AO
Strategic Matters

High-Value Matters

Monitor matters with major financial exposure, reputational sensitivity, executive importance or partner intervention requirements.

High-Value Matters
9
≥ $500K exposure
Total Exposure
$8.7M
Across strategic book
Partner Intervention
3
Awaiting decision
Sensitive Clients
5
Discreet handling
Strategic matter command board
Live
M-2041 · M&A
Meridian Holdings Acquisition
Meridian Holdings PLC
High
Value
$2.40M
Partner
A. Okafor
Stage
Discovery
Deadline
12d
Sensitivity
Strategic
Next
→
Next: Approve LOI carve-out
M-2007 · Litigation
Kestrel Insurance Recovery
Kestrel Insurance
Critical
Value
$1.65M
Partner
P. Adeyemi
Stage
Judgment
Deadline
3d
Sensitivity
Reputational
Next
→
Next: Signoff on settlement offer
M-2024 · IP
Vertex Biotech IP Filing
Vertex Biotech Ltd
High
Value
$1.18M
Partner
S. Ravel
Stage
Filing
Deadline
9d
Sensitivity
Confidential
Next
→
Next: Review priority claim
M-2029 · Real Estate
Lagos Bay Estates Closing
Lagos Bay Estates
Med
Value
$0.89M
Partner
M. Chen
Stage
Closing
Deadline
5d
Sensitivity
Standard
Next
→
Next: Escrow release
M-2039 · Criminal
R. v. Kingston
Crown Prosecution
Critical
Value
$0.62M
Partner
J. Hollis KC
Stage
Trial
Deadline
2d
Sensitivity
Media
Next
→
Next: Bundle sign-off
M-2011 · Advisory
Halcyon Restructuring
Halcyon Partners
Med
Value
$0.54M
Partner
A. Okafor
Stage
Advisory
Deadline
18d
Sensitivity
Standard
Next
→
Next: Term sheet review
Strategic timeline · M-2041 Meridian Holdings
  1. 05 May
    Engagement signed
  2. 22 May
    Documents reviewed
  3. 14 Jun
    HSR filing completed
  4. 07 Jul
    Hearing pending
  5. 19 Jul
    Settlement window opens
  6. 02 Aug
    Partner sign-off
Revenue exposure · Meridian ($K)
Partner intervention required
3
M-2007 Kestrel
Approve settlement range
M-2039 Kingston
Review risk memo
M-2041 Meridian
Call client CEO
M-1990 Orion
Freeze work pending retainer
Executive Intelligence Deep-Dive
Whale account concentration and profitability quadrant.
Strategic Accounts
Whale accounts · value × profit × exposure
Retention risk (partner action)
  • 1
    Orion Media
    6mo activity ↓
    22%
    ▼ review
  • 2
    Kestrel Ins.
    Payment delay
    44%
    ▼ watch
  • 3
    Vertex
    Renewal in 30d
    71%
    ◆ renew
  • 4
    Meridian
    Expanding
    92%
    ▲ growth
Top-10 accounts · billed vs retained