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

2. Michelle Weiss
Head of North America Operations, Trade Services
T:  M:
524 Broadway, 11th Floor
New York, NY 10012

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

4. Services Advisory Lead Generation Managed Services Marketing Services
Trade
Business
Intelligence

5. Lead Generation Clients
FDI and Trade Clients

6. Overview – Partnership with DIT

7. DIT partnerships with other key regions

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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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
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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, , address
NDA signed with California-based orthotics distributor, ongoing discussions

15. THANK YOU! Michelle Weiss
Head of North America Operations, Trade Services
T:  M:
524 Broadway, 11th Floor
New York, NY 10012