1. PMI & Separation

EverFi (US Ed Tech) carveout from Blackbaud (US headquartered Cloud Computing)

Role: Carveout Program Director

Dec 2024 - Dec 2025

• Buy side carveout program director reporting directly to PE and working alongside buy side Operating Partners, and Blackbaud's management team
• Buy side pre-deal operational due diligence covering operational and IT carveout risks, and one-off and standalone cost for the business
• Identified carveout business, process, functional, system, people and contract entanglements; and provided the carveout planning for TSA exit execution
• Exited a TSA planned for 6 months in 4 months time, resulting in program time and cost savings
• Total team size at the peak of program was 100+ including PE, Operating Partners, EverFi Senior Leadership and functional workstream leads, Blackbaud's management and functional leadership, around 10+ key vendors doing various System, IT, Technology, HR function set up, Finance function set up, Marketing agencies, Brand strategy and refresh providers, Legal amongst others
• PMO size was around 10 including 3 CIDEK team, and PMO team from EverFi and Blackbaud
• Whilst during the carveout, supported restructuring of the business from a sales operation and geographical spread, and reduction of overall workforce to suit the new need of the business. Worked closely with PE and Operating Partners towards this restructuring
• Vendor landscape reduction whilst during the carveout, resulting in savings of around $5mn on various Services and System procurement
• Led a 8 months post TSA exit business process optimisation following the carveout, identifying further areas of cost savings for the business
• Clear visibility provided to PE, Operating Partners, and management across buy and sell side providing weekly status reports indicating clear status of the program, risks, dependencies, decisions, and capex/opex cost to date
• Initially contracted for 4 months, continued supporting EverFi, PE and Operating Partners towards full standalone set up for around 12 months

Thesis (Silver Tree PE PortCo) carveout from Unit4 (TA Associates PE PortCo)

Role: Carve Out Program Director 

July 2021 - May 2022

• Leading a combined team of 100+ carved out entity(US/UK), seller (UK/ Europe/US), IT Managed Services & R&D (India) for an end-to-end pre & post deal execution
• Liaising with NewCo CEO, CFO, CHRO, CTO ; sellers CIO, head of transformation, HR & Finance leads, Shared Service, Cloud Infra & Ops
• Supplier selection for IT & cloud transition, IT managed services, Finance system, HR system, service management system (Service Now)
• Running confidential RFP process, supporting business on selection of vendors, leading best and final offer, commercial negotiations & MSA
• Ops and IT diligence, carve out blueprint, TSA management, one off separation and running costs
• Setting up IT op model & IT service management principles with selected vendor
• Supporting HR op model, system set up, payroll, benefits
• Finance op model, system & process
• IT & cloud transition, setting up carve out entities Azure, migration of Azure VMs hosting SaaS products, Azure DevOps Deployment support . CI/CD pipelines through Octopus and TeamCity; end user device migration including Intune, MAM, M365 set up and migration; IT service management, help desk, end user workspace, enterprise & network services, security management, procurement and application support
• Migrating EdTech clients SaaS application hosted on around 500 Azure Virtual Machines
• Benefits to business - quick execution of multi-million £ vendor deals, savings to extent of 5mn£ leading commercial negotiations with multiple vendors including IT managed service provider, Microsoft CSP, Service Now, HR & Payroll providers, Finance system provider

Unit4 (TA Associates PortCo) acquisition of Scanmarket (Verdane PortCo)

Post Merger Integration

Feb 2022 - Sep 2022

Unit4 acquired Scanmarket, a Denmark headquartered global e-procurement provider Scanmarket had around 100 FTE spread across 10 countries in Europe, USA and Middle East

Supported full HR and People integration including

• providing Sign to Close due diligence support - checking any significant HR matters, any legal claims
• preparing pre-closing Day 1 checklist
• Day 1 preparation from a HR and People standpoint, closely co-ordinating with adjacent functions like IT, Finance, Marketing, Legal and others
• Day 100 and full HR integration planning
• identification of various HR integration activities for 10 countries
• Worked with CHRO, and led around 10+ HR Business Partner in various countries through the engagement, and other HR sub-functions like Comp & Reward, Benefits, Commissions etc
• Culture integration planning for Scanmarket employees to be culturally aligned to Unit4
• Dependency mapping with other workstreams towards planning new HR contract transfer, provision of new email ids for Scanmarket employees etc
• Synergy identification and execution - identify People, Process, Systems, Contracts to be terminated and fully integrate to Unit4
  
  

LRQA (Goldman Sachs PE PortCo) carveout from Lloyds Register

Role: Interim Carve Out Program Manager 

May 2022 - Aug 2022

• Future state legal entity structures for carved out entity
• Ensure Parent company make deadline for a legal separation
• Transition Services Agreement and Share Purchase Agreement mapped and delivered across all workstreams
• Project Plan creation of Separation activities related to Business/Revenue generating workstreams including Assurance, Quality, Procurement, Insurance, Property, Legal
• Delivering the carved out entities Finance Separation – including SSC, Payroll, S&C, Tax, Treasury, Accounting, Reporting and Operational Finance
• Delivering the carved out entities HR Separation – including HR, Pensions, Benefits and HSES
• Delivering the carved out entities Marketing Separation – including Marketing, Brand, Comms
• Delivering the carved out entities IT Separation
• Ensure business cases are developed for each programme by the business owner, to agreed format and quality criteria – including scope, benefits & costs, outcomes, timeline, metrics and risk schedule
• Ensure delivery plans are developed by all workstream owners to agreed format and quality criteria: including interdependencies, milestones, resource requirements, capabilities, risks & issues
• Develop governance framework and reporting timetable – including risk & issue escalation process
• Responsible for the creation and maintenance of detailed programme plans at appropriate levels
• Establish PMO(s) including assurance, tracking and reporting responsibilities.
• Identify the key roles on the programmes - reviewing internal resource capability and availability, and where necessary and agreed - source external resource.
• Ensure change management & communications plans are developed for all Programmes
• Responsibility for producing programme updates for the monthly Exco and Board.
• Lead the programme delivery – including PMO, delivery teams, change management
• Lead and manage all programme governance, tracking and reporting (progress & cost)