Relevant Experience

Interim CFO supporting President and controlling shareholder

Switchboard Manufacturing Business - Data Centres (USA based)

Mandate: To develop a bottom-up financial forecast model to support a strategic equity investment/sale.

Annual Revenue: circa $18m

Deliverables: Created a project management database to analyse revenue recognition and measure deferred revenue relevant to the forecast model. Modelled the business financial assumptions to support the investor pitch deck and data room. Led the pre-closing transaction diligence working alongside the acquiree transaction advisors and transaction implementation team.

Interim CFO supporting CEO and Board

Cleantech Manufacturing & Distribution Business 

Mandate: Implemented the restructure of the finance function streamlined multiple operating entities into one company in anticipation of a leveraged MBO.

Annual Revenue: circa £2.5m

Deliverables: Built out a 5-year forecast model to support the debt restructure, prepared and executed financial data room for funder due diligence.

Financial Consultant to Group CFO

Professional Services - PE backed roll-up | legal practices

Mandate: To implement the corporatisation and annual audit of first acquisition, comprising a 4 office multi-site law firm with a bolt on acquisition.

Annual Revenue: circa £25m.

Deliverables: Worked on multiple issues in parallel including resolving a historic VAT issue with HMRC, prepared complicated WIP valuation models and incorporated a post year end bolt on acquisition into the business.

Interim CFO supporting Founder | CEO

Multisite Dental Group - Debt-funded buy & build roll-up

Mandate: To develop a financial forecast model to secure debt financing to support an 18 month buy and build strategy to create a multisite group of 10 dental practices leveraging a centralised finance and administration function.

Annual Revenue: circa £7m-£10m.

Deliverables: Implemented a centralised finance function and setup monthly reporting structure to administer fee sharing with dentists and to manage cash flow across the group.

Interim CFO supporting the CEO

B2B Digital Media Agency - Overseeing the finance function

Mandate: To provide high level financial support focused on cash flow optimisation.

Annual Revenue: circa £2.5m-£3m. Supported CEO across the finance function.

Deliverables: Executed a CVA framework, restructured working capital and commercial operations to support continued trading.

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​Interim CFO supporting the CEO & Controlling Shareholder

Digital Media & Fintech Technology Platform:

Mandate: To produce a robust financial model and go-to-market strategic business plan to fund the launch of fintech service.

Deliverables: Developed commercial business assumptions to support the operational strategy.

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Investment Banking Principle

Growth & Acquisition Mezzanine & Debt Funding

Mandate: To structure growth and acquisition finance for SME scale-ups including working capital, debt and mezzanine funding.

Transaction size: £2m - £10m.

Transaction type: MBO, LBO & strategic acquisitions.