Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
References
References
Timeline
Generic
Adam Lee

Adam Lee

David
Madrid, Community of Madrid, Spain,No states available

Summary

C-Level HR Transformation Management Consultant with a focus on delivering value to the business through M&A integration readiness assessments, developing people integration strategies, target due diligence, Org Design, and post-close integration and contract management. I design and develop strategies which helps in shaping the departmental culture, people strategy and growing departmental performance. I enable team building, strategy development, and practice development whilst encompassing the entire transformation life cycle with a strong mix of operational and strategic aspects across workforce planning, learning and development, talent management, performance management, organizational change, on boarding, engagement, and reward. Well-versed in HR strategies, EU Works Councils, regulations & governance, NA/EU/KSA labour laws and culture. I am structured in my approach and understanding of regional sensitivity, cultural nuances, and the application of laws/practices to complement the Target Operating Model and ensure organisational engagement and readiness.

Overview

25
25
years of professional experience

Work History

ADVISOR TO CEO/CPO

Katara Hospitality
09.2020 - 09.2024
  • Led all M&A transformation and succession planning across the Katara portfolio
  • Led closure operations for France & Switzerland
  • Evaluated all new M&A initiatives and feasibility studies
  • Oversaw creation of all new policies and procedures for feasibility and growth
  • Designed the OD & Qatarization strategy for entire portfolio of job families and roles
  • Advised on all HR employment laws for closure of French and Swiss offices
  • Advised CEO on all C-Suite roles and planning
  • Coached all C-Level suite.

MANAGEMENT CONSULTANT

AIB
09.2020 - 09.2023
  • Led the UB and Goodbody HR integration into AIB, TUPE and employment law design and union negotiations for the purchase of the UB loan book portfolio & Goodbody Acquisition
  • Advised on all HR employment law synergies and synergy realisations pre/post buy-out
  • Created all engagement and comms strategies for the acquisition
  • Wrote the HR contracts for the TUPE and transfer of UB staff to AIB
  • Advised the CPO on career banding and all OD planning.

ADVISOR TO CEO

Atento
10.2020 - 01.2021
  • Advised on US expansion for company growth and acquisitions
  • Advised on the creation of the CEO Suite and reporting
  • Advised legal on EU employment law protocols
  • Designed the OD and banding planning, job families and HR support structure
  • Led investigations into gross misconduct and subsequent removal of senior EXCO member
  • Wrote the EVP and governance documents.

MANAGEMENT CONSULTANT

EY
09.2018 - 12.2019
  • M&A negotiator for AIB, and Irish Water, National Children Hospital
  • Led all union negotiations, comms and change planning for the TUPE, including all aspects of the TUPE journey and engagement
  • Created the EY media training for AIB and Irish Water in respect to the people planning initiatives and subsequent TUPE of affiliates
  • Led all EY employment law training for HR teams and clients.

MANAGEMENT CONSULTANT

EY
09.2017 - 09.2018
  • M&A and negotiator for EY Financial Clients and Irish Water, National Children Hospital
  • Led all union negotiations, comms and change planning for the TUPE, including all aspects of the TUPE journey and engagement
  • Created the EY media training for AIB and Irish Water in respect to the people planning initiatives and subsequent TUPE of affiliates.

MANAGEMENT CONSULTANT

KPMG
09.2015 - 09.2017
  • Advised on all government HR change and transformation programing
  • Led all change and transformation training and development for departmental transfer & amalgamation
  • Created all OD strategies for new departmental OD and repositioning of staff and departments.

HR TRANSFORMATION CONSULTANT

HSBC
01.2014

HR TRANSFORMATION CONSULTANT

RBS
01.2013

HR TRANSFORMATION CONSULTANT

Vista Group
01.2012

DIRECTOR

EY (RCJY MENA & UK)
01.2010

DIRECTOR

EY (UK)
01.2009

DIRECTOR OF TRANSFORMATION

British American Tobacco
01.2008

HEAD OF HR TRANSFORMATION

London Borough of Barnet
01.2007

HEADO OF HR TRANSFORMATION

Lloyds Bank
01.2006

HR CHANGE & TRANSFORMATION CONSUTANT

SAP, PARIS
01.2004

HR CHANGE & TRANSFORMATION CONSUTANT

Micromuse (IBM)
01.2002

Education

Law of Mergers & Acquisitions -

London School of Economics
01.2022

Merger & Acquisition Negotiation -

Imperial College
01.2021

Mergers & Acquisition Strategy -

Columbia Business School
01.2021

Bachelor Arts -

University of Waterloo, Canada
01.1994

Skills

  • Leadership
  • M&A
  • Acquisition transactions
  • Due diligence
  • Integration planning
  • Valuations
  • Mentorship
  • Strategy
  • Due diligence activities
  • Research and analytics
  • Financial analysis
  • Market research
  • Strategic fit analyses
  • Target analysis
  • Financial modeling
  • Operating models
  • HR readiness
  • Works Councils
  • TUPE
  • Reverse TUPE
  • Union Negotiation
  • Communication
  • Engagement
  • Change management
  • Contract negotiation
  • Staff retention
  • Legal teams
  • Strategic Planning
  • Compliance requirements
  • Stakeholder Management
  • Group facilitation

Accomplishments

  • Lead the M&A department and acquisition transactions through cross-functional due diligence organization. Designs the diligence processes and gathers and leverages integration planning inputs to support valuations.
  • Risks and opportunities for impending and ongoing M&A activities, translating this information into fact-based and well-reasoned insights on the valuation and structural impact of the merger or acquisition.
  • Mentorship role to key M&A personnel, ensuring constant improvement in their performance and skills, readying them for the occupation of his position in his absence or retirement.
  • Plan and provide support for due diligence activities across all functional areas of any transaction inclusive of people, commercial, financial, products, operations, technology, sales, and marketing.
  • Assist with modeling and financial analysis of impending and on-going transactions. Refines and completes market research and strategic fit analyses.
  • Target analysis and financial model lead creation using KPIs and other variables as sales drivers to estimate revenue and profitability of merger or acquisition over a multi-year project period.
  • Develop operating models that are highly flexible to be able to maneuver through multiple scenarios for the purpose of enabling any necessary and abrupt changes on a real-time basis.
  • Works Councils, TUPE, Reverse TUPE, Union Negotiation, comms, Engagement and Change Management
  • Collaborate with external legal teams and reps to establish clear integration contractual obligations and deliverables whilst retaining top talent.

References

AVAILABLE UPON REQUEST

References

References available upon request.

Timeline

ADVISOR TO CEO

Atento
10.2020 - 01.2021

ADVISOR TO CEO/CPO

Katara Hospitality
09.2020 - 09.2024

MANAGEMENT CONSULTANT

AIB
09.2020 - 09.2023

MANAGEMENT CONSULTANT

EY
09.2018 - 12.2019

MANAGEMENT CONSULTANT

EY
09.2017 - 09.2018

MANAGEMENT CONSULTANT

KPMG
09.2015 - 09.2017

HR TRANSFORMATION CONSULTANT

HSBC
01.2014

HR TRANSFORMATION CONSULTANT

RBS
01.2013

HR TRANSFORMATION CONSULTANT

Vista Group
01.2012

DIRECTOR

EY (RCJY MENA & UK)
01.2010

DIRECTOR

EY (UK)
01.2009

DIRECTOR OF TRANSFORMATION

British American Tobacco
01.2008

HEAD OF HR TRANSFORMATION

London Borough of Barnet
01.2007

HEADO OF HR TRANSFORMATION

Lloyds Bank
01.2006

HR CHANGE & TRANSFORMATION CONSUTANT

SAP, PARIS
01.2004

HR CHANGE & TRANSFORMATION CONSUTANT

Micromuse (IBM)
01.2002

Law of Mergers & Acquisitions -

London School of Economics

Merger & Acquisition Negotiation -

Imperial College

Mergers & Acquisition Strategy -

Columbia Business School

Bachelor Arts -

University of Waterloo, Canada
Adam LeeDavid