From the study / A considered perspective
Capital allocation3 min read
A forecast is a map of assumptions
Revenue, margin and cash forecasts depend on choices about demand, pricing, capacity and working capital.
[1]Read the complete essay ↗
On the reading table
- [2]
Finance transformation · June 2026
- [3]
Governance · March 2026
- Capital raised
- $2.4 bn
- Equity, debt and a cross-border listing
- Margin expansion
- 380 bps
- Over four reporting years
- Qualified audit opinions
- 0
- Across twelve reporting periods
- Transactions closed
- 11
- Acquisitions, divestments and JVs
Beyond the page
The record behind the perspective.
In the boardroom
- Calder LogisticsIndependent Director · 2021 — Present
- Westmoor Housing FinanceNon-Executive Director · 2018 — Present
- The Lakeshore FoundationHonorary Treasurer · 2016 — 2022
Recognition
- CFO of the Year — Large EnterpriseThe Finance Leaders Forum · 2024
- Best Investor Relations, Mid-CapCapital & Governance Quarterly · 2023
In conversation
- “Capital allocation is a leadership decision, not a spreadsheet”Capital & Governance Quarterly · 2025
- “Inside a cross-border listing in eleven months”The Finance Leaders Forum · 2024
- “What audit committees should ask about cash”The Boardroom Review · 2023
Turns a complex balance sheet into a decision the whole board can own. Investors trusted the numbers because they trusted the person.
Sofia LindqvistChair, Audit Committee, Calder LogisticsThe full record ↗Continue the conversation
Ideas are tested in conversation.
For board, advisory and speaking invitations, and for readers who want to take an argument further.
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