Steve joined in September 2021 to co-found the Thames Valley office based in Reading with fellow Partner, Carla Holmes. Steve will head the financial due diligence offering and Carla will provide tax advisory services to the local business community
Steve is a qualified Chartered Accountant (2002) and obtained the ICAEW’s Corporate Finance designation is 2010. He has a wealth of advisory experience with Haines Watts, EY, Grant Thornton and, most recently with BDO. Steve was a winner of the Thames Valley Deal Awards Due Diligence provider of the Year award in 2020.
With over 10 years due diligence experience, Steve specialises in lower mid-market deals, providing hands on advice to entrepreneurial businesses across a range of sectors who are contemplating significant capital events such as re-financing, acquisition or divestment of interests. Steve has extensive experience of working with banks and private equity to conclude deals in his space
Steve’s notable recent deals include:
Causeway Technologies – VDD in respect of £120m minority investment by Five Arrows
Causeway Technologies – FDD in respect of the acquisition of Ermeo SAS
Usay Compare – VDD in respect of Ardonagh Advisory’s acquisition of Usay Group Limited
Invenio Business Solutions – FDD in respect of merger with LSI Consulting, backed by Business Growth Fund (Thames Valley Deal Awards International Deal of the Year 2021)
Revolutions Bar Group – Working capital report in respect of a £21m placing on AIM
IDEAL Industries – VDD & complex carve out in respect of sale to CBPE
PeopleValue – VDD in respect of sale to Ethos Partners LLP
Transaction Services – Reading Office
Tel: 01183 049 671
Mob: 07583 079 901
Email: [email protected]