In capital-intensive industries, long-term performance is determined by capital allocation. But most companies still treat Capex as a collection of isolated projects, optimized locally and approved on short-term metrics. The result? Fragmented portfolios, misallocated resources, and massive hidden value loss.
RECAST exists to fix this. And only this.
About RECAST
Redesigning Capex Strategy for Long-Term Value
We Help Industrial Companies Unlock Significant Cash Flow Through Smarter, System-Based Capex Decisions
RECAST is a Sweden-based consulting firm that has redefined Capex Strategy. For over 25 years, we have helped industrial leaders across the globe radically reshape how investment decisions are made. Our proprietary system-based approach replaces spreadsheets and gut feeling with a full economic model of the production portfolio, capturing the interactions between mills, lines, and logistics flows.
Traditional methods evaluate Capex projects in isolation. We assess the full production system to understand how each investment affects long-term company cash flow.
In just 12-18 weeks, our clients gain a board-ready roadmap that shows where to invest, where to divest, and when. The result is a sustained increase in future cash flow by 20 to 45 percent, often more.
We do not do politics. We do not do NPVs in isolation. We design companies to win.
What Makes Us Different
We’re not a typical consultancy. We deliver a detailed, actionable Recommendation for Action, covering your entire production system: every mill, line, and logistics loop. We show you exactly where to invest, where to divest, and when, to maximize future cash flow.
And unlike traditional advisory firms, we don’t stay longer than needed. We’re in and out in three to four months, leaving you and your team with the clarity, tools, and control to move forward, independently.
Our Approach: A Systems-Based Capex Strategy
At RECAST, we apply a systems thinking approach to Capex strategy. Rather than evaluating projects in isolation — a practice that often leads to suboptimal investments — we focus on how each Capex decision affects the entire operational system and long-term company performance.
This approach helps organizations to:
Optimize Capital Allocation Across the System: We support better prioritization by analyzing how investments interact within the full mill or plant system, not just in isolation.
Maximize Cash Flow and Asset Performance: By understanding system-wide dependencies, we help ensure that capital is directed where it delivers measurable, long-term financial impact.
Align Investments with Strategic Objectives: Our structured, data-driven framework ensures that capital is allocated strategically where it drives long-term value, not just fast payback.
Enable Sustainable Growth: We help organizations develop Capex strategies that support resilience and future-focused success.
Proven Results. Measurable Impact.
We have helped more than 1,000 production sites.
We have customers in more than 70 countries.
We have advised on assets with a replacement value in excess of $900 billion.
Our methodology has enabled clients unlock 20-40% increase in free cash flow.
Meet the Experts Behind the Method
Our founders don’t just design strategy, they deliver it. Fredrik Weissenrieder and Daniel Lindén personally lead high-impact engagements, supported by a world-class team.
Fredrik Weissenrieder, Founder & Global Leader in Capex Strategy
Fredrik pioneered a revolutionary Capex strategy in 1994. He has worked with hundreds of industrial sites worldwide, helping them significantly increase cash flow. His expertise has influenced global capital allocation decisions across multiple industries.
Daniel Lindén, Co-Founder, Chairman & Capex Optimization Expert
Daniel has over 25 years of international experience in Capex strategy and executive leadership. He has advised global companies on navigating complex investment decisions and shaping smarter capital allocation across a range of industries.
Meet the Team Behind the Vision
A team of dedicated experts driving smarter Capex strategies for businesses worldwide
Sebastian Lau
Vice President, Capex Strategy
Jakob Lundin
Senior Capex Strategy Consultant
Allan Guhl
Senior Capex Strategy Consultant
Ludovica Frare
JR Capex Strategy Consultant
Markus Gillesén
JR Capex Strategy Consultant
Josefine Ngo
JR Capex Strategy Consultant
Redesigning Capex Strategy: The Book Behind the Approach
Our approach is grounded in research and validated through decades of real-world application, captured in the book Redesigning Capex Strategy (McGraw-Hill, 2022), co-authored by our founders Fredrik Weissenrieder and Daniel Lindén.
Described by Kirkus Reviews as “a concise and compelling rethinking of an unjustly deemphasized element of corporate strategy,” the book forms the foundation of RECAST’s systems-based methodology.
Applied in over 100 projects across Europe and the Americas, this methodology has helped global organizations unlock gains in cash flow, asset performance, and investment impact—redefining how capex strategy drives results.
Our Mission
To help capital-intensive companies transform Capex from a fragmented, reactive process into a strategic discipline that improves system-wide performance and long-term business value.
Our Vision
A future where investment decisions are data-driven, transparent, and connected — enabling organizations to allocate capital more effectively and compete on long-term value creation.
Let’s Talk About Your Capex Strategy
Whether you're planning a major capital project or optimizing existing assets, our experts can help you make smarter and more impactful investment decisions.
