Expert Insights for Ambitious SMEs: Ask the Finance Experts

Date: Tuesday 10th December 2024
Time: 12:00 PM - 01:30 PM
Location: Hyatt, 55 Booth Street West, , M15 6PQ,
Cost: Free
Categories:
Financial and Professional Services
Member Event

Join Dow Schofield Watts for an exclusive event where our finance experts from the corporate finance, debt advisory, transaction services, tax and turnaround teams will host Q&A tables, providing invaluable guidance to SMEs looking to drive growth and overcome challenges.

This event is specifically designed for SMEs from any industry with revenues in excess of £10m seeking tailored advice from experienced finance professionals. Our experts will be available to answer any questions you may have about your business, from maximising sale value and funding options to transaction strategies and turnaround solutions.

Take advantage of this unique opportunity to:
• Gain practical insights and expertise from Dow Schofield Watts' finance experts
• Get direction on how to overcome challenges and achieve the next stage of success for your business
• Network with like-minded business owners and leaders from similar-sized companies

In a relaxed and informal setting, you'll have the chance to ask questions, share your experiences, and learn from others. Our experts will provide personalised guidance and support to help you navigate the complexities of growing your business.
Take advantage of this chance to take your business to the next level and leave with a clear direction on how to achieve your goals!

Your Hosts:

Catriona Lang | Partner, Transaction Services | Dow Schofield Watts

Catriona was recently named Changemaker of the Year for her contributions to the North West advisory industry during her 21 years of experience in due diligence. She has worked with numerous mid-market private equity clients, corporate clients and debt funders and has considerable experience across a variety of deal types and industries, with particular specialisms in the insurance, healthcare, IT Managed Services and several FCA-regulated industries, including asset management and debt management.

 

Phil Tarimo | Partner - Dow Schofield Watts

Phil is a Chartered Accountant (ACA) and former senior banker with over 30 years of extensive corporate finance, lending and debt advisory experience gained at PwC, KPMG and Deloitte, as well as in leveraged finance (RBS, Investec, CYBG), including the setting up of RBS’s Corporate & Structured Finance business in 2002 and Deloitte’s UK Debt Advisory business in 2005.

 

Owen Malton | Partner - Dow Schofield Watts

Owen has over 35 years of structuring debt deals for Leveraged, Corporate and Commercial businesses at Nat West, CYBG and in the ABL industry (Euro Sales), as well as time in Debt Advisory (RSM Tenon). He is a qualified Banker (ACIB) and has certificates in Corporate Finance (CISI).

 

Andrew Robinson | Partner - Dow Schofield Watts

Andrew is a tax specialist with a wide range of experience based on detailed tax knowledge, from ensuring businesses and their owners are tax efficient, to providing inheritance tax planning for clients looking to the future. He also assists with offshore trusts and businesses with a UK touch point.

 

Steve Lord | Partner - Dow Schofield Watts

Steve is an experienced international business leader who has spent the last six years as an Investor & Executive Chairman acquiring and developing a portfolio of industrial SMEs in the UK, North America and the Middle East. He has a successful M&A, turnaround, and strategic business development record.

 

Liam Comisky | Business Restructuring Advisor - Dow Schofield Watts

Liam has been an insolvency professional since 2008 and has experience working on large-scale cases across all sectors, in particular manufacturing, real estate and construction. Liam is AAT qualified and holds the ICAEW Certificate of Insolvency. During his career he has advised on all aspects of corporate Insolvency, including CVL’s, MVL’s, CVA’s, administrations, LPA receiverships, fixed charge receiverships and court enforcement receiverships.

About the Speakers:

Gerard Lucas Partner - Dow Schofield Watts

Gerard is a seasoned corporate finance expert with over 20 years of experience. He advises entrepreneurs, investors, and companies on disposals, acquisitions, MBOs, fundraising, and private equity across various sectors. Recent transaction experience includes the sale of Proseal to JBT Corporation for £220m, Leisure Lakes Bikes to JD Group, and Architectural Steel Limited to Arcelor Mittal Construction. Gerard’s expertise lies in building relationships, providing strategic commercial advice and maximising transaction values.

 

Gregg Pendlington Partner - Dow Schofield Watts

Gregg has specialised in corporate finance since 2003, specifically guiding businesses and their stakeholders through typically complex financial transactions including company sales, acquisitions, management buy outs and raising finance. He has worked across many end-sectors, but recent deals include APEM’s acquisitions of Australian businesses Biosis and Attexo, the sale of Ruth Lee to German Private Equity backed Protect Medical, Alpine Fire’s acquisition of DAS Fire and EA Technology receiving investment from Nordic impact investor Summa Equity. In summary, he delivers straightforward and impartial advice backed up by his years of experience.

 

 

Interested In The Event?

If you’re interested in attending, you can book online here.

With thanks to our Partners: