Brian C. Winters

Strategy | Mergers & Acquisitions | Transformation

Arlington, United States


I help start-up, bulge-bracket, and private equity organizations deliver change that facilitates growth, profitability, and sustainability. As a partner of IM2 Consulting and during my time at the Big 4, I led talented teams and delivered innovative solutions for our clients' most complex and critical challenges. With experience in delivering new products, market expansions, creating solutions, cost optimization, operating models, transactions, strategy, and corporate initiatives, I have achieved nearly a billion dollars in revenue growth, cost savings, and operational improvements for my clients and supported over $37 billion in M&A transactions. I've been involved in a number of startup ventures either as investor, advisor, or co-owner.

Domain experience

Relevant Total Experience: 20 years

Seniority Level: Senior

Sector Experience: 

Alternative Finance Asset Management Bank Platform Software Banks Capital Markets Consumer Finance Data and Analytics Diversified Financial Services DLT and Cryptocurrencies Health and Medical Insurance Identity and Security Insurance Payments Software and Services Technology Hardware, Storage and Peripherals


Skilled in: Corporate Development, Commercial Due Diligence, Technical Due Diligence, Vendor Due Diligence, Term Sheet, Contractual Agreements, Financial Regulation, M&A Negotiations, SEC filings, Portfolio Services & Add-on M&A, Exit Readiness, Exit Strategy, M&A Marketing Materials, Financial Modeling

Technical Skills: Salesforce, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ

Languages: English

Work Experience

KPMG, Deal Advisory & Strategy

Senior Advisor/Director



- 1/10/2023

Led 'top-of-the-house' strategy, M&A transactions, transformation, and performance improvement initiatives for financial services, fintech, alternative asset management, asset and wealth management, asset servicing, and market infrastructure clients. Supported organizations in navigating M&A deals (pre-deal strategy, due diligence, synergy assessments, closing and integration, merger integration office, post-close optimization). Developed ideas and solutions to support enterprise decision-making (where to invest, market assessments, what should our path ahead look like, how do we scale or reduce costs, etc.). Oversaw research and publication of 30+ GTM, market insight, and thought leadership papers on topics ranging from M&A, alternatives, mobile gaming, ESG, meta-verse, PE, fintech, disruptive technology, the future of flight, digital twins, and electronic vehicles. Specialties: Strategy • Alternatives • Corporate Development • M&A • Synergies • Due Diligence • Transformation • Research • Broker Dealers • Practice Development • Direct Lending • CLOs / CDOs • Growth • GTM • Fintech • Financial Services

IM2 Consulting, strategy & Transformation




- 1/3/2020

Founded and led boutique consulting firm. Grew firm to high of 45 personnel. Provided strategy, transformation, and performance improvement solutions for financial services, fintech, and capital markets clients. Specialized in middle and back office operations and technology. Supported clients in launching products, defining new ways of working, expanding into new markets, designing solutions, optimizing business models, and overseeing delivery of mission-critical initiatives. Achieved nearly a billion dollars in revenue growth, cost savings, and operational improvements for our clients. Specialties: Strategy • Transformation • FinTech • Client Service • Problem Solving • Technology Modernization • Broadridge • Operations • Vendor Management • Clearance & Settlements • Feasibility Assessments • Revenue Growth • Synergies • Business Development & Sales • Trade Processing • Benchmarking

PWC, Capital Markets M&A

Senior Consultant



- 1/1/2004

Provided corporate development, performance improvement, and deal advisory support to financial services, banking, and asset management clients. Part of core team that grew the Capital Markets M&A practice from $10MM to $60MM. Developed the firm's M&A playbook/collateral, sold $6m in new client revenues, supported an e-commerce transformation, and oversaw a $10mm client account. Specialties: Project Management • Relationship Management • M&A • Joint Ventures • Divestitures • digital • Pre-deal • Due Diligence • Merger Closing • Post Merger Integration (PMI) • Synergies • Communications


University of Maryland