Industries

Financial Services and Private Equity

Complex finance transformation, M&A integration and value creation, led by people who have done it at enterprise scale and at board level.

Talk to us about your investment case

PEF Consulting Partners brings financial services experience grounded in ownership, not observation: our leadership has built, run and sold regulated consumer finance businesses. We apply that operator’s view to transformation and delivery in regulated financial environments.

We work across financial services and private equity backed businesses on the operational and finance change that underpins performance: ERP and finance transformation, M&A integration and carve outs, operating model design and value creation. Our leadership has advised at board level on IT operating model strategy across a £900m asset base, taking seven per cent out of operating cost, and has led finance and platform transformation for businesses serving millions of customers.

Where we help

Finance transformation

Redesigning how the finance function works across process, data, systems and people, for a faster close, stronger control and lower cost to run. See finance transformation.

M&A integration and carve outs

Standing up or separating a business cleanly across systems, processes, people and reporting, with day one readiness planned properly. See carve outs and separation.

Operating model and cost

An independent view of what a business really costs to run and what can genuinely be improved, turned into a sequenced plan with owners and measurable milestones.

Systems and data

ERP and platform implementation and the data foundations underneath them, delivered by people who have done it in demanding, regulated environments.

Proof, not promises

The disciplines below were proven in energy and infrastructure, but finance transformation, M&A and operating model change are exactly the same craft:

WHERE WE HAVE DELIVEREDProven where failure is not an option22m+Energy networksNational Grid separation,assets under management£249mUtilities and telecomsKraken programmes, including thefirst water migration onto Kraken£9bnGovernmentEnergy Bills Support Scheme,20m households£25mEV and infrastructuresaved on the BP Pulse globalEV charging rollout19 years systems delivery5 continentsSenior led, independent

Transforming finance or integrating an acquisition?

We bring senior, board level experience of finance transformation, integration and value creation. Honest about what is achievable, and accountable for the result.

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