Strategic Advisory and Enterprise Acceleration
Companies seeking to become a new entrant into a market or to grow and develop in a current market have standard needs that are often poorly managed, resulting in slower progress and potentially business failure. While inexpensive capital is forefront for every business leader, to be successful, all businesses need to be market-driven solving problems that are urgent, pervasive and for which customers are willing to pay. Thus, market assessment including trends, problem verification and sizing (value to solve), competition and accessibility are key. R5 advises in these strategic product management issues.
Defining human and financial capital requirements, time to market, sales model/channel and partnership (development or channel) opportunities are other areas of R5’s expertise.
The results of utilizing these types of services are a faster, more direct path to improved growth and profitability.
Specific capability and expertise brought to our clients under the umbrella of Strategic Advisory and Enterprise Acceleration services include the analysis and management of:
- Capital needs and potential funding sources
- Human resources (human capital, management team)
- Market problems, trends
- Partnership/Outsourcing opportunities – including joint venture, M&A and international expansion
- Customer lifecycle, including customer satisfaction/advocacy
- Supply chain
- Brand development/re-alignment
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. Services include:
- Corporate and business development services
- Marketing strategy, planning and execution
- Interim senior management
- Executive team evaluations and candidate fulfillment support
- Industry/market due diligence
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 & Acquisitions
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 including:
- long term planning and strategic alliances
- joint ventures and consortium arrangements
- technology and intellectual property transfers and exchanges
- post-acquisition integration support
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. We traditionally invest in both public and private companies with each investment fulfilling a number of stringent criteria relative to liquidity issues and exit strategies to maximize overall capital preservation and appreciation.
“They have an intense focus on people, seeing potential instead of limitation. In fact, one of the principals stepped in with a personal bridge loan when we were in a tight cash flow crunch-that exemplified their spirit to us."
John Domenech, President and COO
R5 has deep relationships in the “Military Complex". This can be leveraged with our clients to further their growth goals into the defense industry. Specific capabilities that can be leveraged by our clients include:
- Cyber defense
- Military technology sales and acquisition
- Military supply logistics
- Military supply infrastructure
- Partnership development with defense technology firms both domestically (USA) and Internationally
In order to enhance portfolio company management, as well as oversight, R5 Limited may seek to obtain a board seat in its portfolio companies. As such, either an R5 partner or a funding partner with particular expertise can fulfill a Board of Directors or Advisory Board seat with a company into which R5 has invested.
Over time, R5 has built a team of competent individuals with long-term reputations for their knowledge, skills, past successes and an ease to work with. We enjoy working with our teammates and our clients. We and our clients respect one another for the intellectual capital, unique experience and work ethic that we each embody.
Kenneth Miller (1952 – Aug. 2021)
ChairmanWith sadness and condolences, the R5 Limited team honors Kenneth Miller. Obituary: https://www.dignitymemorial.com/obituaries/falls-church-va/kenneth-miller-10315375
Managing PartnerDavid 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.
PartnerJulian 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.
PartnerAlexandra 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.
Jonathan Joseph Ganjian
PartnerJonathan-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.
PartnerAudrey 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 W. Gillespie
Senior PartnerMurdoch 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.
Special Venture Partner
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.
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