Experience

Frontier Development Capital

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Investment Director

  • Jul 2016 - Present



Finance Birmingham

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

• Senior Investment Director

  • Apr 2014 - Present

  Fund Principal on the highly successful £56m Mezzanine Fund, responsible for sourcing and completing funding opportunities and overall fund performance. The fund invests up to £2m initially in SMEs in mezzanine loans. We make c.14 investments pa and have backed some exceptional businesses.

• Portfolio consultant

  • Nov 2013 - Mar 2014

  Managing a number of investments for Finance Birmingham and advising on overall portfolio strategy and approach



Catapult Ventures Group

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

• Portfolio Director

  • Jan 2010 - Sep 2013

  Responsible for the overall portfolio management (c50 companies) and strategy. Led reporting and interface with investors. Represented investors on numerous boards. Increased rate of disposals (8 disposals over period). Realised returns for non-performing assets. Grew value of assets by 41% on one Fund and 8% on another Fund.

• Finance Director

  • Jan 2002 - Mar 2010

  Responsible for all financial matters and reporting for three Funds under management and the fund management business. Helped established financial and control systems in FCA regulated business from start up. Completed statutory accounts and tax returns. Reduced tax exposures significantly. Managed treasury function. Modelled funds to assist fund raising and ongoing management.

• Fund Principal/Investment Executive

  • Jan 2002 - Mar 2010

  Initially trained as an Investment Executive, and subsequently was appointed Fund Principal on two Funds under management. Introduced a high number of investment opportunities through networking/business development. Completed 18 investments personally investing over £10m. Leveraged further funding from other investors of more than £10m. Represented investors on c25 boards. Member of Fund investment committees.



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Senior Manager

  • Aug 1985 - Dec 2001

  Qualified as chartered accountant and then appointed manager. Spent two years in Perth Australia and then appointed Senior Manager in Leicester. Led team of 40 professionals. Improved profitability by increasing fees. Led key client relationships (such as Marstons, Hancocks), significant acquisition advisory work (such as Pitcher & Piano, Tootsies and acquisitions in the US) and stock exchange work (for marstons, TrafficMaster and Jones & Shipman). Advised EMDA on setting up VC fund. Qualified as chartered accountant and then appointed manager. Spent two years in Perth Australia and then appointed Senior Manager in Leicester. Led team of 40 professionals. Improved profitability by increasing fees. Led key client relationships (such as Marstons, Hancocks), significant acquisition advisory work (such as Pitcher & Piano, Tootsies and acquisitions in the US) and stock exchange work (for marstons, TrafficMaster and Jones & Shipman). Advised EMDA on setting up VC fund.