Strategy, M&A, Market Intelligence and Execution for Industrial Businesses
Executive consulting firm working on strategy, transactions, business cases and business development in metals, mining, recycling and industrial supply chains — from the analysis through to execution.
Who We Are
An executive consulting firm for decisions that commit capital
Executive Seniority
Work led personally by executives with board, P&L and negotiation experience in global metals and industrial companies.
Industrial Markets Focus
Metals and mining, aluminum and non-ferrous, recycling, energy-related assets and the supply chains around them.
Analysis Built for a Decision
Market intelligence, business cases and valuation structured around a defined decision: invest, sell, enter, exit or renegotiate.
Execution, Not Only Diagnosis
We stay through negotiation, investor interaction and implementation, inside the client’s own process.
Less generic theory, more strategic clarity and real feasibility.
Leadership and Credibility
Global executive experience applied to real business challenges
José Cilon C. Lage F.
Founding Partner, with a solid executive track record.
35+ Years of Experience
Metals, global sourcing, trading and supply chain.
International Experience
Brazil, United States and Austria, at leading companies.
Commercial Transformation
Negotiation, business development and industrial operations.
Board-Level Engagement
Direct engagement with boards, shareholders, clients and strategic suppliers.
Executive background at CBA, Votorantim GmbH, Nexa Resources, US Zinc, BHP Billiton, Shell and strategic consulting.
Renato Silva
Partner, with an executive track record in strategic marketing and market intelligence in industrial companies.
23+ Years of Experience
Strategic marketing and market intelligence in industrial supply chains.
Market and Competitiveness
Interface between market, portfolio and competitive position in aluminum and pulp & paper.
Planning and Commercial Strategy
Sales and marketing in annual budgets, five-year strategic plans and major aluminum sales negotiations.
Business Cases and Feasibility
Demand analysis, opportunity structuring and the economic rationale behind the decision.
Executive background at Aracruz, Fibria (now Suzano), Companhia Brasileira de Alumínio (CBA), and strategic consulting.
Luis Nunes
Senior Partner, with an executive career in primary aluminum, from smelter operations to corporate leadership, specialized in turnarounds and due diligence.
41+ Years of Industrial Experience
Executive Leadership
The full aluminum chain, from bauxite and alumina to smelting, rolled and extruded products.
President of Albrás and head of CBA’s Upstream business unit, including the commercial side of primary and recycled aluminum.
Turnarounds, Due Diligence and M&A
Smelters in Three Countries
Operational turnarounds and due diligence on aluminum assets in South America and the United States, and board-level engagement in M&A processes.
Valesul, Alumar and Albrás in Brazil, Hillside in South Africa and Mozal in Mozambique, across different smelting technologies.
Executive background at CSN, BHP Billiton (Valesul, Alumar, Hillside and Mozal), Vale and Norsk Hydro (Albrás) and Companhia Brasileira de Alumínio (CBA).
What We Do
Five service blocks, used separately or as one sequence
Market Intelligence & Strategic Analysis
Supply, demand, trade flows, competition and price drivers, structured around a specific commercial or investment decision.
Business Cases, Valuation & Feasibility
DCF and scenario models, cost and margin structure, capex — including sustaining capex and asset-life plans — working capital, sensitivities and go/no-go criteria.
M&A, Transactions & Investor Support
Sell-side and buy-side support, equity story and investor materials, data room, due diligence and negotiation.
Business Development & Hands-on Execution
Commercial development, sourcing and offtake discussions, raw-material and scrap supply programs, partner interface and follow-through into execution.
From the analysis through to the decision and its execution.
Operational Turnaround & Technical Due Diligence
Plant-level diagnosis from mine to downstream, cost, reliability and safety recovery plans, capacity and portfolio restructuring, and technical due diligence for acquirers and investors.
Sectors
Industrial markets and complex value chains
Metals & Mining
Aluminum & Non-Ferrous Metals
Recycling & Metal Scrap
Coal & Energy-Related Assets
Tin
Trading & Global Supply Chains
Industrial & Port Logistics
Chemicals & Industrial Inputs
Why Clients Bring Us In
What separates JCL in complex projects
True Executive Seniority
Leaders with board-level experience at global industrial companies.
One Integrated Team
Market, operations and negotiation handled together, not in silos.
Implementation Focus
Feasibility and execution, not analysis that stops at the recommendation.