Experience

Dozens

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Co-Founder & COO

  • Mar 2021 - Present

  London, England, United Kingdom

• Chief of Staff & SVP, Finance & Strategy

  • Feb 2020 - Mar 2021

  London, United Kingdom

• Chief of Staff & VP, Strategy

  • Jun 2019 - Feb 2020

  London, England, United Kingdom



Pi1

• United Kingdom
• IT Services and IT Consulting

• Chief of Staff & SVP, Finance & Strategy

  • Feb 2020 - Dec 2020

  London, England, United Kingdom

• Chief of Staff & VP of Strategy

  • Oct 2019 - Feb 2020



FFERRETT

• Financial Services

• Founder

  • Oct 2018 - Jun 2019

  London, United Kingdom



CG Results

• United Kingdom
• Financial Services
• 1 - 100 Employee

• M&A Associate

  • Jul 2014 - Sep 2018

  London, England Comprehensive pan-European business development, deal origination, transaction preparation and execution experience spanning fundraising and M&A transactions (typically for businesses of between £10m – £160m in enterprise value) across the marketing communications, technology and healthcare sectors. Specific activities include: Business development • Drafting of sector specific quantitative and qualitative research to support external business development initiatives and proprietary… Show more Comprehensive pan-European business development, deal origination, transaction preparation and execution experience spanning fundraising and M&A transactions (typically for businesses of between £10m – £160m in enterprise value) across the marketing communications, technology and healthcare sectors. Specific activities include: Business development • Drafting of sector specific quantitative and qualitative research to support external business development initiatives and proprietary investment valuation • Preparation of bespoke pitch documents Deal origination • Buy and sell-side market landscaping spanning European and US targets to maintain a robust pipeline of opportunities • Strategic and financial evaluation of buy-side acquisitions or investments • Coordination/execution of buy-side target approaches and development of potential transaction opportunities through market and financial analysis • Relationship building with sell-side opportunities through regular meetings/contact Transaction preparation • Constructing integrated P&L, Balance Sheet and Cash flow models to advise clients on capital requirements/growth planning at a senior management level • Consulting on presentation of historical and forecast financials/assumptions to match financial profile with equity story and optimise positioning of businesses pre-process • Leading the drafting of marketing materials including detailed information memoranda, process letters, management presentations and exit papers for the investor community Transaction execution • Detailed modelling and comparative analysis of trade and investor deal structures to support offer evaluation • Comprehensive due diligence (DD) management • Review of and commercial commentary on core deal related documents including Heads of Terms, Sale and Purchase Agreements, debt agreements, investment agreements and articles of association • Detailed working capital and excess cash modelling/negotiation to maximise net cash/debt outcomes Show less



Bank of New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• Institutional Banking Intern

  • Nov 2011 - Feb 2012

  Support to Associate Directors; financial analysis; market research; report writing.