Corporate Finance Lunch 2018

Jonathan joined KPMG in 1988 and has been a Corporate Finance advisor for 27 years having trained as an ACA with KPMG. Since then he has advised a variety of clients including both private and public companies in respect of company disposals, acquisitions and private equity work.

During his career, Jonathan has won a number of awards including the North West Insider Magazine Deal Maker of the year award for 2012 having previously received the same award in 2009. Jonathan was also awarded the Institute of Chartered Accountants of England and Wales Corporate Finance Faculty’s Corporate Financier of the Year Award for 2011.

During his career at KPMG he has advised hundreds of families, business owners, management teams and private equity investors on Strategy and Corporate Finance transactions. Most of his deals have involved helping Clients sell their businesses. Deal sizes have ranged from £1 to £600 million.

Rebecca joined PwC in Manchester in March 2016 as a Director in Corporate Finance focused on M&A.  Born in Manchester Rebecca has over 15 of M&A experience and was previously Managing Director, Investment Banking at a large North American investment dealer.  Rebecca trained as a CPA with PwC in Vancouver, Canada and is also a CFA Charterholder.

Oliver is a Partner within Deloitte’s Corporate Finance Advisory business in Manchester with over 16 years M&A experience.  Over the past few years, Oliver has acted on a wide range of mandates across sectors, with a focus on entrepreneurial and private equity relationships both buy-side and sell-side.

Recent transactions on which Oliver has advised include the disposal of Chase Templeton on behalf of Palatine and management and LivingBridge’s investment in Suberbike Factory.

Mark leads EY’s  Northern Corporate Finance practice, focussing on the mid-market. He is a qualified Chartered Accountant with over 15 years’ experience of advising entrepreneurial, corporate and private equity clients on acquisitions and disposals.

Dan joined Investec Bank in 2015 to head up Investment Banking in the North. Dan has spent the last 15 years at Close Brothers,PwC and EY, focusing on Private Equity transactions. Most recently Dan has advised Bridgepoint on its £750m acquisition of Zenith, bolt-on of CVL and the sale of Marshall Leasing to Bank of Ireland. Other transactions include the sale of Poundworld to TPG Capital, the sale of Tusker to ECI Partners and the acquisition of Mamas and Papas by Blue Gem Capital.

Formerly CEO of Enterprise Ventures ahead of its acquisition by Mercia. Jonathan has led and managed a substantial portfolio of successful private equity and venture capital investments. A significant proportion of this portfolio lies in the less affluent regions of the UK, where success has been achieved not only through the generation of attractive financial returns, but also through the jobs that have been created in growing SMEs, making a sustainable and long-term contribution to the UK economy.

James is Head of Origination at NorthEdge having spent seven years in Corporate Finance at Clearwater International where he was a Director responsible for generating mid-market opportunities and managing the Deal Origination team.

James has experience across a number of sectors meeting with management teams to understand their plans and has joined NorthEdge to identify new investment opportunities via growth and development capital, management buy-outs, equity release and buy-and-build opportunities.