Meet the Team of
Capital and Trust

Chief Executive and Founder of Capital and Trust with responsibility for deal flow and management of a broker and support team specialising in mergers and acquisitions within the financial services sector. Based out of Leadenhall Street in London, we operate nationally and have completed over 400 transactions since 2014. Deal size ranges from £800k to £50m, with volume compensating for size. We are the market leader in the sale of UK wealth management companies (including IFA’s) by transaction volume with £11 billion in client assets changing hands in 2021, but also operate successfully within the Insurance (GI brokers and MGA’s) and Accountancy sectors.

My sector expertise includes:

• Wealth Managers / Independent Financial Advisers
• Discretionary Fund Managers
• Insurance Brokers / MGA’s / Underwriters
• Accountancy practices

Specific areas of knowledge include:

• Exit planning and execution
• Working with Private Equity, creating and rolling out acquisition models.
• Management Consulting and Project Management
• Deal structuring / M&A strategy and implementation
• Post completion people, technology and process implementation / integration management
• Regulatory, Tax guidance
• Business Process Optimisation and Transformation
• Business Target Identification and Management
• M&A investor communications
• Business valuations, Creation of information memorandums and management of the due diligence process.

I have been a key speaker on a wide range of topics and am a regular commentator in industry press, having written many published articles on a number of complex issues such as business structuring prior to exit, changing FCA regulation, compliance challenges, company sale tax planning, among others.

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.

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.

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.