Meet the Team of
Capital and Trust

Chief Executive / Co-Founder of Capital and Trust with full responsibility for deal flow and management of a support team specializing in mergers and acquisitions within the financial services sector. Average deal is currently £500k to £20m with volume compensating for size. I am a specialist within the IFA sector, which has been forced to consolidate by RDR. Experienced advising sell and buy side parties.

I am one of the leading introducers of selling wealth management businesses in the UK and frequently write for the industry press, and talk at industry events.

Capital and Trust is a leading business intermediary. Our principals have completed more than 200 transactions in the UK financial services sector alone, with deal size ranging from £200k to £100m and in sectors ranging from conventional financial advice to general insurance and discretionary fund management. We operate throughout the UK, mainland Europe, Middle-East and Asia and provide everything from consultancy services, to assistance in creating and rolling comprehensive acquisition models. We have a comprehensive understanding of the sectors in which we operate and this is reflected in the deep relationship we build with both buyers and sellers.

I am the Chief Operations Officer at Capital and Trust as well as heading up the Insurance M&A sector of the business.
Capital and Trust is a small cap Business Broker, specializing in the merger and acquisition of financial services companies, primarily in the UK. These companies are predominantly IFAs, Wealth Managers and Insurance Brokers. Typical transaction size is £500k to £20m with volume compensating for size. We have completed on deals in excess of £100m enterprise value and are wealth management centric, and have the capability to consult and transform selling businesses so they achieve their optimum value.

Capital and Trust is a leading business intermediary. Our principals have completed more than 160 transactions in the UK financial services sector alone, with deal size ranging from £200k to £40m and in sectors ranging from conventional financial advice to general insurance and discretionary fund management. We operate throughout the UK, mainland Europe, Middle-East and Asia and provide everything from consultancy services, to assistance in creating and rolling comprehensive acquisition models. We have a comprehensive understanding of the sectors in which we operate and this is reflected in the deep relationship we build with both buyers and sellers.