Leadership Transformation for High-Growth Wellbeing Provider

Client: B2B2C Wellbeing & Employee Benefits Company

Engagement Partner: National Corporate Finance Advisory Firm

Timeline: Initial Exit + Secondary Exit within 18 months

Roles Appointed: COO/CFO, MD – eCommerce, D2C Director, CTO, Head of Software Engineering, Head of Talent

A rapidly scaling provider of employee wellbeing and benefits solutions engaged Ford Hastings ahead of a landmark nine-figure private equity transaction. Working in partnership with a national corporate finance advisor, we supported the founding team in preparing the business for exit—both in leadership structure and succession readiness.

Following the initial exit, which provided a successful outcome for the founders and early-stage investors, a secondary exit was completed just 18 months later, driven by the strength of the newly evolved leadership team.

To facilitate this growth journey and succession planning, Ford Hastings conducted a full Senior Management Team review, identifying capability gaps and succession risks. We went on to strengthen the organisation by appointing key individuals across commercial, operational, and technical leadership, including:

• Chief Operating Officer / Chief Financial Officer

• Managing Director – eCommerce

• Director – Direct to Consumer (D2C)

• Chief Technology Officer

• Head of Software Engineering

• Head of Talent

These hires enabled the business to scale efficiently, expand digital channels, and successfully navigate both exits with confidence.