private partnerships, including Foreign Trade Zones and Freeport Exemptions.

• Kimberlee Ralph, Director of Finance: Ralph manages the firm's role in multi-district litigation, assisting districts with responsive documentation and compliance with court-mandated requirements.

• Ryan Huberty, Sales Manager: Huberty helps schools and organizations identify opportunities to enhance revenue and avoid costs, leveraging his background in sales, real estate, and business development.

Leadership Changes

In June 2022, Dr. Buck Gilcrease and Dan Huberty acquired MoakCasey from the founders, Lynn Moak and Dan Casey, who retired but continue to serve as consultants emeritus.

Competitor Profile

Market Insights and Dynamics

The education consulting market in Texas is characterized by a need for specialized services in school finance, academic leadership, and policy advocacy. With over 1,000 public school districts in the state, there is a significant demand for consulting firms that can navigate complex educational landscapes and provide tailored solutions.

Competitor Analysis

• Thompson & Horton LLP: Specializes in education law and policy, offering services in governance, compliance, and litigation.

• R & A Solutions, Inc.: Provides consulting services in school finance, strategic planning, and operational efficiency.

• Bickerstaff Heath Delgado Acosta LLP: Focuses on public law, including education law, offering services in policy development and governmental relations.

Strategic Collaborations and Partnerships

MoakCasey collaborates with various educational organizations and districts to enhance educational outcomes. For instance, they have partnered with La Joya ISD to advance district scorecards and evaluation tools, demonstrating their commitment to continuous improvement and educational excellence.