Introduction to OCO Global and UK Trade Partnership Model

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Presentation transcript:

Introduction to OCO Global and UK Trade Partnership Model June 27th 2019

Michelle Weiss Head of North America Operations, Trade Services T: +1 646 350 3488 M: +1 609 781 2332   524 Broadway, 11th Floor New York, NY 10012

About OCO Global Established in 2001 90+ full time staff     90+ full time staff Experts in Trade and FDI

Services Advisory Lead Generation Managed Services Marketing Services Trade Business Intelligence

Lead Generation Clients FDI and Trade Clients

Overview – Partnership with DIT

DIT partnerships with other key regions

Our Objective To help increase the number of UK companies successfully and sustainably exporting to North America.

What types of companies we support Exporting Experience From 0 – 10+ years Size From $100k – 100m+ revenue Sector Retail, Technology, Financial Services, Creative and Media, Transportation, Food and Drink, etc. Originating UK Region Across the 9 UK regions and Northern Ireland, Scotland and Wales Interest Market Primary interest is in US, but many want to learn about both US and Canada

What services we deliver Business Advisory Services – up to 3 hours of preliminary guidance and advice (free of charge to the UK company) on a range of topics related to exporting and doing business in the US and Canada markets Business Support Services – tailored market research and business development based on a company’s requirements. Chargeable to the UK company at a preferred rate per hour Trade Mission, Meet the Buyer and Trade Exhibition Support – flexible menu of chargeable support for these types of activity, delivered in conjunction with English regional teams

UK Company Customer Journey International Trade Adviser (DIT) UK company seeks support Company populates portal DIT reviews portal submission OCO, search engine, ITA network, events Companies populate a survey Intro to US team member OCO reviews portal submission Intro to OCO or DIT A scoping call will be set up Answer initial ad-hoc questions or determine if further support is required and triage enquiry DIT determines based on a set of criteria if the company should receive support from DIT or OCO Proposal sent to UK company Project kick-off Agreed rate with DIT, submit quote to client for review Once project is signed on, set objectives, milestones and timeline

Highlights over past 18 months Export Wins Logged: 79 Value: £79,614,241 Business Advisory Services Delivered 1,987 hours for 1,179 unique companies Business Support Services 61 completed BSS projects for 60 unique companies

Case Study – UK Medical Device Company Overview: Manufacturer of bespoke products specializing in the management of neurological and musculoskeletal conditions. Their products are a Class 1 medical device approved by the FDA. Objectives: To evaluate the landscape in the US by gaining insight into the medical health and rehabilitation industry To increase awareness of their product by introducing the client to potential partners

Case Study – UK Medical Device Company Phase 1: Market Research Phase 2: Business Development Health Insurance Landscape and Policies Identify prospective partners Overview of Orthotic Industry Identify decision makers Outreach to distributor list Competitive Landscape This template was inserted from Power-user, the productivity add-in for PowerPoint and Excel. Get thousands of templates, icons, maps, diagrams and charts with Power-user. Visit www.powerusersoftwares.com! Size of Market Regional opportunity Growth per product category Size, employees, sales Conditions they treat Top providers Policies Medicad and Medicare Research list included both distributors and end customers - rehabilitation centers and orthotic clinics Full contact details provided – phone, email, address NDA signed with California-based orthotics distributor, ongoing discussions

THANK YOU! Michelle Weiss Head of North America Operations, Trade Services T: +1 646 350 3488 M: +1 609 781 2332   524 Broadway, 11th Floor New York, NY 10012