Description

Strategy and transformation leader with 10+ years’ experience across private equity, investment banking, corporate development, and top-tier strategy consulting. Specialist in leading complex strategic initiatives, including M&A due diligence, corporate restructuring, and regulatory transformation. CFA charterholder.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

London (up to 50km)

Tupelo Capital
Vice President
PRIVATE EQUITY
June 2025 - Today (1 year)
London, United Kingdom
Small-cap private equity firm specialising in the acquisition of fintech and financial services businesses
• Led commercial due diligence on the potential acquisition of a UK pensions administrator, assessing market growth, competitive positioning, and operational improvement opportunities
• Worked with senior partners to identify post-acquisition value creation levers across technology, pricing, and distribution channels, and quantifying potential EBITDA uplift
• Built a fully integrated LBO model for the acquisition of a UK-based mortgage fintech, assessing capital structures & precedent transactions to guide investment committee decisions
Strategic planning Corporate strategy Value creation Due dilligence Financial modelling
UBS
Director, Non-Core & Legacy
July 2023 - March 2025 (1 year and 8 months)
Oversaw the disposal of legacy Credit Suisse assets to release of $20bn RWA and drive $4bn of cost saving through strategic portfolio wind-down & legal entity closures
• Managed the wind-down of a Canadian subsidiary, coordinating front office, regional management & support functions to drive $10m in cost efficiencies & deliver closure within tight regulatory timelines
• Work with the Credit business to deliver accelerated exit of >400 US corporate lending facilities
• Partnered with business COOs to develop a prioritisation schedule for the disposal of >1m positions accounting for de-risking efforts, migration planning, and portfolio maturity (<100k by departure)
• Coordinated monthly forums with regional senior management to track trading wind-down progress, presenting decision useful MI and ensuring early identification and escalation of potential issues
Credit Suisse
Vice President, Corporate Development
October 2020 - June 2023 (2 years and 8 months)
Led in-house corporate restructuring initiatives focused on capital optimisation & legal entity simplification in response to regulatory pressures and capital adequacy constraints
• Designed and modelled target-state restructuring scenarios across 10+ entities globally, enabling ~$10bn in capital release and improving group liquidity metrics
• Built detailed financial models, in partnership with Treasury and Capital Management, to evaluate entity rationalisation strategies and assess return on restructuring initiatives
• Delivered board-level recommendations through clear, data-backed presentations – translating complex regulatory and capital planning issues into actionable strategy