Focus Areas
The firm's work is built around three core disciplines — Capital Markets, Commercialization, and Transformation & Optimization — applied across its core markets. The detail pages below carry the full picture.
Core Disciplines
These are the disciplines the firm brings into every engagement — capital fluency on one side, commercial system design on another, and the transformation and operating cadence that converts strategy into compounding execution on the third.
23.5 Strategies helps companies and investors translate operating reality into capital markets judgment. The firm supports investment thesis development, capital allocation, transaction readiness, strategic alternatives, value creation planning, and investor-facing narrative.
Commercialization is where strategy becomes revenue. 23.5 Strategies helps companies optimize existing commercial platforms and launch new growth businesses through pricing, customer strategy, go-to-market planning, partnerships, revenue models, contracts, and execution.
Phased transformation, operating optimization, process improvement, and business-model and structural redesign for businesses moving through inflection — reliability, cash discipline, commercial performance, and the multi-year operating cadence that compounds value rather than dissipates it.
Core Markets
Energy, fuels and distribution, infrastructure, chemicals, power, logistics, industrials, and manufacturing — each carries its own depth and a dedicated detail page.
Energy strategy requires more than market commentary. 23.5 Strategies advises companies and investors across oil and gas, renewables, downstream, fuels, logistics, and energy infrastructure with an operator-led view of markets, assets, margins, policy, capital cycles, and execution.
Chemicals strategy requires a clear view of feedstock, manufacturing, logistics, customers, end markets, technology, regulation, and capital cycles. 23.5 Strategies helps chemicals businesses and investors assess growth, margins, portfolio position, and value creation.
Power is becoming a strategic constraint and growth opportunity across the industrial economy. 23.5 Strategies helps clients evaluate generation, distribution, reliability, infrastructure, demand growth, commercial models, and capital implications.
Fuels and distribution businesses create value through pricing, supply, logistics, contracts, customer mix, working capital, and execution. 23.5 Strategies advises fuel marketers, distributors, gas station owners, trucking businesses, and investors on margin optimization and growth.
Supply chain performance is now a strategic issue. 23.5 Strategies helps companies and investors assess logistics, procurement, network design, vendor exposure, working capital, resilience, transportation economics, and the commercial impact of how products move.
23.5 Strategies helps industrial companies and investors understand strategy, market exposure, customer economics, operating performance, capital allocation, and value creation across complex industrial markets including transportation, aviation, logistics, equipment, services, materials, and industrial technology.
Infrastructure strategy requires more than a spreadsheet. 23.5 Strategies advises energy and industrial infrastructure clients on market need, commercial feasibility, diligence, development strategy, stakeholder alignment, utilization, capital discipline, and value creation.
Manufacturing performance depends on the connection between operations, customers, pricing, capital, supply chain, and execution discipline. 23.5 Strategies helps manufacturers identify value levers, improve performance, and build practical growth and operating plans.
