I am a Partner in our Corporate Finance team with a focus on buy-side advisory and due diligence services. I have spent most of my career working with, (and briefly for!), corporate clients which has helped broaden my perspective of what is important to support transactions to completion.
I have a particular specialism working with insurance intermediaries, having advised on over 150 transactions. I thoroughly enjoy building relationships with serial acquirers where our team has the opportunity to invest in an efficient and effective delivery process. With a hands-on approach, I enjoy spending time with people to get a real understanding of how we can work to achieve their ambitions.
Notable transaction highlights
- Supporting Aston Scott, then Aston Lark and most recently Howden in their acquisitions of UK and Ireland insurance brokers and MGAs since 2017.
- Supporting Jensten Insurance Group, a Livingbridge portfolio business, in respect of their acquisitions of insurance brokers and MGAs since 2020.
- Supporting JMG, an insurance consolidator, with financial and taxation due diligence services following their investment from Synova since 2022.
- Supporting Clear Group Holdings with financial and taxation due diligence services following their investment from Goldman Sachs.
- Supporting FluidOne, a Livingbridge backed connected cloud solutions group, with financial and taxation due diligence in respect of four transactions.
- Assisting Partners& on certain specialist areas of their acquisitions of insurance brokers
- Providing full acquisition advisory from valuation to deal structuring, due diligence and managing the deal to completion for 9 targets on behalf of Banner Limited, a retail and wholesale supplier of school uniform.
- Providing support to assurance, certification, and inspection group, LRQA (a Goldman Sachs investment business), in respect of acquisitions based in Singapore and Australia.
- Financial and taxation due diligence support in respect of GKH Holdings Limited on behalf of Volex plc.
- Financial and taxation due diligence support in respect of LaddersFree Limited on behalf of React Group plc.
- Sale of Yorkshire based manufacturer of educational furniture, Metalliform Holdings Limited.
- Acting on behalf of a group of investors in respect of their acquisition of RG Distributors and subsequent purchase of GM Packaging Limited
- Financial and taxation due diligence support in respect of industrials business, IWS Group’s, acquisition of Brandsafe Limited and subsequent Vendor Due Diligence in respect of a group refinance.
- Supporting Atlas Copco, an industrials group listed on the Nasdaq Nordic, with financial and taxation due diligence in respect of three separate transactions in the UK.