VIDEOS
MARENGO CAPITAL
Dive into the thinking, methodology and insights behind Marengo Capital’s value-creation approach. Here you’ll find a curated selection of video content, from keynote talks and panel discussions to case walkthroughs and thought-leadership segments, all presented through the lens of long-term enterprise value.
JUNE 2026
WALKING IN CLIENTS' SHOES
I GET IT BECAUSE I'VE DONE IT
SEPARATING THE WHEAT FROM THE CHAFF
Can you learn how to play the piano from someone who has never played the piano? Most people would say “no”.
Should you take commercial advice from someone who has never run a business? Most clients of consulting firms do exactly that. Many consultants, especially in large consulting firms, have long careers in advising but no experience in actually doing. They can talk-the-talk, but can’t walk-the-walk. They have no skin in the game.
As a Director and owner of a boutique management consulting company, I have skin and my own capital in the game. After a long career of doing, I am now advising clients. I have walked in clients’ shoes, and I live-and-breathe my advice to clients every day to run my own business. My success is dependent on client success. There is no safety net, and I wouldn’t have it any other way.
MAY 2026
THE VALUE OF VALUE
THE ECONOMICS OF ENTERPRISE
SOMETHING FROM NOTHING
What is the value of value? Enterprises cannot thrive if they don’t survive. Good enterprises create value, bad enterprises destroy value. Creation enables a virtuous circle of economic sustainability, destruction circles the drain to inevitable failure.
What are the characteristics of value? Value does not discriminate, nor is it indiscriminate. Everyone has equal opportunity, but only those focused on creating value will create it. This is because value creation is designed, not accidental; a discipline, not a byproduct.
This video outlines my passion for value, and how my passion helps our clients.
APRIL 2026
SEATS, TABLES, OR PART OF THE FURNITURE
DO YOU STRUGGLE TO GET A SEAT AT THE TABLE?
This video reveals the five common reasons why hopefuls cannot get a seat at the table.
Spoiler alert, only one is outside of your control! Ouch!
MARCH 2026
PUTTING THE AL IN DIGITISE
DO YOU KNOW THE DIFFERENCE BETWEEN DIGITISE AND DIGITALISE?
You are either on the digitalisation boat, or you are left on the analogue shore. In either case, make it an active choice!
FEBRUARY 2026
EXPANDING REMIT
MEET FIXED FOOTPRINT
Are you expected to do more with the same, or fewer, resources?
Direct action is required to address the problem. Neglect exacerbates it. Complaining, self-identifies failure.
NOVEMBER 2025
ECONOMIC SUSTAINABILITY
THE RISE AND FALL OF ECONOMIC SUSTAINABILITY
Corporations cannot be all things to all people because they will disappoint everyone. They cannot even be all things to some people. To be economically sustainable, capable of not only surviving but thriving, corporations need to increase long term enterprise value and serve shareholders as owners. In doing so, shareholders receive an efficient return which can be reinvested in the same or another corporation, allocated to philanthropic or political causes, used to help family members, or to buy a classic car, or go on holidays. It will also allow mums and dads to fund a reasonable retirement at a reasonable age.
We are at an inflection point. Failure is not an option. Both labour and capital are more mobile than they have ever been. If Government continues to bleed entrepreneurs and entrepreneurialism, labour and capital will seek greener pastures elsewhere. This has already commenced with gusto in the United Kingdom with over 10,000 millionaires leaving the UK in 2024 alone, more than double the previous year. This will happen in Australia too if remedial steps are not taken. The golden geese will lay their golden eggs somewhere else.
OCTOBER 2025
FUNCTIONAL STATICS & MARKET DYNAMICS
DO YOUR OPERATING MODEL, POLICIES, STRATEGIES AND KPI HELP OR HINDER YOUR TREASURY TO MEET THE CHANGING MARKET?
If you do not know the answer – the answer will be ‘hinder’ – because static treasury infrastructure diverges materially from rapidly evolving market dynamics. This divergence problem is made worse by the passage of time.
SEPTEMBER 2025
ARTIFICIAL INTELLIGENCE, IQ & DUE DILIGENCE
ARE YOU EXPLOITING, OR THINKING ABOUT EXPLOITING, AI IN YOUR WORKFLOW?
AI has captured the imagination of many economic agents, with greed and fear in equal measure. Treasurers tend to be more circumspect. Is it time for Treasurers to dip a toe into AI, go all-in, or steer clear? For those who get it right by performing essential due diligence, they will increase productivity and improve decision making. Those who do not perform due diligence, are exposing themselves to massive liability.
Research by The Massachusetts Institute of Technology (MIT) found that the vast majority of AI investments were yielding “zero return” for businesses. “Despite $30-40bn in enterprise investment into Gen[erative]AI, [the MIT] report uncovers a surprising result in that 95pc of organisations are getting zero return”. In other words, AI is a tool not the solution.