Technology Investment
Assessing markets and business models through the underlying economics: competitive position, revenue quality, cash conversion, valuation, defensibility and downside risk.
Technology Investment · Deep Tech · Strategic Growth · Capital & Transactions
Working where technology, capital and strategic judgment meet.
I work with founders, boards, investors and family offices on technology investments, strategic growth and capital decisions.
My perspective has been shaped across technology, investment banking, private capital and strategic advisory — understanding the economics beneath the story, where value is being created, what can derail it, and which strategic or financial actions can improve the outcome.
The recurring question is simple: what is the valuable business underneath the noise, and what needs to happen for the market to recognise it?
What I Work On
I tend to work on situations where the investment case, business model and capital structure need to be understood together. The objective is clarity: what matters, what creates value, what can break, and what action follows.
Assessing markets and business models through the underlying economics: competitive position, revenue quality, cash conversion, valuation, defensibility and downside risk.
Helping boards and management teams identify the valuable core, sharpen positioning, simplify complexity and direct resources toward higher-value growth.
Capital raises, growth financing, venture debt, M&A and strategic alternatives — framing the opportunity so investors, lenders, acquirers and boards can act with conviction.
Selected technology lenses
Experience spans enterprise software, cybersecurity, AI and data, industrial technology, IoT, semiconductors, deep technology and technology-enabled services. The common thread is a focus on market structure, business-model quality and where durable economic value is likely to accrue.
Essays on Technology, Markets & Capital
Technology now sits much closer to the centre of economic and political power. AI, cybersecurity, energy systems, biotechnology, robotics, and advanced infrastructure are becoming the operating layers through which companies compete, states build resilience, and societies expand their capacity.
Capital is changing alongside it. It is increasingly a strategic instrument, shaping industries, influencing geopolitical advantage, and determining which technologies move from possibility to scale. Modern economies also face a deeper execution problem — they possess extraordinary technological capability, yet often struggle to build housing, expand energy capacity, secure supply chains, govern AI, or deliver infrastructure at pace.
The aim is not prediction for its own sake. It is to think more clearly about the forces shaping the future before they become obvious to everyone else.
Insights
Investigations, Opinions and Reflections
Presentations
Research and analysis on technology, markets, and the forces shaping the future.
About Me
Most company stories are told twice: once by the people raising money or selling the business, and once by the numbers underneath. I’ve spent eighteen years working in the gap between the two.
I advise CEOs, founders and boards of technology and growth companies on the strategic decisions that shape value — M&A, capital raises and other transactions where judgement, positioning and execution matter.
My experience spans investment banking, M&A advisory and corporate strategy across European technology markets. Much of my work sits at the intersection of capital, narrative and execution: understanding what a business is worth, how investors or acquirers are likely to see it, which strategic options are genuinely available, and how to turn those options into an executable transaction.
Over the course of my career, I have worked with growth companies, institutional investors and management teams across software, deep tech and broader technology markets, advising through acquisitions, disposals, financings and periods of strategic change.
Before establishing my independent advisory practice, I held senior roles in technology investment banking and corporate strategy. I hold an Executive MBA from the University of Oxford and studied banking and finance at the University of St. Gallen.
I am based in London and work with clients across Europe and internationally.
Focus
M&A · Capital Advisory · Strategic Communications
Education
Executive MBA, University of Oxford · University of St. Gallen · ESC Grenoble
Based In
London, United Kingdom
Sectors
Technology · Growth Companies · European Markets
Get in Touch
For technology investment, strategic growth, capital or transaction matters.