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Progressive IntelligencePartners in Achievement
USA • UK • INDIA
Trusted Advisory Services
February 2013
Osborne Clarke &Progressive Intelligence
Private & Confidentialosborneclarke.com
www.piplinc.com 1
Introduction
In today's environment the need to have trusted advisors that can add demonstrable value to a transaction or bring a troubled program "back on track" has never been more important.
The ability to also translate know-how and expertise into specific lessons learned to maintain compliance and avoid pitfalls is extremely vital.
Osborne Clarke and Progressive Intelligence have pioneered a "trusted advisory" proposition to achieve the above objectives for its clients, which has been refined over a number of years' of collaborative work across numerous clients.
"Pragmatic and business focussed…"
"Dependable and intelligent“
The Legal 500
“Adept at identifying critical business issues …”
“Commercially astute and pragmatic”
KPMG International
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Our Engagement Models
We are engaged by clients to work for them in a number of different ways:
1.Training
2.Trusted Advice
3.Dispute mediation and pre-litigation management
4.Thought leadership, strategic vision, business transformation
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Training
Our training modules consist of:
1. Fundamentals of a commercial contract
2. Commercial drivers and their implications
3. Operationalisation of legal terms and conditions
4. Negotiation approaches and tactics
5. Mitigation and management of risk
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Trusted Advice
Our clients benefit from our hands-on engagement and a range of skills:
1. Independent and informed counsel on transactions management
2. Opportunity recognition and creation of “win-win” propositions
3. Foresight, cross-functional know-how, industry expertise, and global awareness
4. Development of strategy, business case, roadmap, and execution plans
5. Enterprise risk management, success factors and capabilities evaluation
6. Governance and performance assurance
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Dispute Mediation
We are proficient in contract compliance verification and validation mechanisms:
1. Program Governance: Transparency, accountability and alignment
2. Strategic Partnership: Shared objectives, proactive monitoring, joint decision making
3. Performance Management: Achievement of targets for measurable KPIs
4. Management Assessment: Development of core competencies and capabilities
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Thought Leadership
We add value in established and mature business scenarios through:
1. Assistance in turning around under-performing business units
2. Strategy and operations planning for expansion or consolidation
3. Commercial deal structures for JVs and spin-outs
4. Exploiting existing under-utilized or dormant assets
We increase the value of new business investments through:
1. Strategy for re-vectoring the business
2. Operational streamlining and scale-up (scale-down)
3. Consolidation of intellectual property (IP)
4. Leveraging IP for capital or revenue opportunities
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Unique Value Proposition
Our credentials demonstrate 6 key differentiators:
1. Past tenures with direct engagement on deals of US $50m - $1bn+
2. Successful management of complex deals with multiple stakeholders
3. Skills in multi-tiered governance for accountability and risk mitigation
4. Deep domain expertise in information technology and telecommunications
5. Know-how of domestic and cross-border regulatory compliance
6. Extensive experience in global strategic partnerships
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End-to-end Engagement
We remain committed throughout the lifecycle of our clients’ transactions:
1. Due diligence prior to incurring significant costs or making an investment
2. Incisive risk assessment of business plans and validation of cost projections
3. Hand-holding through transition and execution of transformation roadmap
4. Identification of new opportunities to create value and capabilities to realise them
5. Monetisation of intellectual property embedded in dormant assets
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Experience
Sector Size Client
TelecomMobile Satellite Telephony
$250M investment in Technology;80% sold & leased back;$4M revenues in Yr1;
$200M revenue share over 10 years
Operating BoardGlobal $4.5B start-up
ServicesIT Outsource
$50M investment in JV;$150M valuation in 4 yrs;
40% higher P/E ratio
Executive BoardInt’l Division Fortune 100
ServicesCustomer Relationship
Management
$12M buyout of Business;2x growth in 3 yrs;
30% improvement in margins
Executive BoardMilan SME
TechnologyMobile Voice Encryption
$5M funding for Scale-up;50% higher price/share;
6 patents; FIPS certification
Executive BoardLondon SME
TechnologyApplication Streaming
$3M investment in Controlling Stake;40% lower price/share
Largest ShareholderSilicon Valley SME
IT ServicesPost-M&A business
Integration
$15M investment, minority stake;Entry into IT Services;
$5M added revenue 1st year
Executive BoardTelecom & IT SME
US Federal Govt.IT Strategic Planning
$50M Strategic roadmap for global content management
US Dept of DefenceSupplier Leadership
Healthcare ServicesTechnology Acquisition
$100M program - technology platform and services for healthcare services
Executive Board“Newco” partners
High
Low
HighLow Complexity
Bus
ines
s B
enef
it
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Pricing
We understand the need for price certainty from our private sector clients.
We aim to deliver innovative pricing models that meet this requirement, which can include:
• Capped fees
• Fixed fees
• Blended rates
• Deferred payment to assist with cash flow
"Professional service, commercially aware advice and willingness to adapt legal processes"Chambers UK, 2009
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Biographies
Dr. Sanjeev B. AhujaManaging Partner, Progressive Intelligencet +44 7785 [email protected]
Sanjeev is the Managing Director of Progressive Intelligence Limited, a business strategy and operations consultancy with offices in the US, UK and India. He launched its trusted Advisory practice in 2004, to assist investors and management boards of his clients to address business transformation challenges.
Over the last 25+ years, Sanjeev has worked and invested across diverse industry sectors. He serves on the Boards of hi-tech start-ups and takes on CxO roles to lead large-scale business and operational transformation programs. Sanjeev also conducts operations due diligence on behalf of VC and PE firms, assessingthe risk and upside of acquiring under-performing businesses. He is experienced at post-merger consolidation plans and creating roadmaps to re-vector a business and its value proposition.He has vast experience and know-how in the telecom sector, having previously served as CIO and VP Operations for a $4.3B mobile satellite communications firm.
John is a commercial outsourcing and information technology specialist with over 20 years experience. He joined Osborne Clarke earlier this month, having previously spent the last 8 years managing the commercial, technology and telecoms group at Stephenson Harwood. John has a diverse practice which also includes exposure to Middle Eastern markets in the United Arab Emirates, Qatar and Saudi Arabia.
John structured and devised the UK's first Sharia'h compliant outsourcing which was to set up the UK's first dedicated Sharia'h compliant insurer, Principle Insurance Holdings, and set up an innovative on-line portal which handles all of the UK's routine road traffic accident claims.
John's team at Stephenson Harwood won the National Outsourcing Association's Outsourcing Advisor of the Year award in 2009 and were shortlisted for the same award in 2011.
John Buyers Partnert +44 20 7105 [email protected]
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Osborne Clarke overview
• Osborne Clarke is a leading international law firm in its chosen sectors
• We have strength in depth and breadth, with over 700 staff including 130+ partners, together with an additional 300 lawyers throughout Europe and the US
• We are a full service law firm with practice areas covering:
"The firm impresses clients with its 'national presence' and high quality of advice"
Chambers UK
• Business transactions (private equity, financial institutions, M&A/corporate finance, commercial)
• Litigation (construction, real estate, IP, insolvency and restructuring, and commercial
• Projects, real estate and finance
• Advisory (employment, pensions, tax and competition)
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Osborne Clarke Germany
Osborne Clarke UK
Osborne Clarke Spain
Osborne Clarke Italy
Through a network of 'best friends' we extend our reach across the globe, particularly in North America, EMEA & Asia Pacific. We have worked closely on matters with like-minded firms (normally experts in our key sectors) in many countries.
Our global network
• Barcelona
• Brescia
• Bristol
• Cologne
• London
• Madrid
Osborne Clarke International
• Milan
• Munich
• Padua
• Rome
• Thames Valley
• Silicon Valley, USA
Global 'Best Friends' Network
A major international organisation with a global track record of deals, cases and transactions.
We have offices in:
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What the market says about us
"Where most rivals would like to be in terms of market presence, technical expertise and premium mandates…"The Legal 500
"Professional service, commercially aware advice and a willingness to adapt legal processes"Chambers UK
"This firm continues to secure its position in leading the pack"Chambers UK
Progressive IntelligencePartners in Achievement
USA • UK • INDIA
Thank you
