About Us

Connected thinking. Specialist focus. Long-term results.

Established in 2001, Beyond the Deal serves people and organisations of all sizes, supporting them wherever they are doing deals. Individually and collectively, we have supported over 100 clients across every major sector, and across the globe.

Our approach is different. We know, from our experience, that changing the way advice and support is focused – beyond the deal itself – is key to creating long term business value. This is what makes us unique: We provide continuity of thinking, advice and support across the entire M&A life cycle. We consider every aspect of the deal and how it will help – or endanger – your business, and if a deal looks bad for you, we will tell you.

Our experience and approach are built into our proprietary framework, M&A Navigator, bringing our clients the right mix of mature tools and processes and the ability to apply them to complement your own way of doing deals.

We are passionate, but not about doing deals. We are passionate about helping you do deals that work in the long term.

Our Team

Experience. Flexibility. Independence. Objectivity.

Beyond the Deal deploys a long-standing team of professionals, all of whom are experienced specialists in fields such as acquisition and integration strategy, target assessment and valuation, project & programme management, disposals, separation, business process integration, organisational design, HR, IT, branding, culture, communications, and risk management. If you need help buying, integrating, selling or separating a business, we’ve got it covered.

Carlos Keener | Beyond the Deal

Carlos is an M&A integration expert and founding Partner of Beyond the Deal. He has over twenty years of M&A, organisational change and project management experience.

Carlos Keener

Founding Partner, London
david-olsson

David has over 15 years’ experience in business integration, development and M&A in small and mid-market private, corporate and PE backed enterprises across UK and EMEA Emerging Markets

David Olsson

Partner, London
Divya Modi-Sarda | Beyond the Deal

Divya leads our strategic market analysis and due diligence services, having worked for over 15 years supporting private equity, retail, media, consumer goods and manufacturing.

Divya Modi-Sarda

Partner, London
Barbara Vrdlovec | Beyond the Deal

Barbara is a senior M&A specialist experienced in organisational design, cultural alignment and delivery of new business models following acquisition or restructuring.

Barbara Vrdlovec

Principal, Vienna
Tom-Lomasney

Tom spent more than 20 years delivering acquisitions, integrations, sales and business development. He also brings considerable experience in the development and management of JVs and commercial partnerships.

Tom Lomasney

Principal, London
Stephan-Jansen

Stephan is global head of our sell-side practice and a negotiation expert. He has more than 15 years experience in M&A, BD, Corporate Finance and operative roles spending his earlier years in global, listed Organisations.

Stephan Jansen

Managing Partner, Frankfurt
Anand Briedjlal | Beyond the Deal

Anand is a specialist in growth strategy, transformation and M&A, with over 10 years of experience in commercial market analysis/segmentation, customer-centric integration and managing change.

Anand Briedjlal

Principal, Brussels
Nick-Palmer

Nick has nearly 30 years of experience as a strategy and organisation consultant, and has supported clients in the North America, Europe and South America. He is also a recognized expert in strategic alliance and joint ventures.

Nick Palmer

Managing Partner, Boston
Michael edited photo

Michael has 20 years of capital market experience at international investment banks, predominantly as a sell-side equity analyst. He has expertise in financial and strategic analysis, corporate positioning, valuation and IPOs.

Michael Benedikt

Principal, Frankfurt
Gary Watts edited

Gary has spent over 20 years providing acquisition and disposal services to clients across a wide variety of sectors including cross-border and emerging markets. As a Chartered Accountant he brings a particular focus on financial aspects of deals.

Gary Watts

Principal, Monmouth
Ross-Jackson-pic

Ross has 18+ years of experience with internet marketing. During this time he has successfully promoted a wide range of companies and organisations, from the largest multinationals to the smallest 1 person operations.

Ross Jackson

Marketing Manager, London
steve-bernard

Steve is a professional coach, OD specialist and Director of ConnectWell. With over 20 years of experience, Steve helps organisations achieve their strategic aims by realising people’s potential.

Steve Bernard

Strategic Partner, ConnectWell
Kathryn

Kathy has 30 years of HR M&A and integration experience within the pharmaceutical industry. Kathy also worked for 26 years at Pfizer, ultimately leading their Business Development and Integration teams.

Kathryn Smith

Principal, New York City
Toby-Tester

Toby brings over 25 years of experience managing business transformation, integration, separation and IT projects across a wide range of industries in the United States, UK and Australia.

Toby Tester

Managing Partner, Sydney
Andrew-Cordner

Andrew is an engaging leader of people with over 25 years of corporate and consulting experience, from strategy development through to integration execution, advising Boards, Executive Management Team and working groups.

Andrew Cordner

Principal, Melbourne