Investment Director
I joined Sovereign from Lazard in 2018, where I worked in M&A, specialising in Technology and Education. Prior to that, I was at PwC in Transaction Services where I qualified as a Chartered Accountant.
At Sovereign I have worked on a number of deals including the take-private of Murgitroyd Plc and the platform investment of Premier Park and its subsequent transformational bolt-on of UKCPM. I also led Sovereign’s investment in BIMM which we exited to ICG plc, following the bolt-on acquisitions of Performers College and Northern Ballet School. In financial services, I sourced and led the investment in Skerritts, a successful IFA and Wealth Management business, and worked on the MBO of specialist private client trust and corporate services provider Aquitaine and led its first two acquisitions, Federal Trust and Summit Trust.
The team place real focus and resource on really getting underneath the sectors we invest in and building strong relationships with the owners and management teams we work with.
As a team we place both focus and resource on getting underneath the sectors we invest in and building strong relationships with the owners and management teams we work with. It’s this supportive environment that really reflects Sovereign’s approach to investment and our ability to support strategic growth through Buy & Build.
Outside of the office, I enjoy watching sports, especially Rugby.
