ICAS Who's Who in Corporate Finance 2015

Page 44

OTHERS

44

IN ASSOCIATION WITH

CR CORPORATE SOLUTIONS LTD

Telephone: 0141 354 1414 Email: info@crcorporatesolutions.co.uk Website: www.crcorporatesolutions.co.uk Office location: Glasgow Deal types undertaken: Early stage/start-up; acquisition/disposal; MBO/MBI/ BIMBO; refinancing; development finance; PFI/project finance; corporate recovery/ reconstruction. CR Corporate Solutions provides a range of services to small and medium-sized companies (SMEs), owner-managed businesses (OMBs), family businesses and early-stage companies, with challenges and ambitions. We assist companies in growing their business profitably and ensuring they have a clear strategy, as well as the management team to deliver that strategy, and the financial resources required. We also assist companies that are in financial difficulty by designing and implementing plans to help them return to profitability, and to restructure their existing financial arrangements. We provide experienced business advice with exceptional results. Our focus is on delivering commercial solutions geared to our clients’ success and their desired outcome, while at the same time providing strong relationships with financial stakeholders. Our roles typically involve close liaison with the company shareholders and other finance providers. We generally perform the role of part-time finance director, non-executive director/chairman or consultant. Regardless of title or role, we form an integral part of the team – generally filling a gap in skills and experience and completing the management jigsaw. We provide tailored solutions that deliver results by improving profitability, cashflow and shareholder value for clients.

Craig Rattray

Position: Director Age: 44 Qualifications: BA, CA. Career history: CA training with Arthur Andersen and six years in private equity, then industrial financial management role with a New York Stock Exchange-listed subsidiary. Established CR Corporate Solutions in early 2010. Recent deals: Include private equity finance raising for two clients; equity finance raising from syndicates of private individuals for two earlystage clients (£1m+); rebanking and increase in confidential invoice discounting facilities for various clients involving facilities of up to £2.5m for growing profitable clients; financial restructuring and continued support from existing bank for four different clients; various early-stage commercialisation projects for the University of Strathclyde; various investments through the Gabriel Investment Syndicate; successful SMART applications for three clients; disposal of two businesses for exiting shareholders. Currently working on two succession projects, various earlystage finance raisings, a restructuring, and two growth and development projects.

Caroline Marshall

Position: Business development director Qualifications: Degree in design, diploma in business advice and counselling – Napier University Career history: More than 25 years in successful sales, marketing and business development roles. Responsible for company launches, establishing and developing new divisional HQ in Scotland for a range of bluechip companies across the IT and business systems sectors. In addition, created and developed a sales, training and account-management model for SMEs across Scotland to assist their business growth, increase market share and profitability.

DC CONSULTING

Dundee One, 5 West Victoria Dock Road, Dundee DD1 3JT; 7/9 North Saint David Street, Edinburgh EH2 1AW Telephone: 01382 339290/0131 524 9671 Email: deals@dcconsult.co.uk Website: www.dcconsult.co.uk Office locations: Dundee, Edinburgh Deal types undertaken: Acquisitions and disposals, MBO/MBI, tech company funding, business and share valuations, debt finance and grant funding, tax advisory, strategic planning and FD services. DC Consulting provides dynamic, innovative solutions in corporate finance to SMEs and entrepreneurs and has more than 70 years’ commercial business advisory experience of assisting clients to raise finance to grow, acquire and restructure. DC Consulting provides transaction support to MBO and MBI teams, particularly buy-side teams and works closely with a wide-range of funders both UK-based and overseas CA MAGAZINE DECEMBER 2014

in tailoring funding proposals. In 2015, DC Consulting will celebrate 15 years of success in corporate finance and business advisory.

Angus Hay

Position: Director Qualifications: BA (Hons) Recent deals: Corporate adviser to a number of clients including successful fund raising for several technology companies, various successful RSA and R&D assignments, and lead adviser to MBI team of Visio Stone. .

Andy McCafferty

Position: Director Qualifications: BA, CA, CTA Recent deals: Lead adviser to a number of acquisitions in the year including Azure Investments’ acquisition of Dick Brothers Ltd and corporate advisory work for various clients across a range of sectors.

John Craig

Position: Director Qualifications: BAcc (Hons), CA Recent deals: Lead adviser to a number of clients in securing funding including Allthings Ltd, along with various grant and R&D tax credit assignments, coupled with corporate advisory work across a range of sectors.

DUNEDIN LLP

Saltire Court, 20 Castle Terrace, Edinburgh EH1 2EN Telephone: 0131 225 6699 Fax: 0131 718 2300 Email: info@dunedin.com Website: www.dunedin.com Office locations: Edinburgh, London Deal types undertaken: MBO/MBI/BIMBO. Dunedin provides equity finance for management buy-outs and management buy-ins with an enterprise value size of £20m-£100m. We will invest up to £50m equity in any transaction. An independent private equity house, we operate throughout the UK from offices in Edinburgh and London. In 2013 we raised the £300m Dunedin Buyout Fund III, significantly in excess of our target. We support management teams at all stages of the investment, providing strategic, financial and operational assistance to grow businesses organically, through internationalisation and through acquisition, and have completed 20 portfolio acquisitions since 2011. We have enjoyed particular success in the industrial, business services and financial services sectors.

Shaun Middleton

Position: Managing partner Age: 46 Qualifications: CA Career history: Qualified with Coopers & Lybrand Deloitte, 1992. Joined Dunedin,1994. Recent deals: MBOs of CitySprint, Hawksford, Practice Plan Group.

Ross Marshall

Position: Senior partner Age: 56 Qualifications: CA Career history: Qualified 1982, then Price Waterhouse and 3i, where he was investment director for UK private equity. He has more than 25 years’ experience in private equity, including leading negotiations for MBO of Dunedin in 1996 and acquisition of Sand Aire Private Equity in 2005. Member of the team which raised £300m Dunedin Buyout Fund III in 2013. He is a member of the council of the BVCA and of the UK and European capital committee.

Mark Ligertwood

Position: Partner Age: 42 Qualifications: CA Career history: Joined Dunedin 1999 after six-month secondment from Ernst & Young where he was corporate finance executive. He was a key member of the fundraising team that raised the £300m Dunedin Buyout Fund III in 2013. Recent deals: MBOs of Kee Safety, Weldex and RSL Steeper; and sale of Capula.

Dougal Bennett

Position: Partner Age: 49 Career history: Joined Dunedin in 1999. Previously in charge of Société Générale’s leveraged debt international team. Prior to that, at Bank of Scotland, after spell with Hill Samuel Development Capital. He sits on the boards of EV Offshore and Premier Hytemp. Recent deals: MBOs of EV Offshore, Premier Hytemp, Capula Group, and the sale of WFEL.


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