Independent advisory · Fractional leadership
Commercial and investment advisory for critical minerals, mining and energy
I help companies and investors turn complex projects into investable, financed and executed ventures, and grow and optimise existing portfolios. I have advised investment committees on more than US$30 billion of transactions. I have led acquisitions, investments, due diligence and commercial negotiations, and I co-founded Moshe Capital Investments (MCI), a natural resources investment business in South Africa. I have led commercial and development work globally. I work as an independent adviser, or as fractional or interim leadership inside your business.
Critical minerals · Mining · Energy security · Infrastructure
Europe · Africa · Middle East · Australia · Latin America · Canada · US
MBA, London Business School
Every side of the table
I have led investment and development decisions as an investor and project developer, and advised both sides on how to structure, negotiate and execute them.
The buyer’s side
Investment committee advice, acquisitions, divestments and due diligence at Rio Tinto and TAQA.
The investor’s side
Co-founded MCI, a Moshe Capital company, and worked with DFIs, banks and family offices.
The project’s side
Commercial, investment and development leadership on large-scale projects, plus hands-on physical commodity transactions and EPC tenders.
That is why I can tell you what the other side will ask before they ask it.
Where I add value
Take projects to capital
Get a project investment-ready and in front of the right capital. I build the commercial case, line up strategic partners, offtakers, DFIs and investors, and prepare you for the investment committee conversation, because I have advised those committees. I work alongside your bankers and advisers.
Build and evaluate portfolios
For corporates, funds and family offices entering or expanding in critical minerals and energy. Strategy, screening, due diligence, negotiation and building the team to run it.
Negotiate and close
Offtake, EPC, technology and strategic partnership agreements, plus government and stakeholder negotiations across emerging and developed markets.
Support for advisory firms
Senior commercial and transaction capacity inside your mandate, under your name or mine.
Available as independent advice or as fractional or interim leadership. See Services.
Selected experience
Rio Tinto
London
Investment Committee advice on US$30B+ of greenfield, brownfield, acquisition and divestment decisions in iron ore.
TAQA
Abu Dhabi
Led the ~US$500M Atrush (Kurdistan) acquisition and a US$45M investment that returned 2x in 12 months.
Moshe Capital Investments ("MCI")
South Africa
Private Equity fund with the mandate to invest in the Mining industry in Southern Africa
LusoRecursos
Portugal
Chief Commercial Officer & Head of Development of a large-scale lithium project designated strategic under the EU Critical Raw Materials Act.
O2B Capital
Lisbon · Cape Town
Independent Advisory, Capital Raising, Commodity Sales, Offtakes & Partnerships
Epiroc
South Africa
Business Development, Sales & Project Management in Latin America
KPMG Consulting
Germany
In-House Banking, Treasury & Corporate Finance Solutions
BearingPoint BV
Netherlands
Subject Matter Expert in ERP Implementations for Mining & Energy Companies
Recent speaking
Practical perspectives on investment, project development and energy security.
UNECE Resource Management Week, April 2026.
Keynote speaker.
Bosphorus Mining Connect, Istanbul, October 2026.
Guest speaker.
Have a project to finance,a portfolio to build,or a negotiation to land?
Tell me where you are and what is in the way.
I reply personally.