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.
Assignments may be commissioned by a portfolio company, PE sponsor or advisory partner, depending on the mandate. I lead agreed transformation work personally and bring in trusted specialist associates where additional capacity is needed.
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.
