The Situation

I was recruited by the new CEO of this Fintech to form part of his 4 person turn-around team (others being Head of Legal and the COO). The firm developed its software in Oslo and sold to clients from its Dubai office. The Head Office was in London.

The aim was to improve the firm’s revenue by enhancing its core products and selling to new clients in the Middle East, Indian sub continent and the far east.

This would enable the P/E house to sell the firm.

The Task

To develop the management layer of the company.
To help the Finance Director to build a meaningful 5 year plan.
To identify, and resolve, the problems in the Dubai sales team
To support the CEO in identifying potential buyer of the company
To coach the Product manager, enabling him to create a product roadmap and detailed product designs

The Action / Approach

Coached the Finance Director to produce a 5 year financial plan
Worked with Rothschilds Bank to identify new investors.
Wrote the business strategy for the investors Coached the head of sales in Dubai to identify appropriate prospects and partners.
Developed key partnerships (eg Mastercard, Earthport) and owned two major sales opportunities.
Work with the purchaser of the firm to build their own business case

The Result

We enabled the P/E house to sell the firm to an investor in Dubai

Relevant Business Perspectives

Practice