Nicol Fraser
Position: Partner Age: 47 Qualifications: CA Career history: Joined Dunedin in 2001 after five years at Bridgepoint Capital where he was investment director. Previously six years in corporate recovery with Scott Oswald (now part of Tenon group). He is responsible for Dunedin’s portfolio of investments and sits on the boards of Kee Safety, Citysprint, Weldex and Formaplex. Recent deals: MBOs of Citysprint, RSL Steeper, Kee Safety and Formaplex, and sale of etc.venues.
HMT LLP
The Hub, Station Road, Henley-on-Thames, Oxfordshire, RG9 1AY Telephone: 014915 79740 Email: hmt@hmtllp.com Website:www.hmtllp.com Office location: Henley-on-Thames Deal types undertaken: Acquisition/disposal; MBO/MBI/BIMBO; refinancing; development finance; corporate recovery/reconstruction; listing – AIM, UK stock exchange, overseas due diligence. Established in 1992, HMT is one of the leading independent advisers in the UK, with an exceptional track record of completing transactions, with 26 deals completed in the past 12 months with an aggregate value in excess of £400m. We both advise on all aspects of corporate finance transactions as well as provide specialist audit, tax, outsourcing and corporate recovery advice to support entrepreneurs build and protect value. Each of the partners has been one of the leading advisors in the south over the last decade, and together with HMT’s exceptional track record of completing transactions, these talents have been harnessed giving us a unique integrated service offering to our clients.
Andrew Thomson
Position: Partner Age: 52 Qualifications: MA, CA, CF Career history: Formerly at Ernst & Young before co-founding HMT in 1992. Over 20 years’ corporate finance and reconstruction experience with expertise in transaction support and corporate finance both as a buy-side and sale-side lead adviser. Was voted Corporate Finance Adviser of the Year at the Thames Valley Deals Awards in 2008, 2012 and 2013. Recent deals: Andrew has recently advised on the MBO of Veritek Global, the MBO of Virgin Wines (voted Deal of the Year at the Thames Valley Deals Awards), the acquisitions by Redeem of Eazyfone, Mobilpoint and Insitu, and the acquisition of Cooper Callas Ltd.
Ian Barton
Position: Partner Age: 43 Qualifications: BA, ACA, CF Career history: Spent 20 years at Deloitte, the latter half of which was spent as a partner leading its south-east corporate finance advisory business. His focus has been on UK mid-market and ownermanager businesses either sourcing investment and acquisitions or enabling exit strategies and maximising value across a range of industry sectors. Ian also works extensively with private equity houses having led several of the region’s most prestigious transactions, winning Thames Valley Deal of the Year in 2007 and 2011. Was voted Corporate Finance Adviser of the Year at the Thames Valley Deals Awards in 2014. Recent deals: In the last 12 months, Ian has advised on HMT’s first £100m+ deals being the sale of Swift Worldwide Resources to a US private equity house and the JV investment in whistl by PostNL and LDC. He has also advised on the MBOs of seismic consultancy firm The EPI Group by Palatine Private Equity and Acal Enterprise Solutions by NVM Private Equity.
Paul Read
Position: Director Age: 40 Qualifications: FCA Career history: Qualified in 2001 with BDO Stoy Hayward where he remained until 2003, focusing on both auditing and due diligence assignments for key SME clients. Spent five years in the corporate finance department of a top-12 practice, being promoted on three occasions ultimately to the position of associate director. Focused on leading DD assignments for both VCs and banks, delivering quality reports focusing on the key issues. He also has capital markets experience from managing a number of AIM flotations of both UK and international businesses. His most recent role prior to joining HMT was as a group finance director for a portfolio company of a PE house that Paul had worked for extensively in a transaction support capacity. Recent deals: In the past 12 months, Paul has advised on numerous deals including the MBO of Virgin Wines voted ‘Deal of the Year’ at the Thames Valley Deals Awards, the acquisition by Procam of Hammerhead TV, the MBO of GMG Property Services Group and the refinancing of Croft Associates.
JC RATHBONE ASSOCIATES
Forsyth House, 93 George Street, Edinburgh EH2 3ES Telephone: 0131 240 1273 / 0207 493 3310 Email: mleslie@jcra.co.uk Website: www.jcra.co.uk Office locations: Edinburgh, London, Leeds, Manchester and New York Deal types undertaken: Acquisition/disposal; MBO/MBI/BIMBO; refinancing; development finance; PFI/project finance; corporate recovery/reconstruction; listing – AIM, UK stock exchange, overseas.
OTHERS
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IN ASSOCIATION WITH
JC Rathbone Associates Ltd (JCRA) is a regulated, independent financial risk consultancy. We have principal offices in London and New York and a network of regional offices throughout the UK, including in Edinburgh, from which we serve clients across the globe. We offer sector expertise in property, private equity, infrastructure, education and social housing as well as generic treasury management advice. We are a team of highly skilled financial markets experts. Our expertise spans markets and products in interest rate, foreign exchange, inflation and commodities, as well as provision of structured finance and debt advice. We deliver innovative, customised risk management solutions tailored to our clients’ businesses. Our objective is to provide bespoke strategies which secure transparent and competitive pricing. Our access to market data, our leading edge pricing and valuation methodologies, together with our independence, allow us to add value to our clients in their relationships with financial counterparties.
Jackie Bowie
Position: Chief executive officer Age: 41 Qualifications: BA (Hons) economics, MSc investment analysis. Member of the CFA Institute Career history: 10 years as a US equity analyst/fund manager, nine years providing financial risk/treasury/hedging advice at JCRA. Recent deals: Creation, development and execution of hedging strategy for various mid-market private equity-backed transactions; structuring of interest rate hedging strategy, pricing analysis and deal execution for a privately owned Scottish property company; ongoing FX and interest rate hedging advisory input and pricing execution for a multinational manufacturing business.
Michael Leslie
Position: Regional director Age: 41 Qualifications: BA (Hons), CA, ASI Career history: 15 years’ experience in corporate finance/ banking: Ernst & Young, Bank of Ireland Corporate Banking UK, Deloitte & Touche LLP. Joined JCRA in 2008. Recent deals: senior debt and capital markets fundraising and debt advisory for a number of RSLs; development and execution of an interest rate hedging strategy for the first investment of a leading Scottish private equity sponsor’s infrastructure fund; premerger treasury due diligence on a combined £200m senior debt portfolio; debt and interest rate risk advisory for a student accommodation investment.
Samantha Bett
Position: Director Age: 40 Qualifications: BA (Hons) Career history: Joined JCRA in January 2011, with 15 years’ experience in treasury markets, having worked in foreign exchange trading at Bank of America in London and WestLB in Singapore. Prior to joining JCRA, she held senior positions at Clydesdale Bank and HBOS. Recent deals: FX hedging advisory for multinational PE-backed Scottish specialist oil services company; debt advisory input and hedging analysis for major Scottish university; FX risk advisory work on translation hedging for a pan-European business; advisory input and retrospective pricing analysis for SME borrowers involved in both the FCA review process and various litigation cases, with particular focus on the property and care home sectors.
DECEMBER 2014 CA MAGAZINE