Ep. 25: Sarah Brody - From Oceans to McKinsey

It's always worth paying attention to top-level consultants as crucial advisors to their usually enormous clients. They have their finger on the pulse of the practical needs of the market and are responsive when they see critical mass in an area. Sarah Brody runs the North American water practice of McKinsey, which she has restarted in response to considerable client demand from mega-cap corporates to private equity firms. The mainstreaming of water advice for major clients is a very interesting leading indicator of the increasing attention being paid to the fundamental molecule. Sarah is a proper intrapreneur and has done exceptional work building the business on behalf of her clients. She really elucidates the role that firms like McKinsey play in this sector, and she has an excellent water origin story. Please enjoy my conversation with Sarah Brody.

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Full show notes and links to mentioned content below.

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Sarah Brody, Head of McKinsey’s North American water practice, delves into the increasing role of water in sustainability and climate adaptation here today. She discusses McKinsey’s decision to reestablish its water division in response to growing client demand and highlights the rising need for strategic water solutions across industries like mining and semiconductors. Sarah also explores the vast investment opportunities within this complex, trillion-dollar market, emphasizing the challenges of navigating the intricate water value chain and the critical importance of resilience and innovation.

00:00 Start

00:49 Introduction

01:30 Sarah Brody and McKinsey's Reestablished Water Practice

04:15 Water as the Confluence of Sustainability and Climate Adaptation

06:52 Increased Demand for Strategic Water Solutions

09:23 Opportunities in Water for Investors

11:50 The Challenge of Sales Cycles and Complex Water Value Chains

15:40 PhD in Oceanography and Transition to Water

19:38 Ocean Conservation and Business Opportunities

23:02 Intrapreneurship at McKinsey

27:15 Navigating Water Sector Complexities

30:20 Public-Private Partnerships for Water Resilience

34:15 U.S. Water Infrastructure Investment Trends

38:12 Future Drivers of Corporate Water Strategy

41:25 Magic Wand Solution for Water Investment

45:10 Advice for Water Entrepreneurs: Embrace Complexity

Links:

Burnt Island Ventures

Sarah Brody

McKinsey & Company

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Ep. 24: Michael Rigney - The Millenium Falcon of Heat Pump Water Heaters