Recent Assignments

Recent Assignments

We offer services for the private and third sectors

The example assignments below have been undertaken
since April 2018 and are fully referenceable
Financial services sector
Management
Startup
Marketing
Sales

Interim Managing Director

Regional Investment Exchanges Ltd
t/a REGIONALLY
Responsible for all aspects of interim P&L business start-up, driving revenue growth
  • Appointed to establish the first region, filling the funding gap for SME businesses seeking growth capital
  • Focused on developing the brand & proposition, clearly identifying customer & investor benefits
Key achievements and business outcomes include:
  • Helped establish this fast moving fintech as a brand new stock exchange with commensurate regulations
  • Successful recruitment of a Chief Executive Officer with relevant compliance experience
  • Convinced Justin Urquhart Stewart (founder) to let me build the business from scratch as 1st recruit
  • Signed £32.5m of deals with additional pipeline of £65m selling complex funding solutions 
  • Direct and via a channel of professional advisors created and cultivated by me
  • Drafted winning proposal templates & Letters of Intent for clients & multiple professional services firms
  • Won 155% of £21m annual target in only ten weeks of financial year, average deal size of ~£6m
Technology/software
Sales
Account Management

Interim Account Director

Software Solved Ltd
Appointed by Interim MD, to take responsibility for account management of key accounts

Key achievements and business outcomes include:
  • Secured seats at the top table to contribute to IT budget setting by key insurance clients
  • Helped customers identify opportunities to reduce costs through supplier consolidation
  • Signed multi-year deals equating to 60% of client’s revenue per annum, nudging clients to agile contracts
  • Contributed to migration from Salesforce.com to Dynamics 365 saving the client 45% of annual IT budget
  • Recruited and inducted new permanent Insurance Practice Leader to take P&L responsibility
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