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

# 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.

Job Description: Head of M&A

Title: Head of M&A
Location: Flexible (monthly in-person meetings)
Reports To: CEO and CFO

Summary

As the Head of M&A, you will lead the development and execution of our M&A strategy to build a leading European IFS partner platform. With a hands-on and strategic mindset, you will identify acquisition opportunities, manage end-to-end deal processes, and oversee integrations, aligning with the company's international buy-and-build growth objectives.

Key Responsibilities

M&A Leadership

• Define and execute M&A strategies to support international growth.
• Build and maintain a pipeline of strategic acquisition opportunities.
• Work closely with the leadership team to ensure alignment with business goals.

Deal Sourcing and Due Diligence

• Source acquisition targets by engaging brokers, intermediaries, and key networks.
• Lead comprehensive due diligence across financial, legal, operational, and commercial areas.
• Conduct financial modeling, valuations, and assessments of acquisitions' strategic fit and impact.

Negotiation and Execution

• Negotiate key deal terms and manage transaction documentation in collaboration with advisors.

Post-Merger Integration (PMI)

• Develop and implement integration plans for acquired businesses, ensuring operational cohesion and a seamless transition.

Ideal Candidate

Experience

• 5+ years of M&A, corporate development, or investment banking experience, ideally in private equity or IT services/software sectors.
• Proven track record of successfully driving M&A activities from sourcing to execution.
• Strong knowledge of post-merger integration processes.

Skills and Qualities

• Strategic Thinker: Analytical skills with strong financial modeling and business evaluation expertise.
• Negotiator: Excellent communication and negotiation skills to manage deals while fostering positive relationships.
• Leader: Collaborative, hands-on approach with the ability to guide cross-functional teams and deliver results.
• Bilingual Proficiency: Fluency in German and English; other languages are a plus.
• Self-Starter: High level of independence, adaptability, and resilience to thrive in a dynamic environment.

Why Join Us

• Be part of an ambitious leadership team building a European IT services leader.
• Flexible work environment with monthly in-person meetings.
• Competitive compensation, including performance-based incentives.
• Opportunities for professional growth and impactful leadership.

Apply now to make a transformative impact as our Head of M&A!

Head of M&A

Sector: Wealth Management / Financial Services

Location: London / Flexible (UK)

Reports to: CEO / CFO

Experience: 8–12 Years PQE

The Opportunity

Backed by a leading Private Equity firm, our client is a rapidly expanding wealth management group with a mandate to become a market leader through an aggressive "buy-and-build" strategy. Having already completed several successful acquisitions, the business is now seeking a Head of M&A to professionalise the function, accelerate the deal pipeline, and lead end-to-end execution.

This is a pivotal hire for the C-suite, offering a clear path to significant equity participation and a seat at the table for all major strategic decisions.

The Role

As the Head of M&A, you will own the entire deal lifecycle—from initial market mapping and "coffee chats" with principals to the final SPA negotiations and handover to the integration team.

Key Responsibilities:

• Strategy & Pipeline: Refine the group’s M&A strategy. Maintain a "living" database of targets within the UK wealth and IFA space.

• Origination: Build and leverage a network of brokers and industry contacts; however, you must be comfortable with direct origination and cold-outreach to business owners.

• Execution & Transaction Management: Lead the financial modelling, valuation, and due diligence processes. You will manage external advisors (legal, tax, FDD) to ensure deals remain on track and within budget.

• Stakeholder Management: Present investment papers and "Deep Dives" to the Board and PE investors. You will be the primary bridge between the business and its financial backers.

• Negotiation: Lead complex negotiations with sellers, often founders of boutiques, requiring a balance of commercial firmness and emotional intelligence.

The Candidate

We are looking for a high-performing professional who combines the "polish" of a top-tier advisor with the "pragmatism" of an in-house corporate development lead.

Required Experience & Skills:

• 8–12 years of relevant experience. This likely includes a foundation in Investment Banking (FIG), Big 4 Lead Advisory, or a specialist M&A boutique, followed by a successful stint in a Corporate Development/M&A role.

• Wealth Management/FS Exposure: A deep understanding of recurring revenue models, AuM-based valuations, and the UK regulatory environment (FCA) is highly desirable.

• The "Hybrid" DNA: You possess the technical excellence to build a model from scratch but also the interpersonal skills to sit in a living room and convince a retiring IFA founder to trust you with their legacy.

• PE Mentality: Accustomed to the pace, reporting rigour, and "exit-centric" mindset of Private Equity.

Why This Role?

• Autonomy: You aren't just a cog in a machine; you are the architect of the group's expansion.

• Equity: Unlike traditional advisory roles, this position offers a lucrative "sweet equity" or management incentive plan (MIP) tied to the ultimate exit.

• Velocity: In a "highly acquisitive" environment, you will see more deal flow in 18 months than most see in 5 years.