Good morning, Marcus.
Sunday, May 3, 2026 · 4 active mandates · 2 reviews due · The market opens in 14h 22m.
Revenue Generated YTD
$6.4M
▲ 14.6% vs LY
Active Mandates
4
— Capacity max
Utilization (4-wk)
92%
▲ 5pp QoQ
Pitch Conversion
41%
▲ 6pp vs target
Today
Sunday · 6 items
My active mandates
Live deals · weighted by stage
My KPIs · Q2
Weighted score · 87/100
Upcoming
Next 72 hours
Mon · 09:30 — 10:30 · Sydney
Helios bid debrief with M. Industrials CFO
Mon · 14:00 — Internal
Q2 review cycle launch — kick-off with managing partners
Tue · 11:00 — Boardroom A
Drysdale board — Sentinel fairness opinion presentation
Wed · 16:00 — Bertramsen offices
Aurelia diligence — site visit and management Q&A
My training
2 due · 1 overdue
Group Overview
Consolidated view across all four entities. Read-heavy, insight-driven, decision-focused. Q2 2026.
Group Headcount
143
▲ 12 YTD
Group Revenue YTD
$305M
▲ 7.4% vs plan
Live Mandates
38
▲ 9 QoQ
Group Utilization
81%
— stable
Entity performance
Click an entity to drill down
Capacity vs pipeline
Demand and supply by entity
Performance distribution
Annual review · 113 reviewable
113
Reviewed
Exceptional7%
Strong21%
Meeting57%
Developing12%
Below bar3%
Top revenue contributors · YTD
By attributed deal revenue
| # | Operator | Entity | Deals | Revenue | vs Target |
|---|---|---|---|---|---|
| 01 | Marcus Aldridge Managing Partner · Industrials | Advisory | 4 | $6.4M | +$1.2M |
| 02 | Rashid Al-Mansoori Partner · Energy & Resources | Advisory | 3 | $5.8M | +$0.8M |
| 03 | Elena Vasiliou Partner · Quantitative | Capital | 2 | $4.9M | +$0.4M |
| 04 | Aisha Karim Director · Healthcare | Advisory | 3 | $3.2M | +$0.6M |
| 05 | David Okonkwo Director · Growth | Ventures | 5 | $2.4M | −$0.1M |
| 06 | Priya Raman Partner · Accreta | Accreta | 3 | $1.9M | +$0.2M |
Risk register
Live exposures across the firm
!
Concentration · Aerospace
38% of advisory revenue exposure to one sector. Recommend diversification target by Q3.
Live
▲
Capital — pipeline overhang
Quantitative team running tight. Three further mandates in 30-day window.
Today
↘
Healthcare retention
Engagement score −14pp QoQ. Two senior associates flagged in pulse survey.
2d
i
FX exposure widening
USD-denominated fee receivables up 32% YTD. Hedging committee review scheduled.
3d
Operator Profile
Dynamic identity record — capability, contribution and trajectory in one surface.
MA
Marcus Aldridge
Managing Partner · Industrials & Infrastructure · Cavari Advisory
Top decile · 3y running
Available · until 17:00
Overview
Capability
Contribution 47
Performance
Compensation
Compliance
Activity
Capability profile
Capabilities derived from deal activity, self-assertion, and peer endorsement
Sector expertise
Industrials · Lead
Infrastructure · Lead
Aerospace & Defence
Specialty Chemicals
Diversified Manufacturing
Skills
Cross-Border M&A
Sell-Side Auctions
Public Bids
Hostile Defence
Board Advisory
Carve-Outs
Activist Defence
PE Sponsor Coverage
Languages
English · Native
German · Working
French · Conversational
Recent deal contribution
Auto-derived from execution system
| Code | Mandate | Role | Sector | Value | Status |
|---|---|---|---|---|---|
| PRJ-2401 | Project Helios Meridian Industrials → Northstar Composites | Lead Partner | Aerospace & Defence | $1.24B | Active |
| PRJ-2411 | Project Sentinel Drysdale Holdings — fairness opinion | Lead Partner | Industrials | $2.10B | Active |
| PRJ-2331 | Project Coriolis Hartwell Aerospace · sell-side | Lead Partner | Aerospace | $2.85B | Closed |
| PRJ-2304 | Project Ophir Larkspur Holdings · public bid defence | Lead Partner | Industrials | $1.10B | Closed |
| PRJ-2287 | Project Verdant EuroFelt Holdings · carve-out | Lead Partner | Specialty Chem | €880M | Closed |
Performance trajectory
Last 8 quarters
Annual rating · 2025Exceptional
Promotion readinessn/a · top of band
Peer endorsements14
Mentees (active)4
Compensation
Restricted view · self only
Salary bandBand 8 · MP
BaseA$640,000
Bonus FY25A$1,720,000
Carry · Capital2.4 pts
Equity (vesting)42 / 60 mo
Education
INSEAD · MBA
Fontainebleau · 2009
University of Sydney
B Comm (Hons) · 2003 · 1st Class
Organisational Structure
Live representation of the firm. Toggle between entities, group view, and succession planning.
Cavari Group
Group Executive Committee · 6 members
Marcus Aldridge
Managing Partner · 64 ppl
Elena Vasiliou
Partner · 38 ppl
David Okonkwo
Director · 22 ppl
Priya Raman
Partner · 19 ppl
Yara Haddad
VP · Lead
Aisha Karim
Director · Lead
Rashid Al-Mansoori
Partner · Lead
Sofia Chen
Sr. Researcher
Olivia Tan
VP · Lead
Theo Castellanos
VP
Lena Petrov
Engineering
VP · Industrials
Pipeline · 23 candidates
James Whitmore
Senior Associate
Nicholas Bauer
Director
Henrik Larsson
Analyst · L1
Director · Quant
Pipeline · 14 candidates
Group Span of Control
7.4 avg reports / mgr
Within firm-wide range of 5–9. Healthy.
Promotion velocity
3.2 yrs avg level
Faster than industry · 4.1 yrs benchmark
Succession coverage
68%
11 critical roles have ≥1 named successor
Operator Directory
Search, filter and resource the firm's 143 operators across all entities.
Deal Execution
38 live mandates across the firm. Resourcing, stage progression, and economics in one surface.
Live Mandate Value
$5.5B
▲ $1.4B QoQ
Expected Fees
$50M
▲ 18% vs LY
Avg Stage
3.8 / 6
— mid-execution
Closing < 90 days
12
▲ 3 vs Q1
Deal Resourcing
Allocation heatmap, capacity headroom, and intelligent resource recommendations.
Group Utilization
81%
Over-utilised
9
≥ 100% allocation · 4-wk avg
Available capacity
214 hrs/wk
Across 22 operators
Hiring gap
+11
Authorised hires across firm
Capacity heatmap
Hourly allocation by operator · trailing 4 weeks
0%
40%
80%
>100%
Allocation by mandate
Top 6 deals by team-week consumption
| Mandate | Team | Weeks | Lead |
|---|---|---|---|
| Project Helios PRJ-2401 · Bid Submission |
MA
AK
YH
JW
|
4 · 32 wks | Marcus Aldridge |
| Project Aurelia PRJ-2413 · Diligence |
AK
HL
YH
|
3 · 18 wks | Aisha Karim |
| Project Crescent PRJ-2424 · Diligence |
RA
NB
|
2 · 16 wks | Rashid Al-Mansoori |
| Project Solace PRJ-2418 · Negotiation |
EV
SC
OT
|
3 · 14 wks | Elena Vasiliou |
| Project Atlas PRJ-2403 · Mgmt presentations |
RA
NB
HL
|
3 · 12 wks | Rashid Al-Mansoori |
| Project Continuum PRJ-2407 · Term Sheet |
DO
TC
|
2 · 8 wks | David Okonkwo |
System recommendations
Cavari Intelligence · resourcing
!
Henrik Larsson — relieve load
108% allocation. Consider deprioritising research support on Sentinel and shifting to Lena Petrov (74% util).
▲
Add to Aurelia diligence
Sofia Chen (Capital · 89%) has 6 hrs available. Specialty Chemicals expertise from Project Mandala (closed Q4 2024).
i
Skill match · Crescent diligence
3 operators flagged with renewables financial modeling background. Available headcount: ~26 hrs/wk.
✓
Underutilised — high performer
Lena Petrov (74%, top quartile rating) — consider stretch assignment on Aurelia or Crescent.
Performance Management
Quarterly cycle launches Monday May 11. Self-reviews → manager reviews → calibration → publication.
1
Cycle setup
Apr 28 — Complete
2
Self-review
May 11 — May 22
3
Manager review
May 22 — May 29
4
Calibration
May 29 — Jun 5
5
Conversations
Jun 5 — Jun 19
6
Comp & promotion
Jun 19 — Jul 3
My direct reports · Q2 status
14 direct reports · review cycle Q2 2026
| Operator | Self-review | Manager review | KPI | Status |
|---|---|---|---|---|
| Aisha Karim Director · Healthcare | Submitted | Pending | 94 | Promotion candidate |
| Yara Haddad VP · Industrials | Submitted | Pending | 88 | Strong |
| James Whitmore Senior Associate | In progress | Pending | 82 | Strong |
| Henrik Larsson Analyst | Not started | Pending | 79 | Watch utilization |
| Nicholas Bauer Director · Energy | Submitted | Pending | 86 | Strong |
Team distribution
Forced curve · Industrials & Healthcare
Calibration prep
Notes for May 29 session
The Q2 calibration must address the disparity between Industrials and Healthcare benchmark distributions, and confirm Aisha Karim's promotion path to Partner.
— Margaret Thornbury · COO
Last edited Apr 30 · 09:14 · 3 collaborators
Goals & KPIs
Group → Entity → Individual cascade. Real-time progress, monthly check-ins, and visual progression.
Group goals · 2026
Cascade to entities and individuals
Group revenue
Target: $640M · YTD: $305M
47.7%
Net new clients
Target: 28 · YTD: 12
42.9%
Headcount growth
Target: +18 · YTD: +12
66.7%
Engagement score
Target: 72 · Current: 68
94.4%
Compliance adherence
Target: 100% · Current: 96.4%
96.4%
My personal KPIs · Q2
Weighted score · 87/100 · On-track
Cascade map
My KPIs link to
Group goal
Group revenue · $640M target
↓ Entity goal
Advisory revenue · $295M target
↓ Team goal
Industrials & Infra · $96M
↓ My goal
Personal revenue · $8M YTD
Monthly check-in
Last: Apr 30 · Next: May 31
Q2 will be defined by Helios. If we close on or above guidance, the year tracks 12% ahead of plan. Risk: Aurelia diligence slipping into Q3.— M. Aldridge · Self check-in · April 30
Cavari Academy
Required modules, recommended pathways, and skill-gap intelligence — for every level.
Modules Completed YTD
14
▲ 4 vs targetGroup Compliance
96.4%
▼ 7 overduePathway Progress
22%
— LeadershipIdentified Skill Gaps
3
▲ AI DiligenceOnboarding Workflow
Pre-Day 1 → Day 1 → First 30 days. Auto-triggered when a new operator is created.
Active Onboarding
4
— in flightOn-Time Completion
94%
▲ 6pp YoYAvg Time-to-Productivity
38 days
▼ 4 days vs LY90-Day Retention
100%
— firm-wideIn-flight onboarding
All entities · current cohort
Hiring Pipeline
11 authorised roles · 156 candidates · 19 in active interview · 2 offers extended.
| Role | Entity | Hiring manager | Sourced | Screen | Interview | Final | Offer | Target |
|---|
Calendar & Booking
Personal calendar with public booking page. Shareable link for clients and counterparties.
May 2026
11 events · 4 mandates · 2 reviews
Public booking page
Preview · cavari.com.au/m/marcus
MA
Marcus Aldridge
Managing Partner · Cavari Advisory
Meeting type
30-min intro
60-min strategy
15-min update
Wed · May 7 — available
09:30
10:00
10:30
11:00
14:00
14:30
15:00
15:30
Email Signature
Centralised signature template — auto-filled from operator profile, version-controlled, push-deployed.
Live preview
As rendered in Outlook · macOS Mail · Gmail
Marcus Aldridge
Managing Partner · Industrials & Infrastructure
Cavari Advisory
Auto-filled fields
From your profile · cannot override
NameMarcus Aldridge
RoleManaging Partner
TeamIndustrials & Infra
EntityCavari Advisory
OfficeSydney
Phone+61 2 8038 1124
Bookingcavari.com.au/m/marcus
Coverage
Operators receiving v3.2
Cavari Advisory64/64100%
Cavari Capital38/38100%
Cavari Ventures22/22100%
Accreta by Cavari19/19100%
Compensation & Incentives
Your reward picture, linked to performance and deal contribution. Restricted view · self only.
Base · FY26
A$640k
▲ 5% vs FY25Bonus · FY25
A$1.72M
▲ 18% YoYCarry · Capital
2.4 pts
— vesting Y3FY26 modeled
A$2.05M
▲ Helios upsideFY26 bonus drivers
Variable reward components · projected at YE
Personal revenue
$8M target · $6.4M YTD
A$1.02M
Team revenue · Industrials
$96M target · $54M YTD
A$590k
Group performance multiplier
7.4% above plan → 1.12×
+12%
Discretionary · partner rating
FY25 rating: Exceptional
A$420k
Updated nightly · last calc: May 3, 02:14
FY26 modeled · A$2,047,200
Long-term incentive plan
Carry pools and equity vesting
Cavari Capital · Strategy II
Carry allocation2.40 pts
Vested1.20 pts (50%)
Modeled NPV (gross)A$5.1M
Group equity · Founder grant
Total grant42,000 units
Vested29,400 (70%)
CliffCleared Mar 2017
Alerts & Risk
Cavari Intelligence monitors people, capacity, deal, and compliance signals — surfacing exposures before they manifest.
Compliance & Policies
Policy library, acknowledgements, conflict declarations, and full audit trail.
Policy library
Live policies · acknowledgement rates
| ID | Policy | Category | Effective | Required | Acknowledgement |
|---|
Internal Feed
Group announcements, deal wins, leadership updates. Filterable by entity.
Pulse & Culture
Anonymous pulse, engagement trends, and burnout indicators across the firm.
Engagement Score
68/100
▼ 4 QoQeNPS
+42
▲ 6 QoQBurnout flagged
9
▲ 3 vs LYPulse response rate
87%
▲ 5ppEngagement trend · 8 quarters
Group + entity overlay
By entity
Engagement scores
Cavari Advisory
71
Cavari Capital
62
Cavari Ventures
74
Accreta by Cavari
69