Commercial integration and transformation leader with 30+ years of experience delivering M&A, carve-outs, operating model redesign, ERP, FP&A and post-deal execution. Combines private equity credibility with hands-on delivery experience gained through Board and Investment Committee exposure, major transaction leadership, and a strong track record in sponsor-backed, mid-market and transaction-intensive environments. Has also managed and co-ordinated multiple start-up and mid-market deals, with particular depth in technology and financial services.
Selected Transaction Leadership
PE-backed fund services platform | Board and integration leadership
Board and Investment Committee role spanning operational diligence, governance and integration across a highly international operating model in the fund services sector.
Global asset management carve-out | Finance and risk leadership
Led finance and risk workstreams across multiple jurisdictions, covering separation, Day 1 readiness and post-deal integration in a major asset management transaction.
PE-backed technology platform | Post-acquisition integration
Directed post-acquisition finance, risk and technology integration, delivering significant cost synergies and improved performance visibility.
Major UK banking merger | Senior integration leadership
Provided senior integration leadership across consumer banking, finance, risk and technology, managing significant delivery complexity and governance.
Payments carve-out | Standalone readiness
Led finance and risk workstreams for standalone readiness, treasury, reporting and separation from shared services.
Commercial Value Creation Focus
- Operational due diligence and execution-risk review aligned to 100-day delivery priorities.
- Post-deal integration and buy-and-build execution across complex multi-workstream programmes.
- Carve-out and standalone readiness, including finance continuity, governance and Day 1 planning.
- ERP, FP&A and board MI acceleration to strengthen control, forecasting and investor-grade reporting.
- Technology and financial services concentration across start-up, mid-market and large-scale deal settings.
Career Leadership
Plutus Consulting Group | CEO
2005-Present
Advises investors, corporates and portfolio businesses on value creation, integration, finance transformation, governance and execution risk.
Global banking and consulting platform | Interim Senior Programme & Integration Director
2017-2021
Delivered c.£75M of savings, established centralised integration governance and led finance, data and technology transformation.
UK banking group | Interim Integration Director
2010-2014
Led M&A integration, divestiture, restructuring, regulatory and technology programmes, with budgets of up to £600M.
Additional Relevant Experience
Banking, financial services, technology, telecoms, consumer, energy and consulting environments.
Headline Credentials
30+years in integration, M&A and transformation delivery
Majortransaction leadership across acquisitions, carve-outs and integrations
Multi-jurisdiction programme delivery across complex cross-border environments
£75Mprogramme efficiencies delivered in major banking transformation
£5BNprogramme budgets governed across large initiatives
Board & ICexposure at sponsor and senior stakeholder level
Core Strengths
- Integration and programme leadership
- Value creation execution
- 100-day mobilisation
- Carve-out and separation planning
- ERP and finance transformation
- Board reporting and PMO governance
- Stakeholder and sponsor management
- Cross-border operational delivery
Sectors
Financial services, fintech, asset and wealth management, technology / SaaS, telecoms and media, retail / FMCG, energy and utilities and professional services.
Qualifications
Chartered Accountant, MBA, Oxford Executive Leadership Programme, Postgraduate Portfolio and Asset Management, CFA Institute ESG(pt) Investment Certificate.
Target Mandate
Well suited to Programme Director, Integration Director and value creation mandates within PE-backed platforms, sponsor-owned portfolio companies and transaction-led transformation environments.
SELECTED TRANSACTION, INTEGRATION & VALUE CREATION EXPERIENCE
Anonymised record of senior M&A, integration, divestment and commercial leadership
Selected historical assignments. Experience illustrates transaction leadership, complex integration, finance and risk transformation and cross-border execution. Descriptions do not imply additional personally attributable financial outcomes.
Selected PE transaction leadership
Global asset management divestment
M&A leadership on disposal of an investment management business by a major international banking group.
European consumer brand acquisition
UK and European acquisition leadership in an international apparel and consumer transaction.
International banking acquisition
M&A leadership on acquisition involving a major Southern African banking business.
Major UK banking merger
Programme leadership across consumer banking, credit cards and lending in a complex merger.
Wealth management buy-and-build
Acquisition and integration programme leadership spanning wealth-management and brokerage businesses.
Financial services mutual merger
Finance and Risk Integration Director for a combination of two financial services organisations.
Building society acquisition & migration
Acquisition and migration leadership connected with offshore and international banking operations.
Investment banking / wealth systems integration
Programme Director for front- and back-office systems integration across banking and wealth platforms.
UK telecommunications consolidation
M&A leadership associated with a large-scale UK telecommunications acquisition.
International event commercial strategy
Commercial Strategy Director supporting a major international sporting event.
Deal lifecycle & execution capabilities
Pre-deal diligenceTransaction planningDay 1 / 100 daysHold-period executionSeparation / exit
• Integration mobilisation and programme governance
• Value-creation plans and restructuring
• Finance, risk, controls and regulatory oversight
• Operating-model and technology alignment
• Resource, culture and stakeholder management
• Day 1 readiness, transition and continuity
CONFIDENTIALITY: Client, sponsor, strategic-partner and transaction names are deliberately excluded. Descriptions and potentially identifying contextual detail require final NDA review. Branded references remain subject to explicit CEO approval.