A Cash-Generative British Advisory Platform Built for Scale

Consistent double-digit growth, 25%+ EBITDA margins, and a clean balance sheet — trading at under 8x forward EBITDA.

Welcome to my Substack, where I delve into the world of truly undiscovered companies from across the globe. Everyone is talking about the same 200-300 stocks, but there are more than 55,000 publicly traded companies in the world. Here, we explore hidden gems in the financial markets that often fly under the radar of mainstream analysts and investors.

Teaser

While many consulting firms grapple with margin compression and scale inefficiencies, one UK-based advisory firm has quietly built a model that delivers both. With EBITDA margins consistently above 25% and a strong free cash flow profile, it has proven its ability to grow without overextending. Backed by a net cash balance sheet and disciplined capital allocation, this consultancy continues to expand across sectors and geographies — yet still trades at a valuation that understates its operational quality and long-term potential.