Sovereign-backed transformational technology provider Zenitech to acquire Autsoft Read more

James Buckhalter

Investment Team


An Investment Manager at Sovereign, I joined the team in 2019 to focus on opportunities in the financial services sector. I arrived following five fantastic years of strategy consulting with Monitor Deloitte, where I worked across industries and disciplines but with a strong focus in innovation and growth hacking for financial services firms.

Having worked in a small family publishing business for many years, when the time came to sell the business in 2017 I was heavily involved in the sale process. During this time I was introduced to the dynamics of both trade and private equity bidders which I found fascinating. Having experienced the challenges and eventual joys of selling a family business from one side of the desk, joining Sovereign presented the perfect opportunity to continue that work from the other angle.

In my time at Sovereign I’ve supported the Murgitroyd team in developing its pipeline of follow-on acquisition opportunities in the international IP Services space, and most recently I worked on our investment in Skerritts, a successful IFA business also set to deliver transformational growth through Buy & Build. It’s a real pleasure to work closely with such talented and focused management teams, and support their ambitions to develop and grow their businesses with Sovereign's partnership.

The most important thing when engaging in discussions with business founders and owners is to listen carefully, understand their ambitions, and then be honest about whether Sovereign is the right partner for them. I have always found that the most productive professional relationships are founded on this sort of openness and trust.

A long time ago I was a philosophy student and pursued that interest to a PhD from Durham. I have, in the past, been a keen surfer, racket sports player, and guitarist, but today I’m gladly sacrificing some devotion to those hobbies in favour of time spent with my wife and young son.

Areas of Interest

  • Financial Services
  • Insurance
  • Legal Services
  • Accounting & Tax

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