Lead strategic consulting for early-stage companies, specializing in:-Fundraising strategy and execution -Business model refinement -Product management -Revenue optimization -Scaling strategiesFacilitate comprehensive preparation for fundraising rounds, ensuring clients are investment-ready.Offer bespoke advice to unlock growth, focusing on execution efficiency and strategic planning.Aim to position each company for sustainable, long-term success through tailored guidance and support.

Business Consulting: -Transform ideas into actionable business strategies and plans. -Guide startups through management, finance, and market entry. -Facilitate investment readiness and fundraising.IT Support: 35+ years in IT, providing tailored solutions for businesses and individuals.Specialize in infrastructure, maintenance, and application development (.NET, C#, VB, Python).

Leading Primary Portal's strategic market entry into Australia and New Zealand, focusing on ECM (Equity Capital Markets) Connectivity.Market Penetration Strategy: Conduct comprehensive market analysis to understand local ECM needs and trends.Develop tailored strategies for market penetration, emphasizing technology adoption in equity markets.Client Engagement and Relationship Building: Build and nurture relationships with key stakeholders in the financial and tech sectors to promote Primary Portal's offerings.Act as the primary point of contact for local clients, ensuring their needs are met with custom solutions.Product Customization and Integration: Work closely with the product team to customize Primary Portal's ECM platform for the unique regulatory and operational environment of AUS and NZ.Oversee integration projects, ensuring seamless connectivity with local market infrastructures.Regulatory Compliance: Navigate the regulatory landscape of both countries to ensure all activities comply with local laws and standards.

Working with Don, Dr J and the team on this incredible venture. Our ethos is impact, compassion and excellence.

Managed and expanded operations for Clinical Computers, a pioneer in medical IT solutions since 1978.Management Consulting: Provided strategic advice to enhance business processes and technology integration.Commercial Expansion: Drove growth in billing solutions, broadening the client base.Client Support and Customization: Led initiatives to customize solutions for individual client needs, ensuring high satisfaction and system relevance.Office Management: Oversaw daily operations, including staff management and office logistics.Technological Innovation: Spearheaded the virtualization project, moving all operations to the cloud, thus enabling a successful shift to remote work environments.

Strategy and Positioning: Developed and executed a commercial strategy that positioned BlueKee as a viable B2B privacy protection solution with consumer market appeal.MVP Development: Led the conceptualization of the Minimum Viable Product (MVP) targeting immediate market segments, achieving MVP completion by Q1 2023.Funding: Orchestrated a successful Angel/Seed funding round, raising $1.6 million at a high valuation, enhancing the company's governance through strategic investor partnerships.Operational Efficiency: Transitioned to operational management, reducing cash burn significantly through strategic planning, preparing the business for market entry and the next funding phase.Market Entry and Sales: Supported founders in transitioning to sales roles by optimizing business operations, securing initial commercial contracts post-MVP, and setting key performance indicators for future growth.

PIT-M3D is an algorithmic diagnostic enterprise focused on pathological big data analysis. I looked after commercialisation, innovation, capital markets and day to day operations.

Led market entry for monetizing remote advice, targeting healthcare.Optimized financial structure, managed marketing and sales, and oversaw technology and R&D, leveraging project management experience for international tech development.

Managed the placement of 80 young professionals as observers on 75 non-profit boards. Handled recruitment from over 250 applicants.

Administrator for the Kashrut Commission of Inquiry, running from February to February 2015.Complete review of the provision of kashrut into New South Wales.The report was published by the NSW Jewish Board of Deputies and it is available from their website.

Equity Capital MarketsMergers and acquisitions advisoryDivestituresDebt raising and refinancingStrategic planning and business development

As a senior equity syndicate officer for Credit Suisse's European ECM, I orchestrated transactions exceeding USD100 billion. Key aspects of my role included:Deal Execution: Originated and managed over 50 IPOs and 75 follow-on offerings, ranging from USD25 million to USD20 billion, across more than 20 jurisdictions.Marketing and Investor Engagement: Developed marketing strategies, managed relationships with over 25 major investors like Fidelity and Wellington, and organized over 250 investor events to enhance engagement.Risk and Profitability Management: Responsible for deal structuring, pricing, and allocation, driving competitive advantage and profitability through strategic risk management.Private Banking Synergy: Served as the primary liaison with Credit Suisse Private Banking for ECM, resulting in over USD2.5 billion in demand from CSPB for ECM transactions since 2010. Innovated with frameworks for UHNW clients' participation in rights issues.Global Coordination: Extended Credit Suisse's ECM capabilities by managing the distribution of non-European capital markets transactions into Europe, creating a seamless global network.My leadership in ECM not only facilitated monumental financial transactions but also solidified Credit Suisse's reputation for excellence in equity markets through strategic foresight, robust investor relations, and innovative client service.