KEY RESPONSIBILITIES

1. Strategic Planning & Business Development

Partner directly with the Founder to define, articulate, and operationalize the Group's strategic priorities across business verticals.
Conduct rigorous market research, competitive intelligence, and opportunity assessment to support new market entry, product development, and investment targeting.
Translate high-level strategic direction into structured execution roadmaps with clearly defined milestones, owners, and success metrics.
Identify white-space opportunities and emerging trends that align with the Group's investment thesis and growth objectives.

2. Financial Modelling & Investment Analysis

Build and maintain detailed financial models to evaluate new business opportunities, M&A targets, partnerships, and capital allocation decisions.
Develop comprehensive business cases, investment memoranda, and scenario analyses to support executive decision-making.
Conduct valuation work including DCF, LBO, comparable company analysis, and precedent transaction analysis as required.
Track portfolio performance metrics and provide regular reporting against strategic and financial targets.

3. M&A Support & Transaction Execution

Support end-to-end M&A processes including origination, due diligence coordination, financial modelling, and post-acquisition integration planning.
Prepare deal summaries, term sheet analysis, and investment committee materials for the Founder and senior advisers.
Coordinate with external advisers — legal, financial, and sector specialists — to ensure efficient and well-governed transaction execution.

4. Cross-Functional Execution & Project Management

Serve as the connective tissue between the Founder's Office and internal functions including Finance, Legal & Compliance, HR, and Business Unit leadership.
Drive strategic projects from inception through delivery, maintaining accountability for timelines, quality, and stakeholder alignment.
Identify operational inefficiencies and develop pragmatic recommendations for improvement across the Group's portfolio entities.

5. Executive Stakeholder Engagement & Communications

Prepare high-quality executive presentations, board materials, investment briefs, and management dashboards for leadership and external audiences.
Act as a credible and discreet representative of the Founder's Office in interactions with investors, partners, and senior advisers.
Support investor relations activity, including preparation for investor meetings, due diligence packs, and strategic communications.

6. Performance Monitoring & Business Insights

Develop and maintain KPI frameworks and management reporting structures to provide the Founder with timely, actionable business intelligence.
Monitor macroeconomic developments, sector dynamics, and portfolio performance to surface risks and opportunities proactively.

Essential

6–10 years of progressive experience in M&A advisory, strategy consulting, corporate finance, or a founder's/CEO's office within a high-growth or complex multi-entity environment.
Demonstrably strong financial modelling capability — proficient in building integrated three-statement models, DCF, LBO, and scenario/sensitivity analysis from scratch.
Track record of managing and delivering complex, cross-functional projects with significant commercial stakes.
Prior exposure to M&A processes — whether in an advisory or principal capacity — including due diligence, deal structuring, and execution.
Exposure of listed company experience in India, with Tech/IT/Cybersecurity etc.
Educated to degree level in Finance, Economics, Business, or a related discipline; an MBA or ACA/CFA qualification is highly advantageous.
Comfortable operating with high levels of confidentiality and personal accountability.

Preferred

Background in Big 4 Transaction Services, bulge-bracket or boutique investment banking, top-tier strategy consulting (MBB / Big 4 Strategy), or a principal investing environment.
IT/ITES/Tech/Cyber Security background is essential.
Experience operating in or alongside a founder-led or family office environment.
Exposure to multi-sector investment portfolios or conglomerate business models.
Familiarity with the UK regulatory and corporate governance landscape.

Head of Strategy