The Global Advantage

Connecting to global marketsPřipojení na globální trhyRaccordement aux marchés mondiauxVerbindet Sie mit weltweiten Märktenсоединяет Вас с международным рынком连接您和全球市场御社をグローバル市場へおつなぎします

COMPANY INFORMATION

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MISSION STATEMENTGlobal Strategy’s mission is to generate value and revenue growth for clients by creating actionable business development and market research solutions in a timely, cost-effective, and professional manner.

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COMPANY INFORMATIONBusiness Consulting services in Open Innovation, Business Development, and

Market ResearchEstablished May 3, 2001Structure Privately-held CorporationLocation 2860 S. River Road, Suite 460, Des Plaines, IL 60018 USA

23 Alafaya Woods Blvd., # 146, Oviedo, FL 32765 USA

Principal David A. Warar, CEOEmployees 8Affiliations Association of Strategic Alliance Professionals

Association of University Technology ManagersBioFlorida Chicago Council on Global AffairsFlorida Foreign Trade AssociationGlobal Consulting NetworkiBIOInternational Trade Association of Greater ChicagolandLicensing Executives SocietyOrlando, Inc.Strategic and Competitive Intelligence ProfessionalsWorld Trade Centers Association 4

CONSULTING SERVICES

Open Innovation• IP Acquisition• Product Marketing• R&D Collaboration• Technology Licensing

Market Intelligence• Benchmark Analysis• Competitive Intelligence• Market Research• Technology Assessment

Market Development• License | Joint Venture• Investment | M&A• Startup | Expansion• Strategic Partnering

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• Global Strategy consultants generate customized market development strategies for clients following in-depth analysis of all key variables associated with successful market entry and market building strategies, including: – Market Size and Segments– Target Customers– Competitive Landscape– Legal and Regulatory– Mode of Entry– Barriers to Entry– Distribution and Marketing

• Our insight and analysis can be an important component of a successful business model, through the delivery of knowledge and tools to implement effective market development strategies.

MARKET DEVELOPMENT SOLUTIONS

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OPEN INNOVATION SOLUTIONS• As experts in product, technology, and company search, we focus

on the formulation and implementation of unique business development strategies that create opportunities for diversification, risk minimization, and reduction of investment in resources and time.

• We creatively construct mechanisms for our clients to achieve these goals through the following: − Joint Venture− License / Technology Transfer− M&A / Equity Investment− Partnering− R&D Collaboration− Distribution / Marketing

• Our proven experience helps clients retain a focus on core competencies and/or successfully diversify into new products, technologies, and markets.

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MARKET INTELLIGENCE SOLUTIONS

• Market research, competitive intelligence, and business information are generated through primary and secondary research, then verified and analyzed by our senior staff members.

• All aspects of each assignment are fully customized to the needs of the client. Analytical reports containing value-added, actionable business intelligence are produced, containing information on:

− Applications and Markets − Competitors and Company Profiles− Disruptive Technologies− Intellectual Property− Product Life Cycles− Sales and Marketing Networks− Supply Chain / Distribution− Trade Regulations

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OUR APPROACH

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STRUCTURED ANALYTICAL PROCESS

Market Research Feasibility study to determine market opportunities

AnalysisGain deep insight on all factors necessary to achieve market success

Strategy FormulationBuild the right strategies for the right markets

Strategy ImplementationExecute the strategies to achieve sustainable, long-term success

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METHODOLOGY

• Global Strategy identifies, analyzes and generates actionable information on commercial opportunities and business intelligence, including new technologies and markets, emerging companies, and R&D pipelines.

• Our expertise is in accurately obtaining and verifying information on business opportunities that are under the radar (difficult to detect by conventional means) in developed and emerging markets worldwide.

• We provide clients with the knowledge and opportunity to act on strategic information prior to its wide-spread dissemination and to execute alliances with a first-mover advantage through: Global Strategy proprietary information networks and databases Industry contacts of our Global Consulting Network members located in

over 65 developed and emerging markets; Custom-developed personal relationships with key executives at

corporations, emerging companies, universities, and technology clusters; Unique access to financial organizations including VC and equity

investment groups, and funding sources for emerging technologies.

under the radar

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Information and Technology Sources standard coverage

Global Strategyunder the radar

source coverage

Startups and Spinoffs ●

Funding Organizations ●

Global Consulting Network Contacts and Information Networks in 65+ countries

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Worldwide Industry Contacts + Networks and Proprietary Tools and Information Products

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Emerging Markets ●

Incubators and Technology Clusters ●

Research Institutes and Universities ●

Companies and Industry Contacts ● ●

Conferences and Trade Events ● ●

Databases and Directories (Subscription) ● ●

Publications ● ●

Government Sources ● ●

Trade Associations ● ●

Standard coverage

Global Strategy value-added coverage

TRACKING EARLY-STAGE INNOVATION

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We formulate and implement proactive, business strategies through product, technology, and partner search, market entry/development services, and generating, analyzing, and reporting primary market research and business intelligence.

Global Strategy’s targeted TOPTECH methodology provides clear strategy direction and partner selection from the variety of possible partnering arrangements (i.e. distribution, license, joint venture, M&A, company start-up, etc.) based on objective criteria:

− Propose, evaluate and rank the possible strategies for each market;− Identify potential partners and their products, technologies, & services;− Perform SWOT analysis of the companies, products, and markets;− Select partner candidates which best-fit your requirements;− Screen selected companies against mutually-established criteria;− Qualify their interest and capability in partnering with your company;− Assist with discussions, meetings, contract review and closing deals.

TOPTECH METHODOLOGYOverview

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TOPTECH METHODOLOGY

Phase I

Research, Identify and Evaluate Targets

Phase 2

Contact, Screen and Submit Opportunities

Strategize, Negotiate and Conclude the Deal

Phase 3

• Approach, evaluate and screen organization through targeted contacts and meetings

• Determine best fit to partnering criteria

• Profile and submit detailed information on qualified targets: Company profile Products/technologies Market position Sales & distribution Financial strength IP portfolio Form of cooperation

• Perform primary and secondary research on markets and companies

• Generate and analyze data on optimal target markets, organizations, products + technologies

• Utilize proprietary TOPTECH analytics to develop a continuously updated, customized database of contacts

• Select and rank the most synergistic partner and product candidates

• Develop a short list of the most synergistic opportunities

• Formulate a customized action plan

• Structure and implement deal strategies

• Facilitate discussions and information exchange

• Lead negotiations

• Perform due diligence

• Review agreements

• Finalize deals

DEAL

Post-Deal Support

• Assist with conflict resolution, performance review, contract re-negotiation, and related sales management functions

Phase 4

Our quantitative methodology is proven to lead to successful, long-term partnerships.

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Industry Knowledge Contacts Networks

Industry Knowledge Contacts Networks

Global Business Expertise

Global Business Expertise

Our Value-added Services• Reduce Risks of Market Entry

• Provide deep insight into market opportunities• Mitigate risks of uninformed decisions• Formulate and implement customized go-to-market

strategies • Improve Speed to Market

• Discovery and validation of “under the radar” business opportunities

• Provide first-mover market advantage• Facilitate local contacts and understanding of business

practices to enhance efficiencies• Enable Cost Savings and Transparency

• Provide access to local cost structures• Retain transparency and accountability in international

markets via our network partners• Bridge Insights, Innovation and Commercialization

• We utilize proprietary open innovation, partnering and information tools to empower clients with deep market knowledge and unique business opportunities

Our Value-added Services• Reduce Risks of Market Entry

• Provide deep insight into market opportunities• Mitigate risks of uninformed decisions• Formulate and implement customized go-to-market

strategies • Improve Speed to Market

• Discovery and validation of “under the radar” business opportunities

• Provide first-mover market advantage• Facilitate local contacts and understanding of business

practices to enhance efficiencies• Enable Cost Savings and Transparency

• Provide access to local cost structures• Retain transparency and accountability in international

markets via our network partners• Bridge Insights, Innovation and Commercialization

• We utilize proprietary open innovation, partnering and information tools to empower clients with deep market knowledge and unique business opportunities

VALUE PROPOSITION

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OUR BUSINESS MODEL

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BUSINESS MODEL

• Our holistic approach to business development creates unique and superior value by customizing our deep experience, knowledge and processes to formulate and implement the correct strategies.

• Research, evaluate, design and implement proactive business and go-to-market plans targeted to client’s needs and focused on markets with the greatest ROI potential.

• Business development consulting services are provided on a fee plus success basis, while market research and business intelligence assignments are provided on a fixed-fee basis.

• We tailor the fee + success structure to meet the budgetary requirements of all types of clients, including emerging and established companies, research institutes, government agencies, and other organizations.

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FEE STRUCTURE

Project Fee

M&A Commission

[Lehman Formula]

Project Fee

Sales Commission 

Project Fee

Commission 

Targeted primary research focused on actionable intelligence

Project Fee

Customized market entry strategy formulation and implementation

+

Marketing Partner Search

Proactive product, technology and 

innovation sourcing

+Success Fee

and/or and/or and/orSuccess Fee Success Fee

M&A Search

Market Intelligence Market Development Open Innovation

Flexible design meets your budget:• Project Fee• Success Fee• Commission

+

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WHY GSI

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MINIMIZE RISKFailed Marketing• A Japanese functional food company failed in its

US market entry due to lack of market research and poor marketing ► wrong pricing, packaging, placement, and product

Failed Partnering• A U.S. company, without proper due diligence,

chose a European company as a key distribution partner. The company failed to achieve minimum sales in year 1 ► wrong partner

Failed Strategy• A European company assumed its lead product,

a success in the U.S., would be just as successful in international markets. It was a failure in emerging countries ► wrong strategy

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INDUSTRY EXPERTISE

Advanced ManufacturingAdvanced Manufacturing

Chemicals + MaterialsChemicals + Materials

Clean Tech + EnergyClean Tech + Energy

Food + BeverageFood + Beverage

Health + NutritionHealth + Nutrition

Life Science + BiotechLife Science + Biotech

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GLOBAL EXPERTISEThe Global Consulting Network, founded in 2003 by Global Strategy, is a group of independent consulting firms providing international business development and market intelligence services to clients.Member companies operate in 65+ countries in Advanced Material, Chemical, Clean Tech, Consumer Goods, Energy, Environmental, Food & Beverage, Health & Nutrition, IT, Life Science, Medical, and other sectors.

Locations:North AmericaLatin AmericaEuropeMiddle East AfricaAsia-Pacific

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MARKET STRATEGY EXPERTISEAssisting clients in navigating the international market entry maze

1. Determine your competitive advantage2. Conduct detailed market analysis

• High growth prospects• Fewer barriers to entry• Favorable economic and business climates• Technology level• Fit with global market entry strategy• IP protection

3. Rank the most attractive market segments4. Determine competitive landscape5. Identify appropriate channels of distribution6. Product/Service life cycle analysis7. Establish pricing and margins8. Observe macro-level trends9. Evaluate modes of market entry (license, J/V, distribution, etc.)10. Decide internal trade-offs (resources vs. objectives)11. Obtain stakeholder consensus on market expansion strategy12. Implement strategy and strike successful, long-term deals 23

PARTNERING EXPERTISE

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MARKET INTELLIGENCE EXPERTISE• Primary Market and Competitive Intelligence• Market and Product Segmentation Research• Sales, Marketing and Pricing Intelligence• Competitive Strategy Evaluation• Benchmarking and Best Practices• Long-term Trend Analysis• Due Diligence Investigations• Trade Event and Conference Reports• R&D Pipeline Analysis• Market Feasibility Studies• SWOT Analysis

Global Coverage with Local Resources Unique Insights and Access to Key Sources Confidential and Ethical Verified, Actionable Results Timely, Current Analysis Flexible and Cost-effective 25

NETWORKING EXPERTISEStartup to

Multinational Companies

Startup to Multinational Companies

Trade Associations

Trade Associations

Industry ClustersIndustry Clusters

Management ConsultantsManagement Consultants

Financial ServicesFinancial Services

Law firmsLaw firms

Regulatory Agencies

Regulatory Agencies

Research Centers

Research Centers

Government Agencies

Government Agencies

COMPETITIVE ADVANTAGES

• Under the radar coverage of partners and innovation sources on a global basis

• Global Consulting Network partners in 70+ developed and emerging countries

• Proprietary TOPTECH search methodology• Generate actionable primary market intelligence• Staff with multi-faceted industry backgrounds• 2 decades expertise in formulating and

implementing open innovation, market development, partnering and market research solutions

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CLIENT EMPOWERMENT

We formulate and implement proactive open innovation and market entry/building strategies – providing clients a first mover advantage on unique business opportunities and deal-making.

We utilize specialized expertise, proprietary tools, global information networks, and targeted industry contacts.

We possess two decades of business development, industry and government experience, with a highly-successful track record.

We deliver an objective, independent, and long-term focus.

We provide a cost-effective solution for business development.

We empower clients to achieve measurable and sustainable success through our focus on delivering unique deals targeted to client requirements.

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CLIENTSCompanies - small developing businesses to Fortune 100 multinationals -government agencies and research institutions engage Global Strategy for our expertise, abilities and focus on Open Innovation, Market Development and Market Research. Client examples include:

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CLIENT RECOGNITION

“We found their work to be thorough and of high quality. I strongly recommend GSI for similar [M&A search] assignments.”Senior Vice President USA Biopharma Company

“Global Strategy’s consultants have a quick and sharp understanding of the information needed to prepare management decisions.”Managing Director EU Health & Nutrition Company

“Global Strategy’s consultants have a quick and sharp understanding of the information needed to prepare management decisions.”Managing Director EU Health & Nutrition Company

“I personally felt that the choice to engage Global Strategy was warranted based on our first contacts and I am pleased to see that this has proven in a short period to be a wise choice.”Chairman USA Nanomaterials Company

“I personally felt that the choice to engage Global Strategy was warranted based on our first contacts and I am pleased to see that this has proven in a short period to be a wise choice.”Chairman USA Nanomaterials Company

“I highly recommend GSI to my colleagues and to other companies who wish to diversify internationally and seek business opportunities in new product areas, new technologies and new markets. ”Director, Business DevelopmentJapan Life Science Company

“I highly recommend GSI to my colleagues and to other companies who wish to diversify internationally and seek business opportunities in new product areas, new technologies and new markets. ”Director, Business DevelopmentJapan Life Science Company

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GLOBAL ADVANTAGES

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Implement under the radar tracking of early stage innovation

Discover, qualify, profile and submit unique opportunities

Generate actionable primary market intelligence

Utilize TOPTECH methodology to maximize results

Produce creative deal structuring recommendations

Empower clients with first mover advantage

Global Strategy provides complete business development solutions for long-term success!

CONTACT US

Global Strategy, Inc.David A. Warar, CEOdave@consultgsi.comwww.consultgsi.com2860 S. River Road, Suite 460Des Plaines, IL 60018 USATel: +1 (847) 813-6075Fax: +1 (847) 327-1554

23 Alafaya Woods Blvd., #146Oviedo, FL 32765 USATel: +1 (407) 951-6750Fax: +1 (321) 400-1143

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