Providing integrated business development support to an established finance consultancy

The need

Oxera is an international economics and finance consultancy that required a seamless extension to their marketing and business development (MBD) team during a manager’s paternity leave. They needed someone who could continue the delivery of key initiatives to achieve business goals whilst supporting the MBD team and the wider consultancy.

What we did

We provided a team of two experienced marketing and business development consultants (Claire Fowler and Caitlin Roxburgh) who have niche expertise in strategic planning and development, corporate and ESG communications, and client listening. They were able to provide immediate support, including: 

• Conducting a detailed gap analysis focusing on several key areas of the business, such as establishing a CRM, internal/external communications, and cultural learning & development ambitions. This also included suggestions for improvement based on our team’s knowledge of tried and tested business development activities in professional services firms. 

• Working with key stakeholders across the business to quickly understand the firm’s priorities and complete tasks at a high level of quality.

• Refreshing content used in pitches, proposals and tender submissions.

• Acting as a sounding board, offering tailored advice to expand the organisation’s business development structure and plans.

• Horizon scanning for relevant opportunities, as well as managing proposal, tender and eAuction submissions. 

• Feeding back work completed and suggestions for further developments directly to senior marketing personnel and COOs. 

The outcome

Oxera experienced a seamless transition that allowed for business as usual during their BD Manager’s paternity leave whilst providing a fresh perspective, enabling the firm to future proof their long-term BD strategies.

“Caitlin and Claire’s support was beyond our expectations. They were instrumental in ensuring our BD service remained top-quality. Their seamless support and unwavering confidence while engaging with stakeholders not only gave us peace of mind but also paved the way for growth opportunities for our team and firm.”

Michael Graham, Head of Marketing and Business Development