I work closely with the people who carry the decision: founders and owner-managers raising capital or readying a business for sale; management teams and their investors testing a deal; CEOs and boards of listed companies setting growth strategy; sovereign institutions committing capital to projects measured in decades.
The shape of the help changes with the situation: proving a business is still investable in a downturn, articulating the value a buyer will actually pay for, finding growth the published numbers cannot see - or saying, carefully, that the right answer is no.
Much of our current work now concentrates where markets are being repriced fastest: AI and digital assets - markets I work in first-hand. I have built and run production AI agents in client work, and built a public tool to help people understand their exposure to AI. You can find my thoughts on the intelligence economy in the Thinking section. I also bring considerable experience of digital assets and the potential impact of tokenisation on the economy.
I founded Lion Strategy in 2017, and Hambalt Strategy before it in 2002 - steering clients through the 2009 crisis and out the other side, with formative years at OC&C Strategy Consultants in between that sharpened the commercial-diligence, TMT, retail and consumer craft still running through the work. Over that time the work has spanned corporate strategy, commercial diligence, capital raises, sovereign investment and national economic programmes.
I started my career in the Strategic Advisory Services team at EY, went on to venture investing at WPP’s media-technology fund, and co-founded two start-ups - one of Europe’s first transactional mobile-commerce sites and a computer-vision software venture. At Oxford I read experimental psychology, so had the opportunity to study human cognition and artificial neural networks when they were a curiosity rather than an asset class.