All engagements
Situation, approach, outcome.
Showing 6 of 10 engagements
All practices Strategy & Growth Audit & Risk Legal & Regulatory Transactions & M&A Operations ESG
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Transactions & M&A Financial services 2025
Quadrant Capital
$38M price adjustment agreed before signing
Situation Six weeks of exclusivity on a $310M payments business with licences in four countries.
Approach Integrated financial, regulatory and technology diligence run by one team from a single issues log.
Outcome A revenue-recognition issue and a licence gap re-priced the deal and became conditions precedent.
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Legal & Regulatory Healthcare 2025
Novacore Health
0 repeat findings at the follow-up inspection
Situation An inspection found record-keeping and consent failures at 9 of 22 clinics, with a re-inspection due in 120 days.
Approach A clinic-by-clinic remediation plan, new consent protocols and weekly evidence packs for the regulator.
Outcome All clinics passed re-inspection; the warning notice was withdrawn a month early.
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ESG & Sustainability Energy & utilities 2025
Kestrel Energy
−31% Scope 1–2 emissions committed by 2030
Situation First CSRD report due in 14 months, with ESG data spread across 60 spreadsheets and no controls.
Approach Double materiality assessment, a data and controls build, and a costed abatement plan for the board.
Outcome Limited assurance passed first time; the plan unlocked a $250M sustainability-linked loan.
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Audit & Risk Insurance 2024
European specialty insurer · name withheld
−62% overdue audit actions within two quarters
Situation A supervisory review found the audit function under-resourced and 180 actions overdue.
Approach We co-sourced the audit plan, rebuilt action tracking and coached the new chief audit executive.
Outcome The regulator closed its review; the in-house team now runs the plan without us.
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Operations & Performance Logistics 2024
Brightway Logistics
$21M annual run-rate savings, tracked for two years
Situation Margins had halved in three years while volumes grew; each depot ran its own way of working.
Approach A network model, three depot consolidations and a standard operating playbook built with site managers.
Outcome Savings delivered ahead of plan, with on-time delivery up from 91% to 97%.
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Strategy & Growth Technology 2024
Listed US software group · name withheld
+18% share price in the six months after announcement
Situation Seven business units, flat growth and an activist investor asking public questions.
Approach A unit-by-unit value review, buyer mapping and a board-ready case for focus.
Outcome Two units sold for $410M; proceeds reinvested in the subscription platform.
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Strategy & Growth Retail 2023
Vertexa Retail
+2.4 pts gross margin without losing basket size
Situation Blanket discounting had trained customers to wait for promotions.
Approach Price-elasticity modelling by category, a new promotion calendar and store-level pricing zones.
Outcome Promotional spend fell by a quarter while like-for-like sales held steady.
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Transactions & M&A Industrial 2023
Family-owned manufacturer, Asia · name withheld
11.2× EBITDA exit multiple, above sector median
Situation Second-generation owners wanted to sell, but the books had never faced outside scrutiny.
Approach Vendor diligence, a clean data room and a normalised EBITDA bridge buyers could trust.
Outcome Four bids, signing in 19 weeks and no price chip at confirmatory diligence.
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Legal & Regulatory Financial services 2023
Halden & Co.
9 models classified, documented and signed off
Situation High-risk AI obligations were approaching and nobody could list every model in production.
Approach A model inventory, risk classification and a governance framework owned by the CRO.
Outcome Documentation accepted by the supervisor at its first thematic review.
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Operations & Performance Hospitality 2023
Lumen Ridge Hotels
−27% back-office cost per room
Situation Finance, payroll and procurement were duplicated at every property after three acquisitions.
Approach Process design, location choice and a phased migration that never closed a hotel’s books late.
Outcome All 38 hotels migrated in 11 months; month-end close cut from 12 days to 5.
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