I collaborate with clients to understand their specific needs and tailor the due diligence process to align with their transaction objectives. By providing detailed due diligence work, I aim to identify risks and provide actionable mitigating steps. I also aim to help clients better understand the businesses they are acquiring, provide support for the negotiation process and identify potential opportunities to improve financial reporting post-acquisition. I enjoy providing friendly and open support through what can be a significant and challenging process for our clients.
I currently work as a transaction services manager, focused on leading financial due diligence projects. I also provide financial modelling, completion accounts, SPA reviews and any other services that our clients may need in getting transactions completed. I work closely with a wide variety of clients across different sectors, from corporates to lenders.
We have supported a number of search fund transactions recently and it seems to be a really exciting time to be working in this field. Get in touch if you have any questions! We love to talk all things search and can help with a wide variety of services to support you through the process. We can also help to put you in touch with others in the space.
If you’re interested…
I qualified as a chartered accountant in 2018 before moving into corporate finance. I joined Gerald Edelman in 2023 and have quickly worked on a number of exciting and challenging transactions.
What is the most daring thing you’ve ever done?
I solo hiked the Camino de Santiago – which was daunting at first but was a great opportunity to meet some amazing people. I also completed my first Via Ferrata this year which was terrifying! (but also great fun).
What is the most exciting thing on your bucket list?
Too many to list! I’m currently planning a hike along the Alta Via trail across the Dolomites though.
What one piece of advice would you give your 10-year-old self?
Be patient. Everything in life happens for a reason and you are on your own journey. So don’t worry about the destination and enjoy the ride!
If you could have dinner with anyone, who would it be?
As a lifelong (and now suffering) Manchester United fan, it would have to be Sir Alex Ferguson. It would be fun to take a trip back through the glory years and see what life was like on the inside.