What is your role within RG?
I am a senior manager within the corporate finance service line.
Tell me about your career to date…
I started out in the Big 4 within audit, working at Deloitte. I got my ACA qualification, had a couple of years working in a post qualification audit role at EY, before making the move from audit to corporate finance, when I moved to RG 5 years ago.
What does your current role involve?
I lead transactions as the main client contact. My role will change depending on the transaction, whether that be a sale mandate, acquisition mandate, MBO, MBI, fundraising, valuation report or strategic review, but always involving providing specialist advice and managing the team. Outside of live mandates, business development is also a big part of my role, and I am in regular contact with professional contacts and prospects.
What makes RG different?
We focus on providing strategic advice to our clients so that we can help them shape their future strategy if it’s an MBO or acquisition mandate, or if it’s a sale mandate, helping them develop their business in a way that will deliver the greatest value on sale, rather than simply executing the transaction.
My 3 most notable achievements to date would be….
- Completing my ACA qualification was a big day for me. It was the culmination of 3 years of hard work, doing the exams alongside learning the day job, but it was all worth it in the end.
- Managing to make the move into corporate finance was something I didn’t think I would get the opportunity to do. Making that move, and to progress within the corporate finance service line as well, taking on more responsibility while moving up in the team, is something I am proud of.
- Being shortlisted for emerging dealmaker of the year for Dealmakers 2020 was great. To be recognised in this way by your peers shows you must be doing something right! It also shows that RG Corporate Finance is well regarded within the North East professional community.
Tell us about your day so far….
8am – 9am: Responding to emails and preparation for the team meeting at 9am.
9am – 11am: As it’s a Monday we had our weekly team meeting, which involves a roundup of all our live transactions and prospects.
11am – 1pm: Responding to numerous matters on a number of different live transactions.
1pm – 2pm: Had a call with a private equity house that we will be looking to work closer with going forward.
2pm – 3pm: Spoke with the CFO of a client, talking him through changes required for an integrated financial forecast model, before we approach funders for the MBO transaction the business is looking to do.
3pm onwards: I have been dealing with different client matters, up until about 7pm when I make some tea.
What do you enjoy outside of work?
I play football a lot, usually every week. I also like to go for a run, whether that is down the quayside or further afield. I have started doing 10k runs recently (pretty much the only thing to do in lockdown!) and trying to improve my times for them.
And finally, leave us with one interesting fact about yourself…
I went on a gap year after university, travelling around South America, and cycled down ‘death road’ in Bolivia and lived to tell the tale! This road featured on the Top Gear Bolivia special a few years ago.