Experience

Cura Terrae
• United Kingdom
• Environmental Services
• 1 - 100 Employee
• Chief Strategy Officer (CSO)

  • Aug 2022 - Present


Love Energy Savings

• United Kingdom
• Utilities
• 100 - 200 Employee

• Strategy Director

  • Feb 2020 - Aug 2022

  Award-winning Love Energy Savings is the UK’s Favourite Energy Retailer helping businesses and households make savings on their utilities. Since 2007, we’ve grown into one the UK’s leading energy comparison experts, carrying out almost 300,000 switches to save customers over £90m on their gas and electricity. As an independent, impartial energy retailer, we work with a huge range of energy suppliers giving our customers the widest possible choice through our world leading energy comparison engine. Our proprietary cloud-based martech automatically matches customer experience with customer propensity and preferred shopping behaviours in the Love Energy Savings retail store. It powers increased conversions by better understanding what customers are looking for and creates an enjoyable shopping experience for each user based on their shopping preference history. We have an ongoing commitment to driving change and simplicity in the marketplace by using technology and transparency to save customers money and time. We’re determined to ensure each and every one of our customers gets a brilliant deal on their energy - served up in a simple way by matching their usual retail experience when purchasing products. By removing hurdles and complexities for both our domestic and business customers we are ensuring they get a fantastic deal on their energy and are dragging the energy retail market into the 21st century. At Love Energy Savings, we always strive to be a customer champion and we’re proud to be rated ‘excellent’ from over 10,000 Trustpilot reviews.



ao.com

• Internet Publishing
• 1 - 100 Employee

• Director of Planning and Strategy

  • Mar 2018 - Feb 2020

  Supporting PLC executive team with growth planning, research and strategic analysis, budgeting and capital allocation. Delivery of group projects, IT projects, M&A and strategic group commercial negotiations. Part of Group Leadership Team reporting to CFO and COO. Led PMs, BAs and research unit / FP&A as crossover between IT and finance.

• Head Of Corporate Development

  • May 2017 - Mar 2018

  Development and execution of new business opportunities - creating strategic advantage for AO.com, growth and value for stakeholders. Group-wide role across all business functions / geographies, to identify, evaluate and deliver strategic opportunities.



Primary Capital

• United Kingdom
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity Investment Manager

  • Jun 2015 - Jun 2017

  Private equity investor in high-growth companies valued between £20m and £100m. Working with management teams to help deliver strategic growth and generating above-market returns for investors in our fund VI. Broad industry coverage - some specialism in retail and leisure, tech and manufacturing. Portfolio companies worked on included Paperchase, Leisure Pass and Pacific Direct. Sourcing, evaluating and executing management buy-outs, including Primary’s investment in Metamark Limited in 2017, backing CEO Paul French. UK wide role across Manchester and London offices. Direct origination responsibilities in the North West and North East.



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Associate, Global Financial Advisory

  • Apr 2012 - Jun 2015

  Financial advisor focused on PLC and private equity markets. Capital raising and deal structuring for acquisitions, growth, restructuring, recapitalisations and refinancing. Advising on strategy, negotiation and execution of deals in the bank, credit fund and public bond markets. Part of small established team in Manchester working closely with London office. Generalist with some focus on retail, leisure, manufacturing, universities and housing associations. Financial advisor focused on PLC and private equity markets. Capital raising and deal structuring for acquisitions, growth, restructuring, recapitalisations and refinancing. Advising on strategy, negotiation and execution of deals in the bank, credit fund and public bond markets. Part of small established team in Manchester working closely with London office. Generalist with some focus on retail, leisure, manufacturing, universities and housing associations.



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• Analyst, Structured Finance

  • Sep 2010 - Apr 2012

  Debt investment analyst - focused on complex transactions, including PLCs and private equity acquisitions. Analysis of corporate strategy, financial and commercial due diligence, structuring and execution of leveraged credit facilities. Origination focused on building relationships with management teams and intermediaries in the retail and leisure industries. Debt investment analyst - focused on complex transactions, including PLCs and private equity acquisitions. Analysis of corporate strategy, financial and commercial due diligence, structuring and execution of leveraged credit facilities. Origination focused on building relationships with management teams and intermediaries in the retail and leisure industries.



True Bearing Chartered Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Exec Assistant

  • Jun 2008 - Jan 2009

  Strategic financial modelling / general board assistance for medium sized IFA Part time Strategic financial modelling / general board assistance for medium sized IFA Part time



Zeus Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Executive Assistant

  • Sep 2007 - Jan 2009

  Assistant to the Private Equity and Corporate Finance teams Part time Assistant to the Private Equity and Corporate Finance teams Part time



RP Smith Accountant

• Accounts Assistant

  • Jun 2007 - Nov 2008

  Preparation of SME audited accounts and tax returns Part time Preparation of SME audited accounts and tax returns Part time