Examples of Advisors’ Experiences
Integrating Strategy with Business and Financial Strategy
Challenge
Many leadership teams dedicate months to shaping business models, capital structures, and financial forecasts—yet often overlook a critical question: Do we have the right people in place to execute this strategy?
This oversight was evident in a mid-sized technology firm preparing for global expansion. Their market research was rigorous, their capital well allocated, and their product strong. But their execution faltered—not due to the strategy itself, but because their people infrastructure was underdeveloped. There was no clear leadership pipeline, skill gaps existed in core teams, and the organization lacked the cultural resilience required to scale across new markets.
At its core, the company had a business strategy—but not a people strategy to match it.
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Creating and Listing a Global Public Company
Challenge
A complex joint venture between two multinational consumer companies was undergoing a historic transformation. The mission: to separate and launch a new, fully independent £30 billion global consumer company—one that would be dual-listed on both the London and New York Stock Exchanges. This would be the largest demerger and public listing in the UK in modern history, and it came on the heels of a rejected £50 billion takeover bid. The challenge was not only technical and legal but also strategic, requiring the rapid stand-up of an entire corporate infrastructure and operating model from the ground up.
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Driving Scalable Growth Through Regional Restructuring
Challenge
A rapidly expanding European healthcare provider was facing growing pains. Operating through 15 separate national organizations, the business had become siloed and inefficient. Redundant support functions, inconsistent reporting, and a lack of shared systems were driving up costs and creating operational friction. The decentralized model also hindered strategic alignment, making it difficult for leadership to scale the business or respond quickly to evolving priorities.
The client recognized the need for structural change but required a transformation partner who could lead with both strategic insight and operational discipline.
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