Head of Data

Location: Fareham, UK

Wealth Management

Competitive Salary

We are working with a dynamic, forward-looking wealth management business that is redefining how clients experience investment and financial planning. Combining digital innovation with trusted advisory expertise, the business is scaling rapidly, delivering personalised client solutions and driving operational excellence across its platform. Positioned at the forefront of the sector, the firm is helping shape the future of wealth management.

We are seeking a highly strategic and technically skilled Head of Data who will be responsible for ensuring data capability and governance underpin strategic priorities, drive value creation and enable data driven product, client and commercial decisions. The role combines hands on technical leadership with strong commercial acumen and outstanding stakeholder engagement to accelerate the monetisation of data across platforms, products and client solutions.

Key Responsibilities

• Partnering with the CEO and Executive Leadership Team to optimise data strategy and execution, ensuring alignment across data governance, engineering, analytics and product initiatives.
• Leading high priority data initiatives, including data platform enhancements, data product development, pricing and commercial models for data-enabled solutions and market and customer analytics, ensuring recommendations are actionable and data-driven.
• Driving end-to-end execution of data led initiatives, tracking progress, resolving roadblocks and fostering a culture of accountability across data, tech and commercial teams.
• Monitoring data platform and analytics performance, supporting commercial decision making and identifying opportunities for optimisation, innovation and growth.
• Embedding risk management, data privacy and regulatory alignment across data.

The Ideal Candidate

• Proven experience in a senior data leadership role within wealth management, asset management or broader financial services (e.g., Head of Data, Chief Data Officer or equivalent).
• Strong strategic, operational and analytical skills, with a track record of delivering cross functional data driven programmes to completion.
• Demonstrable experience leading complex data or digital transformations, including data architecture, data governance, ML/AI enablement and data monetisation.
• Exceptional communication and interpersonal skills, with the confidence to engage senior executives, boards and external partners.
• Commercially astute, able to align data strategy and delivery with business outcomes, revenue opportunities and client value propositions.
• Highly organised, proactive and able to manage competing priorities in a fast p paced environment.
• Deep understanding of regulatory frameworks, data privacy and data management best practices relevant to UK wealth management.
• Hands on but strategically focused: comfortable contributing technically when needed while driving the overarching data strategy and commercial ambitions.

For more information, please apply for this role or contact Elliot O'Shea-Cowan at elliot.oshea-cowan@phippscameron.com.

We are working with a fast-growing, PE-backed cloud and managed services provider with deep expertise in the Microsoft ecosystem. The business has evolved from traditional IT infrastructure into a modern, cloud-first partner for mid-sized organisations, helping them navigate digital transformation across workplace, security, and infrastructure. Now part of a broader European platform, the company is entering its next phase of scalable growth.

We are working with a PE-backed cloud platform bringing together a portfolio of high-performing digital infrastructure and managed services businesses across Europe and North America. Built on a decentralised model, the group empowers local teams while driving value through shared expertise, commercial excellence, and scalable growth strategies.

This is a rare opportunity to operate at both a strategic and hands-on level across an international portfolio, shaping the commercial direction of multiple businesses while working closely with founders and leadership teams. With strong backing and clear growth ambitions, the role offers genuine influence over value creation, exposure to diverse markets, and the chance to build scalable, best-in-class commercial practices without losing the entrepreneurial spirit of each company.

Key responsibilities

• Define and drive commercial strategy across a portfolio of companies
• Identify and execute growth opportunities across markets and service lines
• Support local leadership teams in improving sales performance and go-to-market execution
• Drive cross-sell, upsell, and collaboration across portfolio companies
• Introduce best practices in pricing, packaging, and commercial governance
• Monitor performance, track KPIs, and ensure alignment with growth targets
• Partner with PE stakeholders on value creation initiatives and strategic planning
• Enable scalability while preserving entrepreneurial agility within portfolio companies

Ideal candidate

• Strong commercial leadership experience in hosting, cloud, or digital infrastructure
• Proven ability to drive growth across multiple business units or geographies
• Experience operating in a private equity-backed or high-growth environment
• Strategic thinker with hands-on execution capability
• Skilled in stakeholder management across founders, executives, and investors
• Data-driven mindset with strong financial and commercial acumen
• Comfortable working in an international, fast-paced environment
• Fluent in English (additional European languages a plus)

Business Unit Director

Greater Bochum, Germany

Financial Services

Up to 120,000€

We are retained by a high-growth, PE-backed financial services group seeking a Business Unit Director to lead a well-established office within its network. With a strong foundation and a dedicated team already in place, this is an opportunity to take full ownership of a thriving branch while leveraging the resources and expertise of a nationwide organisation.

As part of a planned succession, the successful candidate will assume a leadership role that blends operational oversight, commercial strategy, and team development. Within approximately 10 months, you will step fully into the Branch Director position, making this a rare chance to lead, grow, and leave your mark on a business unit with significant potential.

This role is ideal for a commercially minded leader who thrives in a dynamic environment and is passionate about client success and team performance.

Key Responsibilities:

• Leading a small branch, specialising in insurance solutions in the B2B space.
• Managing day-to-day operations to ensure smooth workflows and exceptional client service.
• Driving business growth through client retention, relationship building, and targeted acquisition of new customers.
• Overseeing commercial performance, including KPIs, budgeting, and operational efficiency.
• Optimising internal processes to maintain compliance and deliver best-in-class advisory standards.
• Collaborating with the wider corporate group to align branch strategy with organisational goals.

The Ideal Candidate:

• Proven experience in financial services or insurance; candidates from related industries with strong operational or sales backgrounds will also be considered.
• Demonstrated leadership capability or ambition to progress from a deputy role into full branch management.
• Strong commercial acumen, confident in interpreting business KPIs and understanding economic drivers.
• Customer-centric mindset with excellent interpersonal skills and ability to craft tailored solutions.
• Energetic and pragmatic approach suited to a dynamic SME environment.
• Personal qualities: reliable, decisive, and collaborative, with a long-term commitment to branch leadership.

For more information, please apply for this role or contact Alba Amigo at alba.amigo@phippscameron.com

Chief Financial Officer

Location: US-based (flexible)
Sponsor: Leading private equity firm

Overview

We are working with a private equity-backed, mission-critical software and services platform. The business is a scaled, high-growth platform with strong recurring revenue and a clear value creation plan.

The company is seeking a Chief Financial Officer to partner closely with the CEO and sponsor to drive the next phase of growth.

The Role

The CFO will lead all aspects of finance, including financial strategy, reporting, capital structure, and operational performance, while supporting M&A and preparing the business for a future liquidity event.

This is a high-impact leadership role in a PE-backed environment, requiring both strategic oversight and hands-on execution.

Key Responsibilities

Strategic & Commercial Leadership

• Partner with CEO and Board on strategy, growth initiatives, and value creation planning

• Drive data-led decision making across pricing, customer economics, and investment priorities

• Support M&A strategy, including sourcing, diligence, and integration

Financial Leadership

• Own FP&A, forecasting, and long-range planning

• Deliver high-quality board, investor, and lender reporting

• Lead financial analysis of ARR, retention, margins, and unit economics

Operational Excellence

• Build and scale a best-in-class finance organisation

• Drive process improvement, automation, and systems optimisation

• Improve visibility into performance metrics and operational KPIs

Governance & Controls

• Ensure strong financial controls, audit readiness, and compliance

• Manage capital structure, debt relationships, and cash flow

• Lead year-end audit and tax processes

Candidate Profile

Experience

• Proven CFO in a private equity-backed software, SaaS, or tech-enabled services business

• Track record of scaling finance functions in growth environments

• Experience supporting M&A and/or successful exit processes

• Strong understanding of SaaS metrics (ARR, NRR, churn, LTV/CAC)

Skills

• Strategic thinker with strong commercial and operational acumen

• Hands-on leader with ability to operate in a fast-paced, evolving environment

• Strong communicator, comfortable engaging with board, investors, and lenders

• High degree of ownership, accountability, and execution focus

Head of Finance (CFO-1) | Location: Bonn, Germany | Sector: Technology Private Equity-backed | Budget : 80,000 EUR to 100,000 EUR + bonus + tbd

We are partnering with a high-growth, PE-backed Technology platform seeking a Head of Finance with a clear and structured 

progression to CFO within 3-5 years.

This is a career-defining opportunity for a high-performing finance professional (6+ years’ experience) with a background in Auditing, 

Finance, Controlling, FP&A, who is ready to step into a full leadership role to build their financial engine from the ground up and grow towards a 

C-suite position

It operates as a key platform within a larger European Software Business. The organisation is entering its next phase of integration, 

optimisation, and strategic expansion under strong Private Equity backing.

This is not a traditional reporting role. It is a strategic and operational finance leadership position, offering:

• Full ownership of finance operations in Germany
• Leadership of budgeting, forecasting, and financial planning
• Direct involvement in M&A, bolt-on acquisitions, and integration
• Business partnering with senior commercial leadership
• Active exposure to PE stakeholders and group leadership

You will build the finance infrastructure required for scale, professionalize reporting, and act as a strategic sounding board to the management. 

Over time, the mandate will expand into full P&L ownership and ultimately CFO responsibilities as a succession plan in the next 3-5 years.

Why This Role is Different

• Clear, credible pathway to CFO – succession planning already aligned
• Direct exposure to private equity and board-level decision-making
• Real transformation environment (post-merger integration + growth)
• Backed by a well-established Private Equity firm
• High autonomy and genuine influence over business strategy

This is designed for someone who wants to accelerate into a C-suite role rather than remain in a specialist track.

Ideal Profile

• 6+ years’ experience of current or previous experience from Big4/6/8 or equivalent level within Auditing
• Experience in PE-backed, technology, or financial services environments is advantageous
• Ambitious, high-energy, and comfortable operating with senior stakeholders and investors.
• You are excited to set up processes, tools, and reporting from scratch rather than just maintaining them.
• You understand what it takes to get a company "deal-ready" and are comfortable with the pace of a 2027 exit timeline.
• Fluent German and English

If interested, feel free to apply directly or email me at onam.agarwal@phippscameron.com with your CV and let's get talking.

# Chief Information Officer (CIO)

About the Opportunity

We are currently seeking a Chief Information Officer (CIO) to lead a dynamic and highly acquisitive private equity-backed organization that is revolutionizing compliance and technical services within the built environment. With annual revenues exceeding £500m, 2,500+ employees, and a rapidly scaling operation featuring over 50 locations across the UK, this is a unique opportunity to make a transformative impact on a market-leading business.

As part of the senior leadership team, you will play a pivotal role in driving the company’s technology strategy and enabling scalable growth, while integrating acquisitions, advancing digital transformation, and modernizing systems to meet the demands of an evolving market.

If you are an innovative leader passionate about leveraging technology to propel business success, we’d be excited to hear from you!

Key Responsibilities

Strategic Leadership and Innovation

• Develop and execute a forward-looking technology vision that supports the organization’s growth objectives and private equity investment strategy.
• Champion innovation and identify opportunities for modernization, improved customer experiences, and operational optimization.
• Drive digital transformation initiatives, such as cloud migration, data integration, and automation.

Technology & Systems Integration

• Lead the seamless technical integration of newly acquired businesses to drive operational efficiency and ensure seamless alignment with corporate systems.
• Drive consistent technology practices across the organization’s diverse portfolio of services, including electrical testing, fire safety, water treatment, and façade solutions.

Governance & Risk Management

• Establish and maintain robust policies to ensure information security, data privacy, and compliance with all applicable regulations.
• Anticipate and mitigate risks while overseeing cybersecurity strategies and protocols.

Collaboration and Stakeholder Engagement

• Build strong relationships with private equity stakeholders by delivering regular updates on IT strategy, progress, and value creation.
• Collaborate with other senior leaders to ensure technology serves as a key enabler of strategic objectives.

Leadership & Team Development

• Lead, inspire, and mentor the IT leadership team to drive high performance, creativity, and accountability across the department.
• Foster an inclusive and high-performing culture that encourages collaboration, diversity, and skills development.

Required Skills and Experiences

Core Qualifications

• Proven experience as a Chief Information Officer (CIO), Chief Technology Officer (CTO), or senior IT executive role for a minimum of 10 years.
• Successful track record in private equity-backed or high-growth environments, with experience in M&A integration.
• Expertise in modern IT systems, enterprise architecture, and emerging technologies such as data analytics, AI, and cloud platforms.
• Extensive understanding of compliance, cybersecurity frameworks, and risk management protocols.
• Demonstrated ability to implement scalable digital transformation initiatives aligned with corporate growth objectives.

Leadership Attributes

• Strong stakeholder management skills, with proven success in working closely with private equity investors and the C-suite.
• Exceptional communication and presentation skills to translate complex technical concepts into clear business language.
• Data-driven decision-making approach.
• Collaborative and empathetic leadership style, with experience managing diverse and geographically distributed teams.

Education

• Bachelor’s degree in Computer Science, Information Technology, Business Administration, or a related field.
• Master’s degree or MBA is strongly preferred.

Our Culture and Commitments

We believe that our strength lies in embracing diversity and empowering talented individuals to thrive. As part of our team, you’ll contribute to a workplace culture that values integrity, innovation, respect, and collaboration.

Equal Opportunity Employer

Our company is deeply committed to fostering a diverse and inclusive workplace. We welcome applications from individuals of all backgrounds, experiences, and perspectives, and we ensure equal opportunities for growth and success for all team members.

Take the Next Step!
If you’re ready to help us shape the future of compliance and technical services through technology leadership, we’d love to hear from you. Let’s explore how your expertise can make a meaningful impact on our continued success.

Overview

A leading, PE-backed UK financial services platform is seeking a high-calibre strategic professional to play a central role in the development and delivery of its Group Strategy.

Working closely with the CEO, CFO, Head of Strategy and shareholders, this is a highly visible role with exposure to senior stakeholders and the opportunity to influence long-term growth initiatives, including corporate development and M&A activity.

The role blends strategic planning, value creation execution, corporate development support and investor engagement.

Key Responsibilities

• Support the ongoing development, monitoring and delivery of the Group Strategy and Value Creation Plan.

• Provide strategic oversight and analytical support to the CEO, CFO and Head of Strategy on major corporate priorities.

• Contribute to Corporate Development initiatives, including external M&A activity (screening, evaluation, execution support).

• Work closely with the shareholder group on both specific projects and general relationship management.

• Prepare materials for Board and Executive discussions.

• Act as a trusted analytical partner to senior leadership, providing insight and constructive challenge.

• Lead and deliver ad-hoc strategic projects independently.

• Monitor competitive and market dynamics to inform corporate strategy.

Candidate Profile

We are open to candidates from a range of backgrounds, including:

• Corporate Development

• Strategy / Transaction Advisory

• Investment Banking

• Top-tier consulting or professional services

Experience & Qualifications

• Degree educated (essential)

• Professional qualification such as ACA, CFA or similar preferred

• Experience in financial services (wealth, advice, insurance, asset management or related sectors) advantageous

• Exposure to Corporate Development / M&A preferred

Location

• Swindon (preferred) / London - Hybrid (3x in office)

Skills & Attributes

• Strong analytical and financial modelling capability

• Strategic thinker with ability to simplify complex topics

• Confident communicator at executive level

• Able to work autonomously and take ownership

• Commercially aware and comfortable operating in a PE-backed environment

• Diplomatic, discreet and highly professional

• Organised and capable of managing multiple workstreams

Job Advertisement: M&A Lead (UK)

Overview

We are seeking a dynamic and experienced M&A Lead (UK) to join our team and play a pivotal role in driving our ambitious growth strategy. This position is based at our Support Office, with travel to service sites and industry meetings as required. Reporting to the Growth Director, with a dotted line to Group M&A and close collaboration with the UK CEO/CFO, this role is integral to delivering our buy-and-build strategy.

We are a private equity-backed, multi-site branded organisation with a strong focus on delivering high-quality services and ambitious expansion plans. Operating across nearly 100 locations nationwide, we aim to grow our presence to over 130 settings through both organic development and strategic acquisitions.

If you are a commercially curious, self-directed professional with a passion for mergers and acquisitions, we invite you to join our team and contribute to our vision of delivering exceptional services across the UK.

Responsibilities

Deal Origination & Pipeline Development

• Build and maintain a high-quality acquisition pipeline aligned with UK growth priorities.
• Develop and nurture relationships with brokers, advisors, and operators.
• Proactively source off-market acquisition opportunities.
• Represent the organisation as a credible and committed buyer in the market.

Opportunity Assessment

• Analyse industry dynamics, including growth trends, competitor activity, and regional demand.
• Evaluate fundamentals, financial performance, and operational indicators of potential targets.
• Build robust financial models and valuation analyses.
• Prepare clear and concise investment papers to support decision-making.

Transaction Execution

• Assist in negotiating letters of intent, purchase agreements (SPA, APA), and ancillary documents in collaboration with senior management and advisers.
• Support negotiation strategies alongside senior stakeholders.
• Coordinate internal and external due diligence across legal, finance, property, and operations.
• Assist in the preparation and review of transaction documentation.

Integration Support

• Project manage early integration efforts in partnership with functional leaders.
• Ensure alignment between the investment thesis and operational transition plans.

Market Intelligence

• Maintain up-to-date insights into valuation multiples and sector activity.
• Track emerging operators and identify potential consolidation opportunities.

Stakeholder Engagement

• Engage effectively with stakeholders at all levels through structured analysis and high-quality presentations.
• Collaborate closely with Group M&A to align on best practices and governance.

Qualifications

Ideal Experience

• 4–7 years of experience in Corporate Finance, Transaction Services, Deals Advisory, Private Equity support, or Corporate Development.
• Strong financial modelling and valuation analysis skills.
• Proven experience in supporting or leading transaction processes.
• Comfortable engaging with external stakeholders, including brokers and advisors.
• Familiarity with legal documentation negotiation (e.g., SPA/APA, disclosure schedules, leases).

Highly Advantageous

• Experience in buy-and-build strategies.
• Background in multi-site consumer, education, services, healthcare, or hospitality sectors.
• Professional qualifications such as ACA, CFA, or equivalent.

Personal Characteristics

• Commercially curious with strong business intuition.
• Self-directed and comfortable operating with autonomy.
• Analytical yet pragmatic in approach.
• Strong relationship-building skills.
• Resilient and focused on delivering results.

Day-to-Day

• Proactively identify and assess acquisition opportunities that align with our growth strategy.
• Build and maintain relationships with brokers, advisors, and operators.
• Conduct detailed financial analyses and prepare investment cases for senior leadership.
• Collaborate with internal teams and external advisers to execute transactions efficiently.
• Support the integration of newly acquired service businesses to ensure seamless transitions.
• Stay informed on market trends, competitor activity, and valuation benchmarks.
• Represent the organisation at industry meetings and events to enhance market presence.

Benefits

• Competitive salary and performance-based incentives.
• Opportunity to work in a fast-paced, growth-focused environment.
• Professional development and career progression opportunities.
• Collaborative and supportive team culture.
• Flexible working arrangements, including travel to service sites and industry events.
• The chance to make a meaningful impact on the growth and success of a leading organisation in the sector.

If you are a driven and experienced M&A professional looking to make a significant impact in a dynamic and growing organisation, we would love to hear from you. Apply today to join our team and help shape the future of our business!