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 Expert  724802

Expert in Research Joint Ventures, Research Consortia, etc.


Available for your Consulting and Expert Witness Needs

New Zealand
Education Work History Career Accomplishments Consulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert has worked for more than 20 years on business development from research and consultancy perspectives, and as a director of new businesses seeking to expand from start-up stage. He was the private sector representative on New Zealand Trade and Enterprise's Growth Service Funding scheme Panel for seven years, assessing the business development plans of hundreds of high growth, export focused small businesses. Expert has prepared business plans for both young and mature small, high technology companies, and for research institutes, seeking to grow their revenues.
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business development

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business strategy

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small business

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strategic planning

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strategic research planning

Expert established New Zealand's business incubator funding scheme in 2001.

For over 10 years, he has been on the funding panel that assessed all of New Zealand's business and technology incubators seeking Government funding. This has involved viewing full presentations from their managers on their successes, operations to date, strategies and financial plans. Expert has also undertaken an analysis of global best practice with respect to the operation of incubators, and worked on a feasibility study of a proposed business incubator.

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business incubator

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market assessment

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strategic market planning

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technology innovation

Expert has extensive experience in undertaking due diligence for, and reviewing the performance of, industry/government co-funded research consortia. New Zealand has a world-leading model for this type of structure. Expert has undertaken more than 50 relevant due diligence and review assignments, with total multi-year budgets totaling up to NZ$90 million. Terms of reference have typically covered ownership, legal structure, governance, management, operational and financial reporting, co-funding compliance, IP strategy and commercialization, and risk assessment. At times he has worked alongside a technical expert assessing the quality and outputs of the research programmes.
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research consortia

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market feasibility


Show Secondary and Basic Areas of Expertise

Education:
Year   Degree   Subject   Institution  
1969   BA   Economics/politics & sociology/ psychology   University of Waikato  
1980   MA   Industrial psychology   University of Canterbury  
1997   Bachelor of Business Studies   Marketing   Massey University  

Work History:
Years   Employer   Department   Title   Responsibilities

1996 to

 

(Undisclosed Consulting Company)

 


 

Director (founding)

 

Expert founded and manages Expert's Firm in Wellington City, the capital city of New Zealand. His work has involved a major emphasis on due diligence for and reviews of industry research consortia.

1994 to 1998

 

Office of Minister of Finance

 


 

Commercial Advisor

 

Advised Minister on commercial issues affecting nation. Contributed to sale process of major state owned enterprises.

1990 to 1994

 

Deloitte

 

Consulting

 

Senior Consultant

 

He managed and executed a wide range of projects, including international reviews, eg NZ Kiwifruit Marketing Board.

1979 to 1990

 

Development Finance Corporation of NZ

 

Corporate Finance and Venture Capital

 

Ventures Manager

 

1. He managed the strategic planning and industry research function. 2. He provided corporate finance to major companies. 3. He undertook venture capital investment analysis and management.

1985 to

 

(Undisclosed Consulting Company)

 


 

Associate

 

He was seconded to Expert's Firm, Los Angeles for venture capital training. He was involved in due diligence on and structuring of potential venture capital deals.

1971 to 1979

 

Building Research Association

 

Management Research

 

Head

 

He pioneered research into recruitment and labor turnover in the construction industry, and was awarded an ANZAC Fellowship to work in CSIRO in Australia. He then headed up the Management Research Division, which investigated construction safety and economics.


Career Accomplishments:
Associations/Societies

New Zealand Institute of Directors, New Zealand Trustees Association AngelHQ

Professional Appointments

Director, Air Flow Products Limited; Director, LendYour Limited. Member, 2000-2008, Growth Services Funding Panel, New Zealand Trade and Enterprise (assesses proposals for Government funding for capability funding of high growth export companies); Judge, 1998 - present, Wellington Gold Awards (evaluates applications for regional business awards); Former judge of New Zealand Technology Awards (national awards for technology development and commercialisation)

Awards/Recognition

ANZAC Fellowship

Medical/Professional Internships

Worked at Australia's CSIRO (Division of Building Research) during ANZAC Fellowship.


Government Experience:
Years   Agency   Role   Description
2001 to   Foundation for Research, Science and Technology/Ministry of Business Innovation and Employment   Consultant   He was instumental in developing the operating policy for the government's first ever industry research consortium programme. He then undertook the due diligence as a pre-requisite to funding decisions(total government/ industry funding now over $110 million). He subsequently executed 17 operational/ governance reviews of all of the research consortia.
2000 to   New Zealand Trade & Enterprise   (i) National Business Development Manager (ii) Consultant   Expert developed a funding scheme to build the capabilities of high growth export focused companies. He was subsequently the private sector panel member assessing applications' credit risks for up to $500,000 in funding. He also established a business incubator funding programme.
1994 to 1998   Office of Minister of Finance   Commercial Advisor   Expert advised the Minister of Finance on a wide range of commercial subjects, including operations and sale of major state owned assets.
2015 to   Callaghan Innovation   Consultant   A range of projects designed to help Callaghan Innovation reinvigorate a longstanding, brownfield R&D site as an "innovation precinct", including work on a strategic assessment, risks and opportunities and attraction of foreign investment.

Consulting Services:
Selected Consulting Examples:
  • He was instrumental in developing the operating policy for the government's first ever industry research consortium programme. He then undertook the due diligence as a pre-requisite to funding decisions(total government/ industry funding now over $110 million). He subsequently executed more than 30 operational/ governance reviews of all of the research consortia. These assignments involved extensive application of expertise in shareholder agreements, legal structure, governance, management, research contracting arrangements, accounting and administration arrangements, intellectual property strategy and management, technology commercialisation, funding terms and conditions and shareholder entry and exit from the consortia. He also visited the controlling Federal government agency and practical operating institutional examples of analogous Co-operative Research Centres in Australia.
Recent Client Requests:
  • Financial investment expert for start up companies.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1985 to 1985   USA   Expert worked for Expert's Firm, a Los Angeles based venture capital company.
2003 to 2004   Australia   He undertook a review of a major Australian-New Zealand high health vegetable programme (budget $20 million).
1992 to 1992   10 countries - Europe, Canada/USA and Asia   Statutory review of New Zelaand's kiwifruit trading operations world-wide, including assessment of logistics, Treasury, cool storage, wholesaling, retailing, IT and tracking performance.

Market Research:
He has undertaken a number of industry studies or consulting assignments, several of them joint ventures with Deloitte, investigating diverse industries such as advanced materials, nutriceuticals, biotechnology, food & beverage, automotive components, optics, and horticultural products. Consulting assignments in this context have spanned feasibility studies and preparation of business cases/plans.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:
Training/Seminars

1. Expert was the major contributor to a workshop attended by representatives (mostly CEOs) of all of New Zealand's industry research consortia. He addressed the participants on due diligence, operation of research advisory committees and optimising structure and governance. 2.He helped develop and has for several years presented, training workshops on equity investment for SMEs and start ups. He has also talked to industry groups about research joint ventures, and presented a paper to a national economic development forum on join ventures.

Other Skills and Services

Particular skills relate to due diligence into and reviews of industry/esearch joint ventures. This includes due diligence into the establishment of about15 research consortia, and over 30 reviews of these entities - either incorporated or unincorporated joint ventures. These consortia extend across forestry, pipfruit breeding, pastoral genomics, animal disease, greenhouse gas emissions from animals, meat bioactives and ingredients, dairy bioactives, seafood and sustainable construction. This has enabled him to develop an understanding of what constitutes "best practice" in joint venture industry/research structures and operation.


 

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