Halberd^& Strategy

Boardroom-grade advisory

Decisions, delivered with clarity.

£2.4bn

Transactions Advised

22 yrs

Average Partner Tenure

86%

Repeat Client Rate

4

Offices · UK & EU

Four disciplines, one conviction.

We work as a single senior team. You'll meet your partner at pitch and work with them throughout — no hand-offs to juniors, no templated decks.

§ 01

Strategy & Growth

Where to build, where to retire, where to commit capital.

Corporate strategy
Market entry
Product portfolio

§ 02

M&A Advisory

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

Target screening
Commercial diligence
Integration planning

§ 03

Succession

Structured handovers that preserve culture and value.

Governance review
Leadership transition
EOT structuring

§ 04

Operational Finance

Controller-grade support for boards expecting more.

FP&A refresh
Working capital
Board reporting

Mandates that moved the needle.

A selection of the engagements we're allowed to talk about. Deeper case studies available under NDA on request.

01. Ingram Holdings Staged carve-out of industrial cleaning division Industrial 02. Marlow & Ash Five-year succession plan for a third-generation firm Family business 03. Caldecott Labs Commercial diligence on £42m bolt-on acquisition Life sciences 04. Bewley Transport Board-level FP&A reset following rapid expansion Logistics

Introduce your situation.

We reply to every enquiry within a working day. No form letters, no sales calls.

London: 42 Bedford Row, WC1R 4JL
Edinburgh: 11 Charlotte Square, EH2 4DR
Telephone: +44 20 7000 0000
Enquiries: [email protected]
Hours: Mon–Fri, 08:30–18:30 BST