PE in Professional Services: Strategy, Scale and Success
Brought together by our Corporate Finance committee, this event brings together leaders from Private Equity backed professional services firms to share insights into their growth journeys, the realities of operating under PE ownership, and the opportunities this model creates for clients, employees, and the wider market.
What You’ll Learn:
- What PE investors look for in professional services platforms and add-ons
- How advisors and suppliers can engage effectively with PE-backed firms
- How PE backing drives growth, innovation, and operational change
- The opportunities and challenges of operating within a PE-backed environment
About the Speakers:
I am part of MHA’s highly experienced Corporate Finance team. We are focused on privately owned businesses at all stages of growth – scale-up, high growth to family owned. My clients value the connections and introductions made at all levels and I am passionate about leveraging my networks and building relationships based on doing the right thing.
I have a proven track record of developing client relationships, understanding their business priorities and supporting them on their growth journey right through to exit.
As a firm MHA is the UK independent member firm of Baker Tilly International, ranked 9th globally. We provide premier accounting, assurance, tax, financial planning and specialist business advice worldwide, drawing on nationally and internationally recognised industry experts.
Emily Turnbull is M&A Manager at Fletchers Solicitors, the Manchester-based consumer law firm backed by Sun Capital. Emily leads the firm’s day-to-day M&A activity. Prior to joining Fletchers, she spent six years in KPMG’s transaction services team. Her transition from Big Four advisor to in-house dealmaker gives her a keen understanding of what separates good advice from great execution
Steve is a founding director and co-owner of Five Wealth Ltd, an independent wealth management firm based in Manchester. He is a Chartered Financial Planner who helps professionals and business owners achieve their goals through financial planning and wealth management. With a strong focus on business owners, he helps entrepreneurs develop effective financial strategies, from early-stage growth, to planning a successful exit and life beyond exit.
Steve is a Fellow of the PFS and a PFS Education Champion of the Year, for his work teaching in schools and his commitment to improving financial literacy amongst young people.
Helen is a partner in KPMG’s Corporate Finance team. She joined the firm in 2002 and has over 20 years’ experience in advising on both public and private M&A transactions. She is one of the Partners in KPMG’s Business Services team, focusing on transactions in the professional services sector. She has particular experience in legal services, a subsector which she leads for KPMG Corporate Finance.
Interested In The Event?
If you’re interested in attending, you can book online here.
For any further enquires about this event, contact [email protected]
