Finance and Business Transformation for Private Equity.
When you need execution and a track record of delivering on Board commitments — rather than plans and strategy. EBITDA expansion and value creation across PE-backed businesses, using proven methodologies accelerated with AI.
Sector experience
Delivered for portfolio companies of
One accountable partner, from Board approval to go-live.
The partner does the work
Hands-on execution from someone who has held the CFO seat. No leverage model, no junior bench.
Accountable for delivery
We mobilise programmes, secure Board approval and lead them through go-live — then measure against the business case.
Faster with AI
Proven methodologies run on bespoke AI workflows. Shorter timelines and lower cost, with senior judgement on every output.
Proven with sponsors
Portfolio work for Advent, Bridgepoint, HG, Polus, Towerbrook, Vista and Warburg Pincus.
A multi-year, multi-function transformation for a PE-backed oil & gas services business.
Reporting to the C-suite and leading a global programme with a £10m budget, covering Finance, Procurement, Engineering, Project Controls and Asset Management across four regions.
- Client
- EnerMech
- Revenue
- £500m
- Sponsor
- PE-backed
- Role
- Transformation Director, reporting to the C-suite
- Period
- October 2024 – present
- Budget
- £10m, global team
- Regions
- Europe · GCC · Americas · APAC
- Scope
- Finance · Procurement · Engineering · Project Controls · Asset Management
GBS & Shared Services
A new GBS strategy and Shared Service Centre, beating the business case by 20% across headline benefits, NPV and payback.
Finance & Controls
New retained Finance teams, standard R2R, S2P and O2C processes, and a new Financial Control framework that fixed critical and high-priority control issues.
Procurement
A Procurement transformation that saved £1.5m a year in headcount and £6m a year in operating costs.
Commercial & Project Controls
New commercial governance, project assessment and resourcing model, plus a new planning and forecasting tool — across Operations, Commercial, Legal, Finance and Project Controls — to improve project execution, win rates and financial performance.
Engineering
Leading the move of Engineering capability offshore into SSCs around the world, building a global capability.
Five ways we work with sponsors and portfolio CFOs.
TOM, Organisation Design & Transformation
Diagnostic, target operating model, organisation design and business case, then leading the transformation through to delivery.
GBS & SSC
GBS strategy, Shared Service Centre design and mobilisation, and offshoring. Typically a 20–40% reduction in the cost of Finance.
ERP & Technology Transformation
Selection, vendor negotiation and programme leadership across Workday, Oracle, SAP, NetSuite and D365 — including recovery of stalled programmes.
Scale-ups, Buy-and-Builds & Post-Acquisition Integration
Day-one readiness, TSA exit, and consolidating acquired businesses onto a single operating model and finance backbone.
Process Standardisation, Risk & Controls
Standard R2R, P2P and O2C processes, a Financial Control framework and remediation of critical and high-priority control gaps.
23 years across PE-backed, listed and privately held businesses.
Finance Transformation across 5 continents — TOM, new SSC, controls, retained organisation, working capital improvement
Exceeded all key business case metrics · £3m p.a. savings · New SSC and Finance organisation · 20% better working capital performance
Re-platforming a multi-billion-pound fintech. Workday, Coupa and Kyriba — selection, negotiation, target architecture, Board sign-off
Competitive SI terms · Roadmap approved
New TOM and technology roadmap. Workday across 15 countries and 3,000 users — Finance, HR, Procurement, Planning
Sponsor-approved roadmap · Workday implementation delivered
Re-platforming of Finance following acquisition by a new large-cap PE sponsor
New TOM and OD · £2m p.a. saving · £20m programme secured
Workday Financials and Kyriba TMS, 50 FTE programme team across multiple SIs and Big 4
Workday live in 7 months · Kyriba on time
Post-merger integration — new TOM, P2P/O2C/R2R standardisation, new ERP and Finance organisation
Integration complete · ERP live in EMEA
Technology programme recovery for a large-cap carve-out
Programme team and governance reset · Commended by CEO and CTO
Programme assurance and recovery — re-started ERP, redefined operating model and outsourcing
€2.5m p.a. additional savings
Post-deal integration across two listed retailers · Oracle Fusion selection at £2bn revenue parent
£40m programme secured · Joint Board mobilised
£15m post-acquisition integration, 50+ team across 15 countries — SAP go-live, BPO transition, IFRS 16, SOX
20% Finance cost reduction · First-time SOX · 2-day close
Finance Transformation diagnostic, TOM and D365 mobilisation — multi-year roadmap and target architecture
£4m p.a. savings · Board-approved
Operator experience, compressed into weeks.
We have built bespoke AI workflows over each of our in-house methodologies to improve outcomes and shorten delivery.
The result is 23 years of CFO-grade transformation experience applied in a fraction of the time and cost. AI handles the analysis and documentation that usually fills a consulting team; the partner keeps the judgement and the accountability.
Bespoke accelerators
Purpose-built workflows across diagnostics, business cases, process design and programme governance.
Built on real programmes
Trained on what worked across 16+ enterprise transformations — rather than ad-hoc prompting.
Partner sign-off
Every output is reviewed and signed off by the partner before it reaches a client or a Board.
Shafique works directly with CFOs, CEOs, Boards and sponsors.
He transforms Finance functions, redesigns operating models, realises value creation targets and leads ERP and shared services programmes that deliver measurable outcomes.
His track record is built where speed, control and value realisation matter most. Clients get the strategic direction and delivery depth of a large consultancy, on a model priced around outcomes rather than partner economics.
Before founding PE Transformation Partners, Shafique was in CFO Advisory at Deloitte Consulting and held the CFO seat at two VC-backed technology businesses. He has delivered over £200m of cumulative client savings.
- Earlier career
- Deloitte Consulting CFO Advisory · CFO at two VC-backed tech businesses
- Works with
- PE sponsors, FTSE-listed Boards and family-held principals
- Based in
- Dubai and London · delivering across GCC, MENA, Europe, Americas and APAC
“Mobilised and de-risked our ERP and HRIS transformation, ran SI and vendor selection, obtained Board approval and got the programme up and running. A very knowledgeable professional and a great person to work with.”
PE-backed, multi-country
“Launched both our Finance Transformation programme and IFRS 17 adoption from being the first person on the ground. Ability to run a transformational programme without excessive senior support shows real experience.”
PE-backed, listed environment
Questions sponsors and CFOs ask us.
What does PE Transformation Partners do?
PE Transformation Partners delivers Finance and Business Transformation for private equity-backed businesses, accelerated with AI. We lead programmes from Board approval through to go-live: target operating model and organisation design, GBS and shared services, ERP and technology, post-acquisition integration, and process standardisation, risk and controls.
Who do you work with?
PE sponsors, operating partners, and the CFOs and CEOs of their portfolio companies. We also work with FTSE-listed Boards and family-held businesses. Past work includes portfolio companies of Advent, Bridgepoint, HG, Polus, Towerbrook, Vista and Warburg Pincus.
How are you different from a large consultancy?
You get execution rather than plans and strategy. The partner does the work, with no leverage model or junior bench, and is accountable for delivery against the business case. Clients get the delivery depth of a large consultancy, priced around outcomes rather than partner economics.
How do you use AI in transformation programmes?
We have built bespoke AI workflows on top of our in-house methodologies for diagnostics, business cases, process design and programme governance. This shortens timelines and lowers cost. Every output is reviewed and signed off by the partner before it reaches a client or a Board.
What results have you delivered?
Over £200m of cumulative client savings across 16+ transformation programmes and 7 ERP programmes. At EnerMech, a PE-backed £500m oil and gas services business, the programme delivered £4m a year from a new GBS and SSC — 20% above the business case — £7.5m a year from Procurement, and a 10% reduction in DSO.
Which ERP systems do you have experience with?
Workday, Oracle Fusion, SAP, NetSuite and Microsoft Dynamics 365, covering selection, vendor and SI negotiation, programme leadership and recovery of stalled programmes.
Where are you based?
Dubai and London. We deliver across the GCC, MENA, Europe, the Americas and APAC.
What is the 3-day Business Transformation workshop?
A focused, three-day working session with your leadership team to assess where the business is today, set transformation priorities and build a roadmap the Board can commit to. Eligibility is agreed on an initial 30-minute call.
Let’s talk through your transformation challenges.
A 30-minute confidential call with Shafique to discuss where your business is today, what the Board expects — and whether you’re eligible for our 3-day Business Transformation workshop.