ZMK Advisory advises on mining and energy strategy.Every mandate is led by someone who has done the work.
We advise operators, investors and lenders, research houses and sovereigns on decisions that do not survive being wrong. Four things set us apart from a generalist consulting firm.
Every principal has run assets, contracts or negotiations.
Our advice comes from having done the work: running operations, delivering contracts and negotiating with governments and partners. Each mandate draws on a standing bench in five disciplines, and you are told who is on the team before work begins.
Bench specialists are engaged under mandate. Working coverage across the bench spans sixteen countries.
The people you meet are the people who do the work.
We accept mandates only where we can commit senior people to them. A principal leads each one and answers for the work, which is not handed to a junior team once the mandate is signed.
Jacob Kilby has built and run the supply chains of mines, offshore fields and the plants that supply them, and led the country strategy for Africa's largest integrated mining project.
- Founder, ZMK Advisory (2025)
- Executive MSc in Finance, HEC Paris
- MSc in Global Supply Chain Management, Bordeaux
- English, French and Spanish
No positions, no placement fees, no book to talk.
ZMK Advisory holds no positions in the assets it writes about. We decline any mandate that conflicts with an existing one, and we say so at first contact. Our most recent Field Notes state our interests in the companies they name.
Every view starts from primary sources and leads with the number.
Most bad resource decisions are not failures of information. They are failures to keep counting once the story became comfortable.
Our work begins where consensus stops doing arithmetic. We reconstruct the base rate, name the assumption the room has quietly set to one, and price the case the narrative leaves out. The output is the number, the framework that produced it, and the impact of acting on it. Every mandate follows that order: context, framework, quantified impact.
Client work is confidential; past projects are shown only in anonymised form.