Halberd& Strategy
Independent · Est. 2004

Steady counsel for decisive quarters.

Trusted by mid-market leaders Marlow · Ashford · Ingram · Bewley · Caldecott est. 2004
§ 01 — Practice

Four disciplines, one conviction: clarity before speed.

i.

Strategy & Growth

Defining what to build, what to retire, and where to commit capital next.

  • Corporate strategy
  • Market entry
  • Product portfolio
ii.

M&A Advisory

Buy-side and sell-side support for founder-led firms navigating transition.

  • Target screening
  • Commercial diligence
  • Integration planning
iii.

Succession

Structured, private handovers that preserve culture and protect value.

  • Governance review
  • Leadership transition
  • EOT structuring
iv.

Operational Finance

Controller-grade support for boards expecting more from their numbers.

  • FP&A refresh
  • Cash & working capital
  • Board reporting
§ 02 — Selected Work

Mandates that moved the needle.

§ 03 — People

Senior throughout. Every engagement.

Helena Varga

Managing Partner

Former strategy director at a FTSE-250 retailer. Eighteen years advising owner-led boards.

Douglas Merritt

Partner, M&A

Closed 40+ transactions ranging from family succession to private-equity exits.

Anya Okafor

Partner, Finance

CFO experience across logistics and consumer goods. ICAEW fellow.

Rafael Cordeiro

Partner, Succession

Works exclusively with family-led firms planning intergenerational transfer.

§ 04 — Contact

Introduce your situation — we'll reply within a working day.

London
42 Bedford Row, WC1R 4JL
Telephone
+44 20 7000 0000
Enquiries
[email protected]
Hours
Monday–Friday, 08:30–18:30 BST