Face to face. That’s how we do business. Understanding the needs of customers is paramount.
I encourage the team to spend time with managers and owners. This is how we structure the best financial solution for our customers.
As a development capital and succession specialist, I structure our larger and more complex deals. Drawing on over 20 years of investment and advisory experience, I have led on some of the company’s most successful transactions including: Wales Environmental, Vista Retail Support Services (exit to Westbridge Capital) and Wholebake (exit to Bridges Capital).
I joined the company as a portfolio manager in 2003 before focusing on new investments in 2007.
In my time as fund manager, our team has invested over £115m in over 275 Welsh businesses.
I am a Fellow of the Institute of Chartered Accountants of England and Wales