Common sense is often uncommon.

Data is crucial, but we know its limitations.

To know a place, understand its history and culture.

We explore the unusual and different, not the mainstream.

“Free cash flow” over “EBITDA.”

Intellectual curiosity fuels our work.

Hidden truths lie within financial statements.

Change and evolution are essential in business.

Beware of fast-talking people with pedigree resumes.

We like graphs and tables to convey ideas.

Beware of anyone who says “synergy,” “burn,” “strategic consultant,” or “send me your deck.”

We pick up the phone for clients.

AI is informative with caution.

We are a small team with big ideas.

Travel can be tiring but rewarding.

We view management teams as partners on the journey.

We are inquisitive and want to understand the world.

Ask better questions than “what do you think your EBITDA margins will be going forward.”

Based on years of experience, about a hundred countries visited, and thousands of interviews, we are willing to provide advice to those interested.