Low Cost, High Return International Business Growth

Success Strategies for SMEs Factum Partners provides hands-on business solutions to small and medium-sized enterprises.

© Factum Partners 2015

“Strategy without ac0on is a daydream; Ac0on without strategy is a nightmare.”

-‐Japanese proverb


Contents

1.  Welcome

2.  Our Services – Growth Strategies

3.  Our Services – Business Improvement

4.  Our Approach – ACED TransformaIon Model

5.  Success Stories of Companies Like Yours

6.  Pricing Model

7.  Contact Us


Welcome

Factum Partners provides hands-‐on business advisory services to small and medium-‐sized enterprises (SME’s) looking to improve their business and to grow into domes:c or interna:onal markets not currently served. We develop and implement targeted, cost-‐effec:ve strategies that allow you to achieve your growth, revenue and organiza:onal goals.

We bring a broader perspec:ve to the development of soluIons and strategies. Our powerful partner network is comprised of trusted business leaders and advisors who have proven their ability to tackle challenging situa:ons and create successful outcomes across different sectors. The depth and breadth of experience within our network allows us to bring together a customized team of experts on a project-‐by-‐project basis to develop and execute strategies to meet your specific needs and market factors.


Our Services

Do you want to achieve explosive, but measured profitable growth by extending your sales reach beyond

the regions your company currently serves?

Growth Strategies

Growth Strategies


Factum Partners takes the fear out of domes:c and interna:onal market expansion by working alongside your team to realize your market share,

revenue growth, and profitability targets.

Our global contacts and depth and breadth of experience allow us to idenIfy, develop and implement targeted strategies that will allow you to

launch your products and/or services into domesIc or internaIonal markets at a frac:on of the cost of tradiIonal methods. Maximizing Revenue &

Profit at a Minimal Cost is what our growth strategies deliver.

Our thorough understanding of global business cultures, opera:ons, markets, and sales channels; combined with our extensive network of contacts across North America, the United Kingdom, Europe, Africa, Asia and the Middle East; allows us to launch any product or service into any

region and achieve substan:al, quan:ta:ve results.

Growth Strategies


Sales Channel Development We can help you establish direct to customer or distribuIon-‐based sales channel

domesIcally, internaIonally or both, allowing your company to increase revenue in markets not currently served. Our services include research, interviews, site visits,

securing iniIal stock orders and negoIaIng agreements.

Sales Agent Network Development

Our experience in establishing effecIve Sales Agent Networks around the world allows us to assemble, vet and present you with agents that fit your needs at a small fracIon of the cost of deploying your exisIng team to develop new markets.

Contract Business Development Teams

Our outsourced business development services provide you with the ability to engage world-‐class business development talent when and how you need it,

allowing you to immediately begin exploring opportuniIes for revenue growth at a significantly lower cost.

Growth Strategies


Interna:onal Office Presence Do you want to expand into the USA, Europe, the Middle East or other foreign

markets without the associated substanIal financial commitment? Factum Partners can provide you with a local address, phone number, recepIonist, voicemail and shipment receiving services all at a fracIon of the cost of seang up a tradiIonal

office footprint. Having a local presence will provide your company with immediate authenIcity and enhanced flexibility.

Regional Warehouse Development

We have years of experience working with Third Party LogisIc (3PL) companies and stocking sales agents in the establishment of regional warehouse networks to facilitate mulIple distribuIon points for a low cost. We have numerous logisIcs partners and will work with you to find the right provider(s) to fulfil your needs.

Interna:onal Joint Ventures

Through our many global contacts, we can work with you to establish a sustainable and mutually beneficial InternaIonal Joint Venture for your company for private label agreements, contract manufacturing, complimentary product offerings, etc.


Our Services

Do you have the right people, systems and processes in place to achieve your current and future objec0ves?

Business Improvement



We work with our clients to define and focus goals, idenIfy organizaIonal gaps, and then build and execute solu:ons to close the gaps and

achieve the goals.

In order to create an effecIve organizaIon, you must first clearly iden:fy your business objec:ves and then idenIfy the issues within your people, structure, and processes that are hampering your ability to

reach those objecIves.

Once these areas of improvement have been idenIfied, we then develop & execute a plan to improve your business in a structured and

targeted manner.



Corporate Restructuring Is everyone on your team pull pulling together to achieve your objecIves?

Are your processes and systems aligned to deliver opImal results? We offer an objecIve, experienced perspecIve on your exisIng structure, people, systems and processes and work with you to create and execute focused hands-‐on soluIons to achieve your desired

results in the least disrupIve and most effecIve manner possible.

Interim Management Talent supply is criIcal to the success of any business. Do you have the right leaders in place to take your business to the next level? Factum Partners offers comprehensive

interim or part-‐Ime human capital soluIons in finance, operaIons, markeIng, engineering, LEAN manufacturing and sales in mid to senior execuIve levels with globally experienced professionals. Factum Partners interim management soluIons can provide you with world class talent to achieve your goals at a facIon of the cost of a full Ime role.

Business Valua:on & Due Diligence

We have acted as an intermediary or parIcipant in the successful compleIon of numerous transacIons including divesItures, management buy-‐outs, mergers and acquisiIons. Our

proven business valuaIon and due diligence process enables us to recognize inconsistencies in valuaIons, idenIfy areas of improvement to increase value, and ensure

you receive the best deal possible.

Our ACED TransformaIonal Model™ allows us to dig deeper, ask the right quesIons, and then work with you to develop

and execute the right answers.


Our Approach

We bring fresh and unbiased eyes and ears to your situation. During our initial meetings we observe carefully and listen closely to uncover the challenges, issues, and opportunities unique to your organization.

ACED TransformaIonal Model™

ASSESS: The WHAT Understand the current situa:on


We are relentless in our pursuit of ‘why’ to achieve a true understanding of how a certain function or operation runs. We employ insightful, probing questions to push key people within your organization to challenge the status quo and imagine the possible.


Challenge: The WHY Dig deeper on the current situa:on


First, we collaborate with your team to develop a comprehensive project plan. Next, we review the plan with you and assign facets to internal team leaders to take ownership of completion. We then work alongside your team to ensure that all KPIs and timelines are met and positive transformation is achieved. Or, if preferred, our team can handle the entire execution allowing your team to remain focused on your day to day business.


EXECUTE: The How & Who Achieve posi:ve transforma:on


Once KPIs have been achieved and transformational goals met, we take a long, hard look at our completed mandate to determine if any improvements are possible and address any new goals or objectives that may have been presented along the way.


DISSECT: Return to WHAT Review and Reassess


Success Stories of Company Like Yours


Sharpe Mixers, Seamle, WA Factum Partners was retained to assist in the successful integraIon of a private equity backed global manufacturer and their new parent company. We insItuted sales processes, procedures and KPIs to establish symmetry; implemented and trained staff on a new CRM system; and restructured the sales organizaIon to establish clear and consistent mandates and objecIves. The resulIng top line revenue increase is forecast to be $7 million or +46% in twelve months. Hayward Gordon ULC, Halton Hills, ON Factum Partners was retained by this private equity backed global manufacturer of pumps, mixers and systems to fill an interim role for the Global VP, Sales & MarkeIng posiIon, restructure their sales organizaIon and develop new strategies with a growth plan to triple earnings. We developed and executed an internaIonal market penetraIon strategy into the USA, the Middle East, and Asia; implemented a new CRM system to ensure the integrity of the sales process; and insItuted a new sense of accountability through the establishment of KPIs and new sales procedures throughout the organizaIon. This allowed us to exceed our mandate and grow the business by $18 million in 11 months.


KN Rubber LLC, Toronto, ON & Wapakoneta, OH

Factum Partners was retained to develop and execute a comprehensive sales and markeIng strategy for this private equity backed Tier 1 organizaIon with 300 employees, four locaIons across North America, and revenues of approximately $50 million. Factum Partners also provided personnel to serve as Interim GM for the company's Ohio operaIon. Through the establishment of new sales channels and a sales agent network; implemenIng new processes; the strengthening of the company’s image; the merger of mulIple brands into a single product offering; and the implementaIon of a world class CRM plasorm to ensure a robust sales pipeline; we were able to deliver $12 million in growth within 12 months. HSC, Waterloo, ON

Factum Partners managed and marketed a unique new product for the HVAC industry to select private equity and venture capital firms to secure iniIal funding. Ater funding, HSC was able to achieve first year revenues of $3.95 million and over 1,500 units sold.



Lito Plast y Compañía S. A. de C. V.. , Juárez, MX Factum Partners was retained to build a Joint Venture manufacturing partnership and 3PL logisIcs strategy for this Mexican company in Canada and the USA where we reduced manufacturing, logisGcs and raw material costs by 32%. The second part of our mandate was to to plan and execute a South American market penetraIon strategy which saw their revenues increase by $14 million in 27 months. Tyrolit Industrial Abrasives, Mississauga, ON Factum Partners President Tom Greenwood was retained to fill the role of Interim Managing Director and apply his experIse in rebuilding Tyrolit’s Canadian operaIon and launching their US operaIon within a three year Ime frame. Tom successfully maintained a 64.7% average gross margin and decreased expenses (property, health care, communicaIons, producIon) by $672K in the first year. Under his guidance, company revenue increased by 193% and EBITDA improved by 37%.


Pricing Model


Factum Partners success comes from the success of our clients. Therefore, our fee structure is :ed directly to your company’s success. We

require a very small monthly retainer to start our mandate then we get paid monthly based on the company’s success with a bonus plan

Ied to fulfilling the mutually agreed upon goals and achieving substanIal, quanItaIve results.

For our fees, we provide a team of professionals who will work Irelessly to achieve your company’s goals. Typically our fees are equal to

approximately one third of the monthly cost of a full Ime employee.

You win, we win….that is the way it should be.

Contact


www.factumpartnersinc.com

For more information, or to book a complimentary consultation please contact us at:

[email protected] Ph. (289) 291-4012