About Owl & Co
Owl & Co is a strategic advisory firm focused on media, tech, and the attention economy, founded by Hernan Lopez (former CEO, Fox International Channels, then founder of Wondery, acquired by Amazon). Owl & Co advises CEOs, boards, and investors across public and growth-stage private companies and VC-backed founders on enterprise value creation, product and competitive strategy. We publish Streamonomics®, a newsletter that helps executives, founders and investors see the trends that connect time spent to enterprise value, today and in the future.
The Role
We’re hiring a Principal to lead engagement delivery, and help shape the proprietary frameworks behind our advisory work and Streamonomics. You’ll own the production chain from problem framing through board-ready deliverable, and increasingly represent the firm in client settings.
You will join a founder, two full-time associates, and a curated team of advisors powered by proprietary frameworks, premium 24/7 data partnerships, AI and unique operating experience. You will work directly with the founder every day, have a direct line to C-suites at the companies shaping the future of media, and build the models and frameworks the industry uses to understand streaming economics. This is the most leveraged hire we’ll make, and a delivery and intellectual capital role, no business development required. Travel is light, primarily LA-based.
What You’ll Do
• Lead the analytical architecture of client engagements: problem structuring, model construction, and deck production at a level clients expect from a top strategy firm. Every deliverable should move the client forward. If it doesn’t advance a decision, we cut it.
• Alongside the founder, oversee our research associate and data analyst: set priorities, review output, elevate quality. You’ll give feedback in real time, not in reviews.
• Extend our proprietary frameworks/services including Streaming Enterprise Value®, Streamonomics®, Creative Alpha™, Engagement Alpha™, Vertical Alpha™. Go one layer deeper than the briefing requires. The second-order implication is usually where the value is.
• Contribute to the analytical backbone of Streamonomics editions: data, models, benchmarking, structured first drafts.
• Represent Owl & Co in client meetings and strategic workshops. Anticipate what clients need to hear before they ask.
• Use AI as a force multiplier, allowing a team of four to punch above their weight.
Who You Are
• 5–8 years of experience including meaningful time at McKinsey, Bain, BCG, or equivalent. You know what “client-ready” means because you’ve been held to that standard.
• Post-consulting experience at a media, streaming, or technology company clients would recognize (Netflix, Amazon, Meta, Alphabet, Disney, Spotify, Fox, NBCU, or similar.)
• You think in outcomes and enterprise value terms: LTV vs. CAC, margin structure, revenue per hour, multiple expansion. You can build a sensitivity table from first principles and explain it to a board.
• Your decks don’t need rewriting; they need minor editing. You write argument-driven slide titles and structure narrative arcs, and you know how to say more with less.
• You have a genuine point of view on who is building durable value in streaming and who is not. You follow the earnings, read the filings, and could write a compelling Streamonomics edition yourself.
• You’d rather build something than maintain something. Ambiguity doesn’t paralyze you, it energizes you.
• You’re direct. Equivocation wastes time and erodes trust, with clients and with us. We have an obligation to speak up when something isn’t right, and we expect you to disagree before the decision and commit after it.
What We Offer
• A senior seat at a firm with an outsized reputation in one of the most dynamic sectors in the global economy.
• Direct partnership with a founder who has built and scaled media businesses globally and will invest in your growth as a strategist and advisor.
• C-suite and board-level access at major media, tech companies and investors: the kind of access that takes a decade to build at a large firm.
• Your work shapes how the industry thinks about streaming economics.
• Compensation includes base salary, performance bonus and engagement carry - a direct stake in the revenue you help deliver.
• Protected time for depth: we hold one morning per week for strategic work, learning, and building the firm, not client deliverables.
• A team that’s relentlessly curious, direct, fun to work with, and genuinely enjoys the work. The bar is high, and we invest in you so you can keep raising it.
Not ready for a full-time move? We’re selectively adding to our team of Owl & Co Advisors: paid, project-based engagements for senior operators and specialists with deep expertise in streaming (across TV, Film, Vertical Video, Music, Podcasts, Creator Content, Sports), content economics, media M&A, engagement, customer acquisition, revenue growth, digital advertising, partnerships, distribution. Note “Advisor” in the questions section of the application. You are also welcome to apply for both simultaneously.
How to Apply
Apply through LinkedIn. In your application message or cover letter, include brief answers to these three questions. Applications without answers will not be reviewed for the Principal role.
• AI as a tool. Give us one specific example of a deliverable you produced using AI that would have taken significantly longer, or required a larger team, without it. We don’t want to hear that you “use ChatGPT for brainstorming.” We want to know if you’ve used it to do something ambitious.
• Streamonomics. Name one thing the market consistently gets wrong about a specific streaming company’s business model. If you’ve read Streamonomics, tell us which edition stuck with you and why. Bonus question: tell us in your own words why RPMH and CPMH are useful.
• Why Owl & Co. With you, we will be four full-time people. Why does that excite you more than it worries you?
Send this cover letter directly to contact@owlandco.com. Even if you used AI to help you edit it, we want to see your human writing.
