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Credentials

  • Role of the Director and the Board, Level 9 (SCQF)
    The Institute of Directors
    Sep, 2019
    - Sep, 2024

Experience

    • United Kingdom
    • Investment Banking
    • 1 - 100 Employee
    • Partner
      • Jun 2023 - Present
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Head of Transaction Management
      • Aug 2021 - Nov 2022

      Thincats combines data analytics, traditional lending skills and a regional network of business finance specialists to create funding solutions from £1m - £15m for SME businesses. Reporting to the CEO, I led the creation of the Transaction Management team, who oversee the execution of transactions from mandate signing to closing, with primary responsibility for the investment / credit appraisal, financial modelling and legal documentation. Thincats combines data analytics, traditional lending skills and a regional network of business finance specialists to create funding solutions from £1m - £15m for SME businesses. Reporting to the CEO, I led the creation of the Transaction Management team, who oversee the execution of transactions from mandate signing to closing, with primary responsibility for the investment / credit appraisal, financial modelling and legal documentation.

    • United Kingdom
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Chair of Governors
      • Nov 2015 - Dec 2021
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Regional Director, Midlands, Mid-Corporate & Portfolio Management
      • Jan 2017 - May 2021

      Diverse, national role combining the leadership of 3 distinct teams; 1) Midlands-based team of Coverage bankers managing relationship with Commercial clients (SME’s); 2) a national team of Coverage bankers managing relationships with Corporates; and 3) a national Portfolio Management team supporting the management of clients with complex debt facilities; alongside business-wide responsibility for problem debt management and risk culture. Diverse, national role combining the leadership of 3 distinct teams; 1) Midlands-based team of Coverage bankers managing relationship with Commercial clients (SME’s); 2) a national team of Coverage bankers managing relationships with Corporates; and 3) a national Portfolio Management team supporting the management of clients with complex debt facilities; alongside business-wide responsibility for problem debt management and risk culture.

    • Banking
    • 1 - 100 Employee
    • Head of Corporate Transactions
      • Jul 2014 - Dec 2016

      National role building and leading a specialised team of banking professionals to provide the origination, structuring and execution of structured finance transactions across the Commercial Banking business of what was to be a new standalone bank, Williams & Glyn. Team expanded to 25 professionals, based in 6 regional offices to provide national coverage. Over 60 transactions / £500m debt completed in 2016. National role building and leading a specialised team of banking professionals to provide the origination, structuring and execution of structured finance transactions across the Commercial Banking business of what was to be a new standalone bank, Williams & Glyn. Team expanded to 25 professionals, based in 6 regional offices to provide national coverage. Over 60 transactions / £500m debt completed in 2016.

    • Senior Manager, Interest Rate Hedging Product Review
      • 2013 - 2014

      One of the largest bank remediation projects in the UK, dealing with the FCA-led review of interest rate hedging products sales to over 10,000 business customers. A member of the senior leadership team, specifically Head of Decisions Group, managing a large, experienced team of professionals charged with determining whether clients are in / out of scope and then reviewing the appropriateness of product sales and finally potential redress for in-scope clients.

    • MD, Financial Sponsors, Midlands
      • 2010 - 2013

      Led team of corporate finance professionals, focused on the origination, structuring and execution of complex and often highly leveraged private equity backed transactions for corporates based in the Midlands and East of England. Excellent track record of transaction delivery for deals typically in range £15 - £100m, requiring bilateral or club banking facilities. Maintained highly effective network of private equity, professional adviser and business contacts.

    • Head of Structured Finance, Corporates, Midlands
      • 2008 - 2010

      Led establishment and roll-out of the regional Structured Finance, Corporates business in the Midlands. Managed team of corporate banking professionals across two offices focused on the delivery of complex corporate debt transactions.

Education

  • Lordswood Boys School, Harborne, Birmingham

Community

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