ACCOUNTANTS
18
IN ASSOCIATION WITH
Colin Tait
Position: Director, head of valuations in Scotland Age: 37 Qualifications: CA Career history: Joined PwC in London and qualified in 2003. Part of PwC’s private-equity assurance practice then specialised in tax valuations for five years, particularly undertaking valuations for M&A, private-equity firms and MBOs. Moved to Scotland in 2008 to develop the local valuations team and leads financial services deals practice. Recent deals: Has undertaken a wide variety of deals for clients in financial services and energy, oil and gas sector.
Graham Frost
Position: Director, business recovery services, Scotland Age: 50 Qualifications: CA Career history: Qualified at PwC 1989. Considerable sector and restructuring expertise in financial services, energy, property and business services. Specialist in pensions credit advisory. Recent deals: Disposal of International Tubular Services Ltd to Parker International Drilling, debt restructure for waste management business.
Jason McBurnie
Position: Director, corporate finance, Scotland Age: 36 Qualifications: CA Career history: Joined PwC in 1998 and has more than 12 years of lead advisory experience working with a range of clients, including leading entrepreneurs, family companies and FTSE 100-listed groups. In 2012 he returned from China after two years leading PwC’s cross-border deals team in Beijing and worked on more than 20 international transactions. He has spent the last year focusing on the Scottish lead advisory market. Recent deals: Some of Jason’s recent clients include Clyde Blowers Capital, Optos plc, Smart Metering Systems plc and Cashmaster International
Jon Shelley
Position: Director, corporate finance, Aberdeen Age: 34 Qualifications: CA Career history: Joined PwC in 2002. Leads PwC’s corporate finance advisory services across the oil and gas and energy services sectors. Extensive domestic and international sector deal experience. Recent deals: Sale of PD&MS to Inflexion Private Equity; sale of Neftex Petroleum Consultants to Halliburton; sale of equity in Express Engineering to LDC Private Equity.
Rachel Keys
Position: Director, infrastructure finance Age: 35 Qualifications: LLB, CA Career history: Trained with PwC and transferred to corporate finance team in 2004. Worked in the infrastructure team at 3i in London before returning to PwC in Edinburgh. Focuses on the financing and procurement of major infrastructure projects and transactions at the public/private interface. Recent deals: M8 and Aberdeen Western Peripheral Route roads projects; Scottish National Blood Transfusion Service project, Local Authority infrastructure investment and energy efficiency projects
Rod Cameron
Position: Director, infrastructure finance Age: 38 Qualifications: MCIBS Career history: With PwC since 1999, specialising in debt raising and structuring for infrastructure finance projects with particular focus on transport sector. Previously worked with British Linen Bank in corporate banking and infrastructure finance. Recent deals: M8 and AWPR (Scotland); N11 (Ireland); Green Corridor (Aruba); Royal Liverpool Hospital and Scottish Blood Transfusion Services HQ project.
Ruth Kynoch
Position: Director, corporate finance Age: 41 Qualifications: CA Career history: Trained with Coopers & Lybrand. Worked with PwC in London and then BNP Paribas project finance. Focuses on structuring finance for infrastructure projects and secondary market infrastructure equity transactions. Recent deals: Various secondary market infrastructure transactions.
Susanne Godfrey
Position: Director, business recovery services, Scotland Age: 37 Qualifications: CA Career history: Trained and qualified with PwC, working in both the Scottish and London offices, including two years’ experience delivering complex restructuring in the financial services sector in London. Responsible for the team focused on supporting corporates and financial services clients in the Scottish market, to rebuild value and stakeholder confidence as well as optimising cash to fund growth. Has recently undertaken a wide variety of restructuring work across all sectors including NAB, Co-op and two Scottish based retail groups.
CA MAGAZINE DECEMBER 2014
SAFFERY CHAMPNESS
Edinburgh Quay, 133 Fountainbridge, Edinburgh EH3 9BA Telephone: 0131 221 2777 Fax: 0131 221 2778 Email: david.hughes@saffery.com Website: www.saffery.com Office locations: Edinburgh, Inverness, London, UK-wide and international via Nexia International Deal types undertaken: Early stage/start-up; acquisitions/disposals; MBOs/MBIs; refinancing; development finance; admission – AIM, PLUS Markets; transaction support and due diligence; share valuation. Top-20 accounting and taxation advisory firm with an established and growing corporate finance practice. Partners and directors are mostly Big Four-trained but have the more personal approach of a medium-sized firm. Saffery Champness is active in all aspects of corporate finance work and has a high-quality tax-planning team to assist on deals. It has international links through Nexia for cross-border deals.
Charles Simpson
Position: Partner, London and Edinburgh Age: 54 Qualifications: FCA CF Career history: Trained at Coopers and Lybrand. Formerly corporate finance partner with Arthur Andersen. Head of corporate finance at Saffery Champness. Recent deals: AIM and PLUS Markets admissions; transactions as lead adviser on various deals; advice on acquisitions and disposals, MBOs and other fundraising activities; bank and VC due diligence.
David Hughes
Position: Partner, Edinburgh Age: 55 Qualifications: FCA Career history: Qualified Deloitte Haskins & Sells. Saffery Champness 1995; partner 1996. Recent deals: Fundraising for biotech and leisure companies; acquisition due diligence; taxation advice for private equity funding and angel investments; AIM listing; financial projection reviews; private company share valuations.
Niraj Patel
Position: Partner, London corporate finance Age: 35 Qualifications: ACA CF Career history: Qualified at Saffery Champness. Recent deals: Provision of lead advisory services to a several companies, including a pub and brewing business and a digital technology business; Rule 3 adviser to a property services business; provision of due diligence services for property, media and support services businesses; share and business valuations; reporting accountant for agricultural and technology businesses.
SCOTT-MONCRIEFF
Exchange Place 3, Semple Street, Edinburgh EH3 8BL Telephone: 0131 473 3500 Fax: 0131 473 3535 Email: info@scott-moncrieff.com Website: www.scott-moncrieff.com Office locations: Edinburgh, Glasgow Deal types undertaken: Early stage/start-up; acquisition/disposal; MBO/MBI; refinancing; development finance; project finance; corporate recovery/reconstruction; listing – AIM, UK stock exchange, overseas. Scott-Moncrieff, one of Scotland’s leading independent professional services firms, provides audit, tax, business advisory and corporate consulting services for commercial, public sector, not-for-profit and private clients. The firm’s corporate finance team combines a broad range of knowledge, skills and experience, advising on mergers and acquisitions, strategic valuations, extracting maximum value from transactions and developing exit strategies. Scott-Moncrieff is a member of Moore Stephens International, a global network of independent professional services firms.
Stewart MacDonald
Position: Managing partner and head of corporate finance Qualifications: CA, MABRP Career history: Qualified with PKF, then with PwC, latterly in corporate recovery. Joined Ford in 1987, Scott-Moncrieff in 1991. Specialist in corporate finance, reconstructions and insolvency. Recent deals: Many rebanking deals as a result of corporate restructuring due to debt forgiveness; other rebanking deals in general due to dissatisfied clients with their current lender; various valuations of companies and partnerships in regard to shareholder disputes, divorce etc.