Specialist expertise

Ian is a corporate finance specialist; his expertise includes advising shareholders on transaction plans, sourcing funding and planning shareholder restructuring. He has specialist experience in logistics, software and infrastructure.

Ian leads Quantuma’s corporate finance team with Mark Lucas. His work over the last 20 years has focused on advising shareholders on merger and acquisition plans, sourcing funding and planning shareholder restructuring. Whether the shareholder objective is investing for growth or planning an exit, Ian supports them through all the complexities of a transaction to ensure he delivers shareholder value.

Over the last few years, Ian has advised on numerous high-profile transactions, including: the £90 million sale of filtration specialist BOFA International to US acquirer Donaldson; the management buyout of software provider Miles 33; and a series of strategic acquisitions for Whistl in the logistics sector.

He is a qualified chartered accountant and holder of the corporate finance qualification from the Institute of Chartered Accountants in England and Wales. Prior to joining Quantuma, he was a partner at leading the corporate finance business of a big four accountancy firm in the South East, before joining a boutique where he re-established their lead advisory business and was awarded 'Corporate Financier of the Year' in 2014 and 'Dealmaker of the Year' in 2016 at the Thames Valley Deal Awards. Ian has been a lead adviser on ‘Deal of the Year’ three times in the last eight years.


About Ian

Ian lives in Ascot with his wife and two daughters who are soon to become teenagers. He is a keen Manchester City fan who remembers the dark days of the early 1980s and believes he has earned the right to a bit of glory hunting! He enjoys most sports, although mainly watching them now. His claim to fame was being runner up in TV quiz ‘Test the Nation’ in the 2004 series, but has since retired to concentrate on social pub quizzes instead!


Memberships

Institute of Chartered Accountants in England and Wales (ICAEW) - Member

Qualifications

Association of Chartered Accountants (ACA)
Corporate Finance (CF) - ICAEW

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