UPSHIFT: CREATING CATEGORY LEADERS.Positioning to create new value and drive growth.Working with 60+ companies since 2009, raising over £1.5BN in enterprise value.Strategic advisor with 30 years' industry experience creating and driving value raising sales and marketing initiatives in FTSE100s, 250s, SME scale-ups and start-ups, including strategic positioning, branding and marketing projects for technology-driven companies operating across ● software & IT services ● ecommerce ● government ● insurance ● telematics ● information services ● professional/business services ● business consulting.Strategic advisory roles typically include "doing" one or more of the following: ● Strategic Positioning ● Investor Presentations ● Equity Story Refresh ● M&A Support ● Brand Creation / Refresh ● Value Proposition Development ● Sales Presentations ● Growth Strategies & Business Plan Presentations ● Industry Presentations ● Executive Summaries & Major Bids ● New Product Innovation ● New Service Launch ● Thought Leadership ● Industry MarketingResults include …● Helping businesses achieve higher than expected valuation multiples on exit, raising >£1BN● Presenting organisations for sale with exits successfully maximised from £9-400M● Helping start-ups inspire investors and raise new investment of £1-5M funding● Strategically repositioning and launching many new company and service brands● Equipping teams to raise sales by 400% and win major bids to £100M+ value● Launching service innovations winning first-year revenues of £1M from scratch● Creating customer campaigns winning £10,000 to £10M+ in new business● Supporting mergers and acquisitions of £7-100M in valueCompleted advanced practitioner courses in ● sales and persuasion ● advanced negotiation ● copywriting ● design ● public speaking ● digital and direct marketing. The result is the level of energy and creativity that will add real value to your business – just as it has done for many others.

Helping the European Tech & Services team to maximize the positioning and presentation of companies preparing for investment ● Investor Presentations ● Management Presentations ● Conference Presentations ● IM / CIP ● Q&A Prep ● Presentation Coaching

Strategic Advisor to CEO of this fast-growing Collections Group ● Company Branding ● Strategic Positioning ● Core Proposition Development ● M&A Support ● Investor Presentations ● Industry & Sales Presentations ● New Product Innovation ● Thought Leadership ● Industry Marketing

Strategic Advisor to CEO of this fast-growing SaaS Commerce Platform ● Strategic Positioning ● Core Proposition Development ● Investor Presentations ● Sales Presentations ● Partner Presentations ● New Product & Service Innovation ● Customer Success Programme ● Thought Leadership

Strategic Advisor to CEO of this sustainability-friendly GovTech SaaS Platform Scale-up ● Company & Product Branding ● Strategic Positioning ● Core Proposition ● Investor Presentations ● PWC Scale-up Programme ● Sales Presentations ● Strategic Bids & Partnerships ● New Product Innovation (including Net Zero Platform) ● Thought Leadership ● Industry Marketing

Strategic Advisor to the CEO & Board of this specialist BPO company ● Company Branding ● Strategic Positioning ● Core Proposition Development ● M&A Support (including Trade Sale 2016) ● Investor Presentations ● Industry & Sales Presentations ● New Product Innovation ● New Business Launch ● Thought Leadership ● Industry Marketing Nearly a decade of support assisting the board and customer-facing teams to articulate, present and launch strategic plans, and develop and launch new market propositions (including new service innovations such as Capacitygrid 2011). A key member of the M&A team involved in the trade sale of Liberata to Outsourcing Inc. in 2016 (which also included the sale of Trustmarque to Capita), and retained to continue to serve the CEO in an advisory capacity until December 2018.

Strategic Advisor to the CEO & Board of this fast-growing technology services company helping to develop, articulate and present a new strategic vision (Enterprise-as-service) and maximize preparation for a subsequent investment round ● Strategic Innovation ● Brand Positioning ● Investor Presentations ● Sales Propositions ● Industry Marketing ● Thought Leadership

Strategic Advisor to Divisional Marketing Director of this Financial Services Company ● New Proposition Development x 2 ● New Service Branding & Positioning ● Sales Presentations & Copywriting ● Industry Marketing

Strategic Advisor to Divisional MD of this well-known FTSE100 Information Services Company ● New Proposition Development x 3 ● Sales Presentations ● New Product Innovation ● Industry Marketing

Strategic Director to Divisional MD & Consulting Unit of leading Government Information Services Company ● New Proposition Development ● New Product Innovation ● Sales Presentations ● Partner & Industry Marketing ● Client Consulting

Leadership of new marketing and business development functions for ● Commercial Services (c.£300M) ● Insurance Services (c.£200M) and ● IT Services (c.£100M) divisions of £2BN FTSE100 business services group. ● Divisional board accountability ● Sales management ● Bid management ● Marketing ● Strategy & business expansion. Driving customer-first initiatives included: ● Implementing cross-divisional CRM, account planning and customer care programmes ● Defining core proposition development roadmap ● Launching new business initiatives (worksite), marketing partnerships and M&A support. ● Direct contribution to a variety of new business wins and account renewals large and small (£0.2M-£150M) with over £500M pipeline and 2-in-3 conversion.

● Creation of new marketing department for IT Services division ● First new business win (£8M) for newly formed sales unit ● Constructed new service propositions and launch campaigns ● Directed sales and bid team support ● Re-organised marketing department, re-focused marketing team, clarified remit, created budget and reduced costs ● Implemented structured marketing and campaign planning ● Established new measurement and reporting system (tactical deliverables, strategic accountabilities) ● Consolidated and leveraged key suppliers (market data, brand/identity design, copywriting, telemarketing, print, packaging) ● Implemented sales support tools (information portal, contact management system).

Group Marketing Manager of OSI, a leading International Management Consultancy leading to trade sale exit to Xansa (later acquired by Steria) ● Branding ● Corporate & Investor Presentations ● New Service & Proposition Development ● Industry Thought Leadership & PR ● M&A Support ● Industry Marketing

Recruited from University to join ● management fast-track programme for Systems Division of Atos (formerly Sema Group) ● appointed divisional head of marketing after 1 year.