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Our Engagement Model

Structured. Rapid.
Senior throughout.

Every engagement is led personally by a principal — from first conversation to final recommendation.

Engagement Types

Six ways we work
with clients

Assessment
Executive Health Check
A rapid structured review of a technology strategy or commercial programme. Delivered in two to three weeks. Clear findings, prioritised next steps.
Advisory
Strategic Advisory Retainer
Ongoing senior counsel on a retained basis. A trusted sounding board for boards and executive teams navigating complex decisions.
Project
Defined Project Mandate
Scoped engagements with clear deliverables — platform selection, due diligence, risk assessment — delivered to a fixed timeline.
Oversight
Programme Oversight
Independent eyes on an active transformation — regular reporting to the board or audit committee on delivery progress and risk.
Interim
Interim Executive
Full-time interim mandates (CEO, CRO, CCO) for financial technology companies in transition, launch, or recovery phases.
Board
Independent Board Mandate
Non-executive director appointments providing independent technology expertise at board level for banks and financial technology companies.
Our Entry Point

The Executive
Health Check

The fastest way to get independent senior clarity on a high-stakes situation.

Two to three weeks.
Clear findings.
Ready to act on.

A rapid, structured diagnostic — an independent senior assessment of your technology strategy, transformation programme, or commercial situation. Most clients use it as a starting point. Many extend into a deeper engagement.

Request a Health Check →
  • Senior principal-led assessment from day one
  • Structured interviews with key stakeholders
  • Independent review of plans, contracts, and proposals
  • Benchmarking against comparable programmes
  • Board-ready findings and prioritised recommendations
  • Delivered within two to three weeks of engagement

Rapid engagement.
Clear findings.
Ready to act on.

Architecture
Our Process

From first call
to final recommendation

01
Initial Conversation
A frank discussion of your situation. We assess fit, share our perspective, and agree whether and how we can help.
02
Scope Agreement
A clear, concise engagement letter. Scope, timeline, deliverables, and fee agreed in writing before work begins.
03
Senior Delivery
The principal you engaged leads throughout — stakeholder interviews, document review, benchmarking, analysis.
04
Actionable Findings
Clear, prioritised recommendations you can present to your board or act on immediately. Direct, useful, and yours to keep.

Ready to move forward?

Start a conversation. Frank, focused, and built around your situation.

Start a Conversation →Our Services