Skills
Budgeting, Story telling, Control, Capital planning, Liquidity management, Runway, Valuation, REfin, Equity Series A-D
Cost reduction
Business transformation
About
CFO | Fundraiser | Value Creator | Operational Strategist | M&A & Exit Specialist
A commercially driven CFO with a proven track record of delivering investor returns across private equity-backed platforms in fintech, SaaS, consumer finance, and digital infrastructure.
I partner closely with PE sponsors and management teams to execute transformative agendas—spanning carve-outs, growth scaling, buy-and-build strategies, and institutional-grade exit readiness.________________________________________
🏁 Recent Highlights
Serving as CFO of a Brevan Howard-backed fintech carve-out, I have led the financial transformation of a B2B SaaS platform serving hedge funds and asset managers. In addition to professionalising the finance function, I raised a $15M strategic investment, secured debt financing, and led a $40M Series C deal (primary and secondary), positioning the business for a controlled, high-multiple exits.________________________________________
🧩 PE Value Creation Expertise
• Full Deal Lifecycle Experience
o Deep exposure across pre-deal diligence, post-acquisition integration, value creation planning, and exit strategy.
o 10+ M&A transactions—executed across SaaS, digital lending, and retail investment platforms.
o Deep Experience from Deal origination up to integration across Fintech/ Bio Tech and Clean technology
• Buy-and-Build Execution
o Architected aggressive inorganic growth plays, including the successful consolidation of platforms (e.g. EQPAY / EQI) into top-tier digital investment franchises in the UK and US via API-driven roll-ups.
• Exit Track Record
o Two successful exits: IPO of Quilter Investors (LSE) and a IPO of a clean tech (Corre Energy Plc)
o Coremont - sale of 5% to Tradeweb from origination to Due diligence.
o Coremont 3 P/E firms signed letters of intent. Led 3 rounds of Due diligence around similar terms. Worked both in-house and support from investment bank.
o Expert in exit readiness processes including vendor DD, banker selection, and board/investor alignment.
________________________________________
🛠 Operational Transformation
• Carve-Out Leadership
o Successfully led carve-outs from institutional parents (e.g., Brevan Howard, Quilter), implementing standalone operating models, ERP upgrades, and independent governance structures.
• Financial Infrastructure Build
o Built and scaled finance functions to support high-growth PE-backed businesses and Corporates —from FP&A, investor reporting, and board packs to audit, compliance, and treasury controls.
• Tech-Enabled Performance
o Strong grounding in SaaS, BAAS, and fintech operating models.
o Embedded AI and analytics into pricing and forecasting models .
o Enabled product-led scale-ups with commercial rigour and financial discipline.
________________________________________
💰 Capital Structuring & Fundraising
• Raised across the full capital stack:
o Growth equity (Series A–C: £10M–£120M)
o Seed and early-stage (£1M+)
o Institutional debt, strategic capital (~£100 to £600M). Debt, Hybrid
• Strong relationships across institutional investors, family offices, banks, and corporate VC.
________________________________________
🤝 Board & Sponsor Relations
• Trusted CFO advisor to boards and PE deal teams.
• Excellent command of investor narrative, KPIs, and value bridge communication.
• Known for pragmatic, hands-on style with clear accountability to investor outcomes.
________________________________________
📌 Credentials
• Chartered Accountant (CA) with public company and regulated market experience.
• Sector focus: Fintech, SaaS, Digital Lending, Wealth Tech, Renewables .
• Geographies: UK, EU, US.
________________________________________
Personal
Husband, dog lover, and a keen foodie.
Profile Photo
