The Corporate Finance Faculty’s professional network includes more than 7,000 members and more than 80 member organisations.
This includes the global professional services groups, specialist advisory firms, companies, banks, private equity, venture capital, law firms, brokers, consultants, policy-makers and academic experts. More than 40 per cent of the faculty’s membership is from beyond ICAEW.
3i is a leading international investment company focusing on private equity and infrastructure across northern Europe and North America. We focus on opportunities where our sector and investment expertise, combined with our international presence and strong capital position, can create material value for our stakeholders.
In Private Equity, we back international growth plans, providing access to our network and expertise to accelerate growth. In Infrastructure, we drive value by adopting a selective approach to new investment and through our engaged asset management approach.
Kathryn van der Kroft, Communications Director
Alantra (formerly known as Catalyst Corporate Finance within the UK) is a leading global investment banking and asset management firm, with a team of over 300 professionals based in more than 30 global locations.
Alantra advises business owners, management teams and investors on all aspects of corporate finance, advising on company acquisitions and sales, management buy-outs and buy-ins (MBOs/MBIs) and raising private equity, growth and debt capital.
Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions.
Richard Sanders, Partner
We provide full asset based lending facilities plus cash flow loans in support of acquisition, refinancing, cash-out and turnaround scenarios.
Through the direct involvement of our management team, we deliver creative deal structures to tight timeframes and support businesses throughout their lifecycles, helping them drive their continued success.
Our business has been founded on strong established relationships with key business introducers, including the leading corporate advisory, accountancy firms and Private Equity houses.
Our clients benefit directly from the commerciality, commitment and creativity of a market-independent bank, aligned with the strength, stability and heritage of the Arbuthnot brand.
We try to be different. We try to be different by listening. We also try to be different by innovating - the FT thinks so in how we deliver our legal services, and we think both innovation and listening resulted in Value Dynamics which we created from more than 150 hours of conversation with General Counsel - it's a toolkit for in house counsel and we hope you find it useful.
We also try to be different through listening to different voices from diverse people so diversity is important to us as a business - please read about us.
And if you'd like to work here we'd like to hear from you - learn more about us through our careers section. We think we're good lawyers. We also think we're commercial - and sometimes those two attributes don't go hand in hand. We think we combine them well. We love what we do and, our clients tell us, we are fun to work with. Innovative, progressive, commercial, good lawyers.
UK: +44 (0)20 7160 3099
ABN AMRO serves retail, private and commercial banking customers in the Netherlands and across the globe. Along with a comprehensive range of products and services, it offers in-depth financial expertise, extensive knowledge of numerous sectors and an international network supporting their customers’ domestic and international operations.
It aims to respond to the ever-changing market and, in doing so, its customers’ ever-changing needs. Customers want a bank that acts in the context of today’s realities and is straightforward with them at all times; a bank that learns from its experiences and whose top priority is to provide the best possible service.
Albion Capital is one of the largest independent venture capital investors in the UK.
Managing approximately £230 million across eight Venture Capital Trusts with a portfolio of investments in approximately 60 unquoted companies. Albion seeks to develop long term relationships with its partners (entrepreneurs , advisers and investors) and is able to do this because all the Albion VCTs are evergreen and the team of nine investment partners have worked together for an average of ten years.
Albion Ventures LLP was created in January 2009 when it acquired the business of Close Ventures Limited from Close Brothers Group plc and is structured as a partnership formed by the former Close Ventures management team who have invested a significant amount in both Albion and the VCTs.
Albion invests between £1 million and £10 million of equity and/or debt to fund growth or MBOs.
Anthesis is a specialist and global sustainability consultancy founded on the belief that commercial success and sustainability go hand in hand. They offer commercially-driven sustainability strategy, underpinned by technical experience and delivered by innovative collaborative teams across the world.
Tim Clare - Director, Transaction & Corporate Services
August Equity focus on mid-market private equity investment in UK growth companies, valued at between £10m and £100m.
It has four specialist sectors: healthcare, education, business services, and technology:
Daniel Venn CFO
BDO LLP is the UK firm in the BDO International network, which is the fifth largest accountancy network in the world.
BDO LLP is a full service accounting firm offering audit and assurance, tax, advisory and business services and outsourcing to clients.
Beechbrook Capital LLP is a specialist fund manager providing debt, or debt and equity, capital to small and medium-sized businesses in northern Europe. We provide innovative and flexible finance to support acquisitions or expansion.
Beechbrook was established in 2008 and has a highly experienced international team of investment professionals. We have made over 50 investments to date.
Alan Chu (Finance and Operations Director)
Beer Mergers is an independent specialist corporate adviser, providing advice on business sales and acquisitions specifically to the SME sector.
We have a strong understanding of and focus on sales of privately owned, family run and entrepreneurial businesses, usually between £500,000 and £5m in value. We also offer a bespoke acquisition or consultancy service, and all transactions are tailored to individual client’s needs.
Based in North Kent, we work across the UK from our Head Office and a number of Regional offices, and in all main market sectors.
Mr Michael Halls, Managing Director
For more than 250 years we have been helping clients to manage their investments and to plan their finances to achieve their long-term goals. We manage over £30 billion of private client money through such structures as trusts, ISAs, SIPPS and personal OEICs.
For over 30 years, we have worked with hundreds of accounting and law firms throughout the UK and they have referred over 3,000 private clients to our wealth management advisers.
It aims to respond to the ever-changing market and, in doing so, its customers’ ever-changing needs. Customers want a bank that acts in the context of today’s realities and is straightforward with them at all times; a bank that learns from its experiences and whose top priority is to provide the best possible service.
+ 44 (0)20 3201 3324
We deliver partner led, proactive advice on all forms of corporate transactions to medium sized owner managed/independent businesses.
We have a strong regional focus and can meet you at any of our UK wide offices. Our objective is to deliver creative and effective solutions on all forms of corporate transactions and we have a track record for achieving successful completions for our clients in the £1 million to £50+ million mid-market.
Our key services include, but are not limited to, the following:
Burges Salmon is the independent UK law firm which delivers the best mix of advice, service and value.
Its Corporate Finance team is substantial and has particular strength in the mid-market and differentiates itself by offering best in class service with a combination of partner-led expertise, strength in depth and value for money. By combining high quality expertise with commercial, client-orientated advice, the team regularly advises alongside magic circle firms and was recently described by the Chambers UK legal directory as offering "excellent quality advice on transactional and regulatory concerns.”
The firm boasts specialist expertise in M&A (both public and private), private equity and venture capital, equity capital markets, corporate reorganisations, joint ventures and the formation of investment funds.
Burges Salmon competes at the very top of the legal market in particular sectors including energy, food, transport and financial services and regularly represents a number of leading UK and overseas clients on cross-border deals involving multiple jurisdictions.
Recent transactions that the Corporate Finance team has advised on include the sale of Pukka Herbs to Unilever plc, the acquisition of Hydro International by pan-European private equity firm Agilitas, the recommended partial takeover offer for AIM-listed Sutton Harbour Holdings plc and the sale of Yeo Valley Dairies to Arla Foods.
Head of Burges Salmon's Corporate Finance team, Richard Spink, comments: “Within the corporate finance community, the Faculty has an excellent reputation and is the natural place for us to further expand our relationships in the field. We look forward to sharing ideas and experience with our fellow member firms.”
Business Growth Fund has been established to help Britain’s fast growing smaller and medium sized businesses.
Growth potential is the key criteria. BGF will invest between £2m and £10m per business in return for a minimum 10 per cent equity stake and a seat on the board for a BGF director. BGF will provide long-term equity investment for those growing companies that today do not have access to this source of capital.
As such BGF hopes to be a catalyst for growth among smaller UK companies. BGF is an independent company with capital of up to £2.5 billion, backed by five of the UK’s main banking groups - Barclays, HSBC, Lloyds, RBS, and Standard Chartered, and managed completely autonomously with an independent management team.
Jane Vinson - Portfolio Specialist
At Buzzacott we define ourselves by the needs of our clients. These needs range from those of nuns to those of hedge fund managers. The relationships we build are both personal and enduring. They are founded on continuity of personnel, ease of access and a depth of specialist knowledge that in certain key areas leads the industry.
That knowledge, gained through front-line experience as well as individual training, is applied by “specialist teams” who combine niche expertise in international and regulation-intensive sectors – expatriates, charities, LLPs - with excellence in mainstream tax and financial management services. The quality of their advice explains Buzzacott’s growing reputation.
We have over 330 staff working with 30 partners in specialist teams. Being under one roof is a real advantage because we can communicate with each other easily, work co-operatively and provide a full service to our clients.
Headquartered in London, CFE is the European operation of Cantor Fitzgerald.
CFE focuses on small and mid-cap companies, providing clients with a depth of offering, both equity and debt. We have experienced sector-focused advisory, research and sales teams across the group and therefore are ideally positioned to assist clients in accessing institutional investors across the UK, Europe and USA.
• ECM – IPOs, secondary fundraisings, block trades etc.
• M&A – buy-side / sell-side advisory, MBOs, LBOs etc.
• DCM – debt advisory, structuring & placement through London
020 7894 7653
The Mergers and Acquisitions Research Centre (MARC) at Cass is a real breakthrough - the first time a major business school has established a focused centre for research into the global M&A industry.
At MARC, the academic excellence of Cass meets the expertise of M&A bankers, lawyers, consultants, accountants and other key players. With its proximity to the City of London, Cass is perfectly placed to maintain close contacts with many such professionals.
The result has been and is new, cutting-edge insights into the entire M&A field, from deal origination to completion, from financing to integration, from emerging markets to the boardrooms of the world's largest companies
Alantra Corporate Finance is one of the UK's leading mid-market corporate finance advisory firms.
It acts for a range of clients, including management teams, private companies and PLC's on buy-outs, company sales, acquisitions and fund raising for development capital. Typical transaction sizes are between £10m and £250m.
The firm has offices in Birmingham, Nottingham and London.Website
Cavendish Corporate Finance specialises in selling businesses.
Its clients include private companies, financial institutions and fully listed public companies.
Its typical transaction falls broadly within the £10m to £100m value range.
07734 111 346
Corbett Keeling is a corporate finance advisory business based in London. Led by Joint Chairmen, brothers Simon and Jim Keeling, the firm was formed in 1993. Corbett Keeling specialises in raising funds for management buy-out teams, debt restructuring and business sales.
It now comprises a team of 20 highly experienced corporate financiers including sector specialists focused on chemicals, healthcare, financial services, retail/leisure, consulting/business services, transport/logistics, property and engineering/technology.
"The faculty is an excellent resource for corporate financiers, looking after their common interests and being a great forum for generating new business."
Crowe UK's corporate finance teams provide a comprehensive range of advisory services focused mainly on private equity for management buy-outs and buy-ins and development capital for organic growth and acquisitions.
We also provide advisory services for disposals and restructuring transactions.
Deloitte's corporate finance team has more than 500 professionals throughout the UK, and offers a range of services for every stage of the deal cycle.
With sector specialists across a range of industries, their strength lies in 'real-time' knowledge of the market and potential purchasers, and established relationships with corporate and private equity players.
At Dentons, we bring together top-tier talent found at the intersection of geography, industry knowledge and substantive legal expertise. Connecting you to more lawyers and services in more location reflects how we see the practice of law changing—we view our offices as portals that deliver the legal talent and insights you need, from around the corner and around the world.
The Development Bank of Wales was set up by the Welsh Government to support the economy of Wales by making it easier for businesses to get the finance needed to start up, strengthen and grow.
The Development Bank of Wales Group is made up of the Development Bank of Wales, Angels Invest Wales and North of England fund manager FW Capital.
David Staziker - Chief Financial Officer
Drooms (drooms.com), the leading provider of Virtual Data Rooms in Europe, allows companies controlled access to confidential corporate data across company boundaries and specialises in providing tailored solutions for the entire value chain and lifecycle management of assets.
Confidential business processes such as commercial real estate sales, mergers and acquisitions, non-performing loans (NPL) transactions and board communications are handled securely, transparently and efficiently by Drooms.
More than 25,000 companies around the world currently use Drooms including leading global real estate companies, consultancy firms, law firms and corporations such as METRO GROUP, Evonik, JLL, JP Morgan, CBRE, Rewe and UBS. Over 10,000 complex transactions amounting to a total of over EUR 300 billion have been handled by the software specialist.
+44 207 118 1126
Duff & Phelps is the largest, full service, independent valuation consulting firm in the world. Established in 1896, they have more than 50 offices across the globe.
The UK operations are based in London with consultants in Manchester, Birmingham and the Thames Valley.
In addition to being the only independent practice in the UK to offer a depth and breadth of experience comparable to the specialist departments of the "Big 4" accounting firms, American Appraisal also provides valuations of tangible assets including plant and machinery and real estate.
ECI is the UK’s leading growth-focused private equity firm.We invest in management buyouts and buy-ins for majority or minority equity investments in medium sized UK growth companies.
For more than 40 years we’ve been investing across a range of sectors, gaining a wealth of experience in supporting high growth businesses with a current deal size of £20m to £150m.
We believe in teamwork and collaboration, supporting ambitious management teams combining their knowledge and vision with our experience.
0161 819 3160
EY is a global leader in assurance, tax, transaction and advisory services.
The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We are committed to building a better working world – with increased trust and confidence in business, sustainable growth, development of talent in all its forms, and greater collaboration.
Fieldfisher is a European law firm with market leading practices in many of the world's most dynamic sectors. We are an exciting, forward-thinking organisation with a particular focus on technology, finance & financial services and energy & natural resources.
Our growing European network of offices supports an international client base alongside our Silicon Valley and China colleagues. Among our clients we count social media sites and high street coffee chains as well as pharmaceutical, life sciences and medical devices companies, energy suppliers, banks and government departments.
FRP Corporate Finance is a subsidiary of FRP Advisory LLP
Our focus is on building long term relationships, becoming 'one of the team'. Through this approach, we can truly understand the key drivers in the business and aspirations of the client. This enables us to provide proactive, value added advice to create and realise the maximum strategic value.
Our team of dedicated corporate finance professionals has a wealth of experience in delivering value for stakeholders. Our core services are: business sales, company acquisitions, management buy outs/ins, cash outs/partial exits, raising finance, valuation, strategic option review and exit strategy reviews, and due diligence.
Adrian Alexander - Partner
Gibson, Dunn & Crutcher, with over 1,200 lawyers in 20 offices in major cities throughout the United States, Europe, the Middle East, Asia and South America, is committed to providing the highest quality legal services to its clients.
Grant Thornton Corporate Finance is a leading provider of lead advisory, transaction services and capital markets advice to mid-corporate businesses and their advisers on transactions in the £5m to £100m range.
A well-developed network of 34 UK offices, with regional centres of excellence providing corporate finance advice.
Haysmacintyre is an award winning firm of chartered accountants and tax advisers based in central London, comprising 33 partners and over 240 staff.
Our corporate finance specialism has seen significant growth over the past five years as a result of our strong commitment to communication, relationships and our sector driven focus.
Our partner-led approach allows us to add value to various processes such as private sales or acting as reporting accountants for IPOs. Our key services include:
• Transaction support
• Vendor and acquisition due diligence
• Management buy-ins and buy-outs
• Share valuations
• Financial and Black Scholes modelling
• Exit strategies
• Financial promotions approval
Ian Cliffe, Partner
020 7969 5531
Established in 1992, HMT is one of the leading independent advisers in the South of England and London, with an exceptional track record of completing transactions and supporting ambitious entrepreneurial businesses.
We advise on all aspects of corporate finance transactions including lead advisory, due diligence, debt advisory, financial modelling and transactional tax.
ICON exclusively acts for technology and IT service companies and represent clients from start-up to exit, raising venture capital, selling companies and advising on mergers, acquisitions & MBOs.
Active across all technology sectors, ICON provides a close, hands-on, pro-active service that guides the entrepreneur through every aspect of the transaction. The firm has offices in London and Bristol.
+44 020 7152 6375
ICON Corporate Finance
Investec Growth & Acquisition Finance works with entrepreneurs, management teams and private equity houses to provide bespoke funding structures for UK mid-market companies with EBITDA of £1.5m and upwards.
Our flexible solutions cover the entire capital structure, including blended asset-based and cash flow lending, senior debt, mezzanine finance and minority equity on either a standalone or integrated basis.
We are a single, empowered and responsive team focussed on making deals happen and building strong relationships with our clients. Investec is an international, specialist banking group that provides a diverse range of financial products and services to a select client base
+44 020 7597 4010
+44 07860 686972
"James Cowper Kreston is proud to be a part of the Faculty and is impressed by its proactive and positive approach to raising the profile of corporate financiers."
James Cowper Kreston works with ambitious management teams and entrepreneurs to maximise value during periods of corporate change.
We act as lead advisers on disposals, acquisitions, MBO's and fundraisings providing flexible expert advice and achieving consistently outstanding results.
With a wealth of transactional experience across many sectors and the ability to pull in sector experience, knowledge and technical expertise from across James Cowper Kreston, we are fresh thinking with a sharp eye for the broader picture.
We offer a global view to our clients through the Kreston International network and we actively target cross-border transactions.
James Cowper Kreston
JCRA are independent financial risk advisors, specialising in hedging and debt advice that is strategically aligned to what you and your business want to achieve.
We have nearly 30 years’ experience structuring and advocating for competitive pricing in derivative products.
We formulate and execute interest rate, foreign exchange, inflation and commodity hedging strategies and provide debt advice to real estate, project finance and infrastructure, private equity, social infrastructure and corporate clients across the globe.
Jackie Bowie, Group CEO
+44 (0)207 493 3310
JLT Specialty is one of the world's largest providers of insurance, reinsurance and employee benefits related advice, brokerage and associated services. Our client proposition is built upon our deep specialist knowledge, client advocacy, tailored advice and service excellence. Together, we place our clients first, champion independent thinking and expect to be judged on the results we deliver.
JLT Specialty owns offices in 39 territories with some 9,000 employees, supported by the JLT International Network, enabling us to offer risk management and employee benefit solutions in 135 countries.
The Group was formed in February 1997 by the merger of Jardine Insurance Brokers and Lloyd Thompson Group. Lloyd Thompson was founded in 1981 and listed on the London Stock Exchange in October 1987.
The merger combined Lloyd Thompson's specialist skills in the London Market with Jardine Insurance Broker's international network which included a significant presence in the Asia Pacific region.
Jumpstart is a specialist R&D tax advisory firm using experts who understand the science behind your R&D activity to maximise your R&D tax relief benefit through robust defensible claims.
To date we have helped our clients realise in excess of £100 million benefit and right now we’re identifying £1.1 million in eligible R&D activity every single week. We offer free enquiry defense on every claim we prepare, as standard.
Sandy Findlay, Channel Partner Manager
Kingston Smith and its associated FSA-regulated corporate finance business Devonshire Corporate Finance act for clients on both the full list, Aim and Ofex.
Kingston Smith also advises all types of businesses and their owners either institutionally or privately/family owned on their corporate strategy. The team have completed over 300 transactions and have experience across many sectors.
KPMG is a leading international advisory firm of 1,600 professionals from 105 offices across 51 countries.
It provides objective advice on a full range of financial transactions undertaken by companies and governments worldwide.
It advises buyers, sellers, borrowers, lenders and financial investors in a range of transactions including equity- and debt-raising, project and structured finance, private equity, acquisitions, mergers, takeovers, joint ventures and valuations.
Kroll is the leading global provider of risk solutions. For more than 45 years, Kroll has helped clients make confident risk management decisions about people, assets, operations and security through a wide range of investigations, cyber security, due diligence and compliance, physical and operational security, and data and information management services. For more information, visit www.kroll.com.
Duff & Phelps is the global advisor that protects, restores and maximizes value for clients in the areas of valuation, corporate finance, investigations, disputes, cyber security, compliance and regulatory matters, and other governance-related issues. We work with clients across diverse sectors, mitigating risk to assets, operations and people. With Kroll, a division of Duff & Phelps since 2018, our firm has nearly 3,500 professionals in 28 countries around the world.
Chris Hurley, Chief Portfolio Officer
Working with businesses, entrepreneurs and investors, we offer a wealth of transactional experience and expert perspective to every client engagement should their need be strategic advice on growth plans, fund raising, acquisitions, disposals or spin outs.
By understanding and sharing the clients' values and aspirations, we align our incentives to them hence adding value.
Andrew Morris - Director
UK: (+44) (0)7736478621
Linklaters has a large team of corporate finance lawyers who work with clients and other dealmakers on complex and strategic transactions in many jurisdictions from its global office network.
London-based corporate partner William Buckley said: “Delivering deals for clients means working as a team with them and their other advisers, and joining the faculty will enhance our ability to do so."
“As the economic landscape shifts in response to the recent financial crisis, we’re increasingly seeing the need for a global reach and to work alongside other advisers,” added Buckley, who has also worked in Linklaters’ Shanghai and New York offices.
Marsh is a global leader in insurance broking and innovative risk management solutions. In more than 130 countries, our experts help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and survive.
We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. To every client interaction we bring a powerful combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance programme management services.
Mazars is a leading M&A advisor working with UK based and international clients.
We provide M&A advisory services to a variety of stakeholders in a business including entrepreneurs, corporate shareholders, management teams, private equity houses and banks.
We support clients through a range of mid-market transactions including company sales, management buy-outs, corporate acquisitions and capital raising.
We are an active adviser creating, negotiating, structuring, and managing transactions across all sectors working with owner-managed businesses and international corporations alike.
Kevin Windram, Mazars Deal Advisory Partner
We are a market focused boutique consultancy, providing Broadcast, Cable and Media + Entertainment technology and services Companies as well as the financial community that supports them with a range of services:
• Business strategy & transformation
• Restructuring & turn-around
• Financing and Investment
• Mergers & acquisitions transaction support
• Commercial, Market and Technical Due diligence
• Interim management
The Directors of MAC and their associate network have all held senior positions in the Media and Entertainment Industry and so can offer clients the opportunity to tap into a broad range of skills, experience and industry
Neil MacTaggart, CEO and Executive Director
0207 465 1964
At MHA Maclntyre Hudson, we understand that entrepreneurs are driven by vision – and thrive on change. We know the importance of seizing the advantage in a constantly evolving environment. We appreciate the powerful forces that motivate both small & medium-sized businesses (SMEs) and larger enterprises chasing growth.
With roots in the owner managed business community, we have evolved advising the vital SME sector. Today we also provide a full range of services to larger enterprises with additional needs be they audit, governance, tax mitigation or corporate finance.
Our approach is always personal and in a changing world, our support is a constant – and enables our clients to achieve their goals. From the challenges of growing a business, to the complexities of incorporation and flotation, through compliance, taxation, acquisition or sale, MHA MacIntyre Hudson will help you to take the initiative. Our priority is to protect your interests, individually as well as in business; to make sure you get the best out of the world you create.
With sensitivity, understanding and inspiration, MHA MacIntyre Hudson will help you achieve your goals be they local, national or global.
Mobeus Equity Partners is a leading provider of finance to SMEs for management buyouts and growth capital.
We invest between £2 million and £15 million into UK based companies across all sectors, providing attractive and flexible funding packages that include equity and loan finance.
We are very experienced investors who have a strong reputation for delivering on our promises and we know what it takes to get a deal doneone.
Helping you thrive in a changing world.
We provide support and guidance to deal with new risks and opportunities. We ensure easy access to the right people and a consistent team to partner with you to support your aspirations and contribute to your success.
You’ll have access to an extensive range of core services and as a Top 10 accounting and advisory network we support a broad range of individuals and entrepreneurs, large organisations and complex international businesses. We can help you to expand, coordinating advice from a network of offices throughout the UK and in more than 100 countries.
Phil Cowan, Head of Corporate Finance
020 7651 1512
Corporate Finance service pages
NorthEdge manages £540m of private equity funds aimed at lower-mid market buy-out and development capital transactions. We are looking to invest in like-minded businesses and management teams who have real ambition and the potential to shape global markets from the regional powerhouses. We believe our track record and the way we conduct ourselves sets us apart, and we put smart thinking and logical decision-making at the centre of everything we do. We are looking to invest typically between £5m – £45m in each business we back in growth and development capital, management buy-outs, equity release and buy-and-build opportunities. Our focus is on established businesses, typically with turnover greater than £10m and profits greater than £1.5m.
OMERS Private Equity is the private equity investment arm of OMERS, one of Canada’s largest defined benefit pension plans. With a team of investment professionals in Toronto, London, New York and Singapore, OMERS Private Equity seeks to use its permanent and agile capital base to partner with management teams of industry leading businesses.
OMERS had $10.8 billion of capital invested in private equity assets as at December 31, 2017. With more than $95 billion in net assets, OMERS invests and administers pensions for more than 482,000 members through originating and managing a diversified portfolio of investments in public markets, private equity, infrastructure and real estate.
Mark Redman, Global Head of Private Equity
Omers Private Equity
Panoramic Growth Equity is a leading equity investor in fast growing and ambitious companies.
It specialises in Management Buy Outs and growth funding of companies looking for £1m to £5m of equity and debt capital.
Panoramic works in partnership with businesses providing a blend of capital, expertise and support to help them achieve their growth ambitions and increase shareholder value. Examples of recent investments include Heck! Foods, Captify Media and Pod Point.
Stephen Campbell, Partner
Perscitus LLP is an independent, London based investment consultant.
We provide services to a multi-asset portfolio with a particular focus on direct Private Equity and Venture Capital investments across a range of sectors and stages. The direct investment portfolio consists of more than 100 companies.
Pitmans are specialist corporate finance legal advisers that deliver international experience supporting those involved in raising capital to acquire, create, develop or grow businesses. Pitmans are the largest law firm in the Thames Valley with offices in London and Reading with leading Corporate, Commercial, Banking and Finance practice areas that deliver results.
Our team have long established and robust relationships with corporates, financial institutions and investors. We provide the full range of Corporate & Commercial work including M&A, joint ventures, private equity, venture capital and fundraising. We have unique in-house experience with ex-banker Jim Meechan and full range of corporate teams advising on employment, property, pensions, intellectual property, dispute resolution and insolvency & restructuring. As a founding member of MI InterAct we have an international network and platform to assist our clients globally and regularly work with best of breed firms across the Americas, Europe, Middle-East, Asia and Africa.
Roger Gregory is a corporate lawyer with International experience specifically in the US and throughout Europe, specialising in M&A, corporate finance, private equity and venture capital transactions. He represents institutional investors and management teams in MBOs, MBIs, development capital and venture capital work. He has a particular interest in clean technology, food manufacturing and retail.
“Having served on the Technical Committee of the Corporate Finance Faculty for a number of years now, I am acutely aware of the excellent work carried out by the Faculty and of the extremely worthwhile networking opportunities available at their events. I am therefore delighted that Pitmans LLP has now joined the Faculty as a member." —Roger Gregory
The Corporate Finance team at PKF Francis Clark provides a full range of lead advisory and transactional support services to businesses and funding organisations.
Since 1995 PKF Francis Clark has worked with organisations throughout the UK, the US and beyond, advising on a whole range of deal types including MBOs, MBIs, business disposals, acquisitions, due diligence, financial modelling, fundraising and grant advisory. We are a member of the PKF International Network which includes over 400 offices based in 150 countries. The team continues to grow through recruitment to 3 partners and 14 support staff, making it one of the largest and most experienced teams in the region and in 2017, we established a dedicated renewables team.
We have become a leading dealmaker due to:
Andrew Killick, Head of Corporate Finance
Price Bailey is a leading firm of chartered accountants and business advisers with seven offices throughout East Anglia, London and Guernsey serving local SMEs, private clients and regional, national and international businesses.
At Price Bailey we offer consultancy and planning skills to complement the traditional accounting, tax and financial services you expect from an accountancy firm.
The right advice for life... it's in our nature.
PwC is a leading international adviser for M&A transactions between $50m and $500m.
The firm provides advice to both corporate clients and private equity houses on valuation, deal structuring and implementation for disposals, fund raising, IPOs, private equity and M&A deals, as well as project finance & public-private partnerships.
Ramboll is a leading engineering, design and consultancy company employing 13,000 experts. Our presence is global with especially strong representation in the Nordics, UK, North America, Continental Europe, Middle East and Asia Pacific. We constantly strive to achieve inspiring and exacting solutions that make a genuine difference to our clients, end-users and society at large.
RSM is a leading independent firm of accountants and business advisers that specialises in providing an integrated range of services.
We provide our growing and established business clients with audit, accountancy, personal and corporate taxation, VAT, management consultancy, corporate finance, IT advisory and restructuring and recovery services. The firm has national coverage through its network of offices and is represented internationally through its independent membership of RSM International.
The firm has national coverage through its network of offices and is represented internationally through its independent membership of RSM International. RSM has over 2,000 members of staff and over 270 partners with offices in 29 UK locations.
RSM International is the 8th largest network in the world by combined fee income of its independent members. It is represented by 126 firms in 93 countries, with a global fee income of US$2.3bn and over 21,900 staff worldwide.
RSM has been named AIM accountant of the year four times in the last five years. RSM has acted on over 250 AIM transactions, advised 73 AIM admissions in the last two years and has over 150 AIM clients.
Rutland Partners is a leading investor in special situations focusing on UK headquartered businesses requiring up to £50m of equity (enterprise value £20-200m), which need to undertake some form of change to optimise their profit potential.
Rutland undertakes all later stage transaction types across all sectors with the exception of property, hi-tech and bio-tech investments.
Saffery Champness Corporate Finance provides independent advice across all areas of lead advisory and transaction support work, including M&A, buy-outs/buy-ins, fund raisings, listings (particularly on AIM and OFEX) and due diligence reporting.
Other areas of the firm's work includes share and business valuations and deal-based taxation advice. The firm has nine offices across the UK.
Samena Capital is a principal investment group focusing on the Subcontinent, Asia, Middle East and North Africa (collectively, the SAMENA region). The firm has raised more than US$1.5 billion of capital since 2008 and has returned US$615 million to investors from over 45 full and partial exits.
Samena Capital currently manages total capital of approximately US$1.0 billion across three primary investment strategies: private equity, direct investments, and credit.
Shawbrook Business Credit is an independent Financial Services Group, focused on delivering event-driven Invoice Discounting and Asset Based Lending transactions to companies with revenues of more than £1million.
The experience of our senior management team in structuring and delivering asset based lending and invoice discounting transactions sets Shawbrook Business Credit apart.
Our one stop asset based lending solutions are ideally suited to businesses going through event driven change. Typically, our team competes against banks or large financial institutions where creativity, speed of decision-making and certainty of delivery make the difference.
At the core of the Asset Based Finance facility is Invoice Discounting, which provides you with an immediate injection of cash and on-going working capital to create headroom for the business. Specific Loan to? Values are attributed to Stock, Plant & Machinery and Property to create a total funding programme. With Asset Based Finance, additional cash flow funding is available for those businesses with stronger EBITDA generation.
Simmons & Simmons is a leading international law firm with over 1,500 employees, including more than 250 partners and a total legal staff of over 900.
Our corporate lawyers are based in offices in Europe, Asia, and the Middle East, with more than two-thirds based outside of London. We advise national and multinational corporations, governments and regulatory bodies and many leading funds and financial institutions.
We combine transactional expertise with in-depth sector experience focusing on Asset Management & Investment Funds, Financial Institutions, Life Sciences and TMT. Clients recognise our high quality service at competitive prices and our hands-on, partner-led service.
Mark Curtis, International Head of Corporate & Commercial
020 7825 4734
Simmons & Simmons
Slaughter and May is a leading international law firm with a worldwide corporate and commercial practice.
The firm is a market leader for Corporate and M&A. It is the principal legal adviser for more companies fully listed on the London Stock Exchange than any of its competitors and advises more FTSE 100 and FTSE 250 companies than any other law firm.
The firm provides a client-focused international service through its close relationships with leading independent law firms around the world and has offices in London, Brussels, Hong Kong and Beijing."
Smith & Williamson was founded in Glasgow in 1881 and has, for many years, combined an independent firm of accountants with an investment management and private banking house.
The firm we know today has evolved by exponential growth and has gained an enviable reputation as a leading financial services firm which offers a full and innovative range of services. Of note, the merger in 2002 with NCL (Securities) Limited - incorporating Cunningham Coates Stockbrokers, one of Northern Ireland's oldest and leading financial institutions - and in 2005 with Solomon Hare, one of the longest-established independent accounting and financial advisory firms in the UK, together with the acquisition in 2011 of the tax business of Begbies Traynor Group PLC, have contributed to the firm's growth and success.
Today, the enlarged firm employs around 1,500 people and operates from 12 principal offices in the UK and Ireland, providing accounting, investment management and financial advisory services to private clients, professional practices, mid-large corporates and non-profit organisations.
Spectrum Corporate Finance Limited is the largest independent corporate finance boutique in the South, focused purely on lead and debt advisory. We work with business owners and management teams, advising them through important transactions at each stage of the business life-cycle, including raising finance, completing acquisitions and planning and executing company sales.
Our approach is director-led and our advice is professional, independent and confidential.
Our team is focused on how to best present your business and maximise value for you. We consider your business and personal objectives at the outset and work with you to build a strategy and project plan to achieve them. We believe that we can best add value by really understanding your business, the market and the key drivers. We are involved as a team at each stage of the process to ensure you get the beneﬁt of our combined experience.
The ethos at Spectrum is about viewing things differently and from a client’s perspective, whilst ensuring quality is at the forefront of everything we do.
Spectrum Corporate Finance is the UK member firm of the Alliance of International Corporate Advisers (AOICA).
Simon Davies - Managing Partner
A rapidly evolving world offers huge opportunities for today’s wealth creators. But it also poses significant challenges: economic uncertainty, increasing taxation and regulation, erosion of the right to privacy and public pressure to contribute more to society.
In this environment, never has there been a greater need to protect wealth and manage family succession to ensure a lasting legacy.
Our services have always been developed in response to client needs because we believe we can learn more from listening to clients than imitating competitors. Today, the collective wisdom of our relationships continues to define our approach and our beliefs.
Simon Boadle, Partner - Executive Chairman
Telephone: 020 7036 5723
Taylor Wessing is an international law firm with a single minded approach: to help it's clients succeed by thinking innovatively about their business issues.
The international corporate finance services offered by the firm are provided in France, Germany, Dubai, Singapore and China. The corporate finance expertise of the firm includes experience in handling securities issues both debt and equity and on all major global exchanges.
Taylor Wessing numbers around 900 lawyers working across 22 offices in Europe, the Middle East and Asia. The firm provides an integrated service across a full range of practice areas with core strengths in corporate, commercial, finance, real estate, IP and private wealth.
With a clear focus on supporting the fast growing industries of tomorrow, the firm also divides its service offerings into industry sectors comprising financial institutions and corporate finance, technology, communication and brands, transport, life sciences and healthcare, real estate and infrastructure and energy and environment.
Thinkat Advisory provides personalised advisory services to listed companies and business owners for mapping out high level corporate strategy .
It main focus areas are IPOs, cross border mergers & acquisitions and fund raising exercises. Founded by like-minded individuals from diverse backgrounds ranging from investment banking to oil & gas, they share a passion for creating value and an eye for innovation.
We have spent the past 150 years quietly building a reputation for excellence and efficiency at every level in our firm, focusing on battles worth winning for our clients rather than point scoring.
We want our clients to enjoy working with us so we attract the very best lawyers with a refreshingly understated approach to work and a sense of humour too. Combined with one of the highest staff retention rates in the City, this allows our clients to develop long-term relationships with consistent teams of exceptional lawyers who have a genuine in-depth understanding and interest in their businesses.
We are delighted that the quality of our client service has been recognised in the Legal Week Client Satisfaction Reports for 2010, 2011 and 2012, consistently ranking us as a leading City firm for client satisfaction.
UHY Hacker Young is a Top 15 accountancy firm with extensive corporate finance experience across a wide range of sectors. Advising on strategic business decisions, selling businesses, buy-side support, raising finance, equity release, restructuring, going public, due diligence, valuations and M&A.
We make use of our cohesive and strong UK and international network of offices to cast a global net and find suitable investment counterparties and to source international opportunities.
We are focused on the mid-market with our clients’ ranging from entrepreneurs, private investors, family offices, management teams, private equity and SMEs.
UHY Hacker Young
UK Government Investments Limited (UKGI) began operating on 1 April 2016 as a government company, wholly owned by HM Treasury, which brings together the functions of the Shareholder Executive (ShEx) (formerly part of the Department for Business, Innovation and Skills) and UK Financial Investments (UKFI) under a single holding company.
UKGI’s purpose is to be the Government’s centre of excellence in corporate finance and corporate governance. It provides a number of corporate finance and corporate governance services, including:
Mark Russell, Chief Executive, UKGI and Corporate Finance Faculty Board Member.
UKGI (UK Government Investments)
WKCF offers a complete range of buy and sell-side advisory services to small and medium sized enterprises, individuals and institutional investors.
We specialise in raising and working with Venture Capital and Private Equity backed businesses, from both a lead advisory and transaction support perspective.
0207 234 3403
WSP’s environment and energy consultants work across many sectors to help companies to manage environmental, sustainability, energy, flood risk and climate-change issues – to reduce risk, optimise opportunities, and create competitive advantage for their clients.
WSP’s 15,000 employees, operating from 35 countries, have supported clients including Barclays Capital, BMW, Emerson, Freshfields and Goldman Sachs. They have advised on transactions including the $1.3bn acquisition of DJO Inc by Blackstone and the €1.5bn sale of AB-Inbev’s Central & Eastern European brewing business.
Environmental risk and liability is often the focus of corporate environmental due diligence. But, reflecting the increasing importance of sustainability as an issue, WSP is working with investors and advisers to integrate environment and social governance into transactions – rather than them being a barrier to business.
WSP has won the Acquisitions Monthly ‘Environmental Advisor of the Year’ award three times in five years
XPS Pensions Group is the largest pure pensions consultancy in the UK, specialising in pensions actuarial, investment consulting and administration.
This includes providing specialist pensions advice and analysis during major corporate events, such as mergers, acquisitions, restructurings and refinancings.
With over 900 staff in 15 UK locations, our business combines expertise, insight and technology to address the needs of both pension scheme trustees and sponsoring companies for over 1,200 pension schemes, and undertakes pensions administration for over 600,000 scheme members.
020 3327 5294
XPS Pensions Group