The Challenge
The Masarrah Investment Company (KSA-based) sought to refine and formalize its overarching vision and corporate strategy. When a new board was appointed, including independent members and industry specialists, the lack of a clear strategic direction became a priority issue. The organization needed a structured, multi-month process to gather stakeholder input and build its first long-term strategy document. The Head of Investments found Stratverse through a referral, reviewed the profiles, and then formally engaged Stratverse to source and manage the consultant staffing.
Stratverse Services Provided + Impact
Services Provided
– Sourcing and onboarding of a senior strategy consultant
– Ongoing check-ins to ensure alignment and smooth delivery
Expert Provided & Expectation
– Independent Senior Consultant with Middle East, private equity, and strategy experience
– Expectations were aligned upfront regarding scope, timelines, and governance, enabling a smooth and well-structured engagement.
Impact on the Challenge
Stratverse enabled Masarrah Investment Company to quickly access a qualified expert who led a structured, feedback-driven strategy development process. The engagement ran professionally, with clear milestones, weekly calls, and coordinated communication with board members and shareholders.
The Solution
The consultant divided the strategy work into three phases, incorporating feedback after each stage. Daily calls, committee reviews, stakeholder interviews, and a custom survey ensured all perspectives were captured. The consultant completed all deliverables, prepared the final strategy, and presented it in a dedicated two-hour board meeting, making final refinements based on minimal remaining feedback.
The Results
The final strategy is now used as the guiding framework for decision-making at Masarrah Investment Company. It helped to align stakeholders, reduce ad-hoc choices, and create clarity around long-term direction. Feedback from principals and board members was positive, and the family office expressed interest in future engagements through Stratverse.


