Portfolio Consulting

Control and tax efficiency are important to many investors. That’s why we offer many managed accounts for a diverse range of investment objectives.

Advisor and client pointing at financial charts and a process diagram on a table.

Strong cash flow management is essential to business resilience and operational confidence. We help businesses improve cash visibility, strengthen control over working capital, and reduce the uncertainty that can affect growth, planning, and daily performance.

Advisor reviewing printed charts with a client at a round table.

Capabilities

Strategic direction, grounded in financial insight and built for practical action.

Strategic planning turns ambition into a focused sequence of choices, owners, and investment priorities. We connect long-term direction with the operating plan and the financial resources available.

From leadership planning to quarterly reviews, teams get a practical way to track progress, question assumptions, and adjust when conditions shift.

Process Optimization

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of investors funds!

Process Optimization

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of investors funds!

Process Optimization

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of investors funds!

Workforce Planning

Keeping contact with management and spending time on location, drive a deep operational understanding.

Workforce Planning

Keeping contact with management and spending time on location, drive a deep operational understanding.

Workforce Planning

Keeping contact with management and spending time on location, drive a deep operational understanding.

Lead Generation

Our research is more than just numbers. Year over year, we get to know the people who make the company work.

Lead Generation

Our research is more than just numbers. Year over year, we get to know the people who make the company work.

Lead Generation

Our research is more than just numbers. Year over year, we get to know the people who make the company work.

Profitability Analysis

Financial success depends on relying on a team of experts with in depth knowledge and massive experience in business.

Profitability Analysis

Financial success depends on relying on a team of experts with in depth knowledge and massive experience in business.

Profitability Analysis

Financial success depends on relying on a team of experts with in depth knowledge and massive experience in business.

Our Approach

Align priorities, test assumptions, and translate plans into clear next steps.

We begin by understanding the company’s ambitions, constraints, and decision calendar. Then we work with leadership to align priorities, financial plans, and the operating responsibilities needed to carry them forward.

Our role is to create structure for better decisions, not to impose a fixed template. The plan remains useful as new evidence and opportunities emerge.

Clarify the ambition: Agree the outcomes and time horizon leadership wants to pursue.
Review the baseline: Understand current performance, capability, and financial capacity.
Compare options: Assess the trade-offs, dependencies, and risks behind potential priorities.
Build the roadmap: Assign owners, milestones, and resources to the agreed direction.
Create the cadence: Review progress, revisit assumptions, and refine decisions over time.

Financial Planning

Wealth Management

Crisis Management

Portfolio Consulting

Sustainability Audits

Mergers & Acquisitions

View through tall office windows of a rainy street with a parking barrier and parked cars.

Let’s talk about your business

We support businesses with strategy, planning, cash-flow visibility, reporting, forecasting, and financial leadership.

+2 011 611-4574

info@Lexcorp.com

2307 Beverley Brooklyn.

Let’s talk about your business

We deliver complex commercial, industrial, and civil developments with disciplined cost modeling and uncompromising jobsite safety.

+2 011 611-4574

info@Lexcorp.com

2307 Beverley Brooklyn.

Practical insight backed with financial thinking

Measurable outcomes across global mandates built on two decades of disciplined execution.

Executive partner satisfaction

Endorsement rating from board members and chief executives after milestone completion.

Executive partner satisfaction

Bring cash, priorities, and operating assumptions into the same conversation.

Executive partner satisfaction

Bring cash, priorities, and operating assumptions into the same conversation.

Global markets covered

Active operational coverage across primary commercial hubs, logistics and financial centres.

Global markets covered

Active operational coverage across primary commercial hubs, logistics and financial centres.

Global markets covered

Active operational coverage across primary commercial hubs, logistics and financial centres.

Years of Experience

Collective senior partner expertise across advisory firms, audits and corporate governance.

Years of Experience

Collective senior partner expertise across advisory firms, audits and corporate governance.

Years of Experience

Collective senior partner expertise across advisory firms, audits and corporate governance.

Capital deployment return

Ratio of tangible value created relative to total advisory advisory spend across accounts.

Capital deployment return

Ratio of tangible value created relative to total advisory advisory spend across accounts.

Capital deployment return

Ratio of tangible value created relative to total advisory advisory spend across accounts.

Committed to clientsm focused on Results

Trusted by leaders shaping global markets

Built on two decades of operational reality

Why we left traditional consulting to build an advisory firm that stays through execution.

Focused advisor typing on a laptop in a high-rise office lounge.

When market volatility hit or integration bottlenecks surfaced consultancies were already onto their next billable engagement. We founded this firm on a simpler, more accountable principle: direct partner involvement on the ground until operational changes yield verified margin expansion on your balance sheet.

We deliberately keep our client roster selective so our senior partners can embed directly inside active mandates rather than managing delegating layers. Whether we are untangling cross-border supply chains, stress-testing liquidity covenants, or aligning executive boards around difficult transitions.

David Vance

The Founder