Halberd & Company
Strategy · London · Edinburgh · Est. 2004

A quiet practice, now in its twenty-second year

Patient counsel for owner-led firms entering consequential decades.

We advise families and founders on strategy, M&A and succession. Our work is private, our methods considered, and our partners personally accountable on every engagement.

Practice

Four disciplines, one shared conviction.

i.

Strategy & Growth

Where to build, where to retire, and where to commit capital over the coming cycle. Patient, board-ready recommendations grounded in deep commercial fieldwork.

ii.

M&A Advisory

Quiet representation of founder-led firms on both sides of the table. Measured diligence, realistic deal architecture, and integration planning that protects the culture.

iii.

Succession Planning

Multi-year planning for families navigating intergenerational transfer. We help boards make the difficult decisions early so the transition feels inevitable.

iv.

Operational Finance

Controller-grade hands-on support for boards who expect their numbers to tell a fuller story. FP&A refresh, working capital, and board reporting fit for adult discussions.

Selected Work

Mandates, in chronological order.

Our Partners

Four principals. No junior bench.

Helena Varga

Managing Partner

Formerly strategy director at a FTSE-250 retailer.

Douglas Merritt

M&A Partner

40+ transactions across family and PE deals.

Anya Okafor

Finance Partner

CFO experience in logistics and consumer.

Rafael Cordeiro

Succession Partner

Exclusively family-led intergenerational work.

Enquire

A private introduction, handled personally.

Chambers

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