Case 1: Hydrogen technology transfer from a large corporate

• A large corporate has a 28 patent series in reforming hydrogen from liquid fuels. When the corporate's original clients moved away from on board reformation they approached CLT to help them transfer the patent series to a tier 1 player in the aviation industry.
• CLT partnered with a technical expert to approach the R&D Directors of 4 leading aviation industry players using a specially tailored pitch document - All were interested, but already had similar IP.
• CLT and the corporate have now moved on to a discussion about forming a consortium to apply for matched funding to demonstrate the technology for hydrogen fuel cell vehicles.

Case 2: Defining a route to market for a novel heating element manufacturer

• CLT ran a workshop for the technology company to look at time & cost of getting the first product to market. The workshop outputs for the management team were :
  • A realistic time to market (>2 years, much longer than anticipated).
  • Conclusion that raising additional investment was unavoidable.
• Currently working with the technology company to identify the first application to focus on, structuring customer meetings to identify benefits for different potential products.

Case 3: Sales scale up support for a business with a novel gas boiler efficiency product

• The SME has a proven product with some sales through licence arrangements with two OEMs.
• The technology provides increased efficiency in operation of OEM equipment. This creates marketing difficulties as it requires the OEMs to accept that existing efficiency claims may be less solid than previously stated
• CLT has worked with the company in three major areas
  • Working in direct discussion with other participants in the value chain including OEMs, regulators and customer groupings to refine the value proposition.
  • Improving media presence resulting in national and local newspaper and TV/Radio coverage
  • Working with providers of loan and tax products to improve the economic benefits of the product.

Case 4: Defining a new market entry approach and fund raising for a novel construction technology

• Redefined direct market entry approach using existing relationships instead of licensing model via the Carbon Trust Investment Readiness Workshop (run by CLT).
• Redesigned business plan and set fund raising strategy :
  • Supported strategic sales based approach.
  • Hands on support for fund raising .
• Currently working to strengthen internal controls, to close an exemplar sale to demonstrate market entry model and to deliver funding.

Case 5: Due diligence for hedge fund investor concerning new materials company

CLT led a due diligence project to assess a potential investment by the hedge fund in a novel "green" construction materials company. The work comprised:

• Commercial due diligence covering customer segmentation, potential applications, potential geographical markets, supply chain development analysis of the management team and regulations.
• Commissioned and integrated technical due diligence
• Delivered assessment across 8 key areas using "traffic-lights" to summarise.
• Clients accepted recommendations and have provided references for subsequent clients.

Case 6: Due diligence for investors of follow-on rights issue round.

CLT were asked to facilitate a workshop on behalf of investors in a start-up creating fuel from biomass waste. The investors' key objective was to focus the company on delivering one project to trial at a customer site.

• Engaged senior management at the workshop with representatives from two major investors.
• Worked with the team to rank potential first customer projects highlighting the pros and cons of each relationship according to agreed criteria.
• Selected the priority project and worked with the team to identify the key activities to be completed both technically and commercially to enable a trial in May 09 and results outcome by mid summer when the next round of investor funding will be required.
• Following the workshop, both investors participated in the rights issue and a 3rd investor in the target market country was also secured.