VP International Solution Development & Advisory Services
Boston-based Katie Davies is an experienced advisor with over 25 years consulting experience within professional services. With an entrepreneurial and client centric approach, Katie has advised corporates, private equity “deal makers” and other professional advisors on the operational requirements and practical considerations for companies expanding internationally and / or undertaking international commercial transactions that span multiple countries (including carve outs arising from M&A activity).
As a technical advisor herself she is able to provide advice on many of the inter-related technical challenges that arise out of these transactions from a tax, HR, global mobility and legal related (such as, data protection) perspective. Key areas of focus are on ensuring that entities transact and operate compliantly while managing commercially acceptable levels of risk along with cost mitigation, contributing to the increase of shareholder value.
Katie is responsible for leading the growth and expansion of Vistra’s International Expansion Advisory practice working in collaboration with the global sector leads for the Tax, HR and Legal practices bringing these technical resources to the market as a unified provider to address real operational needs in this space.
Katie’s own passion is global mobility having trained with PricewaterhouseCoopers (PwC) London, from 1993 onwards. Katie joined Vistra (via predecessor organizations that were ultimately acquired by Vistra) in 2005, originally having been responsible for establishing the global advisory practice and London office of HighStreet Partners (HSP) which later became Radius. She transferred, as an expatriate herself, to the Vistra’s Boston office in January 2014.
While providing technical consulting Katie is also responsible for acting as the Client Service Director for a number of strategic client accounts and also manages specific advisory and global mobility projects across the Vistra client portfolio on a global basis. Katie works extensively with our business development teams across the USA to ensure that new client engagements are appropriately scoped and managed from the first interaction with Vistra through to project implementation and completion.
Katie frequently contributes as a speaker, panelist and commentator with press organizations and on social media, with respect to international operational and expansion matters.
Prior to joining Vistra, Katie served as Finance Director and Operating Officer of The Beanstalk Group, an international leader in brand licensing and joint venture of The Ford Motor Company so has first-hand experience of “life within the corporate”. Katie received an MA from Cambridge University.
24 March 2020
In a global economy characterized by trade wars, data protection regulations and tightening foreign direct investment standards the rules governing M&A deals have changed and continue to evolve. Amid these changes, however, M&A deals continue to be closed…
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