Transformation Support for Private Equity & Portfolio Companies
Senior, hands-on delivery when a transaction or value-creation plan creates complex Finance, Technology or operating-model change.
I work with Operating Partners, portfolio CFOs and management teams across pre-deal separation, Day 1 and carve-out, post-merger integration, Finance and Treasury transformation, programme recovery and operational stabilisation.
When the deal thesis or value-creation plan needs to become an operating reality.
The work is most useful when the portfolio company needs senior ownership across functions, systems and delivery. I can lead the programme or take ownership of a critical Finance, Technology or operating-model workstream.
Where I Add Value
Before and around the deal
Pre-deal separation assessment, standalone requirements, Day 1 readiness, TSA dependencies, operating and technology dependencies, and separation planning.
Inside the portfolio
Finance and Treasury transformation, ERP/CRM change, lead-to-cash and Revenue Operations, target operating models and programme recovery.
After acquisition / through transition
Post-merger integration, platform rationalisation, migration and cutover, governance, adoption and stabilisation.
Typical Outcomes
Project and interim transformation leadership.
I work directly with the PE sponsor and portfolio-company leadership, keeping decisions close to delivery. I lead the mandate personally and bring in trusted specialist associates only where the work needs additional capacity.
You get clear accountability and senior attention throughout.


Experience across transactions, transformation and investor-backed environments.
My experience spans pre-deal separation, carve-outs, post-merger integration, legal-entity change, Finance and Treasury transformation, technology migration and programme recovery across global and investor-backed organisations.
Experience includes: J.P. Morgan | Barclays | UBS | IFAD | Avalara | Thredd
Frequently Asked Questions
Need senior delivery capacity across a portfolio-company transformation?
Share the deal context, current stage and the change that needs to land.



