Helping professionals and teams strengthen their technical expertise, commercial judgement and ability to analyse businesses, markets and strategic decisions
Learn through real companies, transactions, industries and market developments
Sessions are tailored to the audience's objectives, experience and development needs
The Strategy Desk works with professionals and organisations looking to strengthen financial and strategic capabilities through practical, real-world learning.
Our primary audience is students and early-to-mid-career professionals, including analysts, associates and managers.
Strengthening financial understanding, commercial judgement and strategic thinking across finance, M&A, strategy and other business functions. Training helps participants assess business performance, evaluate investment decisions and approach strategic challenges with greater confidence.
Bringing practical, industry-led perspectives into academic learning, bridging the gap between theory and professional practice.
Complementing existing educational programmes with specialist expertise, practical teaching and real-world examples.
Developing technical expertise, analytical skills and confidence in applying financial concepts through tailored learning.
The Strategy Desk delivers practical training courses across finance, valuation, financial markets and strategic analysis. Courses combine technical foundations with real-world examples and case studies, helping participants understand key concepts and apply them in practice.
Core subject areas include:
Courses are structured around these subject areas, with topics, depth and emphasis adapted to participants' experience and learning objectives. A course can focus on selected topics or combine several areas into a broader programme.
Courses can be delivered virtually or in person, with formats adapted to the audience and learning objectives.
Focused workshops and structured development programmes tailored to team roles, experience and business objectives.
Guest lectures, workshops, specialist modules and case-study sessions that complement existing curricula.
Specialist teaching, topic-specific learning materials and practical case studies integrated into existing programmes.
One-to-one sessions focused on specific technical topics and professional development objectives.
What makes our approach different is the emphasis on real-world application. We use live companies, earnings releases, transactions, market developments and case studies to bring concepts to life.
Our sessions combine technical fundamentals, structured problem-solving and real-world application, helping professionals translate learning into greater impact in their roles.
Alongside technical capability, we also focus on developing professional judgement: how to ask better questions, challenge assumptions, and assess the credibility of data, analysis and output. As information and analysis become increasingly accessible through AI and other tools, these skills are becoming an even more important differentiator.
Sessions include knowledge checks to reinforce learning and help participants apply concepts with confidence.
Our aim is to help professionals build stronger technical foundations, develop a structured approach to analysis, and strengthen the commercial judgement needed to excel in their roles and advance their careers.
Drawing on more than ten years of experience across audit, strategy consulting and M&A, we combine real-world industry experience with a passion for teaching and developing talent.
Our experience includes training at a Big Four accounting firm, qualifying as a Chartered Accountant (ACA), and progressing into Director-level strategy and M&A leadership roles.
Alongside our training programmes, we publish regular insights on financial markets, investing and valuation via Substack. Explore our latest insights to learn more.
Regular writing on financial markets, valuation, investing and corporate strategy.
Current performance is only a starting point. Earnings sustainability is critical, and understanding what could change helps frame what comes next.
Read on Substack →What it means, why it matters, how to build it properly, and why the number you see in a screener is usually just the starting point.
Read on Substack →Bonds are often viewed as less exciting and more complex than stocks. It does not have to be that way.
Read on Substack →A step-by-step DCF valuation of Reddit using Damodaran's framework, walking through assumptions, model structure and what the numbers say about the market's expectations.
Read on Substack →An in-depth look at MercadoLibre's credit business, examining its growth, risk profile and what it means for the broader MELI investment case.
Read on Substack →How the choice between cash and stock consideration shapes deal economics, risk allocation and what it signals about how each side values the target.
Read on Substack →Whether you're looking to develop your team, complement an educational programme or strengthen your own technical skills, we'd welcome the opportunity to discuss your objectives.
We offer a complimentary introductory session, giving you an opportunity to experience our approach to learning. We'll discuss your objectives and development needs, and introduce our areas of expertise.
Tell us a little about what you're looking for using the form. We'll review your enquiry and get in touch within 24 hours to discuss potential next steps.