Two consulting disciplines.
Corporate Strategy & Enterprise Performance Consulting
Consulting for company leadership on corporate strategy and enterprise performance — operating model, cost and margin structure, competitive position, and how AI and technology change the way a business competes. Engagements are with the company itself; they are not investment advice to anyone.
AI & Public Policy
Thought leadership on AI regulation, ethics and the intersection of artificial intelligence with financial markets and enterprise software — commentary, briefings and speaking.
Every engagement is built the same way.
A single testable proposition about the business, the operating and financial measures that test it, and the evidence, agreed in advance, that would change the recommendation. Consulting work is kept separate from the MCH Analysis research publication; material issuer relationships are disclosed where applicable under our Conflicts of Interest & Securities Ownership Policy.
Question
A single, testable proposition about the business — where margin is lost, or which operating-model change moves performance — agreed with leadership at the outset.
Indicators
The handful of operating and financial measures that would confirm or break the proposition — agreed, not implied.
Decision trigger
The evidence, set out before the work starts, that would change the recommendation, so the reasoning can be checked.
Consulting engagement
Corporate strategy and enterprise performance work for a company, on a defined scope.
Media & speaking
Commentary, briefings and speaking on AI, markets and the macro cycle.
MCH is not a licensed financial services provider or a registered investment adviser. Consulting engagements are with companies, on corporate strategy and enterprise performance, and are not personal financial advice or investment advice to any person. MCH Analysis research is general and impersonal and does not take any reader's circumstances into account.