Four practices. One connected view of the decision.

Practice

Market & Sector Intelligence

Commodity, market and competitive intelligence for decisions about allocation, positioning and entry.

We examine how commodity fundamentals, supply chains, producer behaviour, end-use demand and competitive dynamics affect commercial strategy across African mining and energy markets.

Decisions supported

• Capital allocation
• Corporate and portfolio strategy
• Market entry
• Commercial negotiations
• Investment screening

Practice

Project & Asset Intelligence

Integrated review of projects, assets and development pathways—grounded in commercial context.

We assess the evidence around mining projects, exploration portfolios and energy infrastructure to clarify value drivers, development constraints and investment risk.

Decisions supported

• Asset acquisition or disposal
• Development-stage investment
• Portfolio prioritisation
• Project financing
• Risk and value assessment

Practice

Policy, Regulatory & Institutional Advisory

Analysis of the rules, institutions and political economy that shape investment and project outcomes.

We connect policy and regulatory architecture to commercial consequences—helping public and private institutions understand how fiscal regimes, licensing frameworks and institutional behaviour affect investment and development.

Decisions supported

• Policy and code design
• Market-entry strategy
• Licensing and permitting approach
• Institutional reform
• Stakeholder strategy

Practice

Transaction & Capital Support

Independent intelligence and analytical support around consequential capital decisions.

We support investors, companies, lenders and advisers with research, analysis and decision materials for acquisitions, financings, capital raising and post-transaction review.

Decisions supported

• Buy-side and sell-side assessment
• Investment committee approval
• Project-finance diligence
• Capital raising
• Strategic investor selection