Stuart Whitwell
Background
- Stuart graduated from Plymouth University in Business Studies and trained in sales operations in Unilever’s MacFisheries subsidiary before qualifying as a Chartered Management Accountant with Reed International in 1985. He has also undertaken the final examinations of the Chartered Institute of Marketing in order to achieve dual Chartered status. He is also a member of the Marketing Society.
- He worked for Brown and Root (2 years), Sea-Land (2 years), and Hiram Walker International (for 10 years) in Europe and Asia Pacific having specialised in brand market business development projects in Europe and Asia. He held various senior positions in Finance, Business Development and General Management during this period holding the position of Regional Director of Finance and Business Development for Asia Pacific, and was responsible for many successful acquisitions, joint ventures and new brand/market developments
- For two years Stuart ran his own consulting company in Hong Kong undertaking market and business development projects for Brown-Forman, Pernod Ricard and Jose Estevez S.A. in China and the Philippines. During this period Stuart successfully launched three new to market brands and implemented successfully a new independent sales and marketing distribution company.
- Stuart has managed and worked on a wide range of brand valuation and brand strategy projects including clients in media, telecoms, petroleum and lubricants, utilities, logistics, electronics, retail, banking, postal services, building products, logistics, ingredient brands, celebrities, fashion, beverages, facial and toilet tissue, furniture retailing, women’s fashion and lifestyle brands.
Brand valuation and brand strategy projects with Intangible Business
- Laura Ashley: expert witness evidence on brand value for license dispute.
- ebookers: brand valuation for NASDAQ reporting.
- Creative Cooling: market entry strategy for Australian business.
- JTI: three year strategic global brand portfolio plans.
- Allied Domecq: brand portfolio valuation for NYSE listing.
- Allied Domecq: integrated brand value tracking model.
- Glasshouse Fashion: business strategy review, valuation & marketing plan.
- IRS: intellectual property valuation and business analysis.
- IRS: obtaining investment banking expertise in US market.
- IRS: obtaining pharmaceutical expertise in US market.
- Artemi Spacemaker: obtaining operational sales capability in Northern Europe.
- Shaw Group: managing sale of domain name (Shaw Group).
- Brand valuations of smart cards for London & Hong Kong Transport.
- WOOLMARK: global brand value and forensic accounting analysis for negligence claim.
- Forensic accounting analysis on share value for new product launch (US tissue market).
- Procter & Gamble: royalty evaluation for licensing dispute for perfume.
- Anglo Petroleum: business valuation, retail analysis and strategy.
- IRS: expert advice, to the international section of the New York branch of the US Department of the Treasury, Internal Revenue Service, on the commercial arrangements behind sales distribution contracts for a major entertainment group.
- Allied Domecq: Advice on impairment model used for ongoing impairment reviews.
- Allied Domecq: accounting for historic business combinations under IFRS and reconciliation to US GAAP and UK GAAP for Allied Domecq, including testing goodwill at reporting unit level and testing brands with indefinite lives.
- Royal Society for the Protection of Birds: Licensing strategy evaluation and brand valuation for the RSPB.
- Analysis losses caused by the activities of cartels in the animal feed industry.
- Edwin Coe: Valuation of goodwill and intangible asset value in leading firm of solicitors.
- Laura Ashley: expert witness assessment and calculation of the losses following termination of the licence agreement.
- Artemi: Advice on strategic planning, sales and distribution implementation.
- Fortune Brands: Valuation of all intangible and tangible assets as a result of its joint acquisition of Allied Domecq with Pernod Ricard
Appointed by the President of the Institute of Chartered Accountants in England & Wales as expert to determine matters in dispute between mobile telephone operators. - Top 10 character brand: research and valuation of this character brand in a global context.
- Valuation of the REALTOR brand in the US market on behalf of the National Association of Realtors.
- L'Oréal: marketing and brand value analysis for proceedings brought in the High Court relating to look-alike activity for certain fragrance brands, Lancôme (Trésor and Miracle) and Cacharel (Anaïs Anaïs and NOA).
Healthcare company: Advice on transfer pricing from the UK to US for homeopathic products. - Brand valuation of London Club and assessment of potential transfer of equity to another brand owner.
- Appointed by the President of the Institute of Chartered Accountants as expert to determine the value of shares in a niche healthcare publisher dealing with sports related health and care issues.
Acquisition/joint venture & integration projects
- Denmark – Joint Venture with Danisco
- Germany – Acquisition Jacobi
- France – Acquisition and integration PJBG
- Portugal – Acquisitions and integration Costa Pina & CRF
- Switzerland – Acquisition and integration Bols Cynar & Joint Venture Fassbind
- Austria – Joint Venture Martini Rossi
- Japan – Suntory Joint Venture (management)
- China – 2 Joint Venture’s/collaborations Qingdao and Huadong
- Philippines – Acquisition and integration of Tabacalera sales and marketing division, joint venture/collaboration Lucio Tan Group.
- Vietnam – 2 Joint Venture’s/Collaborations
- Argentina – Acquisition of winery and vinic alcohol facility
Brand valuation and brand strategy projects prior to Intangible Business
- Logistics, Electronics, Pharmaceuticals – US Internal Revenue Service
- Retail and furniture brands – MFI
- Utilities – Norweb and npower
- Postal Services – Royal Mail, Post Office
- Media – Guardian
- Telecoms – BT, Bell Canada and Infostrada
- Banking – Network Banking and SEB
- Building and construction – Blue Circle
