Udai has 12 years’ experience with the UK Insurance sector, starting his career in 2007 at PriceWaterhouseCoopers LLP. Udai holds an MSc. in Economics & Finance from the University of Warwick and a BA (Hons) Economics from the University of Delhi.
Following PWC, Udai has also worked at Aviva plc and RSA Insurance Group plc within group capital, risk and balance sheet management, and spent the last 8 years advising corporate and private equity investors on insurance M&A transactions, finance strategy, business planning among others. Udai has worked on over 40 M&A transactions across insurance broking, MGAs and insurance carriers during this time. As part of his role as a senior insurance M&A professional, Udai led numerous project advisory teams, taking overall responsibility for Financial, Commercial, Actuarial, Tax and Regulatory/ Compliance due diligence advisory work for clients, identifying key issues that could go to value.
Udai joined Optio as Chief Financial Officer in August 2020, responsible for all group Finance functions, processes and finance strategy, planning & reporting, M&A activity, and helping drive and deliver overall group strategy.