My experience
I have over 30 years of experience in acting for buyers, sellers and investors in management buy outs, merger and acquisition work and private equity and angel investment work. This has included acting for companies (often private equity backed) on a buy and build strategy with their pipeline of target acquisitions, managing due diligence projects, as well as working with family companies, particularly those on a growth projective, including:
- incentivising key management with share incentive plans such as EMI Options;
- dealing with external funding and investment;
- grooming companies for sale;
- managing succession;
- advising on exit scenarios for shareholders.
Other areas of expertise:
- shareholders agreements and articles of association;
- investment agreements;
- employee ownership trusts; and
- share buy backs.
I have worked on hundreds of deals in multiple sectors, including many complex and high value transactions.
Recent Work highlights include:
- Sale of Charters Estate Agents to Lomond Group – Completed December 2024
- Acquisition of Gartan Technologies Ltd by Totalmobile – Completed December 2024
- Sale of Active Staff Limited – Completed October 2024
- Acquisition of Modus Building Services Limited for Forth Hold Limited – Completed October 2024
- 9 acquisitions for Churches Fire Security Limited – 2024
- Sale of Charters Estate Agents Limited to Lomond – Completed July 2024
- Sale of Kumar Associates Limited – Completed January 2024
- Merger of Yellowstone Environmental Solutions Limited with Merlin Group – Completed December 2023
- Acquisition of Coastal Home Care (Hove) Limited by Home Care Connect Limited – Completed November 2023
- Acquisition of Primary PPA Limited for Clear Links Limited – Completed November 2023
- Sale of Aspect Ecology Limited – Completed October 2023
- Acquisition of Gentle Dentist Limited by McKinsey Management Services Limited – Completed March 2023
- Acquisition of City Cap Limited trading as Cap City Dental by McKinsey Management Services Limited – Completed August 2023
- Acquisition for Churches Fire Security Limited of 6 companies – Completed between January and December 2023
- Acquisition of Roseburne Garden Centres Limited by Hillier Nurseries Limited – Completed December 2022
- Sale of DJC Property Management Limited to Firstport Limited – Completed November 2022
- Sale of Lynx UK Limited to employee ownership trust – Completed November 2022
- Management buy out of Simplex Turbulo Limited – Completed September 2022
- Sale of Autologic Limited to Routeco Group Holdings – Completed August 2022
- Acquisition of 4 companies for Churches Fire Security Limited – Completed between January and December 2022
- Acquisition of 3 companies for Charters Estate Agents Limited – Completed between April and December
- Acquisition of Working Time Solutions Limited by Totalmobile Limited (acting for Totalmobile Limited) – Completed February 2022
Whilst I have a wealth of legal experience, my skills of problem solving, trouble shooting and project management are also key to facilitating clients’ objectives when it comes to M&A work. Having also built up a portfolio of roles as a trustee and non exec director on a number of boards, I understand what boards need to know, what commercial risks they need to see as being addressed, and how important it is to express that in a clear and concise way – with no jargon. I am very clear that lawyers are not just there to process – we also need to add value to what our clients are doing.
I have been consistently recognised by Legal 500 for more than 8 years as a Leading Individual and am now a member of the Hall of Fame for the region for corporate finance work.
I also received the Deal Maker of the Year Award for 2022 in the Finance Monthly Deal Maker Awards 2022.
I am a Trustee for the Royal Artillery Centre for Personal Development, a Forces charity which provides functional skills, apprenticeship and professional and personal development training and assessment to soldiers.