Experience

Quercus International

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Associate Partner

  • Sep 2020 - Present

  Quercus is a leading corporate finance advisor providing Partner-led, Partner-executed advice to the UK mid-market. Quercus is a leading corporate finance advisor providing Partner-led, Partner-executed advice to the UK mid-market.



Vivero

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Director

  • Aug 2020 - Present

  Vivero is the leading Business Growth and M&A adviser, specialising in the Technology and Professional Services sector. Vivero is the leading Business Growth and M&A adviser, specialising in the Technology and Professional Services sector.



Consulting M&A

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Partner

  • Aug 2020 - Present

  Enabling owners of consulting and IT services business to grow valuable and sellable businesses, and sell them. Enabling owners of consulting and IT services business to grow valuable and sellable businesses, and sell them.



GHF Advisory Services

• Growth consulting and M&A Advice

  • Aug 2020 - Present



Finvos

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Senior Advisor

  • Aug 2020 - Mar 2021



Equiteq

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Oct 2015 - Aug 2020

  Equiteq supported the owners of firms in the ‘Knowledge Economy’ helping them prepare their businesses for a sale and then advising on and delivering maximum value in the sale process. As a Managing Director in the M&A team, my role primarily involved running deals from start to finish including origination, overseeing the preparation phase, contacting and negotiating with prospective counterparties, and managing the execution phase through to completion. Alongside M&A execution, I lead the firm's UK private equity (sponsor) coverage, developing strong relationships with most of the UK’s lower and mid-market investment houses (as well as debt funds and other lenders). As an increasing proportion of transactions in the sector are with financial investors, this role was core to Equiteq’s successful growth over recent years, including the development of the firm’s reputation in the market.As one of the longest serving members of the team at Equiteq and, as such, in particular given my level, was instrumental in building the M&A team; including recruitment, training, resourcing and ensuring there is a good culture.Completed deals include the following:o Nicholas O’Dwyer / RSK (March 2020)o Access Partnership / Mobeus Equity (November 2019)o JC Rathbone Associates (backed by Connection Capital) / Chatham Financial (November 2019)o Orbium / Accenture (February 2019)o The NAV People / FPE Capital (June 2018)o Dartmouth Partners / Literacy Capital (June 2018)o Biotech Quality Group / Assystem (December 2017)o Certeco / P2 Consulting (September 2017)o Aecus / The Hackett Group (May 2017)o Acutest / Capita (January 2017)o P2 Consulting / Lonsdale Capital (December 2016)o GBR Phoenix Beard / Savills (August 2016)o Suiko / Turner & Townsend (June 2016)o The Test People / Centre4 Testing (now Ten10), backed by Livingbridge (December 2015)



New Amsterdam Capital

• Investment Management
• 1 - 100 Employee

• Director - Corporate Finance

  • Feb 2012 - Oct 2015

  We provide a comprehensive range of financial advisory services covering debt and equity private placements, capital raising via fund structures and M&A, strategic financial and restructuring advisory services. While much of our team’s activity is in mid-market sized transactions, we have also successfully executed both larger and smaller mandates for our clients. We typically target situations where a tailored solution is required for a complex situation or specific client requirements. We provide a comprehensive range of financial advisory services covering debt and equity private placements, capital raising via fund structures and M&A, strategic financial and restructuring advisory services. While much of our team’s activity is in mid-market sized transactions, we have also successfully executed both larger and smaller mandates for our clients. We typically target situations where a tailored solution is required for a complex situation or specific client requirements.



Arbuthnot Securities

• Investment Banking
• 1 - 100 Employee

• Associate Director - Corporate Finance

  • Sep 2009 - Jan 2012

  Generalist corporate finance, covering all sectors in the small and mid-cap UK market with a particular focus on growth companies. Principal role included providing corporate finance advice, including capital raising and M&A.Wide variety of transactional experience, including Takeover Code work, public and private M&A, IPOs / admissions to AIM, secondary fundraisings; developing experience working with small and mid cap companies Generalist corporate finance, covering all sectors in the small and mid-cap UK market with a particular focus on growth companies. Principal role included providing corporate finance advice, including capital raising and M&A.Wide variety of transactional experience, including Takeover Code work, public and private M&A, IPOs / admissions to AIM, secondary fundraisings; developing experience working with small and mid cap companies



Lazard

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Sep 2007 - Aug 2009

  Employed in the FIG team within the corporate finance division.

• Summer intern

  • Jul 2006 - Aug 2007