A strategy firm that lives inside travel.
Concourse Intelligence was built on a simple thesis: travel is a $10T+ global industry where the most consequential decisions are still made with incomplete data. We exist to change that, for the people running the industry and the capital allocating to it.
Travel is the next great compounding industry — but only for operators who treat data, distribution, and capital with equal seriousness.
The travel economy has spent the last two decades being reshaped by platforms — first OTAs, then mobile, then API-native distribution, and now AI agents. The next decade will reward operators and investors who can read across these shifts at the same time.
Concourse exists to be that integrating perspective. We work with airline CEOs on retailing strategy, with hotel asset managers on portfolio construction, with PE funds on diligence, and with travel fintechs on go-to-market. The throughline is the same: rigorous, opinionated, useful.
We publish — on this site, daily — because we believe the best way to build an advisory firm is to be unmistakably in public about what we think.
How we operate
Senior-led, full stop.
Every Concourse engagement is led day-to-day by a partner. We do not staff pyramids. The people who win the work do the work.
Opinionated by default.
We don't deliver options pages. We tell you what we think you should do, with the reasoning and the risks, and we stand behind it.
Conflict-aware.
We do not represent direct competitors on overlapping mandates. We disclose relationships up front and decline work that would compromise an existing client.