Notable Transaction Experience:

  • Universities Superannuation Scheme / Venn Partners and ESR (2026)
  • 3i Infrastructure / Columbia Threadneedle Investments (2026)
  • Matthews Asia (2026)
  • National Pension Service / Areim (2025)
  • West Basin Capital Management / Capula Investment Management (2024)
  • First Sentier Investors / AlbaCore Capital Group (2023)
  • Arche Associates / Stanhope (2022)
  • Foresight Group / Infrastructure Capital Group (2022)
  • Patrizia / Whitehelm Capital (2021)
  • Aberdeen Standard Investments / Tritax (2020)
  • Stanhope Capital / FWM Holdings (2020)
  • PineBridge Investments / Benson Elliot (2020)
  • Generali / Union Investment TFI Poland (2018)
  • Natixis / MV Credit (2018)
  • Westpac, Hastings Fund Management / Northill Capital (2018)
  • Fiera Capital Corporation / Charlemagne Capital Limited (2016)
  • Pavilion Financial Corporation / Altius Holdings (2016)
  • BNP Paribas Investment Partners / Orion Partners (2016)
  • Management / Pradera (2015)
  • Sumitomo Mitsui Trust Bank / New Smith Partners (2012)
  • Henderson / Gartmore (2011)
  • BT Investment Management / JO Hambro Capital Management (2011)
  • Ashmore / Emerging Markets Management (2011)
  • 3i / Mizuho CLO (2011)

Education & Affiliations:

University of New South Wales, Australia, BA Commerce (Accounting – Graduated with Merit)
Chartered Accountant

Berkshire Global Advisors Limited is a wholly owned subsidiary of Berkshire Global Advisors LP and is authorised and regulated by the Financial Conduct Authority (Registration Number 188637).

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