Profile
I lead our debt advisory function across the Midlands and joined Clearwater in 2016 having had roles in banking, advisory and industry over the last 20 years. This experience gives me insight into the different sides of any deal.
At Clearwater, I’m able to advise a varied client base on a range of situations including acquisitions, management buy-outs and refinancings. Every client and situation requires a bespoke approach and a deep knowledge of the relevant liquidity markets. Debt markets are more interesting than ever before with an ever wider range of lenders able to provide varied structures to fit our client’s needs.
I have been fortunate to advise some fantastic clients including private equity investors such as Beech Tree Private Equity and LDC, and management teams at companies including GRS, Teacher Active and Wavenet.
Featured transactions
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Clearwater Advisers
Adviser to Lexon on refinancing to aid its growth strategy
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Clearwater Advisers
Adviser to Palatine and CTS on refinancing to support growth
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Clearwater Advisers
Adviser to Aquavista backed by LDC on its acquisition of Castle Marinas
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Clearwater Advisers
Adviser to Beech Tree backed Advanta Wealth on raising acquisition debt facilities
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Clearwater Advisers
Adviser to Beech Tree backed Avid Insurance on raising debt facilities to support the acquisition of IIGL
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Clearwater Advisers
Palatine backed TTC Group raised debt finance from Santander and HSBC to support the acquisition of License Bureau
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Clearwater Advisers
Adviser to Autograph Homes on raising a finance package to support their housing development scheme
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Clearwater Advisers
Adviser to Beech Tree Private Equity on raising debt finance from Clydesdale Bank to support the acquisiton of Avid Insurance Services
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Clearwater Advisers
Adviser to Pallet-Track on receiving investment from TPA Capital
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Clearwater Advisers
Adviser to Valpak Holdings Limited on its sale to Reconomy
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Clearwater Advisers
Adviser to LDC on its sale of Prism Medical UK to Limerston Capital
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