"The primary benefit of working with Simon is that he shows you how to do something rather than telling you what to do. You learn skills that will be used over and again. For me, all his inputs are golden nuggets! " W. Roshardt"It was great talking to Simon. It was incredibly insightful and I learnt three main things. I recommend spending the short time to speak to him." M. Milburn."Simon is a gem of a person, I’ve never met someone as dedicated as him when it comes to going that extra mile." I. Bhandari.I'll show you how to meet the challenges of scaling a small business with proven processes built from the latest scientific research and 30 years experience.More than mentoring, this is practical advice to:- Get the most from existing people and resources, avoiding unnecessary hiring- Attract and hold the attention of the right customers for your business- Keep buyers engaged and reach a successful conclusion- Stay on top of cash flow and sleep well at night- Increase engagement in your company- Create a culture you're proud of.It's taken 30 years working in different industries on three continents to perfect these processes. They are perfect for small businesses that think big. I've distilled the knowledge into a six step system to scale any business.I’ve been there, spending three hours a day juggling cash flow, placating suppliers and chasing invoices before the day’s work begins. I overcame these challenges by applying processes that bring teams together, create a repeatable sales process and provide leadership in less than an hour-a-day.I work with companies implementing AI, automating business processes and building software services. I’d love for you to join them.If you’re not completely sure, or want to know more about how it works, sign up for my free weekly newsletter. Reply to any edition to reach me directly.

Do you read a lot about 80:20 and only a little about how to put it into practice?The Pareto Principle says to focus on the highest value outcomes. Other tasks must be automated, outsourced or discontinued.Businesses want to improve efficiency without stifling creativity. They need systems that work and scale.MSBC has 20 years’ expertise in streamlining business processes. Consultants design cost effective ways of improving efficiency and developers deliver on time and to budget.The challenge of managing industrial inventory is different from shipping software. Optimising delivery schedules and ensuring 24x7 data availability are different skills. We supply specialist teams providing full time support.When you are ready there are 3 ways we can help:1) Design, build and manage custom software that solves the most complicated problems2) Technical resources to augment advanced product and technology roadmaps3) Operate and improve business processes on and offshore.We build technology for some of the world’s most competitive companies, discreetly and efficiently. We’d welcome a no obligation chat https://www.msbcgroup.com/contact-us.Or contact me directly.

Proven techniques to maximise growth from existing assets.A free weekly read to get the best in business in under 5-minutes.Developed over 30 years of building award-winning teams and managing businessesAnd over 10 years specialising in technology start ups and scale ups.

Do you want to grow your securities and investment business in 2024?Maybe you're an asset manager targeting new products but are frustrated by never having the time.Perhaps you’re a broker who knows business could be more efficient but you're anxious about security and compliance.Potentially you seek more private market opportunities but worry about stretching resources too thin.We help asset managers, trading desks and private equity investors grow by automating processes to free-up resources.Rising markets enabled 90% of revenue growth for asset managers over the last 20 years. Can you afford to bet this continues?RemoraTech is the financial services arm of MSBC Group with access to its 150+ highly skilled engineers, global reach and expert training.We delight in completing projects that enable our clients to grow. We handle what's important but there never seems time to prioritize.We believe in open communication, partnerships and building on existing strengths.Our clients value efficiency, quality and discretion. They trust us with critical projects that free them to succeed in their core business. We are vendor and product agnostic and work with all leading technologies and providers.RemoraTech is cutting edge technology you use every day.https://www.remoratech.io/#contact-us

Does your business need to monitor and manage sustainability metrics?To win new businessTo be a preferred supplierAnd meet regulatory requirementsDo you have a sustainability report that's just a bit, meh?Do you want to use your data to make business decisions?Do you work best in $ and cents rather than scores and rankings?You need an impact report.Monetary values for your environmental, social, human and economic capital.Comparisons with peers, benchmarks, targets and progress reports.Simple data entry and attractive presentation of results.At GIST Impact we deliver intelligence to companies and their stakeholders, providing decision support tools to make more sustainable investments. We help measure and monitor sustainability metrics at asset, divisional, company, security and portfolio level, providing peer and competitor analysis, and benchmarking. We share through data and software-as-a-service, and with a wide range of partners in the corporate, investor and technology worlds.You get continuous access to our proprietary Impact Valuation Engine:- to determine project credibility- to measure and monitor progress and- to meet statutory and regulatory reporting requirements.At GIST Impact, we work with a number of the largest and leading companies and investors worldwide. Contact us to learn more.https://gistimpact.com/

Co-Leading the New York Equities Department, I oversaw a multi-disciplinary team, evaluated performance and monitored work done, designing interdepartmental service provision and training programmes, while integrating technologies after acquisitions. • Generated multi-million dollars of annualised revenue run rate by spearheading creation of custom trading solutions with global developers and junior teams.• Introduced client reporting processes for 25 client-facing sales employees, optimising operational functions significantly.• Designed, delivered and facilitated weekly training for the entire American sales team consisting of 45 members.• Created a new regulatory strategy that enabled easier adherence to compliance standards, faster GTM and product launches.

Relocated to New York from London to continue building OTAS after Liquidnet’s acquisition by organising research and development of new analytics for overnight and intraday trading signals.• Engineered the next generation of mobile and desktop applications for traders.• Leveraged Machine Learning and AI to develop decision-support tools, a first in the company harnessing data science.

Joining OTAS at its incubation brokerage stage, I navigated the company into an established family office within 3 years of hire, eventually selling business to Liquidnet Holdings for eight-figure sale and was brought over to Liquidnet in recognition for contributions in business transformation and expansion potential.As the COO, I oversaw business development through financial budgeting, planning and reporting, including monthly Board meetings and annual audits. I cultivated client relationships by shaping the customer experience and creating user manuals to guide clients, as well as drafting legal documentation and service level agreements for suppliers and customers.• Executed >100 contracts with institutional investors worldwide.• Secured 10 multi-year channel partnerships with industry-leading technology platforms, effectively pivoting sales strategy and entered new markets, further cementing company footprint and brand impact in new sectors.• Shaped customer experience and realigned priorities to focus on client relationships, with the inclusion of new user manuals, created to guide clients and increase retention.• P&L ownership, financial budgeting and planning in collaboration with legal, administrative and management teams to ensure efficient allocation and expense control.• Company Secretary for both OTAS Technologies Ltd. and OTAS Technologies Holdings from 2015 to 2017.

Joining MF Global PLC after transferring my book of business from Blue Oak Capital, I headed the London sales management function spanning 5 asset classes while leading a team of 15 (regulatory oversight of 50) to oversee equities sales and drive revenue growth. I also held the Head of Research role, where I supervised 20 analysts to review and assess large complex datasets to retrieve vital information to client specifications.

Invested in and led the launch of a London-based boutique start-up focused on selling custom equities services research to hedge and mutual funds. Successfully built, negotiated and sold book of business within a year to MF Global PLC to expand distribution and capabilities.

- Head of European Bank Research with eight direct reports- Corporate Broker to HBOS plc- Raised the team from rank 13 to top five, including two top five individually ranked analysts

- Managed a team of three researching UK, Dutch and Spanish banks- Worked closely with investment banking colleagues on equity and debt offerings- Deputy head of team overseeing strategy and recommendations

- Lead a team of three researching bank stocks and pitching equity and debt offerings- Specialist in Hong Kong, Singaporean and Korean banks

- Top 5 ranked Head of Asian Bank Research with 13 regionally-based direct reports- Top 5 ranked Head of Hong Kong Research with 8 direct reports- Top 2 ranked Head of Malaysian Research based in Kuala Lumpur and having built a team of 8 from scratch

- Singapore-based portfolio manager for US$100 million fund investing in Philippine equities- Head of South East Asian research with 8 direct reports- UK and US bank research analyst located in London