I am an Associate Director at Hazlewoods specialising in Transaction Services. I have developed deep experience in supporting clients through the M&A journey, including vendor assist, vendor and acquisition due diligence, re-financing and working capital support.
Although much of my background has been shaped by more than ten years in Financial Services at a Big Four firm, where I worked on deals across insurance, asset management, FinTech and banking, my experience is broader than this. I also advise clients across professional services, technology, consumer, TMT and other sectors, giving me a flexible and sector agnostic perspective that allows me to support a wide range of transactions.
I work with private equity and corporate clients, bringing a clear and commercial approach to each engagement. I enjoy analysing complex financial data, identifying key value drivers and risks, and providing objective insights that help clients navigate transactions with confidence.
Notable transaction experience
• Supporting on acquisition due diligence for Monzo on their acquisition of Habito, a digital mortgage broker
• Supporting AUB Group on their proposed acquisition of Prestige Insurance Holdings, an insurance broker, MGA
• Providing due diligence and reporting accountant support on a dual track IPO and private sales process for CAB Payments
• Delivering vendor diligence for the minority exit of United Trust Bank, a UK specialist bank, to Warburg Pincus
• Delivering vendor diligence for the minority exit of Citco, global asset-servicing solutions, to GIC
• Supporting Equistone on their investment into QuestGate Limited, loss adjusting and claims solutions provider
• Supporting Shawbrook Group on their acquisition of JBR Auto Holdings, specialist lender
• Supporting AFH Wealth Management on their acquisition of Avidity Wealth Management
• Supported KKR on their acquisition of New Day from Cinven and CVC
• Providing vendor assist to Arrow for their divestment of Zenith Global