Current projects: these fall under 3 categories

 Deal sourcing, ongoing due diligence & eventual investor oversight of some investment opportunities:

 Performance improvement projects:

 Research and market analysis:

• Market and competitor landscape analysis for services company to determine future strategic direction

Luxury goods, advertising

Appointed by a Family Office to conduct a post-acquisition Strategic Options Review & market analysis of its newly acquired business in the luxury goods industry. The market study identified the company's strengths and weaknesses within its sector, and also proposed (quantified) growth options ranging from organic growth to service line extension and acquisition / M&A options.

Vehicle tracking services

Following an approach from the founder of the firm who recently learned that the company's majority shareholder has been forced by the EU to sell this business, Psion Partners is currently engaging in an initial due diligence of business to explore upside potential through buy-out by a mid-cap private equity client.

Medical accessory device for keyhole surgery

Evaluated key areas of patents, management, addressable market, competitors and production contracts in place, then executed due diligence focused on product adoption through interviews with NHS surgeons, procurement directors and other innovators within the NHS and in the USA (Cleveland Clinic) for High Net Worth investors.

Telecoms security networks

Did initial technology due diligence for the potential corporate carve-out of an unloved and non-core service within this company for a mid-cap private equity company

Telecoms surveillance software developer for intelligence services and homeland security

Did a full Commercial, Financial and Human Capital due diligence for a potential MBO by private equity house. Examined the sales pipeline and carried out detailed market research on potentiality, forensic accounting check of balance sheet and outstanding liabilities

Rental & sales (on hire purchase) of domestic appliances

Carried out market due diligence and examined success factors of competitors such as BrightHouse to benchmark possible outcomes should my investor make an investment in this phoenix company.

IT / SaaS

Executed a detailed assessment of the SaaS landscape with virtualisation as a sub-element. Examined strength of intellectual property portfolio, market potential & sales pipeline, customer portfolio & references, financial position & exit strategies for High Net Worth investors

Energy  provider

OFGEM regulated & accredited domestic supplier of gas and electricity to residential tenants across the UK.

Assisted the due diligence process by executing a detailed analysis of their business model and by running a detailed sensitivity analysis to identify the key drivers within this utilities company. Carried out a   risk evaluation of the effects of bad debt, new customer registration, hedging and margin call at risk for High Net Worth investor

Digital Print processor technology manufacturer

Executed a full due diligence of the company looking at market potential, competitive landscape and manufacturing execution for High Net Worth investor

Made an initial evaluation of the business and its suitability to the investment portfolio of a High Net Worth investor and an EIS fund

Built from scratch the strategic options for URS Germany to present to the parent company in the UK. Evaluated MAKE, BUY and HYBRID options by examining the value chain and extending multi-disciplinary capability. Put forward M&A targets after screening and analysing relevant business plan scenarios

Undertook a strategic review of the potential post-acquisition performance   of 6 mobile telecoms operators in Francophone Africa worth in excess of $75m. This included value curve mapping vis-a-vis competitors, directional policy matrix, value chain analysis, organizational issues surrounding integration of new country mobile telecoms operators, financial structure, strategy and option evaluation, cross-border expansion plans and competitor analysis.

Transforming IT to cloud storage:
storage optimisation, archiving and e-discovery software

Executed preliminary due diligence and risk assessment on phoenix company. Mandated with raising pre-series A round of £1.2m capital to support sales drive and after sales for a growing pipeline of blue chip customers in a market where data growth is expected to exceed 50% CAGR 2011-2017 year on year. IDC forecasts that in 2016, the total market for scale-out unstructured data storage, will be approximately $34.6 billion in revenue. This will include the cloud-based deployments and scale-out solutions - a segment that is expected to grow at a 50.1% CAGR.

Medical accessory device for keyhole surgery

Charged with fund raising of £1 million for the company to enable final approvals and launch sales drive to introduce the certified product in the US and UK markets through distributor / licensing models through which it is expected to achieve nearly £8 million EBITDA in year 3. So far £450k raised.

Revolutionary technology to decontaminate against "superbugs" such as MRSA

Executed preliminary due diligence and mandated with raising £1 million capital to launch a smaller, lighter and cheaper machine (MDX050), with a disposable oxygen and water cartridge system for single use application in hospitals.

CleanTech:
energy recovery systems

Charged with raising capital to move from £1m to £50m revenue company within 3 years. £5m capital raised to enable delivery on secured contracts of over €40m. Examined through expert interviews, market conditions and medium to long term trends in energy efficiency market for piston engines.

Executed a detailed company valuation (vanilla equity and convertible bond instrument) for selling down a minority stake in the business to raise multi-million growth capital. Charged with raising growth capital to a select number of institutional and High Net Worth investors

Executed detailed company valuations (vanilla equity) for evaluating unrealized assets within their portfolio to assist their fund raising

The three companies involved were:
- a merchandising services provider within the broader mantel of Field
  Marketing Services
- a roadside restaurant chain
- the UK's largest independent business and project management
  consultancy providing services to the public and private sectors

IT, Health Diagnostics

Raised £1.5m from one High Net Worth investor in difficult market conditions