Shaldor – An Israeli, World-Class Strategy Boutique
Confidential-commercial information – All rights reserved to Shaldor Ltd. This document andConfidential the information included herein may not be transferred or distributed to any party outside of Shufersal, nor copied, duplicated or disclosed, 1 1 Shaldor – World Class nor any use beConsultancy made thereof, except for internal use by Shufersal for the purpose of the proposed joint activity.
• Who We Are • Our Value Proposition • Our Vast Experience • Our Leading Team
Confidential Shaldor – World Class Consultancy
2 2
Who We Are
Confidential Shaldor – World Class Consultancy
3 3
An Israeli, World-Class Strategy Boutique Vast cross sector experience, mainly with large corporations Over 150 companies,
most of them industry leaders Broad range of industries:
Unique skill-set In all aspects of strategic management Accumulated experience of
more than 600 projects Key areas of expertise
– High-Tech
– Corporate Strategy
– Defense
– Business-Competitive
– Telecom
Strategy
– Pharmaceuticals – Natural Resources
& Chemistry – Financial Services
– Business Innovation and
Business Development – Organizational Design
A professional advanced organizational system Over 40 employees Large team of seasoned leaders State-of-the art processes in
Talent Recruitment, Professional Development, Knowledge Management Very fast global deployment in
mastering country-specific and industry-specific knowledge
– Operational Excellence
– Industrial Goods
Confidential Shaldor – World Class Consultancy
4
Our Professional Identity
Israeli
Strongly connected to the anchors of
‘Israeli excellence’ Deeply rooted within the Israeli
managerial style and logic. Often more : ̶
Entrepreneurial ̶
Global ̶
Adaptive & flexible ̶
Decisive Confidential Shaldor – World Class Consultancy
World-Class
Analytical & methodological power
for fast development of new insights A quality decision-making platform
for top management teams An “Agent-of-Change”, especially
in transformational situations Internal professional system
(recruitment, knowledge mgt., work-processes, training, …)
5
Best Suited for the Needs of Israeli Companies ●
We specialize in the design of integrative/lateral Corporate Strategies for large complex Israeli corporations
●
We specialize in the design of ‘local strategies’ ensuring ‘fit’ between the company’s operational model and the Israeli business and consumer environment
●
Deep intimate understanding of the Israeli regulative frameworks and their impact on ‘structural-competitiveness’
●
A cost structure which enables, by design, larger engagements (‘doing more for less’) Confidential Shaldor – World Class Consultancy
6
Our Value Proposition
Confidential Shaldor – World Class Consultancy
7 7
The Shaldor Value-Proposition
We help our clients to gain considerable competitive-momentum by designing breakthrough-solutions and generating entrepreneurial-moves
We help our clients to become: ‘First-to-Imagine’, ‘Fast-to-Move’ and ‘Lean-in-Race’
In working with us, our clients become better at bridging high-level thinking
with fast operations because they blend more effectively strategic discipline with innovation and entrepreneurship.
We apply an original, state-of-the-art, strategic framework - Operative Strategy –
which is uniquely geared at boosting innovation and at making the best use of time, speed, maneuvering and initiative
We leverage our strategic expertise with the strongest industry-knowledge available globally Confidential Shaldor – World Class Consultancy
8
Designing Breakthrough Solutions and Generating Entrepreneurial Moves Establishing long-term vision
Managing Strategy at the Top
Linking strategy and governance
Designing the office of the CEO Managing leadership talent & CEO succession Running the strategic management process Linking strategy and market-valuation
First-to-Imagine Setting Strategic Direction
Sharpening the competitive focus
and edge
Fast-to-Move Deploying Strategic Intents
Creating new business models
and innovation vehicles
Defining globalization
models and priorities
Managing JV’s, M&A’s and Post-
Merger Integration
Directing non-organic growth
Aligning the organization
Developing national public policy
Upgrading critical capabilities and
Crafting non-profit strategy Confidential Shaldor – World Class Consultancy
processes Launching and managing cross-
company initiatives
Lean-to-Race Maximizing the Operational Impact
Making the delivery-system efficient Improving customer-service and
customer-experience Rationalizing the products portfolio Designing the performance metrics
system Driving profit-improvement /
turnaround
9
Helping Our Clients to Become: ‘First-to-Imagine’, ‘Fast-to-Move’ and ‘Lean-in-Race’ First-to-Imagine
Fast-to-Move
Lean-in-Race
Foresight (More Innovative than Competitors)
Momentum (Ahead of Competitors)
Advantage (Superior to competitor)
Early and strong introduction
Achieving a superior offering
Envisioning the future
landscape
of a new business model:
Assessing the required
innovative approaches Choosing a role to be played
in shaping the change
– New set of products/
new interface with existing customers – Transferring existing
products/ interfaces to new customers Early and strong
development of unique assets and competences Confidential Shaldor – World Class Consultancy
to customers Achieving a superior
cost structure Achieving a superior
supplier perception Maintaining barriers to entry Achieving sustainability
by “re-investing” high returns generated
10
Our Vast Experience - Globalization of Mid-Sized Companies
- Telecom and Electronics - Cleantech and Agrotech
Confidential Shaldor – World Class Consultancy
1111
Projects Across Sectors and Industries... Finance
Retail
Communications
IT & IS
Energy
High Tech
Pharma/Bio Tech
Medical Device
Defense & HLS
Chemisty
Food & Beverages
Textile
Transportation
Natural Resources
Public Sector
Confidential Shaldor – World Class Consultancy
12
…All Over the World US: Defense US: Shipping US: Pharmaceuticals
Czech Republic: Belgium: IT Air-Cargo
Germany: Medical devices
Romania: Coffee, Construction
Ukraine: Food
UK: Banking, E&P
US: IT
CEE: Health Care
Russia: Retail, Pharmaceutical
Switzerland: Banking
US: Electronics
East Asia: Food services
Spain: Alternative Energy
US: Food & Food Services
US: Healthcare
Brazil: Coffee
Chile: Utilities
India: IT
Guinea: Mining
China: Banking, Transportation
Serbia: Retail
Slovenia: Food Croatia: Coffee
Bosnia: Coffee
Hungary: Active Pharmaceutical Ingredients
India: Energy
S. Africa: Defense
Chile: Pharmaceuticals Confidential Shaldor – World Class Consultancy
13
Experience and Expertise in Enabling Successful Globalization of Mid-Sized Companies
Global strategy development
Maintaining the overall strategic framework Selecting the right countries, the right business models, the right sequence Making local markets transparent Reducing entry risks
Local expertise
Confidential Shaldor – World Class Consultancy
14
Enabling Mid-Sized Companies to Successfully Globalize Recent Challenges We Addressed
“What could be an effective penetration strategy into the Global E&P sector of Natural Resources?” A Strategic Portfolio Mgt. Group of a Large London-Based Family Office
“What could be the global potential of our unique water-treatment technology?” An Innovation-Driven Water-Treatment Company
Confidential Shaldor – World Class Consultancy
“What could be an effective expansion strategy into emerging markets in the Water Utilities and Power Generation sectors?” A Large Holding Company
“What could be the global potential of our unique Clean-Energy technological Solution?” An Innovation-Driven CleanTech VC
“Which developing technologies in the Financial Services sector could we implement globally?” A Large Financial Services Group
“how can we best leverage the emerging SaaS/Cloud technological platforms to expand our market footprint and support growth?” A PLM Software Company
15
Experience and Expertise in the Telecommunication and Electronics Industries 44 Clients ,126 Projects Telecommunication Service Providers
Electronics Semiconductors
Hardware FAB
FABless
Packaging
Assembly
IT / Software
Software
Regulation
Capital equipment
Confidential Shaldor – World Class Consultancy
16
Telecommunication Experience – Selected Projects Service Provider – Business
Strategy for Penetration into New Business (VOIP), 2006 – Alternative for
M&A, 2003 – Creating a
Sustainable Position in the Business Sector, 2002 – Market
Penetration Strategy, 1998 – Strengthening
Distribution Capabilities, 1997 – Market
Positioning, 1997 Confidential Shaldor – World Class Consultancy
Hardware – Strategic
Software – Updating
Alternative and Potential for Company Evolution, 2007 – Strategic Plan for
Growth Development and Profitability, 2006
–
– Business Strategy
for International Growth, 2002
– –
– Competitive
Business Strategy, 1997
–
Corporate Strategy Frameworks and developing Cooperate Directions, 2011 Structural reorganization for upgrading Functional Capabilities, 2008 Company Valuation, 2003 Creation of a Unique and Innovative Value Proposition in the Vortals Market, 2002 Successful Launching of the WWN Service, 2000
Regulation – Financial
Feasibility and Regulation Reliefs for FTTH venture, 2011 – Enhancing the
Competitiveness of the Israeli Cellular Market, 2010
17
Electronics Experience – Selected Projects Semiconductors – Strategic Plan for Growth
Development and Profitability, 2006 – Ensuring the Required
Tenfold Growth, 2006
IT/Software – Aligning the Groups
Architecture, 2011 – Ness EU Regional Finance
Services: FS Competence Center Set Up, 2008
Capital Equipment – Designing Corporate
Strategy Around Optimal Business Portfolio, 2010 – Establishing a Sustainable
growth Path, 2010
– Strategy and Business – Potential of New
Technology, 2004 – Assessing and Achieving
the Attainable Potential in the VoPN Business Arena, 2001
Direction Focusing on Core Capabilities, 2007 – Business Model for
Growth in the Middle Market, 2007
in VOCN’s Business Potential, 2000
– Utilizing Market Potential,
1994 – Focusing the Business
Strategy, 1994 Confidential Shaldor – World Class Consultancy
Non-Organic Growth, 2010 – Business Strategy and
Core Capabilities, 1999
– Partnership Evaluation,
1996 – Creating a Quantum Leap
– Operative Strategy for
– Analysis of Past, Present
and Future, 1988 – Creating a Competitive
Business Strategy Perspective, 1995 18
Experience and Expertise in the Cleantech and Agrotech Industries 11 Clients ,18 Projects Cleantech Renewable Energies
Agrotech Recycling
Agrotech
Old lane Claridge Israel
Confidential Shaldor – World Class Consultancy
19
Cleantech and Agrotech – Selected Projects Renewable energies – Strategic Valuation of
Eagle’s Acquisition & Risk Identification, 2011 – Investment Valuation,
2007 – Becoming a global
leader in the renewable energy arena, 2007
Recycling
Agrotech
– Establishing a
– Realign Netafim’s
Competitive and Profitable Growth-Path , 2012 – Potential growth of the
environmental activity, 2009
Near-Term Strategy For Improved Performance, 2009 – Assessing the
companies potential in the LycoRed business, 2005
– Business plan for a
national recycling center, 2008
– Achieving full market
potential, 2006 Claridge Israel Old lane
– Oil Industry in Israel,
1994 – Developing operational
capabilities, 1993 Confidential Shaldor – World Class Consultancy
20
Our Leading Team
Confidential Shaldor – World Class Consultancy
2121
Sami Friedrich, Founder and Chairman
● MBA – Harvard Business School ● B.Sc. – Hebrew University, Mathematics & Physics
● Approx. 30 years of experience in strategic
consulting ● Several years of consulting at McKinsey & Co. ● Managed government economic office ● Accumulative experience in “operative strategy”:
overall corporate strategies, operative organization and operative excellence
Confidential Shaldor – World Class Consultancy
22
Omer Teper, VP ● Over 10 years of experience in strategic consulting ● Involvement in a wide range of business-competitive strategic
assignments, corporate strategy and business development in both global and local companies in various fields such as: Communications, Communication services, Industrial, Security, Pharmaceutical and Consumer Goods ● Vast experience in emerging and dynamic regulated markets which cause a change
in the marketplace and those operating within – characterization of markets and regulation, indication of possible courses of action, formation of inclusive alternatives vis-a-vis different competitive arenas, definition of targets, goals and multi-year agendas predicting future market standings in complex scenarios ● MBA – Tel Aviv University ● B.Sc. – Mathematics, BA – Economics, Tel Aviv University Confidential Shaldor – World Class Consultancy
23
Yakir Lazarov, VP ● Over 8 years of experience in strategic consulting ● Involvement in a wide range of business-competitive strategic
assignments, corporate strategy and business development in both global and local companies in various fields such as: Industrial, Banking, Holding companies, Medical equipment, High Tech and Infrastructure (Electric, Water, Natural resources) ● Vast experience in corporate strategy formation for organizations in various fields
and businesses - characterization of different markets, formation of inclusive alternatives vis-a-vis different competitive arenas, indicating integrative courses of action and definition of targets, goals and agendas. ● EMBA – Tel Aviv University ● BA – Management, Anthropology & Sociology, Tel Aviv University
Confidential Shaldor – World Class Consultancy
24
Anat Brodsky, VP ● Over 10 years of experience in strategic consulting ● Involvement in a wide range of corporate strategies, business
strategies and development of long-term projects in global pharmaceutical and high tech companies. ● Vast experience in corporate structure design, designing cross
corporate processes and initiatives in large complex global companies ● Experience in creating organizational-systemic workshops ● Experience in various projects in the public sector, both in public policy
(regional development, institutional organizations) and the "third sectors“ ● MA in History and Philosophy of Science and Ideas, Tel Aviv University ● LL.B (Bachelor of Law), BA in Accounting, Academic Excellence Program, Tel Aviv University
Confidential Shaldor – World Class Consultancy
25
Jonathan Friedrich, VP ● 7 years of experience in strategic consulting ● Involvement in a wide range of corporate strategy assignments,
business strategies and long term project development in Israeli and global companies ● Experience in corporate structure design, designing cross
corporate processes and initiatives in large complex global companies ● Experience in various sectors characterized by emerging and dynamic regulations,
with emphasis on various Water-related segments - market and regulation characterizations, indication of possible course of action, formation of inclusive alternatives for different competitor spheres, targets and detailed multi-year agendas ● MA in Philosophy, Hebrew University ● BA in Mathematics and Philosophy, Hebrew University
Confidential Shaldor – World Class Consultancy
26
Millennium Tower, 17 Haarba’a St., Tel-Aviv, Israel Tel: +972.3.6844646 www.shaldor.co.il
Sami Friedrich | Managing Director E-mail: samif@shaldor.co.il Confidential – World Class Consultancy Tel: +972.3.684.4600 |Shaldor Mobile: +972.54.650.9600
Yakir Lazarov | VP E-mail: yakir@shaldor.co.il Tel: +972.3.684.4666 | Mobile: +972.52.620.8666
Omer Teper | VP E-mail: omer@shaldor.co.il 2727 Tel: +972.3.684.4612 | Mobile: +972.52.850.9612