Bio
Experience
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Mercia Asset Management PLC
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Newcastle upon Tyne
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Investment Director
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Jan 2023 - Present
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Newcastle upon Tyne
Mercia is a proactive specialist asset manager with a focus on regional businesses seeking venture, private equity or debt finance to scale their businesses.We are exclusively a UK domestic investor, with focus on the UK regions.
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NCG
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Newcastle upon Tyne, England, United Kingdom
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Independent Governor
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Jun 2020 - Present
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Newcastle upon Tyne, England, United Kingdom
NCG is a group of 7 UK colleges whose mission is to ‘enable social mobility and economic prosperity through exceptional education’ and we exist to create life-changing opportunities for individuals that strengthen the prosperity of their local communities.
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Armstrong Watson
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North East and Cumbria
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Corporate Finance Partner
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Aug 2019 - Dec 2022
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North East and Cumbria
Corporate Finance Partner leading the Newcastle office and CF team across the North East and Cumbria
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Corporate Finance Associate Partner
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Nov 2014 - Aug 2019
MHA Tait Walker is an independent accountancy and Wealth Management practice.
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North East Chamber of Commerce (Training) Limited
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Durham, United Kingdom
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Non Executive Director
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Nov 2014 - Jul 2016
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Durham, United Kingdom
Non Executive Director providing support on strategy and business planning to the management of this wholly owned subsidiary of the North East Chamber of Commerce. NECC Training is one of the largest independent providers of apprenticeships in the region, working with employers to deliver training in Engineering, Business and Administration, Finance and Dental across the North East of England.
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North East Chamber of Commerce
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Durham, United Kingdom
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Chief Operating Officer
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Mar 2012 - Oct 2014
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Durham, United Kingdom
NECC is the leading business membership organisation in North East England with around 4,000 members. NECC champions, connects and develops member businesses, and their people, to win more business, become better businesses and enjoy better conditions for business within North East England and around the world. NECC is accredited by the British Chambers of Commerce.NECC Training is one of the largest independent providers of apprenticeships in the region, working with employers to deliver training in Engineering, Business and Administration, Finance and Dental across the North East of England.My role has Board level responsibility for Finance, HR, IT, Governance and Quality and NECC's Training subsidiary.
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BTG Corporate Finance
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Newcastle upon Tyne, United Kingdom
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Assistant Director
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May 2007 - Mar 2012
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Newcastle upon Tyne, United Kingdom
Corporate Finance lead advisory work based in the Newcastle office of this Corporate Finance boutique (part of the Begbies Traynor Group). Track record for achieving successful completions for clients in the £1m to £100 million mid-market delivering proactive, honest and creative advice to clients to make transactions happen.
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HSBC
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London, United Kingdom
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Senior Business Auditor
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Nov 2006 - May 2007
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London, United Kingdom
Group Internal Audit based in Canary Wharf undertaking thematic process reviews across Head Office functions
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PricewaterhouseCoopers
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London, United Kingdom
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Manager
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Sep 2000 - Nov 2006
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London, United Kingdom
Trained as a Chartered Accountant in the Newcastle office, working in Public Sector Assurance with a focus on Local Government and Housing sectors.Transferred to the London (EP) office in 2005 to work in the London Middle Markets Transaction Services team participating in and leading field teams on engagements including FDD for Private Equity funders on potential investments and for Corporate clients on potential acquisitions or disposals. Also involved in a number of IPO processes (Main Market) and Working Capital reviews linked to the award of Foundation Trust status in the NHS.
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Education
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2013 - 2013ICAEW
FCA, Chartered Accountant -
2008 - 2008ICAEW
CF, Diploma in Corporate Finance -
2000 - 2003ICAEW
ACA, Chartered Accountant -
1997 - 2000University of York
BSc (Hons), Economics
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