Executive assessment of technology, cyber and
resilience risk before a transaction decision.
Before an investment or acquisition decision, technology and cyber issues need to be understood in commercial terms: exposure, dependencies, remediation and integration work.
I review the evidence relevant to the transaction, including architecture, service arrangements, supplier commitments, security findings, resilience and technology costs. I bring executive experience in regulated investment management, technology strategy, cyber risk and supplier governance. See the career examples.
WHEN THIS ASSIGNMENT IS USEFUL
What could change the investment decision?
SCOPE
What the review covers.
OUTPUT
Decision-ready executive assurance.
What you receive
Material technology, cyber and resilience findings; the limits of the available evidence; and implications for integration planning, remediation priorities and questions requiring further transaction advice.
The scope follows the transaction and the decision deadline. The work informs your decision; it does not provide a valuation or guarantee future performance. Access, findings, timing and fees are agreed before commissioning.
Engagement basis
✓ Defined scope
✓ Agreed evidence base
✓ Executive findings
✓ Prioritised recommendations
NEED ONGOING OWNERSHIP INSTEAD?
If the findings call for continuing executive ownership, we can discuss a leadership mandate. If your leaders retain ownership and need challenge on the next decision, advisory may fit.
Discuss the review you need. Bring the decision, deadline and the evidence available.
Commissioning the review
We establish the question, the evidence and access available, and who needs the findings. I then confirm whether the review can be supported and propose the agreed work, timing and fee.
