M&A, Carve-Outs & Integration
Make the operational side of a transaction work. I lead transaction-driven change across Finance, Technology and Operations — from pre-deal separation assessment and Day 1 readiness to carve-out, integration and post-deal stabilisation.
Where I support
The value I bring
I work at the point where transaction logic meets operational reality. That means identifying what must change, what can remain temporarily shared, where dependencies sit, and what the organisation needs to be ready to operate on Day 1 and beyond.
My experience spans both separation and integration, across pre-deal and post-deal environments.
Selected transaction experience
Pre-deal carve-out and separation assessment across Finance and Technology (confidential current work).
Post-merger integration and legacy-platform rationalisation within a global bank.
UK ring-fencing and Brexit-driven legal-entity separation, client migration, technology stand-up and go-live.
Regulatory client migration at UBS, moving 25 high-net-worth accounts (c. £20m AUM) from Jersey to London.
Post-merger Treasury systems integration at Europe Arab Bank.
Transformation work in PE-backed businesses including Avalara and Thredd.
Client Perspective
“She quickly developed an understanding of our credit systems and led go-live testing for Brexit planning.”
— Chief of Staff, Global Bank
Working through a separation, carve-out or integration?
Share the transaction context, current stage and the operational problem you need to solve.
