I am an Associate Director at Hazlewoods specialising in transaction support and financial due diligence, with over nine years of experience in the profession, the last five of which have been focused on transaction advisory.
My work is centred on financial services, where I have significant experience advising acquisitive insurance broker groups including Jensten, Howden, JMG and Clear on their acquisition strategies across the UK and Ireland. I have supported a large number of transactions across the insurance distribution landscape, including retail and commercial brokers, managing general agents, wealth management businesses and life and pensions firms.
Alongside this, I have experience working across a range of other sectors including retail, professional services, manufacturing and construction, supporting both buy side and sell side engagements, including vendor support and due diligence.
I work closely with private equity and corporate clients pursuing buy and build strategies, providing clear, commercially focused analysis to support pricing, deal structuring and execution. I am used to managing multiple engagements at once, identifying key risks and value drivers, and delivering insights that are directly relevant to investors and management teams.
Prior to specialising in corporate finance, I built my broader experience within a top 10 firm before moving to Hazlewoods to focus on transaction advisory.
Notable transaction experience
• Supporting JMG across a sustained period of high volume M&A activity, delivering buy side financial due diligence on a wide range of acquisitions across brokers, MGAs and specialist insurance platforms as part of its private equity backed buy and build strategy
• Long standing adviser to Howden (over 5 years), supporting its UK and Ireland acquisition strategy across both retail and commercial brokers, as well as its expansion into life and pensions through targeted financial planning acquisitions
• Long standing adviser to Jensten (over 5 years), delivering financial due diligence across its acquisitive growth strategy within UK insurance distribution, including involvement in larger and more complex transactions such as the acquisition of One Broker
• Supporting Clear on a number of UK acquisitions of established commercial and specialist brokers, aligned with its strategy of building regional scale through targeted M&A
• Lead financial due diligence on the sale of Weird Fish to Auralis, supporting the establishment of a new buy and build retail platform backed by Total Capital Partners
• Supporting Atlas Copco on UK acquisition activity, including financial due diligence on the acquisition of MSS Group, an international manufacturer of gas generation systems
• Advising Radiant on buy side financial due diligence and broader acquisition activity within financial services