Making cost savings last: a breakfast roundtable for CFOs

Strategy & management consulting

Strategy that holds upin the real world

Vertex works with leadership teams on the decisions that set the course of a business, then stays with your people until the results show up in the numbers.

Engagements delivered
1,200+
Clients who come back
86%
Consultants and experts
380
Countries worked in
41
Offices on three continents
4
Owned by our partners
17 yrs

Helping leaders inFinancial ServicesHealthcare & Life SciencesIndustrialsEnergy & UtilitiesConsumer & RetailTechnology & Media

A few of the engagements we can talk about. Clients stay anonymous; the numbers are theirs.

How we work

From diagnosis to delivered results

Every engagement follows the same four steps. What changes is how long each takes and who from your side is in the room.

  1. 012–4 weeksDiagnoseWe take the business apart with your numbers, your customers and your front line, and agree what is really driving the problem.
  2. 023–6 weeksDecideWe put two or three real options in front of the board, each with its cost, its risk and what it asks of your people.
  3. 033–12 monthsDeliverOur team works inside yours to land the plan: owners, milestones, a weekly cadence and a scorecard everyone can read.
  4. 04OngoingSustainWe hand over the tools and the habits, then check in at six and twelve months to make sure the gains have held.

Why Vertex

Built for the decisions that cannot go wrong

Our clients are boards and executive teams with a lot riding on one call. They choose us for three reasons.

  • Fees tied to outcomes

    On most engagements part of our fee depends on results we agree up front, measured by your finance team.

  • Partners who do the work

    The partner who wins the work leads it, and spends at least two days a week with your team.

  • No software to sell

    We have no products, alliances or referral fees, so our advice is the only thing on the table.

92%

of recommendations still in place two years later

Trusted by boards in 41 countries, from family-owned industrials to listed banks and public health systems.

FAQ

Questions leaders ask before they call

Any more questions?

Contact us
What size of company do you work with?

Most of our clients have revenue between $500 million and $20 billion, along with private equity firms and public bodies of similar scale. We take on smaller companies when the question is a good fit for how we work.

How are your fees structured?

We agree a fixed fee for each phase before it starts. On most delivery work, up to a third of the fee depends on results we define together and your finance team measures.

How quickly can you start?

A partner will call you within two working days of a request. A diagnostic can usually start within three weeks of that first conversation.

Do you work alongside other advisors?

Often. We regularly work next to your auditors, bankers, lawyers and technology partners, and we agree who owns what on day one so nobody pays twice for the same work.

Who will actually be on the team?

You meet the partner and the engagement manager before you sign, and approve the rest of the team by name. There is no bait and switch after the pitch.

Have a decision on the table?

Tell us what you are weighing. A partner will reply within two working days, and the first conversation is on us.