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Shipley Announces Official Operations in Costa Rica Shipley LatAm

Shipley Establishes Operations in Costa Rica to Support Global Clients and Pursuits throughout Central and South America

Kaysville, Utah USA – December 21, 2022 — Shipley Associates today announced the official opening of operations in San Jose, Costa Rica. This office joins Shipley’s global operations in 11 other countries, including company headquarters in Kaysville, Utah, USA. The business is registered and recognized as Shipley LatAm and will service client globally with trained and certified bid and proposal professionals.

The new Latin American operation currently employs full-time and part-time professionals, including Proposal Managers, Proposal Writers, and Graphic Designers. The LatAm team has been supporting one of Shipley’s global clients with professional proposal services for five years.

Shipley LatAm joins Shipley’s other operations around the world, including UK, India, Australia, Canada, Japan, Korea, Denmark, Sweden, Romania, France, and Spain. Clients benefit from access to Shipley resources, talent, training programs, and intellectual property on a global scale. The mission of Shipley globally is to help clients win business.

“The official establishment of our company in Costa Rica is exciting and helps us better serve companies in the Central and South American regions of the world and their U.S. business units seeking professional services,” said Brad Douglas, EVP Global Strategy at Shipley. “Providing highly qualified talent in key regions of the world offers clients a cost-effective, broader solution when competing for strategic business through capture and proposal activity. We make sure that our employees are trained on best practices and become certified by industry-recognized organizations focused on business development.”

Shipley Associates’ global headquarters is in Kaysville, Utah with fully operational offices in several countries and regions. Shipley is currently engaged on over 80 strategic client business and government proposal efforts to help them secure over $6.5 billion in contracts annually.

“Our industry best practices and tools continue to be recognized as the standard for effective business development in competitive environments,” said Todd Barnett, President & CEO of Shipley. “These best practices are well-documented in our extensive training curriculum, our Playbooks, and our best practice Guidebooks.”

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About Shipley Associates

‍Shipley is a global professional services firm providing organizations and individuals with business development consulting, proposal and capture staff augmentation, and training services focused on winning business in highly competitive environments. With over 325 employees and consultants worldwide, Shipley supports major business development projects from strategy development, process improvement, web-based and classroom training, sales enablement, capture planning, and proposal writing and management on 1000s of proposal efforts per year.

Shipley, the global leader in business development services, also provides capture management and proposal development services to 21 of the top 25 U.S. defense contractors and has worked with 42 of the top 50 Fortune 500 companies to improve sales performance and win rates.

For more information, visit the website at www.shipleywins.com or contact us at 888.772.9467 (WINS).

Shipley Associates-Lohfeld Consulting Group Strategic Alliance FAQs

About the Strategic Alliance
1. What is the purpose of this strategic alliance?
This strategic alliance strengthens our market position, expands our capabilities, and allows us to better serve our clients. This allows us to offer training electives for our certification program through Lohfeld, enhances Lohfeld Consulting's global reach and creates opportunities for Shipley's licensees, and enables us to respond quickly to the evolving GenAI marketplace in bid and proposals.
2. Will Lohfeld and Shipley remain independent, or will they be fully integrated?
Both companies will operate independently after the strategic alliance. This structure allows each company to maintain its unique identity and focus on delivering value to clients while exploring collaboration opportunities. They will operate under a strict firewall policy that prevents the disclosure of any competition-sensitive data.

From a governance perspective, Lohfeld's CEO Beth Wingate will report to Shipley's CEO Todd Barnett and the Shipley board.
3. How will this strategic alliance affect Shipley’s strategy?
Our overall strategy remains unchanged.
4. Will Shipley and Lohfeld continue to compete?
Yes, we will compete as firewalled subsidiaries of private equity groups routinely do. At times, we may partner on a case-by-case basis.
Impact on Employees and Licensees
5. Will there be layoffs because of the strategic alliance?
There are no planned layoffs. Both companies will continue to operate independently and remain focused on growth, not cost-cutting.
6. How will this affect my role and responsibilities?
Your role and responsibilities will remain the same.
7. Will employee benefits, policies, or compensation change?
Shipley's employee benefits, policies, and compensation practices will remain unchanged.
8. Will there be opportunities for employees to work on projects with the acquired company?
At times, we will jointly collaborate on projects according to the direction given in our firewall policy.
9. How will this impact Shipley's global licensees?
We anticipate that the strategic alliance between Shipley and Lohfeld will drive more global opportunities as we expand our client base. We will continue to follow the Global Sales Protocol, sharing it with Lohfeld's leadership.
Operational Changes
10. How will this strategic alliance impact our day-to-day operations?
There will be no immediate changes to our day-to-day operations. Each company will continue to operate independently while exploring synergies that benefit both organizations.
11. What happens to existing partnerships or vendor agreements?
Existing partnerships and vendor agreements will remain in place. Any potential changes will be carefully evaluated and communicated as needed.
Clients and Markets
12. How will this strategic alliance benefit our clients?
  • ‍ Expand Training Opportunities: Shipley and Lohfeld’s globally recognized professional training programs will continue to create a seamless pathway for professionals to develop their skills and credentials, ensuring they remain competitive in today’s dynamic business environment.‍
  •  Enhance Global Reach: Lohfeld Consulting Group will leverage Shipley’s worldwide operations to expand its services across Shipley’s international network that covers 40 countries through 17 regional offices.‍
  •  Exploit Generative AI Capabilities: Both organizations bring deep expertise assisting companies to take advantage of the “force multiplier” capabilities GenAI offers for business development, capture, and bid and proposal development through training, workshops, implementation, and consulting support.
13. How will this affect our position in the market?
The strategic alliance solidifies our position as a market leader by expanding our capabilities, offerings, and talent pool.
The Transition
14. Who should I contact if I have questions or concerns about the strategic alliance?
Please reach out to your manager with any questions. We are committed to keeping communication open throughout this process.
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