Case Studies

Selected engagements

Client names are withheld; the facts are not. Each engagement below records the decision at stake, how we approached it and what it measurably produced.

Service

Industry

12 engagements

2025

Carve-out of a European industrial group

Separation of two non-core divisions into a standalone platform, executed without disruption to the remaining group.

Mergers & Acquisitions

Industrial & Manufacturing

Read

2025

Liquidity stabilisation for a specialty lender

A funding cliff resolved through creditor consensus and a redesigned warehouse structure, with no enforcement event.

Restructuring

Financial Services

Read

2024

Succession architecture for a fourth-generation family

Ownership, governance and liquidity redesigned so that control could pass without fracturing the enterprise.

Family Office Advisory

Private Capital

Read

2025

Capital allocation review for a global insurer

A portfolio of twenty-four markets reduced to eleven, releasing capital into the lines that actually earned their cost.

Corporate Strategy

Financial Services

Read

2024

Diligence and value creation for a software platform

Commercial diligence that repriced the asset, followed by a value-creation plan the management team actually ran.

Private Equity

Technology

Read

2025

Grid investment strategy for an energy utility

A decade of grid capital expenditure sequenced against regulatory recovery and demand that no longer behaved historically.

Growth Strategy

Energy & Transition

Read

2024

Board effectiveness review for a listed healthcare group

A governance framework rebuilt after a clinical incident exposed how little the board had been told.

Governance

Healthcare & Life Sciences

Read

2023

Operating model redesign for a consumer group

Eighteen brands, four regional structures and one operating model that finally matched how the business made money.

Transformation

Consumer

Read

2025

Cross-border infrastructure acquisition

A regulated asset acquired across three jurisdictions with financing secured before the political window closed.

Capital Advisory

Infrastructure

Read

2024

Geopolitical exposure review for a public institution

Supply, counterparty and jurisdictional exposure mapped to a single register that the leadership could actually act on.

Risk Management

Public Sector

Read

2023

Portfolio repositioning for a real estate owner

An office-weighted portfolio repositioned before the market forced the decision.

Corporate Strategy

Real Estate

Read

2024

Integration of two technology platforms

A merger of equals integrated without the customer attrition that the sector treats as inevitable.

Mergers & Acquisitions

Technology

Read