National Center for the Middle Market

Background

January 2011

GE distributes RFP to top MBA programs

March 2011

Fisher College of Business wins bid

July 2011

Dr. Anil Makhija appointed Center Director

October 2011

Inaugural Middle Market Summit

December 2011

Doug Farren appointed Associate Director

Throughout the course of the economic downturn a small group of mid-sized companies managed to thrive; it was this anomaly that peaked the curiosity of GE Capital’s executive team and led them to seek partnership with a top university to determine the cause of success. It is out of this partnership, with the Fisher College of Business, that a center would be created to become the global thought, practice and education leader on issues related to middle market (mm) companies.

Goals of the Center • Gain input and support around the major activities and outcomes of mm

companies • Drive the advancement of mm knowledge

The National Center for the Middle Market will become the leading source of knowledge, leadership, and innovative research in the U.S. middle market economy, providing critical insights and analysis that help provide growth, increased competitiveness and job creation for companies in this sector, policymakers and other key stakeholders.

Mission Statement

Oversight Committee

A. Provide strategic guidanceB. Allocate grant investment

C. Monitor NCMM accountability

A. Solicit and assess research proposalsB. Set funding for research and monitor research progressC. Identify broadcast outlets for research outcomes

A. Engagement with mm executive community

B. Design and delivery of executive education programs

C. Creation of Middle Market Index

A. Graduate and undergraduate coverage

B. mm projects, internships and curriculum

C. mm job fairs & employment

Academic Advisory Board Corporate Outreach Advisory Board

Student Activities Advisory Board

Board Governance

Anil MakhijaCenter Director

Doug FarrenAssociate Center Director

Matt McHenryMichael Gruelich

2nd Year MBA

Matt AndersonSayak Majumdar

1st Year MBA

MlickiWeb/PR Firm

Christa RubbelkeCenter Associate

Richard Kelly (GE)

GE ECLP Support

Center Organizational Chart

Oversight Committee

- Mm research

- Journal publication

- Applied learning

- Growth Champion CEO Series

- Executive Education Program

- Confidence Index

- White Papers

- Projects

- Internships

- Job Fair

Academic Advisory Corporate Outreach Student Activities

- Databases- Surveys

- Interactive Web

Center Activities

•Mm made up of 200,000 companies with annual revenues between $10mm and $1b• US mm is world’s 4th largest GDP•Top 20% of mm companies make up “Growth Champions” which share 5 characteristics• Focus on innovation• Stronger management culture• Sharper customer focus• Exceptional talent management• Broader geographic vision

•During 2007-2010 mm companies added more than two million jobs while large businesses shed nearly four million

Middle Market Research

Initial Research Findings (2011) Current Research

• Open-source studies utilizing nationwide academic research

• Currently evaluating grant proposals• Researchers with accepted proposals

will become Fellows of the National Center for the Middle Markets

• Proposal summary and biographies of Fellows are available on website

• Initial findings to be presented at annual National Middle Market Summit

Academic Advisory

Publications• Middle market research will target publication in a variety of well known research

journals spanning a breadth of disciplines, examples include:• Journal of Finance• Journal of Accounting and Economics• Production and Operations Management Journal• Organizational Science• Personnel Psychology

Applied Learning• Database of MM cases built in conjunction with student related activities

including Big Ten Case Competition and Field Study courses

Academic Advisory

• Gain insights from “Growth Champion” CEO’s on how they have achieved superior results via one of the 5 growth champion differentiators

Interviews

• An in-depth examination of the specific “Growth Champion” differentiator discussed in the CEO interview

White Papers

• Unite the CEO with Fisher faculty and GE experts for a broadcasted panel discussion in front of an interactive audience

Webinars

Growth Champion CEO Series

Corporate Outreach

• Teams of 3 to 5 mm executives invited to take part in 4 month mm specific course taught by Fisher faculty, GE Experts and Industry Executives• 3 day on-campus learning

1.5 days fundamentals (list)1.5 days specialization track (list the 5)

• 16 week off-campus project with coaching from faculty• 1 day on-campus project presentation

Executive Education Programs

Corporate Outreach

• Objective is to create a first of its kind MM Index that can be used to assess and track the health and sentiment of mm

• Index results derived from a quarterly survey of exclusive mm leadership council made up of select mm CEO’s• Survey measures core metrics and opinions on current “hot

button” issues

• Goal is to generate a database of results to allow index followers to gain insights into current status of the mm’s as well as track trends over time

Middle Market Index

Corporate Outreach

Jobs and Internships

• Annual Middle Market Job and Internship Fair to connect top MBA students with leading mm companies

Projects

• Partner with mm companies to create quarter long projects for field-study course curriculum

Big Ten Case Competition

• Unite standout 1st year MBA students from each Big Ten business school with live cases from mm companies

Student Activities

• Capstone and showcase efforts made by NCMM• Unveiling of research findings• Marquee line-up of world renowned speakers

including leaders from business, politics and academia

• Website- http://fisher.osu.edu/centers/middle-market/national-middle-market-summit/

• Video- http://www.youtube.com/watch?v=zSmDjku-wyc

Annual Middle Market Summit

Events

• ACG Intergrowth Annual Conferenece• President and CEO Executive Conference Series• United Business Media- MM Enterprise Summit- San Antonio

Speaking Engagements

• Middle Market Enterprise Summit• United Business Media- MM Enterprise Summit- New Orleans

Keynote

• GE Works• Council of Supply Chain Management Professionals Global Annual

Conference

Panel Discussions

Events