MelloMonday 26th June 2023, 5pm - 8pm

5.00 pm Mello welcome followed by Paul Hill – Outlook for markets & equities ‘quick fire’ Q&A between Paul & David
5.30 pm Company presentation from Inspiration Healthcare
6.00 pm Megan Boxall – Growth stocks and how to pick the multibaggers
6.15 pm Company presentation from Hercules Site Services
6.45 pm Company presentation by Public Policy Holding Company
7.25 pm Mello BASH with Bruce Packard covering OMG & Graham Neary covering BPM

David Stredder interviews Paul Hill – Outlook for markets and equities

Paul Hill is a professional investor, capital markets commentator & equity analyst with more than 30 years experience

Company Presentation – Inspiration Healthcare (LON: IHC)

Inspiration Healthcare (AIM: IHC) designs, manufactures and markets medical technology. As a global provider of medical technology our mission is to pioneer medical technology that improves the outcomes of patients, starting with the very first breaths of life. The Group provides high-quality, innovative products to patients around the world which help to improve patient outcomes, and it actively invests in innovative product opportunities and disruptive technologies. The Group’s own brand products focus on neonatal intensive care and a distributed product portfolio, which enables the Group to add value to our customers through a more comprehensive product range. Both are complemented by our Service support.

The Group reports its revenue in three areas of its business: Acute Care (which includes neonatal intensive care and the operating theatre); Service (a range of maintenance and repair options with spare parts); and Infusion Therapies (distribution of infusion-focused technologies in the UK and Ireland). The Group sells its Acute Care products globally through a network of distributors in more than 75 countries. Products range from highly sophisticated capital equipment through to single use disposables all of which can help improve outcomes of extremely sick patients. The combination of capital equipment and disposables gives the Group a blend of one-off and recurring revenue streams.

The Group’s three operating companies have locally implemented quality management systems specific for their business needs, and sell a range of Branded Products where the Group controls the intellectual property and on which the Group has a strategic focus and invests in Research and Development. Additionally, the companies sell Distributed Products which complement and add value to our portfolio and offer Technology Support to customers requiring maintenance and training along with ownership and usage options, including rentals and emergency hire.

In the UK and Ireland, the Group offers direct sales for most of its products supported by Technology Support. We offer on site and return-to-base repair and maintenance along with 24/7 emergency hire of equipment and long-term lease arrangements for our own brand products. The Group also acts as a distributor for third-party companies that wish to access the UK and the Republic of
Ireland’s health systems using the Group’s sales and service expertise and knowledge of these healthcare providers. The products which we distribute must be synergistic, add value to our existing portfolio and not compete with other products in the portfolio.

The Group invests for growth through its Research and Development and market development, controlling numerous patents on its technology. It has strong links with academic Key Opinion Leaders around the world and supports clinical research in the field of neonatal intensive care.

Neil Campbell, Chief Executive Officer

In 2003, Neil became CEO and founding partner of Inspiration Healthcare Limited, leading them through the reverse acquisition of Inditherm plc and onto AIM in June 2015. Neil has spent 30 years in the Medical Device industry. Neil has had an extensive career in medical devices in international sales and marketing in neonatal intensive care and operating theatre products, as well as having direct sales experience, in the UK and Australia. Neil has previously also been a Director of Neuroprotexeon Ltd a drug / device development company and currently is an advisor to the Infant Centre (the Irish perinatal research centre) in Cork. Neil has a degree in Engineering Technology and a Diploma in International Trade.

Company Presentation – Public Policy Holding Company

Incorporated in 2014, PPHC is a US-based government relations and public affairs group providing clients with a fully integrated and comprehensive range of services including government and public relations, research and digital advocacy campaigns. Engaged by over 1000 clients, including companies, trade associations and non-governmental organisations, the Group is active in all major sectors of the U.S. economy, including healthcare and pharmaceuticals, financial services, energy, technology, telecoms and transportation. PPHC’s services support clients to enhance and defend their reputations, advance policy goals, manage regulatory risk, and engage with US federal and state-level policy makers, stakeholders, media and the public.

PPHC operates a holding company structure and currently has seven operating entities comprising Crossroads Strategies, Forbes Tate Partners, Seven Letter, O’Neill & Associates, Alpine Group Partners, KP Public Affairs and MultiState Associates. Operating in the strategic communications market, the Group has a strong track record of organic and acquisitive growth, the latter focused on enhancing its capabilities and to establish new verticals, either within new geographies or new related offerings.

For more information, see

Stewart Hall is CEO & Managing Partner of Public Policy Holding Company, LLC, which he co-founded in 2014, and co-founder and Chairman of Crossroads Strategies, LLC (CRS).  Stewart began his career as Legislative Director to Senator Richard Shelby (R-AL) from 1992-1996. During this time, Stewart acquired a substantial background in defense policy, appropriations, financial services, and Senate procedure. In 1999, he co-founded Federalist Group, LLC as his first private sector venture.

Under his guidance as CEO, Federalist Group was ultimately acquired by Ogilvy Public Relations, a WPP company, in 2005 and proceeded to double in size during the four years after the transaction under his continued leadership.  In 2010, Stewart co-founded CRS and in 2014, CRS was merged to form PPHC – the first full-service organization dedicated to synthesizing all disciplines of the public policy economy in a multi-brand, horizontally integrated company.

As Managing Partner of PPHC, Stewart has overseen an organization that has achieved a 30% plus compound annual growth rate each year through merger, acquisition, and organic growth and has grown to over 200 employees nationwide.  Stewart is a graduate of the University of Alabama and earned an MA and Ph.D. in Government from the University of Virginia.

Stewart Hall, CEO & Managing Partner

Roel Smits, Deputy CFO

Roel Smits joined PPHC in May 2022 as Deputy Chief Financial Officer with a strong focus on driving the company’s mergers and acquisitions (M&A) agenda. Roel Smits has spent his career in private equity, corporate M&A, as CFO in business services, and often working at the intersection of these 3 areas.

Prior to joining PPHC, Roel spent 10 years in various CFO roles at Kantar, the global research and insights firm jointly held by WPP and Bain Capital. Most recently he was CFO of Kantar Americas, where he led multiple growth and profitability initiatives.

Before joining Kantar, Roel spent 6 years leading the North American M&A team of WPP (the global marketing services firm), reporting directly to the Founder/CEO.

Roel gathered his M&A experience throughout his 8 years at HAL Investments, a family-controlled private equity firm based out of Monaco and the Netherlands.

Roel laid the foundations for his career by obtaining two master’s degrees at London Business School and at Erasmus University in Rotterdam.

Thomas Gensemer joined PPHC after nearly 20 years in the advertising, public affairs and political/advocacy campaigns. From 2005-2013 he served as the CEO and Managing Partner of Blue State Digital (BSD) where he led the agency from its early founding through years of rapid growth and client diversification until its ultimate acquisition by WPP in late 2011.

In 2014, Thomas was named Chief Strategy Officer for Burson-Marsteller, one of the world’s largest public relations networks and another WPP company. Here he oversaw a portfolio of global clients and led the firm’s research, analytics, and creative functions.

Since departing WPP in 2018, Thomas has focused on private investments and advisory roles within the marketing services, hospitality, real estate and non-profit sectors. He continues professional involvement in organizations including the International Rescue Committee (IRC), Kasita, a new hospitality start-up, and Court Avenue, a digital transformation agency.

In 2019, he joined PPHC as an advisor and assumed his current role in 2020

Thomas serves on the boards of the Public Goods Projects (PGP), the Purpose Foundation, the It Gets Better Campaign, and is a longtime advisor to the Family Equality Council.  He lives in Brooklyn, NY with his husband Gabriel, their baby daughter and two very spoiled dogs.

Thomas Gensemer, Chief Strategic Officer

Megan Boxall – Growth stocks and how to pick the multibaggers

Megan Boxall is an investment journalist who began her career at the Investors Chronicle where she specialised in writing about the healthcare and technology markets. In November 2018 she took over the running of Investor’s Champion and has turned the website into a source of high-quality investment research covering global equities and funds.

Megan hasn’t had a traditional route into the investment world – she studied Sport Science at university – but that has made her passionate about removing the perceived barriers to investment to help as many people as possible benefit from the markets.

Company Presentation – Hercules Site Services plc

Hercules is a leading tech enabled labour supply company for the UK infrastructure sector. Founded in 2008, Hercules has an established track record of profitability and fast-growth and has built a blue-chip customer base which includes Balfour Beatty, Costain, Kier, Skanska, Dyer & Butler and Volker Fitzpatrick. The Company has been appointed to provide labour for a range of high-profile infrastructure projects, such as HS2, due to its agile, innovative, digital first approach and complete service offering. It is well-placed to benefit from any government increase in infrastructure spending and its experienced management team has identified multiple opportunities for growth.

Brusk Korkmaz, CEO & Founder

Brusk Korkmaz has worked in the construction industry for 20 years. Prior to founding Hercules in 2008, he held positions with MJ Gleeson, Black and Veatch and Hochtief UK, gaining experience across a range of civil engineering projects and labour supply for various sectors, including highways, rail, water industry and utilities. He is a member of the Institute of Civil Engineers and holds a BEng Honours Degree from University College London.

Paul Wheatcroft, CFO

Paul Wheatcroft has spent 25 years as a Finance Director working in a number of industry sectors including construction, building materials, energy, wholesale, manufacturing. He joined Hercules in February 2020 and brings with him significant business experience in M&A, raising finance and financial management. Previously, Paul was Finance Director in three subsidiaries of Hanson PLC for over 13 years, and Group Finance Director of Ecotricity Group, a green energy company for eight years, responsible in all these roles for financial, legal, HR and IT matters. Paul is a Fellow of the Chartered Institute of Management Accountants

The Mello BASH (Buy, Avoid, Sell & Hold)

Graham Neary Private Investor and Analyst for Stockopedia

Bruce Packard Private Investor

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