Independent transformation advisory for Corporate M&A and PE

Making M&A-driven growth work beyond the deal.

I help Corporate M&A teams and PE-backed B2B platforms connect investor expectations with operational reality: resolving PMI issues, redesigning operating models, aligning difficult stakeholders and turning transformation into measurable value.

Combining Big Four advisory discipline with senior operating experience in international IT and professional services groups.

Simon Held, independent transformation advisor
13+Years in transformation, M&A, PMI and technology-enabled change
40+Acquired companies integrated into platform governance and operating model
12+M&A, PMI and transformation programmes led or advised
100+Managing Directors aligned in transformation programmes

Services

Premium advisory for the moments when value creation depends on execution.

01

Deal-to-PMI advisory

Support from target assessment and due diligence through closing preparation, integration steering and PMI recovery when synergies stall or decisions get blocked.

02

Operating-model redesign

Design of target operating models, shared services, governance structures, decision rights and service models that reduce fragmentation and create scalable standards.

03

Value Creation & Synergies

Translation of PE expectations and deal theses into operational value levers: cost optimization, commercial model redesign, overhead reduction and governance for measurable impact.

04

Stakeholder alignment

Senior-level alignment across Corporate M&A, PE investors, management teams, founders and functional leaders when transformation is politically sensitive.

05

Technology & AI-enabled change

Technology and AI as enablers of transformation: governance, process transparency, scalable service models and new opportunities for professional and IT services platforms.

Track record

Selected project examples, outcome-focused.

Where I operate

Where investor expectations meet operational complexity.

Business context

Corporate M&A teams, PE-backed IT and professional services platforms, mid-market groups and international B2B organizations.

Stakeholder level

Advisory to CEOs, Corporate M&A leaders, management boards, supervisory boards, PE investors and senior leadership teams.

Delivery mode

Independent advisory with operator empathy: strategy, operating-model design, value creation, stakeholder alignment and transformation governance.

Contact

Let’s discuss where value creation is getting stuck.

Share a short note on the situation: PMI issues, stalled synergies, operating-model friction, stakeholder resistance or a transformation that needs sharper governance.