R5 Limited

Ascent through financial advisement.

R5 Limited can advise you on how to accelerate and manage your organization's growth and development.
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Welcome to R5 Limited

Advisory Services

Strategic Advisory and Enterprise Acceleration

Companies seeking to develop or grow a market have universal needs that are often poorly addressed, resulting in slow progress and potentially business failure.  While inexpensive capital is forefront for every business leader, to be successful, all businesses need to be market-driven.  Thus, market assessment including trends, problem verification and sizing (value of solving the market need), competition and accessibility are key.  R5 advises in these strategic management areas.

Defining human and financial capital requirements, time to market, sales model/channel and partnership are additional areas of R5’s expertise.   

The results of utilizing these types of services are a faster, more direct path to improved growth and profitability.

Business Management Consultancy

R5’s methodology is to craft a business prescription delivered over a long-term relationship that goes well beyond the initial incubation and funding processes.

Funding and Investment

Capital Raising and Corporate Finance

R5 provides early-stage capital, successfully applied and enabled by the entrepreneurial experience of its partners, expertise in due diligence and long-term relationships for capital sources.

Funding sources are accessed through R5’s worldwide funding partners.  R5 Limited arranges both equity and debt financing.  Over the last 15 years, the R5 team has focused its practice in natural resources, infrastructure and technology companies whose technology can be specifically leveraged within our client base. R5 strives to employ technologies with low impact on the global environment.

Mergers and Aquisitions

Along with its global network of associated companies, joint venture partners and industry colleagues, R5 offers its clients a full spectrum of M & A consultancy and advisory services

Fund Sponsorship and Management

R5 Limited actively advises third party investment funds in order to maximize the opportunities presented by the explosion in the global emerging markets, as well as sponsors, manages and administers our own home-grown specialty funds.  

 

Services

Capital Needs

R5 will review your proforma, assess needs and target relevent funding resources to attract the lowest cost capital

Human Resources

Human capital is second only in importance to funding.  R5 will assist in identifying resource and role gaps and assist in identifying individuals with the appropriate knowledge, skills and cultural fit for your management team.

Market Opportunity

Market problems and trends are your organizations opportunity.  R5 will assist in identifying the market needs that your organization can fulfill.

Partnership Opportunity

Product and service success comes down to an understanding of The Market.  Failed attempts are costly.  The rigor of assessment is essential to success in a market.  

Customer experience

Not all areas of an organization are always aligned regarding the qualities of the customer experience.  As a consequence the experience and ultimately the brand is eroded by the lack of alignment across an enterprise.

Supply chain

Supply chain has added complexity in a world with political turmoil coupled with the need to better understand the true cost of goods.

Risk Management

Risk needs to be understood, managed and mitigated across the enterprise.  R5 takes a holistic look as well as drilling down into specific areas of risk.

Brand Management

Okay, so it’s decided to improve the perceptions (brand) currently being generated through business-as-usual.  Where are we spending today, and how do we prioritize our spending to maximize impact on Customer Perception and Customer Experience?

Team

David Dunlap

Managing Partner

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David Dunlap has been active 30+ years as an entrepreneur and business development specialist conceptualizing, launching and growing international companies as both principal and/or adviser. He has also established a number of private equity and carbon funds again either as principal or in an advisory capacity. David has a special expertise in the analysis of business models, value supply chains, risk management, executive team formation and an in-depth understanding of critical macro and micro failure points for early stage companies along with strategic execution and tactics key to client company success. David attended Georgetown School of Foreign Service and the American University Graduate Interdisciplinary Studies Program, School of International Communications-Press, Radio, TV & Film.

Alexandra McOran-Campbell

Partner

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Alexandra McOran-Campbell has been involved in the finance industry for over 25 years. She has worked in senior roles within international financial institutions gaining a vast understanding of alternative asset class investment funds and structured product management. She proves to have special expertise in fund structuring, due diligence procedures, fund raising and exit strategies. Alexandra has significant experience in client management and investment deal-flow process. Alexandra completed her International Business Management studies at the ILSA International College of Southern Africa.

Audrey Peters

Partner

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Audrey is a management consultant specializing in strategic marketing, alliances and business development planning and negotiations.  Through her role at R5 Limited, Audrey has served in interim senior executive positions to assist client companies with business management, planning, strategy, restructuring, executing and marketing. Previously, Audrey held senior management and strategic positions in Fortune 500 companies such as Ashton-Tate, Compaq and IBM.  She has over 30 years experience in the global market technology sectors, including hardware, software, internet and web based application companies (B2B and B2C).  As Vice President of Marketing, Audrey was instrumental in building two companies, one of which was an industry leader acquired by Microsoft, who subsequently incorporated the core database engine into their product MS Office suite. Audrey self-published a primer social media 101 book in 2009: “Social Media Marketing For Small Business” during the early days of new media platform expansions.  It was a guide aimed at helping small businesses navigate this digital new landscape and understand when, what, where and why to engage and how to incorporate their own website messaging. Audrey is a graduate of Queen Mary College, University of London, B.S. (Hons), MA in Marketing, Kingston University U.K. & CIM (Chartered Institute in Marketing – required by most European corporates).  She also holds a current real estate license in CA since 2011 and is active in the Los Angeles and Orange County markets working with investors and consumers.

Murdoch Gillespie

Sr. Partner

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Murdoch W. Gillespie has over 36 years’ experience as an entrepreneur launching and helping new businesses to grow as both a principal and consultant. In 1974, after service as an officer in the British Army, Murdoch emigrated to the United States where he established and managed Triangle Properties, Inc., a developer of warehouses and offices primarily in California. In parallel, with David Dunlap and another partner, he established a highly successful independent business consultancy which structured investment packages to raise finance and venture capital from both institutional and private sources for developing companies. In 1990, after 15 years in the United States, he returned to the United Kingdom where as an angel investor, he gained a reputation for keen business analysis and the translation of disparate business ideas into meaningful financial forecasts and plans. Not only did this lead him into fund-raising for a number of start-up companies but also taking board seats. During this time, he gained a good background in creative structured finance or financial engineering. In 1996 he joined the management team of Impact Capital, a spinoff of PVH Fund Managers Limited, an offshore fund focused on micro and small cap Regulation S investment transactions in the US. As a specialist in analysis with expertise in financial modeling and the creation of strategic business plans, Murdoch’s role was business analysis, the creation of strategic plans and interactive financial models. When Green Ventures International Limited was formed by Managing Partner, David Dunlap, to develop run-of river, hydroelectric projects in Nepal, Murdoch joined the team working closely with the Nepalese and Indian engineers to develop the technical feasibility studies, detailed financial models and strategic plans needed to attract co-venture partners, private and institutional finance. These activities naturally led to a comparison between various renewable energy sectors and an examination of the possibilities of combining these different activities in one location with a view thereby of optimizing the investment and maximizing the returns. Murdoch Gillespie graduated from the Royal Military Academy Sandhurst and served as an officer in the British Army specializing in logistics and civil engineering. Most of his military service was spent in the Far East with H.Q. Land Forces, Hong Kong, the 48th Gurkha Infantry Brigade and the Commonwealth Infantry Brigade in Malaysia, Borneo and Singapore

Jonathan-Joseph Ganjian

Partner

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Jonathan-Joseph is a dynamic and multifaceted entrepreneur and creative professional across the philanthropic and private sectors. In the non-profit arena his areas of focus range from high net worth donor advisement, foundation management, full-scale fundraising management, strategic planning, major & annual giving as well as grant-writing and board governance. His private sector experience ranges from management, marketing and PR advisement for luxury apparel brands, as well as startup and strategic planning alongside diamond and fine art brokerage. Jonathan is also himself a fine artist, producing works in oil and mixed media through J. Joseph Studio. He holds a Bachelor in English Literature from Hofstra University and a Master of Science in Fundraising Management from Columbia University in the City of New York.

Bruce Crager

Special Venture Partner

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Bruce Crager is Managing  Director of Endeavor Management, a management consulting group based in Houston, where he leads the firm’s Offshore, Subsea and Marine Group. His previous positions include Vice President-Subsea at J. Ray McDermott, President and CEO at INTEC Engineering, a consultant to Petrobras America for their deepwater Gulf of Mexico Cascade/ Chinook project, President of ABB Offshore Systems, and was Sr. Vice President of Oceaneering for 13 years with responsibility for Mobile Offshore Production Systems and Subsea Products.  Prior to this, Bruce was Operations Manager for Hughes Offshore/Vetco and a design engineer at Seaflo Systems and The Offshore Company.

Bruce’s 37 years of experience in the offshore oil and gas industry includes both strategic and operational leadership as well as winning and executing projects in excess of $200 million. His expertise includes floating production systems, subsea systems and offshore field development. His industry involvement includes being Secretary to API Subcommittee 17 on Subsea Equipment for 22 years and membership on the Editorial Advisory Board for Offshore Magazine.

He has a BS in Ocean Engineering from Texas A&M University and was selected as a Distinguished Graduate of TAMU’s Zachary Department of Civil Engineering in 2008.  Bruce also has an MBA from the University of Houston, has co-authored 4 patents and has written numerous technical and management articles and is a guest speaker at numerous international industry technology conferences and seminars promoting technology adoption by his industry peers.  Bruce is on the Young Life Board for the Greater Houston Region. and was also an advisory board member to the Proteus Energy Corporation.

Julian Henkin

Sr. Partner

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Julian Henkin is a management strategist with a 35-year career of assisting businesses increase their value and achieve their goals. His expertise is in marketing efficacy, operational efficiency and customer advocacy-building. Julian espouses a business management concept, “touchpoint management”, a methodology to increase customer attraction and retention. Julian’s corporate posts have included the top executive roles in Marketing, Services, Product Management and President/Chief Executive. This diversity of experience provides Henkin with an unusual ability to view businesses and improvement strategies in a cross-functional, holistic way. He has consulted to and worked for both large and small companies, bringing both leadership and insight. Notables include Ask.com (search engine), IntraLinks (cloud-based file and information exchange) and Xerox Corporation. Julian began his career with a clean energy and sustainability focus. He was awarded a degree from the College of Natural Resources at the University of California, Berkeley (Cal). He then worked for the U.S. Forest Service, the California Water Quality Control Board and the western utility company, Pacific Gas & Electric Co., in an energy conservation group. Combining his business skills with an environmental bent, Julian Henkin contributes great insights and operational acumen to R5 Limited and its clients.

Others bios available on request

Partners

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