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Bio

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Credentials

  • Regulations
    The Chartered Institute for Securities & Investment (The CISI)
    Jan, 2020
    - Apr, 2026
  • Securities
    The Chartered Institute for Securities & Investment (The CISI)
    Jan, 2020
    - Apr, 2026
  • Introduction to Services and Investment
    The Chartered Institute for Securities & Investment (The CISI)
    Sep, 2017
    - Apr, 2026
  • Level 1 Rugby League Referee
    The Rugby Football League
    Aug, 2014
    - Apr, 2026

Experience

    • Netherlands
    • Financial Services
    • 200 - 300 Employee
    • Senior Associate
      • Oct 2023 - Present

      - Acquisition of Chamberlyns (Wealth management)- Acquisition of Creaseys Wealth (Wealth management)- Acquisition of Cloud Orca (Salesforce consultancy)

    • Associate
      • Sep 2021 - Oct 2023

      - Acquisition of Cooper Parry (Accountancy UK, July 2022)- Acquisition of iHorizon (Accountancy UK, Jan 2023)- Acquisition of Future Perfect Financial Planning (Wealth Management UK, April 2023)- Acquisition of Haines Watts London and South East (Accountancy UK, September 2023)

    • Board Observer
      • Jul 2022 - Present

    • Investment Banking
      • Sep 2018 - Sep 2021

      UK & Ireland TeamTransactions include:- TDR Capital c. $5bn sale of Modulaire Group to Brookfield- Tryg/Intact £7.2Bn acquisition of RSA Insurance (largest UK acquisition since 2018, largest strategic consortium bid since 2005, largest acquisition of European insurance Company since 1999) - Entain plc A$3.5bn bid for Tabcorp (unsuccessful) - Altice UK 12% (c. £2bn) stake build in BT group

    • United Kingdom
    • Research Services
    • 700 & Above Employee
    • President of Rugby League Team
      • Apr 2017 - Jul 2018

    • Student Ambassador
      • Sep 2017 - Sep 2017

    • Equity Research Analyst
      • Oct 2017 - Jun 2018
      • Nottingham

      Collectively invest £14,000 across a variety of industries.

    • United Kingdom
    • Financial Services
    • 400 - 500 Employee
    • Director of Corporate Finance Team
      • Apr 2017 - Jun 2018

    • Corporate Finance Team
      • Sep 2016 - Apr 2017

    • Work Experience - Analyst
      • Aug 2017 - Sep 2017

    • Corporate Finance Intern
      • Jun 2017 - Sep 2017

    • Private Equity
      • Jul 2017 - Jul 2017

    • Treasurer of the Rugby League team
      • Apr 2016 - Apr 2017

    • Accounts assistant
      • Jun 2016 - Sep 2016

    • Rugby Player
      • Jan 2014 - Sep 2015

    • Private Equity
      • Jul 2015 - Aug 2015

    • Founding Member and Treasurer of the Charity Committee
      • Oct 2014 - Jun 2015

      Founder & Treasurer of The School’s charity committee, responsible for fund raising events and other charity involvements

    • Corporate Finance and Audit internship
      • Jun 2014 - Jul 2014

      One of three candidates who secured a place on a paid KPMG vacation employment, competing against pupils across two schools in the application proces

Education

  • 2015 - 2018
    The University of Nottingham
    Bsc Economics, First Class (average of 79%)- university award for academic excellence
  • 2008 - 2015
    Bolton School Boys' Division
    A levels: A*A*A

Suggested Services

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Industry Focus. “Financial Services”

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