IT Due Diligence & M&A — CV
Deal-speed diligence and execution planning that protect valuation and accelerate value creation. I quantify risk, surface upside, size TSAs, and translate it into Day-1/Day-100 plans you can execute.
Diligence Strengths
- Red-Flag Reviews — architecture, scalability, cyber posture, DR/backup, vendor/licensing exposure.
- Run-Rate & One-Off Models — quantified remediation and investment mapped to thesis timing.
- TSA Sizing & Exit — catalogue of services, unit rates, glidepath, and critical path dependencies.
- Day-1/Day-100 Plans — service protection, cutover rehearsals, resourcing plans, risk burn-down.
- Board-Ready Outputs — heatmaps, valuation sensitivities, decision logs, and IC-friendly briefings.
- Sell-Side Prep — pre-empt cyber debt, normalise KPIs and artefacts to de-risk diligence.
Valuation & Execution Outcomes
- ≈$50M risk-adjusted valuation swing from quantified remediation & licensing exposure.
- Clean Day-1 with zero critical incidents, followed by TSA exit ≈2 months early.
- ≈15% opex synergy captured in integration waves with service continuity preserved.
- −35% time-to-insight via executive analytics mapped to deal KPIs and value levers.
Engagement Portfolio (Selected)
Buy-Side IT DD — Software
- Identified licensing cliffs and infra under-investment; quantified remediation & timing.
- Built sensitivity ranges and risk-adjusted valuation used in IC decision and SPA conditions.
Global Carve-Out — Industrial
- Day-1 blueprint across identity, payroll, finance, comms; cutover dress rehearsal.
- TSA catalogue and exit glidepath; zero critical incidents, TSA exit pulled forward.
Integration — Healthcare
- Harmonised apps/infra; TOM alignment; vendor consolidation and unit cost baselines.
- ≈15% opex savings while maintaining clinical and operational continuity.
Sell-Side Prep — Industrial
- Pre-empted cyber & data issues; normalised KPIs; prepared evidence packs and runbooks.
- Reduced diligence noise and negotiation friction; faster Q&A cycles.
Experience
Senior Director, Technology Transformation — FTI Consulting (2021–Present)
- Led buy-side IT DD, sell-side readiness, TSA sizing, and Day-1/100 planning for sponsors & strategics.
- Produced board-grade artefacts: risk heatmaps, valuation sensitivities, and investment glidepaths.
Director, Technology Transformation — FTI Consulting (2017–2021)
- Ran separation & integration programmes; governed execution against synergy and risk targets.
Assistant Manager — Deloitte UK (2015–2017)
- Analytics/modelling in regulated environments; decision-support and control design.
Data & Insight Analyst — Capita (2012–2015)
- RCT design and national analytics foundations for UK Automatic Enrolment.
Deal Artefacts & Methods
- Request lists & interview guides
- Red-flag rubrics & control baselines
- Budget & remediation models
- TSA catalogues & unit rates
- Day-1/100 playbooks & gates
- Board packs & IC briefings
- Risk burn-down & decision logs
- Vendor scorecards & novations