The human factors that shape commercial outcomes in global extractive markets.
Relationship Architecture for Complex Markets
In mining, metals, and extractive industries, the most critical terrain is human. VSG aligns senior commercial judgment to shape strategy, guide market entry, and set direction at the earliest stages of project definition.
0.1 — Terrain & Profile
We map the political, regulatory, and commercial landscape to define the human judgment and most effective strategic profile required.
0.2 — Network & Access
We introduce and align senior commercial capability with the judgment, in-country experience, and access required to shape early-stage project strategy and market entry.
0.3 — Integration & Execution
We advise on integration and alignment to ensure strategic intent translates into actionable, durable commercial outcomes.
We bridge strategic intent and operational reality, aligning commercial, political, and operational factors to create durable advantage across mining, metals, and extractives.
We work with the people who identify emerging opportunities in extractives, overcome resistance, and build incremental advantage — bringing the judgment and foresight required to secure durable positioning before formal processes start.
"Dialogue — Securing Early-Stage Terrain"
We work with the people who identify emerging opportunities in extractives, overcome resistance, and build incremental advantage — bringing the judgment and foresight required to secure durable positioning before formal processes start.
We align senior commercial capability to lay the foundations of complex projects — embedding the judgment, relationships, and guidance that shape early-stage projects.
VSG's team has experience across Africa and the Middle East: precious metals, base metals, bulks, energy, fertiliser (potash, phosphate), and strategic metals.
We map the political, regulatory, and commercial landscape to define the human judgment and strategic profile required to operate with credibility.
We introduce and align senior commercial capability with the judgment, in-country experience, and access required to shape early-stage project strategy.
We advise on integration and alignment to ensure strategic intent translates into actionable, durable commercial outcomes that endure through cycles.
We engage the individuals who build trusted client relationships — aligning stakeholders, effecting nascent technical and commercial planning and policy, and securing the connections that keep our clients ahead of challengers.
We focus on embedding judgment, relationships, and influence — guiding projects through formative complexity and consolidating early gains into defensible positioning that compounds over time.
We activate the leadership, partnerships, and market strategies required to convert hard-won access into scalable, sustainable advantage that withstands competitive and geopolitical pressure.
"In complex and frontier markets, the right people in the right place set the stage for lasting success."
VSG LLP — GenevaIn complex and frontier markets, the right people in the right place set the stage for lasting success. Consult with us.
How Strait of Hormuz Disruption Exposes a Western Supply Chain Crisis.
The conflict in the Gulf is not merely an energy shock. It is a live stress-test of the West's most consequential strategic vulnerability — its dependency on China-dominated critical mineral supply chains at the precise moment those chains are being weaponised.
Read Full ArticleWe position extractives people with the judgment and relationships to move complex transactions forward.
In mining and complex extractives, outcomes are shaped long before bids are submitted. Experience, relationships, and strategic engagement determine results.
Companies face geopolitical, regulatory, supply chain, and reputational challenges that demand informed, decisive action. VSG partners with senior advisors — former CEOs and operators with global experience — to provide judgment and insight where risk is material.
We embed senior professionals to support bids and tenders, ensuring structured market entry and commercial alignment.
Arno's work sits at the intersection of commercial strategy and human judgment. He founded VSG on a straightforward conviction: that in markets where relationships and local credibility are determinative, the quality of the person you place matters more than the quality of the process you follow to place them.
He advises EP and OEM companies in the mining and metals sector on identifying and positioning senior commercial leaders — professionals he describes as commercial diplomats — capable of building genuine presence in complex, relationship-driven markets. His focus is Africa, with selective capability where specific mandates demand it.
His background spans industrial client development and transaction advisory at KPMG, and strategic engagements in affiliation with Hakluyt across energy and extractives. Arno holds a degree in Law and Political Science from the London School of Economics. He is based in London and works on a referral basis.
Tendai has spent fifteen years working inside the mining environments that most of VSG's clients are trying to enter. That proximity — to operations, to regulators, to communities, to the texture of how decisions actually get made across Zimbabwe, Zambia, and the DRC — is what he brings to VSG's work.
He engages on mandates where Southern African context is central to getting the brief right. His view on what credible commercial leadership looks like in these markets is grounded in direct experience rather than observation, and that distinction shapes the quality of VSG's assessments in the region.
Tendai holds degrees in mining engineering and business management.
Hans spent fifteen years inside the commercial function of major mining equipment and services organisations, working across African and emerging market environments. He knows what it takes to build durable client relationships in these markets — and equally, what tends to go wrong when the wrong person is placed into them.
VSG engages Hans when a mandate requires a practitioner's view on whether a candidate is genuinely equipped for the commercial environment they would be entering. His assessments are grounded in having done the job himself, across multiple markets and commercial cycles.
He holds a degree in Mining Engineering and an MBA. He is based in Geneva.
Bakhyt brings something that cannot be readily acquired: a deep, firsthand understanding of how commercial and political interests interact across the Caspian, Turkey, and the post-Soviet corridor — built over more than fifteen years working alongside national companies, international partners, and transit governments in the region.
VSG draws on him selectively, when a client's brief has genuine exposure in these markets and where getting the contextual dimension right is as important as the candidate profile itself. In those circumstances, his contribution is precise and difficult to replicate.
He holds advanced degrees in International Political Economy, is a native speaker of Azerbaijani, Turkish, and Russian, and is based in Istanbul.
Tina brings a quality that is rarer: the ability to tell a client honestly whether their brief, their expectations, and their candidate profile are calibrated to the market they are actually entering — rather than the one they imagine.
Her background spans advisory work with Deloitte's Africa practice in Cape Town and subsequent commercial advisory roles supporting country teams across African markets. She has worked across Angola, Namibia, South Africa, the DRC, Zambia, and less-established basins, often in environments where formal process and practical reality diverge significantly.
She holds a Master's in International Economics and Political Science from the University of Heidelberg and a Bachelor's in Economics from the University of Mannheim. She speaks German and English fluently, with working French, and operates between Johannesburg and Europe.
Beyond our core partners, VSG draws upon a closed, trusted network of senior advisors, officials, and industry specialists across global oil and gas, mining and metals markets.
This extended capability provides grounded local insight, validates critical intelligence, and enables introductions that lie beyond established channels.
An ability to interpret shifting political, regulatory, and commercial conditions and act with credibility in complex local environments where formal process and practical reality diverge.
A depth of experience across markets and stakeholders that allows for informed dialogue, consensus-building, and early-stage commercial interpretation that shapes outcomes before bids are submitted.
A proven capacity to operate effectively in challenging, high-stakes environments while maintaining a disciplined view of risk and compliance across multiple commercial cycles.
VSG helps clients navigate local, in-country complexity — aligning commercial capability with cultural context, political dynamics, and multi-stakeholder interests — enabling extractive projects, expansions, and long-cycle investments to advance.
"Positioning People Where It Matters."
Shaping conditions, stakeholder expectations, and market interpretation before formal competition begins — establishing the foundation from which project economics are defined.
Connecting the right people to the right projects, ensuring leadership aligns with complex objectives and that the individual's relationships are matched to the demands of the terrain.
Establishing durable positioning where early alignment determines long-term success — converting first-mover advantage into contracted, scalable commercial relationships.
Our work brings coherence — synchronising your organisation's capability with the terrain in which long-cycle investments and high-value projects unfold.
We do not provide technical services or execute projects. Our value lies in ensuring that when the moment for execution arrives, the right leadership, relationships, and trust are already in place.
By placing the individuals who navigate complex political, regulatory, and commercial landscapes, we enable organisations to move projects from emerging opportunity to actionable strategy — before formal bids, tenders, or RFPs are visible.
To discuss advancing a specific opportunity through strategic alignment, please contact us directly.
People × Measurable Advantage
At VSG, our work is measured not in positions filled, but in projects advanced, markets accessed, and outcomes secured. Our approach places leaders where early-stage judgment, strategic fluency, and operational resilience convert complexity into momentum.
"We don't fill roles. We install the human catalysts for durable growth."
VSG LLPFor a European oilfield services leader, we positioned a Country Head for re-entry into a West African market. Within 20 months, this leadership was instrumental in navigating a political transition and securing a EUR 200M+ framework agreement, restoring a lapsed revenue stream that had been dormant for three years.
For a North American mining technology firm, we appointed a VP of Market Development for Central Africa. By structuring a novel risk-sharing joint venture, he established an embedded service model that captured over 60% market share for their product line within three years, defining the new commercial standard in the region.
For an industrial infrastructure supplier, we positioned a Country Director for a complex Middle Eastern market. He localised the supply chain and forged a key sovereign partnership, increasing annual in-country revenue from EUR 40M to over EUR 150M in four years, transforming a sales office into a regional profit centre.
Our results are delivered for the firms that build and enable major projects.
Frontier and politically sensitive markets.
Firms enabling the critical mineral supply chain.
Remote and complex operations requiring embedded commercial leadership.
To discuss how leadership can advance a specific strategic objective, contact us directly.
Commercial strategy, people, and delivery at the frontier of global extractives.
The conflict in the Gulf is not merely an energy shock. It is a live stress-test of the West's most consequential strategic vulnerability — its dependency on China-dominated critical mineral supply chains at the precise moment those chains are being weaponised.
June 2025 — AnalysisAs the energy transition intensifies demand for copper, the political fault lines running through the DRC's Copperbelt are becoming a strategic liability for Western OEMs dependent on uninterrupted supply.
May 2025 — AnalysisIn markets where informal networks govern contract awards, a misaligned country head does not merely underperform. They close doors that take years to re-open — and create reputational liabilities that travel.
April 2025 — PerspectiveLusaka is aggressively positioning itself as the battery metals capital of Africa. Understanding how sovereign debt obligations intersect with licensing decisions is now a prerequisite for any new entrant.
March 2025 — Geopolitical BriefingThe fertiliser supply shock triggered by the war in Ukraine has not resolved — it has restructured. New entrants in East and Central Africa are being positioned not just commercially but geopolitically.
February 2025 — Sector BriefAs Western energy firms seek alternatives to Russian transit infrastructure, the Caspian corridor is re-emerging as a strategic axis — one where political relationships, not engineering contracts, are the decisive variable.
January 2025 — Regional BriefPolitical transitions in West African oil producers create both danger and opportunity. The firms that navigate re-entry successfully share one characteristic: they lead with people, not process.
December 2024 — Operational IntelligenceSouth Africa holds approximately 90% of the world's PGM reserves. As hydrogen fuel cell technology industrialises, the window for establishing preferred supplier relationships with the major mining houses is narrowing significantly.
November 2024 — Sector BriefRegulatory localisation requirements are reshaping how international EPC firms must structure their African operations. The compliance question is secondary. The primary question is who has the relationships to make localisation commercially viable.
October 2024 — Sector IntelligenceThe quiet consolidation of BRICS mineral cooperation agreements is creating a parallel commercial architecture that Western equipment and services firms are only beginning to register — and are largely unprepared to navigate.
September 2024 — Strategic Analysis