Find the value. Prove it. Deliver it.

We help the people who run large property estates and financial institutions make big decisions well: what to spend, who to buy from, which systems to choose, and whether to buy, grow or sell a business. Then we stay to carry them out.

The Challenge

The money is usually already there.

Most organisations already spend enough to fix their biggest problems. What they lack is proof of where the money goes, and the people to change it. We provide both.

How We Work

Four rules, every practice.

01

We start with the numbers

Every recommendation is based on figures your finance team or board has checked. Nothing is promised until the evidence exists.

02

Senior people do the work

The people who lead each job have run the budgets, sat on the boards and done the deals themselves. We do not hand work down to junior staff.

03

We stay to deliver

We do not leave you with a report. We run the programme, the selection or the sale, and we measure ourselves on the results.

04

Decisions stay yours

Every contract, appointment and approval is your decision.

The Network

Two decades at board and C-suite level.

Senior business leaders who advise us and open doors for our clients.

We also run a private forum for the people who run major organisations: small tables, no suppliers selling, no fee. By invitation.

Andrew Barstow

Andrew Barstow

Managing Partner

Former Managing Partner, EY & AlixPartners

Tamara Box

Tamara Box

Senior Partner, Reed Smith

Past Managing Partner EME, Reed Smith

Jan Babiak

Jan Babiak

Board Member

Walgreens Boots Alliance · Bank of Montreal

Dr Richard Hargreaves

Dr Richard Hargreaves

Chair, Boku Inc

Founder, Baronsmead plc · former Chair, BVCA

Tim Brooke Thom

Tim Brooke Thom

Chair, Lunar Group

Former Chair, Monzo

Collective experience

Questions

Questions, answered.

We help large property estates and financial institutions make big decisions and then carry them out. We find savings, help choose systems and suppliers, run improvement programmes, and advise business owners on buying, selling and succession.
Built Environment: the people who run large property estates. Financial Services: leaders in banks, asset managers and wealth firms who choose systems and suppliers. M&A Advisory: owners of specialist contractors and financial services firms. Supply Chain Intelligence: large estates and the FM companies that serve them. Partner Advocacy: a small number of excellent specialist contractors.
Both. We advise first, then we stay and do the work until the results are measured.
Former property, estates and facilities directors, senior people from large FM companies, financial services executives and a former law-firm lawyer. The same senior people lead every job.
It depends on the work, and we agree it before we start. For estates, the first review is free. After that, a fixed fee or a share of the savings once your finance team has confirmed them, with a cap. For institutions, a fixed fee per project. For supply chain work, a fixed-price pilot first. For M&A and advocacy, terms agreed at the first meeting and linked to results.
Our work is discreet and usually under a confidentiality agreement. Nothing leaves your organisation without your approval.
For an estate, with the free review. For an institution, with a conversation about what you need. For a business owner, with a confidential conversation. For a specialist contractor, with a private briefing. None of these commits you to anything.

Let’s Talk

If it is yours to run, grow or sell, we should talk.

We take on a small number of clients at a time

Start a conversation

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Built Environment

Spend less on your estate. Get more from it.

We help the people who run large property estates find savings across maintenance, energy, suppliers and buildings, agree them with the finance team, and deliver them. The people doing the work have run estates like yours.

Experience across

The Challenge

Most estates carry more cost than they need to.

Most large estates spend 8 to 15 per cent more than they need to, without any drop in service. The waste hides in over-specified contracts, the wrong mix of staff and suppliers, too many small contracts, plant running longer than it should, invoices that drift from the agreed rates, and data that cannot say what anything costs.

The Programme

Savings today fund the estate you need tomorrow.

We run a programme for you that finds the savings, agrees them with your finance team, delivers them, and puts part of the money back into your buildings. One programme instead of five.

Stage 1

Find the savings

We measure what you spend on contracts, assets and repairs, then show where the savings are, what they cost to get, and how quickly they pay back.

Stage 2

Deliver

Re-buy building services, reduce the number of suppliers, fix rates and specifications, audit energy use and tune the whole estate.

Stage 3

Check

Every saving is measured against the starting figure and signed off by your finance team.

Stage 4

Reinvest

Part of the proven saving goes back into repairs, upgrades and the estate’s long-term plan.

Where the savings come from

Energy & utilitiesBuilding-services buyingSupply-chain consolidationReactive & maintenanceAsset & lifecycleSustainabilityCapital optimisationExternal investmentUtilisationEstate intelligence
01

One starting figure

Your finance team signs off the number everything is measured against.

02

One list of savings

Every saving has its starting figure, its cost, its owner and its sign-off. Cash savings and avoided costs are kept separate, so nothing is counted twice.

03

Your decisions

Every approval, appointment and reinvestment is your decision. We make each one easier to take.

The Agenda

The problems we help with.

Cost is one of them. It also pays for the others.

01

Safety and compliance

Fire, water and building safety, with the evidence a board expects.

02

Energy and carbon

Plans built on real data about your buildings, with the funding to match.

03

Big spending plans

Approved, put in the right order, and easy to defend to the board.

04

Contracts that are not working

Fixed, re-tendered or replaced, led from your side.

05

How the estate is run

In-house or outsourced, one supplier or several, with staff transfers handled properly.

06

Systems and data

Maintenance systems you can trust, and building technology that pays for itself.

Working With Us

Three ways to work with us.

Everything starts with the free review. What comes next depends on what it finds.

01

The free review

Two to three weeks on your data and your sites. We tell you how much could be saved and where to start. You keep the findings either way.

02

The savings programme

We run the programme that delivers the savings, checks them with your finance team, and puts part of the money back into your buildings.

03

Re-tendering contracts

We write down what you need, run the tender properly, and lead it through to award.

The Process

Twelve weeks to a signed plan. Then the programme.

Weeks 1–2

Gather the facts

Spend, contracts, assets, energy and repairs, collected and checked on site.

Weeks 3–6

Size the savings

Each saving costed and risk-rated. Suppliers and energy first.

Weeks 7–10

The plan

Investment, payback and return over three and five years, ready for your finance team.

Weeks 11–12

Your decision

Approve, change or stop. The plan is yours either way.

Beyond week 12

The programme delivers, checks and reinvests, stage by stage. Every approval stays with you.

The Team

People who have done your job.

People who have run the budgets you run.

Between them: Selfridges, Stella McCartney, VIA Outlets, CBRE, JLL, the Ministry of Justice and the Ministry of Defence. Fire, water, surveying and regulatory specialists join when needed.

Collective experience

Let’s Talk

If the estate is yours to run, start with the review.

We take on a small number of clients at a time

Who this suits

  • Estates spending £15m or more a year on property, maintenance and energy
  • Savings available in four or more areas
  • More repairs and upgrades needed than there is money for
  • Support from the estates, finance and procurement teams

Financial Services

Choose the platform once. Choose it right.

We help risk, compliance, operations and technology leaders in banks, asset managers and wealth firms choose new systems and suppliers. We write down what you need, test the market, help you choose on evidence, and run the project until it is live.

Collective experience

The Challenge

The requirement is usually clearer than the market.

Most leaders already know what needs replacing. The hard part is choosing well. There are many suppliers, little hard evidence, and a bad choice costs money for years.

The Requirement & Market Case

One document, before any supplier is in the room.

A bad system choice is paid for over years: workarounds, fixes, regulatory trouble and a second selection sooner than planned. This document is how we avoid it.

01

What you need

Written with your leaders, from your own data and controls.

02

The market

Every credible supplier, checked for size, references and certifications.

03

The shortlist

Three to five options, tested on evidence rather than demonstrations.

04

Total cost

Licence, integration, change and running costs over five years, compared like for like.

05

The delivery plan

Order of work, dependencies, data migration and checks, settled before any contract is signed.

06

The decision record

What was chosen, why, and what the board was told.

Coverage

Where we work.

01

Banking

Retail, commercial and investment banks: the platform, data and control decisions owned by risk, compliance, operations and technology leaders.

Who we work with

Chief Risk OfficerChief Compliance OfficerCOOCIO / CTO
02

Asset Management

Institutional managers, hedge funds and private-markets firms: operations, data and investment-platform decisions that scale across funds and entities.

Who we work with

C-Suite & BoardCOOHead of Investment OperationsHead of Compliance
03

Wealth Management

Private banks, wealth managers and platforms: advice, platform and client-lifecycle technology, chosen for the next decade.

Who we work with

CEOCOOHead of AdviceHead of Platform & Technology

Where we advise

Distribution strategyWealthtechFintech & PaymentsRegTech & ComplianceBanking TechnologyInvestment Operations & DataClient Lifecycle & OnboardingFunds & Capital Raising

How We Work

How we work.

For chief risk, compliance and operating officers, and heads of technology and advice.

01

Write down what you need

We define what the organisation needs with your leaders, from your own data and controls, before any supplier is involved.

02

Test the market

We check the best suppliers before they reach you: security certifications, regulatory readiness and references from clients your size.

03

You choose, we deliver

You make the decision. We run the project, check progress and measure the benefit until the system is live.

The Process

From need to decision in eight weeks.

Weeks 1–2

What you need

Agreed with your leaders, from your own data.

Weeks 3–4

The market

Who can really deliver at your size.

Weeks 5–6

Shortlist and evidence

Certifications, references and delivery checked, not claimed.

Weeks 7–8

Decision and start

You choose. We prepare the project.

Beyond week 8

We stay until the system is live and the benefit is measured.

The Team

People who have made these decisions.

People who have sat where you sit.

Senior careers in private banking, asset management, distribution and financial services law. Specialists in regulation, data and technology join when needed.

Where we have sat

Let’s Talk

If the decision is yours to make, we should talk.

We take on a small number of clients at a time

Who this suits

  • A live need in risk, compliance, operations or technology
  • A project worth £250,000 or more
  • A leader who owns the decision
  • Access to the data needed to test the market

The Value-at-Stake Review

Advice that pays for itself.

A free review of your estate. Two to three weeks to tell you how much could be saved. Twelve weeks to a plan your finance team signs. Led by people who have run estates like yours.

How It Works

Two steps.

The review finds the savings. The plan turns them into a number your finance team signs.

Weeks 1–3

The review

We read your spend, contracts, assets and energy against current market rates, and tell you how much could be saved and where to start. Free, and yours either way.

Weeks 4–8

Size each saving

Each saving costed, put in order and risk-rated with your estates and finance teams.

Weeks 9–12

The plan

Investment, payback, return over three and five years, and the team needed to deliver it.

Week 12

Your decision

Approve, change or stop. Every approval stays with you.

Beyond week 12

The programme delivers, checks and reinvests, stage by stage.

The Money

Most estates carry more cost than they need to.

8–15%

of annual property and maintenance spend can usually be saved

Without cutting service levels. The waste hides in over-specified contracts, the wrong mix of staff and suppliers, too many small contracts, plant and energy running wide, invoices that drift from the agreed rates, and data that cannot say what anything really costs.

Ranges from programmes our team delivered in previous roles. Every estate is measured on its own figures.

The Exchange

What you give. What you get.

01

What you give

Someone in the estates team and someone in finance to back the work, and access to your spend, contract, supplier, asset, condition, energy, maintenance and capital data. If the data is poor, fixing it becomes part of the work.

02

What you receive

The plan: where the money goes and where the savings are; cash savings and avoided costs kept separate; investment, payback and return; and the team needed to deliver it.

03

What it commits you to

Nothing. The plan is yours whether or not you go ahead, and we put that in writing before we start.

The Return

What a programme typically returns.

8–15%
of spend saved

Usually within the first year, without any drop in service.

3–5×
Return on programme fees

Measured against the signed starting figure, after our fees.

<12 months
Payback on the programme

In most cases, with early savings paying for later stages.

Typical ranges for programmes of this kind, from work our team has led in previous roles. Every estate is measured on its own figures. We only go ahead where the review shows a realistic path to at least three times our fees.

Commercial

How we charge.

01

The review is free

You see the size of the saving before you spend anything.

02

Then you choose

A fixed fee, or a share of the savings once your finance team has confirmed them.

03

Fees are capped

Always against the signed starting figure. Never open-ended.

Next Step

Start with the value-at-stake review.

We take on a small number of clients at a time

Supply Chain Intelligence & Activation

See every gap. Close the ones that matter.

For large estates and the FM companies that serve them. We map which specialist contractors you rely on, check they can really do the work, show where you depend on a single supplier, and find good alternatives where cover is thin.

The Position

A live map of who can really do the work.

Who is actually good, where, at what size and at what price, kept up to date from our work across the market. Directories go out of date. This does not.

01

Cover mapped

Every trade and region, with the evidence behind it, so you can see what is covered and by whom.

02

Weak spots shown

Where you rely on one supplier or have too few, ranked by how much work depends on them.

03

Suppliers checked

Accreditations, health and safety, references and capacity, documented and open to your audit.

04

Decisions stay yours

Every contract award is your decision.

The Value

The right number of good suppliers.

01

Fewer, better suppliers

Hundreds of small suppliers reduced to the right number of good ones, by trade and region.

02

Check, then trust

Competence, safety, capacity and readiness proven before work moves. Exceptions controlled, not improvised.

03

Grow the best

More work directed to suppliers worth developing, with two proven options for every critical trade.

04

Manage performance

Scorecards, controlled exceptions and a quarterly review for every critical trade.

Three views, one set of data

FMEngineeringProjectsPlanned & ReactiveTechnical ComplianceLifecycle & ReplacementSmall WorksCapExSpecialist Technical Services

The Method

Five stages. We run them. You decide.

Stage 1

Frame the brief

Agree the scope, trades, regions and outputs. You name the lead and the priorities.

Stage 2

Build the data truth

Your supplier list cleaned up and mapped by trade and region.

Stage 3

Add live demand

Your planned work and spend matched to supplier cover, by value, timing and place.

Stage 4

Validate the market

Current suppliers checked, capacity tested, new specialists found, with your permission.

Stage 5

Prioritise and activate

A gap report, priority actions, a plan to engage suppliers, and regular updates. Contract awards stay with you.

Commercial

Start with one pilot.

A fixed-price pilot. Eight to ten weeks, on one trade, account or region. Taken off the first year&rsquo;s fee if you continue.

Programmes then grow from one country to a region to the whole business, on the same method and data.

Next Step

If the supply chain is yours to run, we should talk.

We take on a small number of clients at a time

M&A Advisory

Build it, buy it, or sell it well.

For owners of specialist contractors and financial services firms. We help you buy other businesses, get ready to sell, or hand over to the next generation. The people doing the work have done deals and run businesses themselves.

Three Situations

Growth, exit, or the generation after you.

01

Buying businesses

A clear idea of what to buy and why, a list of targets from our knowledge of the market, and checks on what matters in these sectors: contracts, people, compliance and in-house capability.

02

Getting ready to sell

Starting eighteen months out: the numbers, the contracts, the next tier of management and the story. Then introductions to trade and private-equity buyers, alongside your corporate finance advisers.

03

Succession

A management buy-out, employee ownership or a family handover, arranged so the business keeps its clients, its people and its value.

How We Work

We know the buyers, the sellers and the businesses.

01

In the market every week

FM companies are buying, private-equity firms are building groups, and founders are retiring. We know which businesses are wanted, by whom, and when.

02

Deal-makers and operators

Led by a chief executive who has completed more than £120m of transactions, a former lawyer from a global law firm, and an operator who has run the kind of businesses buyers want.

03

Alongside your advisers

We work with your corporate finance, legal and tax advisers, not instead of them. We are not a regulated financial adviser and do not arrange or advise on investments.

Next Step

If the business is yours to grow or sell, we should talk.

We take on a small number of clients at a time

Partner Advocacy

Be in the room before the tender lands.

We introduce a small number of excellent specialist contractors in fire, water, drainage and M&E to the big FM companies, large estates and public bodies that need them, and we stay involved until the contract is won.

Who We Represent

We only represent the best.

Buyers take our calls because we turn most contractors away.

01

Established

Proven delivery on contracts of £500,000 or more, with your own engineers doing the work that matters.

02

Accredited

Gas Safe, BAFE, REFCOM and the other schemes your trade requires, checked before we start.

03

Owner-led

National or multi-regional cover, the capacity to take on new work, and leaders who will stand behind it in the room.

Categories we represent

Fire & Life SafetyWater Hygiene & TreatmentDrainagePumpsMechanical & ElectricalHVACHV/LVBMS & ControlsLiftsRoofingCompliance & Testing

How It Works

We open the door. Then we remain.

01

Private briefing

A confidential conversation. We decide together whether we can help, and where.

02

Introduce and support

We introduce you to the decision-maker against a live need, and stay involved through scoping, pricing and negotiation.

03

Stay

Through onboarding and growth across the client, until the work is won and repeating. We measure success in contracts won, not meetings booked.

Next Step

Start with a private briefing.

We take on a small number of clients at a time