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Erik Appelgren

I joined Clearwater International in 2023 from Carnegie Investment Bank as Partner, responsible for Western Sweden. I bring extensive experience from public/private M&A and capital market transactions, having spent around 13 years in Nordic investment banking. Since I started in investment banking, I have worked across various sub-sectors within tech, healthcare, business services, consumer, and industrials, where I have gained valuable insights and relationships, that I can bring forward for new clients. A selection of transactions from the past five to six years includes the sale of Progrits to Axcel, the public offer for Cary Group by CVC and Nordic Capital, the sale of Livio to KKR-backed GeneraLife, the sale of Euroflorist to an investor consortium, the IPO of Byggfakta Group by Stirling Square and TA Associates, adviser to the board of Klövern in the public offer by Corem, MTG rights issue, the IPO of Nordic Paper, the sale of Aviator Group to Avia Solutions Group, the capital raises for Lendify, the set-off issue in Karolinska Development, the acquisition of Cambio by Investcorp, the public offer for Stendörren by EQT, the sale of Borgstena Group to DUAL, the Beijer Electronics Group rights issue, the acquisition of Docu Nordic by Stirling Square, and more. I will leverage my broad experience and perspectives to provide tailored and high-value-add advisory to Clearwater's clients, assisting them in reaching their ideal future end game, with a particular focus on sell-side advisory for entrepreneurs and family-owned companies. Every situation is unique, and I will strive to provide advice that results in the optimal mix for each specific client in terms of valuation, transaction structure, confidentiality, deal certainty, and job security for employees. I will make sure that we find the buyer/partner with the highest potential for enabling long-term value creation across internationalisation, M&A, product/service extension, digitalisation, sustainability, sales efficiency, purchasing, and recruitment. I hold BSc/MSc degrees in Industrial Engineering and Management, with a specialisation in Management and Economics of Innovation, from Chalmers University of Technology, and BSc/MSc degrees in Economics, with a specialisation in Finance from the School of Business, Economics, and Law at Gothenburg University.

Will Arnold

I am a Director in our Healthcare team and have spent my entire career working in Healthcare and Life Sciences M&A, advising private equity clients, and publicly traded and privately owned companies on a broad range of domestic and cross-border transactions.

Clearwater advises ICT Project Management Limited on its sale to ActionPoint Group

Clearwater UK advises Lakehouse plc on sale of construction and property services assets

Tomas Almgren

As part of the team that founded the Swedish operations more than eight years ago, I have, together with the other team members of Clearwater International, built the most successful M&A business in Sweden. Our success is built on the ability to think outside the box combined with hard work and always putting the client’s needs first.

Today I am Managing Partner at Clearwater International and advise Swedish and international clients on a variety of M&A transactions, primarily focused on sell-side mandates for both industrial and private equity clients.

My core strength has always been finding the best innovation solutions for complex transactions and meeting specific client needs.

Some key deals include advising the founder on the divestment of IsaDora to Axcel; advising Latour on its sale of Specma Group to Schouw; advising on the sale of Diamorph to Epiris; advising Transdev Group on its sale of Flygbussarna (Airport coaches); and advising Accent Equity on its sale of Stål & Hyr Group.

James Malcharek

I am a Director in the Industrials & Chemicals team, with a particular responsibility for the Industrial Technology and Building Materials sectors. I joined Clearwater in 2021 from Lazard, where I spent four years, primarily focused on the industrial sector. Before joining Lazard, I qualified as a Chartered Accountant in corporate finance at Ernst & Young. My experience spans public and private companies, primarily advising on mergers, acquisitions, and disposals.

Hemavli Bali

I joined Clearwater in December 2018 to lead M&A advisory within healthcare and life sciences technology and specialist services - including life science commercialisation services, e-clinical solutions, healthcare IT, software and IP driven consultancies. My 21 year career has traversed investment banks, Big Four firms and M&A boutiques and I joined Clearwater for its truly international team, passion for high quality client service, culture and dynamism. I have spent 16 years in M&A advisory, in the UK and the US, and advised on over 40 transactions across the sell- side, buy-side, owner-managed businesses, large corporates, private equity and public to private transactions. I have also provided extensive Board level advice both pre- and post-deal processes. The healthcare and life science industry, and its increasing technology enablement, has been my main focus throughout. Deals I have advised on include the sales of Age UK’s telecare business to Axa PPP Healthcare, Medaxial to Covance, Abacus International to Decision Resources Group and Synergy to DDB, Omnicom. I have previously held roles at Deloitte, Results International, Nomura, Royal Bank of Canada and Ernst & Young. I am a Chartered Accountant and hold a BSc in Economics from the London School of Economics.

Clearwater advises Kettler on sale of its bicycle division to ZEG

Clearwater UK advises UK-listed Lakehouse plc on its cross-border sale of Orchard Energy to World Fuel Services Europe, Ltd, a subsidiary of US-listed World Fuel Services Corporation

Josemaría Torrens

I joined Clearwater International as a Director in 2018. Prior to joining Clearwater, I worked as a Partner for over 15 years in several independent M&A firms, one of them founded by me in 2007. I also managed the Corporate Finance department of Banco Mediolanum for four years. I have strong experience in the TMT sector having managed several IT companies, both national and multinational, for 12 years. In addition, in 2002 I acquired the e-business division of Aguas de Barcelona in a BIMBO transaction. In the world of M&A my greatest experience is with cross-border transactions and in industrial environments, including advising on the sales of various family-owned businesses to European and US companies. In 2010 I was founder and later on President of AICA, an international association of M&A firms. I graduated from the U.N.E.D (Spain), with a degree in Business Administration. Furthermore, I hold an MBA from IESE (University of Navarra). When I advise on M&A or Capital transactions, I put myself in the client's shoes, not only to obtain the best economic conditions of the deal, but also to try to ensure that such transactions endure over time for the benefit of all the 'stakeholders', customers, suppliers and employees.