THE BRIEF:
Establish revenue synergies across 4 brands and business units
THE BRIEF:
Transform revenue engine and enter adjacent sectors
THE BRIEF:
Re-set go-to-market, integrate M&A and drive sector consolidation
THE BRIEF:
Adopt InsureTech to accelerate revenues and boost client retention
THE BRIEF:
Accelerate performance to break-the-cycle
THE BRIEF:
Combine 2 large businesses in a regulated environment
THE BRIEF:
Establish and grow repeatable income streams from revenue synergies across the Group's 4 brands.
THE ORGANISATION:
A mid-size regional subsidiary of a global multi-national.
ROLE:
Commercial / Revenue Officer.
IMPACT:
Changed the way four businesses within a Group interact — opening the door to revenue synergy. Catalysed cross-sell, aligned client management and proposition integration that enhanced competitiveness and enabled access to adjacent market segments. Delivered +$30m capital value and in-year profit uplift on a $150m base.
THE BRIEF:
'Re-set' growth trajectory following a public-to-private ownership transition.
THE ORGANISATION:
A £300m financial and professional services business with 5 operating units.
ROLE:
Transitional Clients Officer (CCO)
IMPACT:
Changed the way a take-private goes to market and drives revenue. Transformed growth operations, governance and sales effectiveness alongside leveraging digital. Delivered an uplift in core revenues - particularly within key accounts - and created headroom for revenue synergies and entry into adjacent market segments.
THE BRIEF:
Re-structure to lead sector consolidation - migrate core functions to an emerging platforms strategy; re-structure and transform growth operations and go-to-market.
THE ORGANISATION:
A 12-company roll-up in the process of consolidating and re-defining its sector through scale and technology — scaling to $200m in 2 years through 12 acquisitions (primarily of regional founder-led businesses).
ROLE:
Integration leader and (hands-on) growth advisor.
IMPACT:
Changed the way a buy-and-build operates, goes to market and integrates M&A. Transformed revenue-generating operations, systems and infrastructure alongside migrating M&A onto evolving central-function platforms. Positioned the business to scale under PE ownership and to drive consolidation of its sector.
THE BRIEF:
Introduce and leverage client-facing InsureTech to attract new revenue and increase client retention.
THE ORGANISATION:
A mid-market European insurer looking to cement its position and also leap-frog competitors - in the context of legacy systems in need of upgrade and constrained capacity for investment.
ROLE:
Independent consultant and advisor.
IMPACT:
Changed the way a Group thinks about and approaches InsureTech. Brought clarity to the role of client-facing technology the value chain, in the context of a legacy operating environment and constrained capacity for investment. Shaped a realistic, phased plan to capture ROI.
THE BRIEF:
Out-perform a rising market.
THE ORGANISATION:
A $50m, 6-country business that had previously seen strong success and now faced some slow-down.
ROLE:
Transitional CCO / COO and transformation leader.
IMPACT:
Changed the way a six-country business goes to market, serves clients and operates. Drove a transformation that redefined client service, growth and technology operating models. Reversed a slowing growth and profitability trend within 12 months - alongside opening opportunity to reinvest released funds into tech and operations upgrades - and initiating M&A exploration for digital and geographic expansion.
THE BRIEF:
Integrate M&A across a c.£1.5bn revenue base.
THE ORGANISATION:
Two UK-based multi-national regulated financial services businesses.
ROLE:
Integration Lead.
IMPACT:
Changed the way two businesses operate and engage post-merger. Delivered a complex, 10-workstream integration programme. Streamlined short-term operations, unlocked significant synergy potential and laid the foundations for a combined infrastructure and long-term growth.