Method

I achieved a stellar exit by applying fundamental principles that I can help your business to emulate and successfully adopt

  • Secured seed investment from Midven in December 2010, plus further investment in June 2012
  • Developed and iterated innovative digital solutions to meet identified market needs
  • Built and retained a streamlined but high-functioning, motivated and dynamic team of 11 people
  • Expanded beyond the UK into the Canadian market by securing government contracts, and into the US market through channel partnerships, demonstrating future growth potential to prospective acquirers
  • Harnessed data reporting to showcase product efficacy to customers and maximise perceived value
  • Established an exceptional track record of customer retention and contract renewals
  • Applied tight cost control to preserve cashflow and maximise EBITDA and hence exit value
  • Engaged specialist M&A advisors and worked closely with them to generate competitive tension
  • Acquired by LifeWorks, a publicly traded Canadian company, in January 2022 – then became part of TELUS, a major Canadian conglomerate, through its acquisition of LifeWorks in September 2022