Ian D. Smith Ca Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

The Portfolio Partnership is a team of Value Creators! We get stuff done. We build businesses buyers love to buy. We are Ex CEOs, CFOs, CMOs, PE players, Investment Bankers. Think of us as hands-on Operating Partners deploying our proprietary playbooks. We are collaborators with existing management and we transform visions into remarkable businesses and we've done it dozens of times! We create SAFER businesses that owners can sell if they choose to.We have scaled businesses in high-tech manufacturing, software, print, material testing, life sciences, medical, travel, HR and service businesses across the globe from Revenue of $20m to $1 billion.Here are just a few examples:1. Designed & led the implementation of a new M&A process, advised on the successful acquisition of a French target, and project-managed the post-acquisition integration.2. Led the integration of 3 US subsidiaries into a brand new 100,000 sq. ft site, managing the construction and build out in 5 months, managing the multi-million dollar project on time and on budget.3. The Operating Partners have led value creation initiatives across most sectors, in public and private companies, driving operational excellence & M&A strategies.4. Created Playbooks on Positioning, Branding, Marketing, Sales, Product Management, Risk Management, Compliance, Financials & KPIs, Production Systems Demand Flow technology, 6S Systems, Talent Management, Internal Universities.5. Numerous turnarounds.6. Over $1 billion of value creation7. Check out our Playbooks on acquisitions & exits. Sample some of our 600 blog posts. You can't write like this unless you've been there!!

North Charleston, Sc, Us

Author of the Acquirer's Playbook - A Little Process Map That Works

Täby, Stockholm, Se

Invited to join the Swedish public company, Mycronic post-acquisition of my client, MRSI, to help integrate the US operations. This covered both operational excellence projects and leading corporate development initiatives.

Tewksbury, Ma, Us

MRSI Systems (Mycronic Group) is the leading manufacturer of fully automated, high-speed, high-precision and flexible eutectic and epoxy die bonding systems. We offer solutions for research and development, low-to-medium volume production, and high-volume manufacturing of photonic devices such as lasers, detectors, modulators, AOCs, WDM/EML TO-Cans, Optical transceivers, LiDAR, VR/AR, sensors, and optical imaging products.

Brought in to scale the world leader in Enterprise Content Governance and migration software. In 2009 Vamosa was named by Gartner as a " Cool Vendor” in content management. The company has offices in Glasgow, London and Boston with major customers being Fidelity, IBM, Deloitte, Oracle, Met Life, Astra-Zeneca, Novartis, Bank of America and Statoil.Business acquired by T-Systems the System Integration arm of T-Mobile a $11Billion company and major IT supplier to many of the largest Enterprises across Europe.

Beverly, Ma, Us

Teamstudio was an award winning IBM business partner specializing in software tools for IT Governance for Lotus Notes. It operates from 4 offices worldwide, in the US, UK, France and Japan. It has a dominant market share. I joined as CFO/COO and promoted to President to lead the business. Achievements included:* Root & branch review to improve profitability from loss maker to EBIT of over $3m* Implementation of a new financial pack including KPIs to identify a turnaround strategy.* Repositioning the strategy (in a very mature market) to capture the Sarbanes Oxley requirements around the narrative of governance* Implementation of the Teamstudio university to teach staff not just product knowledge but all aspects of each other's departments creating high levels of engagement*Implementation of a Diagnostic Sales Model and automating with a CRM system* Deep analysis of product sales & profitability including maintenance revenue to enable new commission structures and marketing to attack weaknesses

London, England, Gb

Headhunted to transform the public company Capita's Investment Banking Division. Achievements included:* Recruitment of a new team of bankers and analysts to successfully produce a successful leading advisor to private companies and government agencies. * Personally advised Sir Peter Hendy on the first privatization of a London Bus company (as part of the privatization of London Transport) through a management buy out for around $50m in a competitive tender.* The team's success in closing dozens of transactions was recognized when Capita was appointed as the investment banker to the prestigious Institute of Directors and their 40,000 membership.

Chicago, Illinois, Us

Livingstone Fisher as it was called in 1988 was one of the first Corporate Finance Boutiques in Europe. Founded by the M&A guru Barrie Pearson, Ian was the second employee and assisted in growing Livingstone over a 5 year period into the leading European M&A adviser for SMB deals. (Under $100m)

Toronto, On, Ca

Ian joined Thomson as a chartered accountant in Thomson's London Head Office.He was fast tracked through 3 promotions in 18 months to become one of the youngest Finance Directors in the UK at 26. In 1987 at the age of 27 he was awarded the prestigious Young Accountant of the Year Award for his commercial work turning around the Consumer Magazines Division. Sold to Reed International.

Ba (Graduated At 20), Accounting And Economics

Ca, Accounting & Tax