Notable Transaction Experience*:
- Bain Capital / Openwork (2024)
- Premier Miton / Tellworth Investments (2023)
- Bellpenny / EFG IFA (2017)
- Lombard Odier / Volantis Capital (Henderson) (2016)
- Aegon / Cofunds (L&G) (2016)
- Standard Life / Elevate (AXA) (2016)
- GAM / THS Partners (2016)
- Curtis Banks / Suffolk Life (L&G) (2016)
- Dyal Capital Partners / Chenavari (2015)
- Natixis / DNCA (TA Associates) (2015)
- Henderson / Geneva Capital Management (2014)
- Bestinvest (Permira) / Tilney (2014)
- Permira / Bestinvest (3i) (2013)
- Investec Asset Management / Investec (2013)
- Standard Life / Newton Private Client (2013)
*Includes transactions at prior firms
Prior Work Experience:
- Stephens
- Fenchurch Advisory Partners
- KPMG (Transaction Services)
Education & Affiliations:
MMath Mathematics, University of Oxford
Chartered Accountant (ICAEW)