Summary
Overview
Work History
Education
Project Experience
Certification
Publications
Timeline
Generic

Solomon P. Ishack

47 Midholm, London, UK

Summary

Solomon is an M&A commercial due diligence professional who brings over 8 years of wealth management consulting experience. He has advised UK lower mid/mid-market Private Equity (PE) investment teams and management teams on growth, buy-and-build strategies for M&A transactions in the sector. His specialisms predominantly lie in IFAs, investment platforms, offshore fiduciary businesses, FinTechs, and other verticals.

Solomon achieved a First-Class Honours degree in Computer Systems Engineering with Business Management from the University of Birmingham.

References are available upon request.

Overview

9
9
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Engagement Manager, Financial Services

Armstrong Transaction Services
1 2022 - Current

Leads the FS practice alongside the Head of FS. Senior project lead for buy- & sell-side commercial due diligence engagements; strategically advises UK lower mid/mid-market PE clients on wealth and other FS deals. Advised on 20+ deals to date. Outside of project delivery, plays a significant role in:

  • Business development, sales & ongoing engagement with key PE client contacts and corporate financiers;
  • Proactive pre-bid deal dialogue & support; advises PE on investment opportunities and the commercial implications & risks.

Manager, Asset & Wealth Management Consulting

PwC
11.2018 - 06.2021

Led and delivered large scale programmes for wealth management clients, Europe-wide. Selectively hired in 2018 as part of PwC UK's investment to scale its asset & wealth consulting practice; collaborated closely with the firm's FS leadership team in the following areas:

  • Designed & delivered a strategy to establish the practice as a leading wealth consultancy in the UK;
  • Developed and managed PwC's wealth advisory proposition and originated opportunities to acquire net new clients;
  • Optimised and managed strategic FinTech partnerships across the wealth technology ecosystem;
  • Extended PwC's market presence through topical thought leadership publications and events.

Consultant, Asset & Wealth Management Consulting

Accenture
09.2017 - 10.2018

Led and delivered strategy, technology, and compliance programmes for top-tier UK wealth firms. Played a significant role in formulating and executing on the organic & inorganic growth strategy for the UK's wealth management consulting practice:

  • Worked with the leadership team on M&A options (e.g. Orbium completed in 2019);
  • Designed & delivered a strategy for the UK wealth practice;
  • Originated opportunities through existing network to advance Accenture UK's wealth footprint and acquire net new wealth clients;
  • Sourced and managed FinTech partnerships.

Consultant, Wealth Management

Orbium Consulting (now part of Accenture Wealth Management)
03.2015 - 08.2017

Led and delivered strategy, operational and technology change programmes for international private banking & wealth clients to optimise their operating models and rationalise their technology architecture.

Education

Higher Education

University of Birmingham
09.2011 - 07.2014

A-Levels -

Yavneh College
09.2009 - 05.2011

Project Experience

UK Lower Mid- / Mid-Market Private Equity Firms, London, United Kingdom - Commercial Due Diligence (CDD) Projects

  • Led a wide range of full/part-scope CDD engagements, in an Engagement Manager capacity, across financial services, professional services, and technology sectors. N.B. Further information on completed public acquisitions/credentials is available upon request.

Private Bank, London, United KingdomCore Platform Transformation

  • Designed the Target Operating Model for the roll-out of the UK wealth business onto Avaloq.

Private Bank, Frankfurt, Germany - IT Target Operating Model Design

  • Designed the bank’s technology strategy and Target Operating Model to transition their c.140 legacy systems onto a single core platform.

Largest UK Depositary/Fund Administrator, London, United KingdomCloud Transformation

  • As part of the depositary's c.£20m transformation budget, delivered the first full-scale cloud transformation in the UK depositary sector and designed the underpinning operating model.

Investment Bank, London, United KingdomRisk Transformation

  • Led a global risk, regulatory compliance, and technology programme across all Lines of Business (i.e. risk assessment optimisation & MetricStream roll-out). Additionally, conducted a deep-dive analysis on the macro risk environment for the Group's Executive Board and local regulators.

Investment Bank, Dublin, Ireland- Risk Framework Design

  • Designed the future state of the bank’s global operational risk framework following remedial enforcement notifications issued by the Central Bank of Ireland.

Certification

Avaloq Certified Professional

Publications

I. Solomon, B. Chris, and D. Adam, "The effect of domain knowledge on interaction with visual analytics," in Contemporary Ergonomics and Human Factors 2015 Taylor & Francis, 2015, pp. 86-93.

Timeline

Manager, Asset & Wealth Management Consulting

PwC
11.2018 - 06.2021

Consultant, Asset & Wealth Management Consulting

Accenture
09.2017 - 10.2018

Consultant, Wealth Management

Orbium Consulting (now part of Accenture Wealth Management)
03.2015 - 08.2017

Higher Education

University of Birmingham
09.2011 - 07.2014

A-Levels -

Yavneh College
09.2009 - 05.2011

Engagement Manager, Financial Services

Armstrong Transaction Services
1 2022 - Current
Solomon P. Ishack