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Who we service
How we do it
Faraz Khan, ME, MBA
Director
T: +1 416 836 4559, E: fkhan@ocgroup.ca
Servicing a sizable Enterprise client base, as well as...
                                                      Telecoms / Media /
  Financial services         Professional services                            Real estate      Resources / Energy
                                                         Technology

         Assante                      SCM                 Southam Inc       CIBC Development        Methanex

                                                                             R.G. Richards &
         Altamira                Tibbett & Britten          Canwest                                Victoria Gold
                                                                               Associates

      Aetna Canada                Dutton Brock              Platform         Modern Niagra          Union Gas


     Zurich Canada             Contract Compliance        PEER Group        Olympia and York   St Andrews Goldfields


         Sunlife                 Fuse Marketing              IFDS                Aecon          Alexandria Minerals


       State Street               Metrix Group               ILogic            Brookfield


The Mutual Group / Clarica       KPMG Canada               Allstream           MD Realty         Manufacturing

    Manulife Financial        Ernst & Young Bermuda       Bell Canada        Mattamy Homes
                                                                                                  Mother Parkers

   CIBC Development                                                          Marathon Realty
                                                      Pharmaceuticals                                Teknion

      Canada Trust
                                                                                                 Steelcase Canada
                                                             Draxis
 Canada Life Investment
     Management                                                                                     Square D
                                                        Purdue Pharma

 Bank of Montreal (BMO)
                                                                                                    Chemtrade
                                                       Glaxo Wellcome Inc

      Ace Insurance
                                                                                                     Celestica
                                                           Bayer Inc
…servicing a broad Government client base
                        Municipal / Provincial        Municipal / Provincial
    Education                                                                              Healthcare                 Not for profit
                            government                 government cont…
                                                                                       The Hospital for Sick
  York University         The City of Brampton             City of Burlington                                     Delisle Youth services
                                                                                            Children

                                                      City of Hamilton and City of
University of Toronto       Town of Markham                                            St Michael’s Hospital     Dairy Farmers of Ontario
                                                           Hamilton Housing

                                                                                                                 College of Physicians and
St Jerome University         Town of Colonie               Cortland County              Wellesley Institute
                                                                                                                         Surgeons

                                                                                                                   College of Nurses of
      Ryerson               District of Muskoka         Metro Toronto Housing            Gammadynacare
                                                                                                                         Ontario

Queen’s University      Ontario Realty Corporation       Toronto housing corp           Community Rehab                    CNIB

                         Ministry of the Attorney
 Michener Institute                                          York Region              Timiskaing Health Unit           CMA Ontario
                        General & Correctional Srv

                            Ontario Ministry of                                       Center for Addiction &
                                                           City of North Bay                                              OSSTF
                             Transportation                                              Mental Health

                                                       Northern Catholic District                                    Canadian Payroll
                          Ontario Energy Board                                          Sick Kids Hospital
                                                            School Board                                               Association

                                                        Toronto district heating                                    Canadian Bankers
                             Office of the CIO                                         Cancer Care Ontario
                                                             corporation                                               Association

                           Management Board            Northern Catholic District
                                                                                      Canada Health Infoway      Canada Scholarship Trust
                        Secretariat shared services         School Board

                           Management Board           Halton Region and Halton
                                                                                     University Health Network   Board of Trade of Toronto
                              Secretariat                   Region Police

                                                        City of Kawartha Lakes       Community Care Access
                         Ontario Provincial Police                                                                         AEFO
                                                               and Police                 Niagara

                                                                                      Canadian Partnership
                            Archives of Ontario            Durham Region                                         Electrical Safety Authority
                                                                                        Against Cancer
With OCG consultants holding loyal client relationships
                                                Ontario municipal & provincial government                           Healthcare             Education
                                                                             City of           Mgmt. Board            Wellesley            University
        Government            City of Toronto      Town of Colonie
                                                                            North Bay           Secretariat           Institute            of Toronto
             sector              26 years             23 years
                                                                            14 years             13 years             15 years             15 years
                                         Manufacturing                             Finance sector                        Professional services
                                Steelcase                                   Manulife
           Enterprise                                 Chemtrade                                  Sunlife            Dutton Brock         Fuze Marketing
                                 Canada                                     Financial
               sector                                  15 years                                 11 years              9 years               5 years
                                19 years                                    15 years




     Core of repeat business and good flow of new clients

       OCGroup                                                                                          Month with client activity (approx.)
       founded
                       2003       2004              2005             2006               2007          2008             2009              2010
                       May         Jan               Jan              Jan                Jan           Jan              Jan               Jan

Prior             Early
relationships    clients




                 Latest
                 clients
7 core* professionals, 50+ associates and 2 alliances
                2 Principals            Years experience   5 Core Consultants          Years experience
                Managing Director             32+          Consultant                            5+
                Director                      17+          Senior consultant                     17+
                                                           Senior program director               20+
                                                           Senior program director               23+
                                                           Senior consultant                     32+


                                                           50+ Associates with following skills
                                                           Strategy and business plan development
                                                           Structure and Process optimization
                                                           Compensation and benefits
                           *current as of January 2011
                                                           HRM
  2 Alliances                           Competency         Marketing and Branding

                                    
                                                           Training and development
                                        Training and
                The Metrix Group                           Polling and surveys
                                        development
                                                           Internal communications
                                        Executive search   Supply Chain Management
                                                           External communications
                                                           IT led transformation and alignment
                                                           Outsourcing evaluation
…and international experience
  Eric Cousineau                Not highlighted for Faraz
                                                 • Sydney
  Faraz Khan
                                              •Melbourne
  Barbara Palmegiani                            •Brisbane
                                                    •Perth
  Jessica French                               •Auckland
  Sheila Moore                               • Singapore

  Dan Wood                       Not highlighted for Eric
  Pratibha Hay                              • Singapore
Diverse backgrounds produce unique skill sets

                  Background       Skills acquired

                                               Analytical tools and
      Leadership and
                                                  frameworks
     Line management


                                            Fact-based diagnosis and
                                                   prescription

Strategy and Change advisory

                                            Stakeholder management




        IT advisory                               Due diligence



                                               Decision making and
       Academics                                    judgment
 PhD, ME, MSc, MBA, CA,
MIRHR, CGA, SHRP, FCMA,
       CMC, CMA                                 Data analysis and
                                            recommendation synthesis


 Interests in Community and
                                             Story-line structuring and
         Volunteering
                                               presentation design
Delivering specific services to companies and investors

                          START UP, SMALL                                         MATURE COMPANY

                  Strategy development, due diligence support, modeling support
Organization




                  Structure and process optimization, performance improvement


                  Sales-force optimization


                  People, SHRM, payroll, compensation and benefits, pension, labor relations


                  Change diagnosis, prescription and implementation


                  Board effectiveness and governance, CEO evaluation              Professional presentation design


                  Due diligence support
Investor




                  Portfolio support


                  Exit strategy


               PRIVATE EQUITY, VENTURE CAPITAL                          PRIVATE EQUITY, GOVERNMENT
                                  Early stage                                            Late stage
A distinctive approach

                                             Insights = facts + experience



                                                     Long-term relationships



                                                Strategy and Implementation



                                           We will do it with you, not to you



                      Senior staff does the work, “get it right the first time”



              Tailor-made and flexible approach, no cookie-cutter solutions
We will travel with you on the change journey




                                Strategy
          2012
                                Structure and Process


      2011                      People, roles and skills

                                Diagnosis & prescription

                                Boards and Governance
                                                           1
                                                           0
The need to shift gears and change lanes

                               2011
                               •World market impacts
                               •Environmental pressures
                               •Cost and margin pressures
                               •Risk = Hazard x Outrage

               2012
               •A clearer road ahead
               •Effective organization
               •Lowered risk
   Longer-term
   systemic benefits
   still to come
                                         TOMORROW




                                                                TODAY
Technical and                                                                                           Effective and
Social change
activities
                          X         Acceptance
                                                            +   Change
                                                                catalyst                     =          sustainable
                                                                                                        change
    Faraz Khan, ME, MBA                                           OCGROUP, 67 Yonge Street, Suite 600
    T: +1 416 836 4559, E: fkhan@ocgroup.ca                                    Toronto ON , M5E 1J8

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OCGroup intro deck

  • 1. Who we service How we do it Faraz Khan, ME, MBA Director T: +1 416 836 4559, E: fkhan@ocgroup.ca
  • 2. Servicing a sizable Enterprise client base, as well as... Telecoms / Media / Financial services Professional services Real estate Resources / Energy Technology Assante SCM Southam Inc CIBC Development Methanex R.G. Richards & Altamira Tibbett & Britten Canwest Victoria Gold Associates Aetna Canada Dutton Brock Platform Modern Niagra Union Gas Zurich Canada Contract Compliance PEER Group Olympia and York St Andrews Goldfields Sunlife Fuse Marketing IFDS Aecon Alexandria Minerals State Street Metrix Group ILogic Brookfield The Mutual Group / Clarica KPMG Canada Allstream MD Realty Manufacturing Manulife Financial Ernst & Young Bermuda Bell Canada Mattamy Homes Mother Parkers CIBC Development Marathon Realty Pharmaceuticals Teknion Canada Trust Steelcase Canada Draxis Canada Life Investment Management Square D Purdue Pharma Bank of Montreal (BMO) Chemtrade Glaxo Wellcome Inc Ace Insurance Celestica Bayer Inc
  • 3. …servicing a broad Government client base Municipal / Provincial Municipal / Provincial Education Healthcare Not for profit government government cont… The Hospital for Sick York University The City of Brampton City of Burlington Delisle Youth services Children City of Hamilton and City of University of Toronto Town of Markham St Michael’s Hospital Dairy Farmers of Ontario Hamilton Housing College of Physicians and St Jerome University Town of Colonie Cortland County Wellesley Institute Surgeons College of Nurses of Ryerson District of Muskoka Metro Toronto Housing Gammadynacare Ontario Queen’s University Ontario Realty Corporation Toronto housing corp Community Rehab CNIB Ministry of the Attorney Michener Institute York Region Timiskaing Health Unit CMA Ontario General & Correctional Srv Ontario Ministry of Center for Addiction & City of North Bay OSSTF Transportation Mental Health Northern Catholic District Canadian Payroll Ontario Energy Board Sick Kids Hospital School Board Association Toronto district heating Canadian Bankers Office of the CIO Cancer Care Ontario corporation Association Management Board Northern Catholic District Canada Health Infoway Canada Scholarship Trust Secretariat shared services School Board Management Board Halton Region and Halton University Health Network Board of Trade of Toronto Secretariat Region Police City of Kawartha Lakes Community Care Access Ontario Provincial Police AEFO and Police Niagara Canadian Partnership Archives of Ontario Durham Region Electrical Safety Authority Against Cancer
  • 4. With OCG consultants holding loyal client relationships Ontario municipal & provincial government Healthcare Education City of Mgmt. Board Wellesley University Government City of Toronto Town of Colonie North Bay Secretariat Institute of Toronto sector 26 years 23 years 14 years 13 years 15 years 15 years Manufacturing Finance sector Professional services Steelcase Manulife Enterprise Chemtrade Sunlife Dutton Brock Fuze Marketing Canada Financial sector 15 years 11 years 9 years 5 years 19 years 15 years Core of repeat business and good flow of new clients OCGroup Month with client activity (approx.) founded 2003 2004 2005 2006 2007 2008 2009 2010 May Jan Jan Jan Jan Jan Jan Jan Prior Early relationships clients Latest clients
  • 5. 7 core* professionals, 50+ associates and 2 alliances 2 Principals Years experience 5 Core Consultants Years experience Managing Director 32+ Consultant 5+ Director 17+ Senior consultant 17+ Senior program director 20+ Senior program director 23+ Senior consultant 32+ 50+ Associates with following skills Strategy and business plan development Structure and Process optimization Compensation and benefits *current as of January 2011 HRM 2 Alliances Competency Marketing and Branding Training and development Training and The Metrix Group Polling and surveys development Internal communications Executive search Supply Chain Management External communications IT led transformation and alignment Outsourcing evaluation
  • 6. …and international experience Eric Cousineau Not highlighted for Faraz • Sydney Faraz Khan •Melbourne Barbara Palmegiani •Brisbane •Perth Jessica French •Auckland Sheila Moore • Singapore Dan Wood Not highlighted for Eric Pratibha Hay • Singapore
  • 7. Diverse backgrounds produce unique skill sets Background Skills acquired Analytical tools and Leadership and frameworks Line management Fact-based diagnosis and prescription Strategy and Change advisory Stakeholder management IT advisory Due diligence Decision making and Academics judgment PhD, ME, MSc, MBA, CA, MIRHR, CGA, SHRP, FCMA, CMC, CMA Data analysis and recommendation synthesis Interests in Community and Story-line structuring and Volunteering presentation design
  • 8. Delivering specific services to companies and investors START UP, SMALL MATURE COMPANY Strategy development, due diligence support, modeling support Organization Structure and process optimization, performance improvement Sales-force optimization People, SHRM, payroll, compensation and benefits, pension, labor relations Change diagnosis, prescription and implementation Board effectiveness and governance, CEO evaluation Professional presentation design Due diligence support Investor Portfolio support Exit strategy PRIVATE EQUITY, VENTURE CAPITAL PRIVATE EQUITY, GOVERNMENT Early stage Late stage
  • 9. A distinctive approach Insights = facts + experience Long-term relationships Strategy and Implementation We will do it with you, not to you Senior staff does the work, “get it right the first time” Tailor-made and flexible approach, no cookie-cutter solutions
  • 10. We will travel with you on the change journey Strategy 2012 Structure and Process 2011 People, roles and skills Diagnosis & prescription Boards and Governance 1 0
  • 11. The need to shift gears and change lanes 2011 •World market impacts •Environmental pressures •Cost and margin pressures •Risk = Hazard x Outrage 2012 •A clearer road ahead •Effective organization •Lowered risk Longer-term systemic benefits still to come TOMORROW TODAY Technical and Effective and Social change activities X Acceptance + Change catalyst = sustainable change Faraz Khan, ME, MBA OCGROUP, 67 Yonge Street, Suite 600 T: +1 416 836 4559, E: fkhan@ocgroup.ca Toronto ON , M5E 1J8