Experience

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  Development Bank of Wales

  • United Kingdom
  • Banking
  • 200 - 300 Employee

  • Technical Investment Director

    • May 2018 - Present

    As part of the Investment Leadership team at the Development Bank of Wales, I am responsible for operational and strategic aspects of investment across the DBW Group including operational improvements, fund development and management of the Business Development and Analysis team.

  • Fund Manager

    • Oct 2017 - Apr 2018

    I manage a team of investment executives based throughout Wales. We invest equity and loans in Welsh businesses at every stage of their development.Face to face. That’s how we do business. Understanding the needs of customers is paramount. I encourage the team to spend time with managers and owners. This is how we structure the best financial solution for our customers. As a development capital and succession specialist, I structure the organisation’s larger and more complex deals. Drawing on over 20 years of SME investment and advisory experience, I have led on some of the company’s most successful transactions including: Wales Environmental, Vista Retail Support Services (exit to Westbridge Capital) and Wholebake (exit to Bridges Capital). Development Bank of Wales brings far more than simply investment to an MBO. Through our wealth of experience and expertise we help management teams to structure workable funding solutions. By aligning our interests with those of management, we allow them to take ownership of the business whilst delivering a commercial return.I joined Finance Wales as a portfolio manager in 2003 before focusing on new investments in 2007.In my time as fund manager, our team has invested over £115m in over 275 Welsh businesses. I am a Fellow of the Institute of Chartered Accountants of England and Wales.

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  Finance Wales

  • Fund Manager

    • 2003 - Present

    I am currently responsible for managing the New Investments Team within Finance Wales. Finance Wales offers a range of investment solutions. The availability of funds and our flexible approach makes us a supportive funding partner in the SME space.

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  PW Consulting/IBM global services

  • Senior consultant

    • 2000 - 2003

    Worked on a number of financial transformation projects - improving systems and processes for FTSE100 companies and large public sector bodies.

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  PwC

  • Manager transaction services

    • 1994 - 2000