01
Financial Services
Portfolio Restructuring
Under Pressure.
Global Asset Manager · 2024
The Challenge
A global asset manager with $40B AUM faced a structural misalignment between its legacy portfolio architecture and the new macro environment. Board consensus on strategy had broken down, and external pressure was mounting from two activist investors.
Our Approach
We embedded at board level over a six-month period, conducting a full structural review, facilitating alignment between previously opposed factions, and developing a phased restructuring roadmap with clearly defined decision triggers and exit criteria at each stage.
What Endured
A unified board, a restructured portfolio generating 23% improved efficiency within 18 months, and an internal governance framework the organisation continues to operate within two years on.
02
Technology
Market Entry in
Contested Territory.
Enterprise Software Group · 2023
The Challenge
A high-growth enterprise software group sought to enter three European markets simultaneously — each with distinct regulatory environments, established incumbents, and different procurement behaviours. Previous expansion attempts had stalled at execution.
Our Approach
We sequenced the entry strategy rather than pursuing all three simultaneously, built a market-specific competitive mapping for each geography, and helped the company structure localised go-to-market operations that could be run from a single central team.
What Endured
Successful entry across all three markets within 14 months, anchor enterprise clients signed in each geography within the first year, and a scalable market entry framework now informing the group's expansion into five additional markets.
03
Healthcare
Leadership Transition
at Scale.
Pan-European Healthcare Group · 2023
The Challenge
A pan-European healthcare group was navigating a simultaneous CEO and CFO transition — the first in eleven years — while facing a material regulatory change that required strategic repositioning before any new leadership could be fully effective.
Our Approach
We designed a 90-day transition architecture that stabilised operations, managed stakeholder communications with board, regulators, and investors, and built the strategic brief the incoming leadership team would inherit — giving them a platform rather than a problem.
What Endured
Both incoming leaders were fully operationally effective within 60 days of appointment — against a sector average of 6–9 months. Regulatory compliance was maintained throughout. The board described it as the smoothest leadership transition in the organisation's history.