Pete is an experienced M&A lead adviser working with entrepreneurs, corporates, management teams and private equity on strategy and transactions – including exits, acquisitions, investment, MBO’s and capital raising.
He has been working in corporate finance since 2014, with previous experience at Deloitte, PwC and a time spent as an Investment Manager at a private equity fund.
Pete is a fellow of the ICAEW as a chartered accountant and also holds a 1st class Accounting & Finance degree from Newcastle University.
Notable transaction experience
• Lead sellside advisor to the shareholders of Optimising IT on their sale to Lyra Technologies/Evergreen (IT Services)
• Lead sellside advisor to the shareholders of The Mortgage Brain on their strategic investment from South African based financial services group The Better Homes Group (financial services)
• Lead advisor to Alun Griffiths on his re-acquisition of Alun Griffiths Contractors from Tarmac/CRH (civil engineering)
• Lead sellside advisor to the shareholders of Amberon (LDC) to H2 Equity (traffic management)
• Lead sellside advisor of specialist high acuity care home group to listed REIT (healthcare)
• Lead buyside advisor on acquisition of specialist care home business in South Wales (healthcare)
• Buyside advisor to Ferrero SA on the acquisition of Eat Natural (retail consumer)
• Sellside advisor to ADEY on their sale to Polypipe Group PLC (industrials)
• Buyside advisor to ADEY on their acquisition of Alpha Scientific (industrials)
• Sellside advisor to Frontier Medical on their sale to Agilitas (healthcare)
• Sellside EOS review for large medical services provider (healthcare)
• Lead sellside advisor to bksb on their sale to Advanced Software (SAAS)
• Lead sellside advisor to Auto Imaging on their sale to Tenzing-backed CITNow) (SAAS)
• Sellside advice on sale of Oak Furniture land to Davidson Kempner (consumer)
• Strategic advice to TopHat Homes, subsequently invested into by Goldman Sachs (construction)
• Strategic advice to a specialist children’s care provider, ultimately acquired by a private equity backed group (healthcare)
• Strategic reviews and advice to one of the UK’s largest used car supermarket groups, the UK’s largest toy retailer and the a national healthcare charity
• Numerous buyside roles for strategic trade and private equity in the Southwest of England and Wales