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Accelerating Your
        Business Growth
        ... And Sustaining It
                                                                                 STRATFORD




             Corporate Overview




                                                                                 MANAGERS    CORPORATION




Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                             1
Introducing Stratford Managers
                                                                 The path to accelerating business growth

             • A multi-discipline management services firm:
                           – Corporate Strategy
                           – Business Planning
                           – Sales
                           – Marketing
                           – Finance
                           – Professional Services
                           – Intellectual Property
             • “Top-gun” executives with creative solutions
             • Hands-on managers – more than consultants
             • Accelerate individual and business performance



Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                              2
The Stratford Managers Team


                                                      Jim Roche                             Norm Paquette
                                                      President & CEO                       VP of Finance and CFO
                                                      –Corporate Strategy practice          –Seasoned CFO and board member
                                                      –Serial entrepreneur                  –6 M&As, IPO and financing
                                                      –Served on 25 private/NFP boards      –Chartered Accountant


                                                       Joe Connelly                         Doug Michaelides
                                                       VP of Sales                          VP of Marketing
                                                       –Built global sales organizations    –25 years in ICT sector
                                                       –Strategic account development       –Global marketing experience
                                                       –CRM implementation                  –Businesses in transition


                                                       Kurt Weber                           Natalie Giroux
                                                       Director of US Sales                 VP of Intellectual Property
                                                       –Technology sales expert             –Extensive IP strategy experience
                                                       –Key account management              –Chief Scientist with 18 patents
                                                       –Global sales & channel experience   –Traffic engineering expert




Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                                                  3
New Challenges
                                                                     At every stage of the business lifecycle



                                                    Start-up                     Growth   Maturity   Decline           Rebirth




                                                                                                                        Death




                                                      ••financial controls government programs) • salesforce/channel acquisition
                                                        • financialstrategy
                                                        portfolio controls
                                                        raising funds (incl.
                                                          portfolio strategy                ••channel • lead customer rationalization
                                                                                              • portfolio rationalization
                                                                                                financingstrategy
                                                      ••supply management
                                                        • supply management
                                                        building business case
                                                          M&A                               ••project management effectiveness
                                                                                              • intellectual property rationalization
                                                                                                   • intellectualselection
                                                                                                        • board property
                                                                                                turn-around/wind-down monetization
                                                      ••offshoring
                                                          downsizing
                                                        portfolio strategy
                                                        market penetration                  ••organizational designproperty protection
                                                                                                   • R&Dintellectual
                                                                                                        • effectiveness
                                                                                                turn-around strategy
                                                      • M&A propositions
                                                        value
                                                        brand awareness                     • talent management
                                                                                                   • professional services diversification
                                                      • return on asset optimization
                                                        sales tools
                                                        lead generation                     • Intellectual property strategy
                                                      • key account strategy                • corporate governance
                                                      • financing/IPO                       • strategic partnerships
                                                      • financial controls                  • customer service strategies


Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                                                               4
Stratford Managers Can Help

                                                                                 •   Experienced at all stages of business cycle

                                                                                 •   Specialize in businesses built on innovation

                                                                                 •   Better results individually and for the business

                                                                                 •   High-performance senior managers “embed”

                                                                                 •   Advisory role or lean-in with operational support

                                                                                 •   Virtual bench strength as situation demands

                                                                                 •   Of interest to executives, investors and board




Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                                                           5
Multi-Discipline Approach
                                                                      Corporate       Business        Sales           Marketing    Finance         Intellectual
                                                                      Strategy        Planning                                                     Property

         Advice
                                                                      • Accelerate personal and organizational performance
            • Executive Advisory
              Services                                                • Issue-oriented and wider range of topics (strategy, planning, process, leadership, etc.)
                                                                      • Twice monthly individual or cross-functional team engagements

         Analysis                                                     • Address persistent challenges and assess new opportunities to drive performance
                                                                      • Benchmark, identify gaps (products, processes, people) and evaluate interactions
                                                                      • Detailed report with targets, timelines and metrics

         Planning                                                     • Specific initiative or entire business plan
                                                                      • Structured process that creates clarity and commitment
                                                                      • Documented Critical Success Factors (CSFs) with supporting actions

         Operational Projects                                         •Augment team skills with embedded, results-oriented Stratford Managers executive
            • Jumpstart
            • Acceleration                                            •Jumpstart priority projects: NBOs, new markets, campaigns, financing, M&A, etc.
            • Interim Management                                      •Accelerate implementation and achievement of targets



Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                                                                                     6
Stratford Managers Services

                                                                                    Sales       Marketing
                                                                                 Acceleration   Campaigns
                                                                                                             Financial
                                                                Business                                    Operations
                                                                Planning                                     and Due
                                                                                                             Diligence


                                                                                                                      Intellectual
                              Management
                                                                                                                       Property
                              Effectiveness                                                                          Management




                        Executive                                                                                         Embedded
                                                                                          Business
                        Business                                                                                           Executive
                       Counseling
                                                                                        Performance                       Resources




Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                                                         7
Some Recent Clients


                              TrueContext




                  Innovative ICT, professional services, software and not-for-profit companies


Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                         8
Client Experiences

             Manages an ultra high-speed network for research and big                       Designs and manufactures digital cameras for industrial,
             science across Canada and around the world.                                    scientific, security, and astro applications.

             “Stratford Managers Corporation . . . assist in developing                     “Jim and the team at Stratford Managers Corporation . .
             a new comprehensive and multi-faceted communications                           .provid(e) advice and experience that is directly relevant to
             strategy, a concrete action plan, and tailored products                        what we do. By leveraging their experience and
             which are helping to rebrand CANARIE . . . They quickly                        backgrounds we’ve improved financial performance and
             understood our needs, delivered solutions, and helped us                       focus within key organizational areas. . . it’s backed up by
             implement our plan.”                                                           a . . . track record in leading and growing high tech
                                                                                            companies.”

                                        Guy Bujold, President and CEO                                       Huw Leahy, President




             A global software consultancy that helps companies create                      The preeminent provider of information services, consulting,
             successful products.                                                           and software to manage technology and intellectual property.

             The Stratford approach to business growth allows them to                       “We contracted with Stratford Managers for their
             cover all angles from the start and get to results lightning                   assistance in . . . creating our new corporate identity and
             fast. With Stratford you work with a team who have been                        market launching the new company. The diligence and
             there and done it. I would recommend without hesitation                        expertise . . . were incredibly valuable, enabling UBM
             Stratford Managers to any business serious about their                         TechInsights to meet our tight launch schedule. . . . the
             development and growth.                                                        success of this campaign was greatly assisted by . . .
                                                                                            Stratford Managers Corporation.”


                                        Fred Boulanger, CEO                                                 Harry Page, CEO




Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                                                                              9
Summary
                                                   An Unconventional Management Consulting Firm


             • Experienced senior executives

             • Multi-discipline approach

             • Advice & hands-on management

             • Flexible engagement model

             • Clarity, confidence and creativity

             • Accountable for results

             • Ready to start




Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                    10
Thank-you
                                                                                 STRATFORD




                www.StratfordManagers.com

                60 George St., Suite 205
                Ottawa, Ontario
                K1N 1J4
                                                                                 MANAGERS    CORPORATION
                Canada
                613 288 2688



Confidential. Copyright © Stratford Managers Corporation. All rights reserved.                             11

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Stratford Managers Presentation

  • 1. Accelerating Your Business Growth ... And Sustaining It STRATFORD Corporate Overview MANAGERS CORPORATION Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 1
  • 2. Introducing Stratford Managers The path to accelerating business growth • A multi-discipline management services firm: – Corporate Strategy – Business Planning – Sales – Marketing – Finance – Professional Services – Intellectual Property • “Top-gun” executives with creative solutions • Hands-on managers – more than consultants • Accelerate individual and business performance Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 2
  • 3. The Stratford Managers Team Jim Roche Norm Paquette President & CEO VP of Finance and CFO –Corporate Strategy practice –Seasoned CFO and board member –Serial entrepreneur –6 M&As, IPO and financing –Served on 25 private/NFP boards –Chartered Accountant Joe Connelly Doug Michaelides VP of Sales VP of Marketing –Built global sales organizations –25 years in ICT sector –Strategic account development –Global marketing experience –CRM implementation –Businesses in transition Kurt Weber Natalie Giroux Director of US Sales VP of Intellectual Property –Technology sales expert –Extensive IP strategy experience –Key account management –Chief Scientist with 18 patents –Global sales & channel experience –Traffic engineering expert Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 3
  • 4. New Challenges At every stage of the business lifecycle Start-up Growth Maturity Decline Rebirth Death ••financial controls government programs) • salesforce/channel acquisition • financialstrategy portfolio controls raising funds (incl. portfolio strategy ••channel • lead customer rationalization • portfolio rationalization financingstrategy ••supply management • supply management building business case M&A ••project management effectiveness • intellectual property rationalization • intellectualselection • board property turn-around/wind-down monetization ••offshoring downsizing portfolio strategy market penetration ••organizational designproperty protection • R&Dintellectual • effectiveness turn-around strategy • M&A propositions value brand awareness • talent management • professional services diversification • return on asset optimization sales tools lead generation • Intellectual property strategy • key account strategy • corporate governance • financing/IPO • strategic partnerships • financial controls • customer service strategies Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 4
  • 5. Stratford Managers Can Help • Experienced at all stages of business cycle • Specialize in businesses built on innovation • Better results individually and for the business • High-performance senior managers “embed” • Advisory role or lean-in with operational support • Virtual bench strength as situation demands • Of interest to executives, investors and board Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 5
  • 6. Multi-Discipline Approach Corporate Business Sales Marketing Finance Intellectual Strategy Planning Property Advice • Accelerate personal and organizational performance • Executive Advisory Services • Issue-oriented and wider range of topics (strategy, planning, process, leadership, etc.) • Twice monthly individual or cross-functional team engagements Analysis • Address persistent challenges and assess new opportunities to drive performance • Benchmark, identify gaps (products, processes, people) and evaluate interactions • Detailed report with targets, timelines and metrics Planning • Specific initiative or entire business plan • Structured process that creates clarity and commitment • Documented Critical Success Factors (CSFs) with supporting actions Operational Projects •Augment team skills with embedded, results-oriented Stratford Managers executive • Jumpstart • Acceleration •Jumpstart priority projects: NBOs, new markets, campaigns, financing, M&A, etc. • Interim Management •Accelerate implementation and achievement of targets Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 6
  • 7. Stratford Managers Services Sales Marketing Acceleration Campaigns Financial Business Operations Planning and Due Diligence Intellectual Management Property Effectiveness Management Executive Embedded Business Business Executive Counseling Performance Resources Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 7
  • 8. Some Recent Clients TrueContext Innovative ICT, professional services, software and not-for-profit companies Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 8
  • 9. Client Experiences Manages an ultra high-speed network for research and big Designs and manufactures digital cameras for industrial, science across Canada and around the world. scientific, security, and astro applications. “Stratford Managers Corporation . . . assist in developing “Jim and the team at Stratford Managers Corporation . . a new comprehensive and multi-faceted communications .provid(e) advice and experience that is directly relevant to strategy, a concrete action plan, and tailored products what we do. By leveraging their experience and which are helping to rebrand CANARIE . . . They quickly backgrounds we’ve improved financial performance and understood our needs, delivered solutions, and helped us focus within key organizational areas. . . it’s backed up by implement our plan.” a . . . track record in leading and growing high tech companies.” Guy Bujold, President and CEO Huw Leahy, President A global software consultancy that helps companies create The preeminent provider of information services, consulting, successful products. and software to manage technology and intellectual property. The Stratford approach to business growth allows them to “We contracted with Stratford Managers for their cover all angles from the start and get to results lightning assistance in . . . creating our new corporate identity and fast. With Stratford you work with a team who have been market launching the new company. The diligence and there and done it. I would recommend without hesitation expertise . . . were incredibly valuable, enabling UBM Stratford Managers to any business serious about their TechInsights to meet our tight launch schedule. . . . the development and growth. success of this campaign was greatly assisted by . . . Stratford Managers Corporation.” Fred Boulanger, CEO Harry Page, CEO Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 9
  • 10. Summary An Unconventional Management Consulting Firm • Experienced senior executives • Multi-discipline approach • Advice & hands-on management • Flexible engagement model • Clarity, confidence and creativity • Accountable for results • Ready to start Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 10
  • 11. Thank-you STRATFORD www.StratfordManagers.com 60 George St., Suite 205 Ottawa, Ontario K1N 1J4 MANAGERS CORPORATION Canada 613 288 2688 Confidential. Copyright © Stratford Managers Corporation. All rights reserved. 11