Clifford Perry Email and Phone Number

Current Client:LAZARD FRÈRES & CO., New York Mar. 2009 – Mar. 2010Selected Accomplishments:• Identifying and evaluating new intelligence providers for the deal teams to increase deal flow opportunities. • Assisting in the creation of a proprietary fundraising database that will capture detailed investor information preferences and allows more precise/targeted investor searches.• Leveraging market data contract negotiation experience to obtain material savings.• Providing competitive intelligence research to Asset Management, Banking, Corporate Partners LLC, Lazard Middle Market, Restructuring and Investor Relations teams.• Working with management to enhance the off-shoring relationship in order to extract greater cost efficiencies and strengthen managerial controls.Past Clients Include: Experture Group, Novologies, Russell Reynolds Associates, SLA• Presented at various symposia, international conferences, and corporations.• Founded Private Equity/Venture Capital research function in the leading global information association – e.g., brought industry expertise in-house; authored topical articles; provided guidance to members.

Areas of responsibility included LP and investment due diligence; marketing and competitive intelligence research; knowledge/records management; market data acquisition; contract negotiation; training; compliance.Selected Accomplishments:• Counseled CEOs, CFOs, Partners on best-in-class competitive intelligence resources.• Facilitated and participated in reputation-building efforts, including conferences and competitive intelligence analysis.• Led research efforts aimed at attracting potential Asian, European, and Sovereign Wealth Fund investors, resulting in the successful closing of their largest fund at $15bn.• Counseled Partners in the evaluation of potential information-based investments.

This senior management position entailed managing resources, market data, and leading high-performance research teams in a fast-paced and time-sensitive environment.Selected Accomplishments:• Counseled CEOs, CFOs, Partners on best-in-class competitive intelligence resources.• Performed information needs assessment with the leadership of the business units – highlighted weaknesses/strengths.• Implemented outreach program to business units; marketed services, resulting in significant usage by previously underserved business units.• Performed expenditure and usage analysis – identified and reduced redundancies, renegotiated existing contracts, recycled IDs, and sourced competitors to extract material savings.• Integrated offshore research team – enabled increase in research output; created greater team efficiency, allowing onshore teams to focus on complex analysis.• Provided due diligence research to identify areas of concern that might negatively impact an investment.

Selected Accomplishments:• Led research team and performed investment due diligence research to facilitate advisory and private equity transactions.• Sourced and negotiated all real-time and delayed market data contracts and services.• Managed IT functions and upgraded network capacity, functionality (including routers, servers, and telecommunication lines) and related peripherals.• Maintained knowledge management system to facilitate the storage and retrieval of key deal documentation.• Trained professionals on how to effectively use desktop information resources.

ACQUIRED BY THE BEACON GROUPSelected Accomplishments:• Supervised research and IT staff• Directed all IT operations and activities (e.g., network, telecommunications, security)• Performed investment due diligence research to facilitate domestic and cross-border transactions

Selected Accomplishments:• Provided business research to facilitate advisory deal transactions.• Evaluated the viability of new information research products and services.• Served as consultant and trainer for Internet services.