Mandate is an independent advisory firm for boards, investors, and executive teams navigating transformation, transactions, and growth at scale.
Partner-led advisory for 220+ leadership teams
Transaction value advised
2011–2026Across 220+ strategy, capital, and transformation mandates since 2011.
Our quarterly view on capital, competition, and the forces reshaping enterprise value.
Read the latest briefAdvising leadership teams at
We are a partnership of former operators, bankers, and strategists. We accept a small number of mandates each year, and a partner leads every one of them from the first board conversation through to measurable results.
Meet the partnersMandates completed
Years independent
Markets served
Clients who return
Four integrated practices, staffed by partners who have run the businesses they now advise.
“Mandate gave our board a single, defensible view of where to take the business next.”
Nadia MorganChair, Orbis Health“Mandate gave our board a single, defensible view of where to take the business next.”
Nadia MorganChair, Orbis HealthSet direction with conviction. We help leadership teams decide where to compete, how to win, and what to stop doing.
“We walked into the process with a sharper equity story and closed above our target range.”
Claire CarterChief Executive, NorthfieldBuy, sell, raise, and integrate with discipline, from target screening to the hundred-day plan.
“They stayed until the savings were in the numbers, not just in the slide deck.”
Ethan ReedCOO, CastellanRebuild the operating model so the strategy actually gets delivered, quarter after quarter.
“Calm, candid, and always one step ahead of the situation in front of us.”
Sophia BennettLead Director, VeridianDiscreet counsel for the moments that test a leadership team: succession, activism, and crisis.
No audit relationships, no products to place, and no conflicts to manage. Just advice we are willing to be measured on.
Median three-year shareholder return of Mandate clients against their sector benchmark.
We have nothing to sell you but judgment. Our only incentive is the quality of the outcome.
The partner who meets your board is the partner in the room every week until the work is done.
A meaningful share of every engagement fee is linked to results we agree on at the outset.
Since 2011
Owned entirely by its partners. No outside capital, ever.
Every mandate follows the same four stages, scaled to the decision in front of you.
We pressure-test the numbers, the market, and the organization to isolate the questions that truly matter.
We frame clear options, model their consequences, and align the board and leadership on one path.
We embed with your team to execute, with weekly cadence, hard milestones, and transparent reporting.
We hand over the capability, measure what moved, and remain on call as the plan compounds.
Dedicated partners in each sector, so you never pay for us to learn your industry.
A closer look at how we work when the stakes are highest. Client details shared with permission.
View all case studies
Run-rate synergies captured in year one
Retention of top-50 client accounts
Ahead of the original integration plan
Mandate brought a level of candor our board had not heard from an advisor before. They told us what we needed to hear, then stayed to help us act on it.
Claire CarterChief Executive, NorthfieldA straightforward look at how we work, what to expect, and where we can help.
Tell us about the decision in front of you. A partner will respond within one business day.
Boards, chief executives, and investors of mid-cap to large enterprises, along with the private equity and family offices that own them. Most clients have revenues between $250m and $10bn.
We are independent and partner-led. There is no pyramid of junior staff, no audit or technology products to sell, and every mandate is led day to day by the partner who wins it.
Strategic and transaction mandates usually run eight to sixteen weeks. Transformation work runs six to twelve months, and many clients retain us on an ongoing advisory basis afterward.
We agree a fixed fee for each phase, with a meaningful portion tied to outcomes we define together at the outset. There is no open-ended billing.
Yes. We regularly coordinate with legal counsel, investment banks, and auditors, and we are comfortable acting as the integrating voice for the board.
Every engagement begins under NDA, and client work is ring-fenced within the partner team. We never advise direct competitors on the same matter.
Research and points of view from our partners, published for the leaders who make the call.
View all insights
Whether you are weighing a transaction, a transformation, or a turning point, a partner can help you frame it in a single conversation.
