Partner, Head of Portfolio
Simon is a partner and head of portfolio management at Bowmark Capital
Prior to Bowmark, Simon was senior portfolio director at LDC. Before that, he spent nearly 20 years as an advisor, initially at KPMG before moving to Deloitte. At Deloitte, Simon was a partner and head of corporate advisory and corporate restructuring, a business he established in 2005 to advise mid-market privately-owned and private-equity backed businesses across the UK regions.
Simon is a Fellow of the Institute of Chartered Accountants and a Fellow of the Association of Business Recovery Professionals. He holds a degree in money, banking and finance from the University of Birmingham
Adam is the Founder and Managing Director of Bronzegate. He has nearly 20 years’ industry experience and has specialised in finance executive search since 1999. Before founding Bronzegate, Adam was a Board Managing Director at Pure Search—an international search firm—where he developed a new approach to finance search: a model which is used successfully at Bronzegate today.
An economics graduate, Adam began his career as a finance headhunter with global search firm, TMP Worldwide, in Sydney and London, before joining Alexander Mann’s finance search practice. Adam specialises in Board CFO appointments and developing finance leadership teams. He also heads Bronzegate’s Chairperson Network.
José Alberto Parejo
Alantra Private Equity
Director, Business Development
José Alberto brings his previous experience in finance, banking, investor relations and capital raising to his current role as Director in the Business Development department of Alantra Asset Management.
A member of Alantra since 2008, his responsibilities include heading the investor relations function for the PE funds as well as to support the business growth of PE and other Alantra Asset Management alternative products. Previously he worked as investor relations manager at Spanish Savings Bank Caixa Galicia, where he also had been analyst and trader, in corporate finance at PwC and in banking at Santander.
He holds a degree in Economics and a Master in Financial Markets and Finance, both from Madrid’s CEU.
David is joint Managing Partner and co-founder of FPE Capital. Having qualified as a lawyer (Ashursts) and worked in the media, telecoms and corporate advisory worlds before moving into private equity investing. His advisory career was entirely at the Fleming investment bank and successor firms, where his experience helping small technology and telecoms firms to raise equity built on his interest in growth company financing.
David focuses on the telecoms and financial services sectors and he also leads the firm’s investor relations and fundraising activities.
Paul joined Finatal in 2011, where he has overall operational responsibility for the business, in addition to overseeing all UK consultants, driving our strategy for PE clients, and recruiting CFOs, FDs and senior finance resources for private equity-backed businesses across the UK.
He has developed relationships with and worked with the likes of Graphite, Living Bridge, August Equity and many others over his career.
Paul holds a degree in Economics from the University of Southampton and has over 16 years of experience in the recruitment sector.
Alchemy Special Opportunities
Tom Boszko has been at Alchemy for more than a decade and has invested in over 20 situations during that time. Although he has a particular interest in platform transactions in the leisure sector, Tom covers a broad range of industries across Europe, as well as investment types spanning debt, equity & restructurings. Alchemy focus on non-mainstream situations which are typically complex, dynamic and cannot be accessed via auctions.
Tom has a degree from Cambridge in Natural Sciences and spent time in both strategy consultancy and industry prior to joining Alchemy. He mostly spends his weekends juggling a busy household of 3 small children.
Agilitas Private Equity
Martin Calderbank is Managing Partner at Agilitas Private Equity, the pan-European mid-market private equity firm which invests in defensible businesses with opportunities for significant step changes. Agilitas has a patient, sector-focused approach to investing and a strong track-record of dramatically transforming and growing companies. Martin has been working in private equity since 1995. Martin is passionate about how the private equity model can empower and support strong management teams in leading companies through transformational changes that create sustainable value. Martin started his career with McKinsey. He holds an MBA from Harvard Business School and an MA in Mathematics from Cambridge University.
Mayfair Equity Partners
Maria works alongside portfolio companies to identify, quantify and unlock business process improvement activities focusing on opportunities to drive incremental value in areas such as tax, insurance and finance with the aim of supporting management to deliver their plans faster or with less risk.
Maria has significant experience of M&A structuring, tax, operational and accounting issues as well as fund structuring and investor issues.
Maria is a qualified accountant, tax and treasury adviser, has a first class degree in Chemistry, a PhD in Nanotechnology and is a member of the Chartered Institute of Taxation (CIoT) and the British Venture Capital Association Tax and ESG Committees.
James brings over a decade of finance and management consulting experience from working with large global financial institutions down to embryonic fintech start-ups. He is an active investor and advisor to a number of early-stage companies.
Helena Fagraeus Lundström
Head of Via Summa
Helena has a background as management consultant at McKinsey and with Arla Foods where she held several leadership positions, both strategic and business unit director roles, in Sweden and the UK. She also led the integration of sustainability into commercial strategy for Arla Foods in Sweden.
With her combined strategic and operational experience, Helena now leads the development of Via Summa, which is Summa’s common value creation framework with portfolio companies. The overall purpose of Via Summa is to enable Summa’s portfolio companies to capture their full potential by delivering increased returns for stakeholders, magnified SDG impact and future proofed companies.
Olof joined in January 2016. Olof is head of the Operational Team which provides operational support to portfolio companies. Olof has extensive experience in leadership roles in large industrial companies where he spent the first 20 years of his career. Olof is board member of several of NC’s portfolio companies. Prior to joining, his most recent positions were as CEO of two large public industrial groups, Sandvik (2011–2015) and SSAB (2006–2010). Olof has an MSc in Engineering from the Swedish Royal Institute of Technology and a B.A. Economics from the Stockholm University.
Nicol graduated from the University of Edinburgh in 1988 and qualified as a chartered accountant with Tenon in 1991. Following qualification, he joined the corporate recovery team and subsequently qualified as an Insolvency Practitioner in 1996. He joined Bridgepoint in 1996, where he gained experience of buyouts throughout the UK.
Outside of work Nicol has a particular interest in sport (triathlon, rugby and skiing) and music. Nicol plays guitar in the Dunedin band.
Pearson Ham | The Pricing Specialists
Chief Executive Officer
Pearson Ham is a specialist pricing consultancy, with experience across all sectors, offering a range of propositions from commercial strategy through price optimisation to more tactical elements like sales force incentives and promotions.
A specialism in performing rapid assessments for portfolio companies, both during due-diligence and post-acquisition, to help identify, assess and prioritise pricing opportunities.
We build strong collaborative relationships with management teams and ensure solutions can be pushed through to implementation.
We drive margin improvement of 2 - 5% as a % of sales, typically working with medium and large London-based PE houses. 45% of work is for international clients.
Olly joined Real Deals in March 2019, following a period at the International Financial Law Review, owned by Euromoney. Olly was previously a reporter at private equity publication AltAssets. He graduated in Law from the University of York in 2016.
Executive Director with substantial UK and international experience. Core skills in business expansion, M&A and business turnaround.
20 years experience living and working internationally in South America, mainland Europe, Asia and UK. Circa 15 years in Director, Executive Director and CEO roles. Have completed 15+ acquisitions and post transaction integrations into the acquiring company.
Experienced in BPO, ITO and Managed Services sector for UK Civil & Local Government, UK Insurance Sector (both general insurance and Lloyd’s of London),
Security related Support Services and Health sector (Occupation Health, Pathology and Medical Forensics).
Track record in managing business portfolios of 6,000+ FTE’s with circa £500m revenues across varied lines of business.
The Riverside Company
Since 2006, Mr. Langer has been with The Riverside Company. Mr. Langer has focused on investment and portfolio management activities. Prior to Riverside, Mr. Langer was Managing Partner of an independent corporate finance firm, advising on acquisitions and divestitures across Europe. previously, he spent five years with GE Capital, in operating management and investment roles. Mr. Langer started his career with Danske Bank in Copenhagen. He holds a Masters in Management from ESCP Europe and a Bachelor’s degree from Copenhagen Business School. He speaks English, French, Danish, German, Portuguese and basic Dutch. For the year until June 2012, Mr. Langer served as chairman of InvestEurope.
Francesco is a Partner and is based in Milan. He joined Ambienta in 2011.
He has been involved in a number of transactions including IP Cleaning, Calucem, Safim, Tower Light and MBA Polymers.
Prior to this, Francesco spent three years with Barclays PE (now Equistone), a mid-market private equity firm, and four years in London at Goldman Sachs (M&A) and Monitor Group (consulting).
He graduated with a degree in Business Administration from Bocconi University (Milan) in 2003, attending part of the programme at Ivey Business School in Toronto.
John has been involved in the internet space since 1990 with over 20 years’ technology and digital leadership experience primarily in B2C situations, leading the creation of large-scale mass-market digital consumer products, platforms, and teams.
He provides technology and digital due diligence and helps organisations to understand and deploy modern technologies and digital ways of working to drive value creation.
He has worked with and advised global corporations, SMEs and start-ups across a variety of industries and business and technology functions.
Justin is a partner at Mobeus, leading portfolio management for the buyout business. He has over 20 years’ experience of supporting private, growing businesses and currently sits on the boards of Active Travel Group, Ludlow Wealth Management, Virgin Wines and Star Brands. Prior to Mobeus he spent 19 years investing for 3i and subsequently acted as independent chairman, director and/or advisor to a number of investor-backed entrepreneur-led companies.
Partner - Portfolio Management
James joined Graphite Capital in 2002. Currently, he is on the board of three portfolio companies and works on others. He is responsible for the monitoring of investments and for implementing best practice across Graphite’s portfolio. He focuses on value creation projects and, where necessary, effecting change programmes. He plays a lead role in the development of and recruitment of portfolio company management teams. He maintains an advisory network to deploy as appropriate on operational and performance improvement initiatives.
Previously James spent four years at RSM Robson Rhodes, where he qualified as an ACA. He holds a degree in Politics from the University of York.
Patrick is Managing Partner of Humatica UK. He is an international business leader with a proven track record of translating strategic intent into operational reality. Patrick has led many large-scale, international transformation initiatives as a COO, CSO and consultant. Patrick has worked throughout Asia, North America and Europe.
Patrick was Executive Director in the management board of Lombard International Assurance, in charge of business development, marketing and client services. Before, he served as the CEO of Client and Market Services as well as Head of Operations for Marsh EMEA & Asia Pacific. Native language fluency in five languages has enabled Patrick to work effectively worldwide.
Talya joined Real Deals as deputy editor in March 2019 and has worked in financial journalism since 2015. She previously held roles as a reporter at Citywire’s New Model Adviser and senior reporter at pensions trade magazine Pensions Age, among other trade publications. Talya also served as an intern in the travel section at The Sunday Times. She graduated in English Literature from the University of Sussex in 2015.
As Commercial Director of Fountain, Rob is passionate about meeting other business owners and solving their marketing problems.
With a background in sales and marketing for B2B and corporates, Rob is at the helm of Fountain’s growth. He sees the company’s values as the cornerstone of delivering a great customer experience:
Nicholas joined Real Deals in April 2008 and has been covering the European private equity market for almost a decade. He was previously a reporter at Accountancy Age and prior to that worked for the South African publications Business Day and The Sunday Times. Nicholas graduated in journalism from Rhodes University in 2002.
Ian joined Silverfleet in 2005 and has responsibility for transaction origination across all offices. He leads the sourcing of executive talent; the technology network and is on the Investment Committee.
Ian has over 20 years’ PE experience having completed investments in Europe and the US with particular focus on financial and business services; consumer & manufacturing.
Ian previously worked for JP Morgan in NYC and London focusing on leverage buyouts, technology investing and investment restructurings. Prior to this, Ian was a strategy consultant at Bain & Co working from Stockholm and Boston.
Ian read Mathematics at Cambridge, and holds an MBA from Harvard Business School.
Andros Payne is the CEO and founder of Humatica. In addition to overseeing operations in the company’s London, Stockholm and Zurich offices, he is actively involved in client projects. He brings to each engagement more than 25 years’ international experience as an entrepreneur, business leader and expert in organisational effectiveness.
Andros has worked with renowned private equity investors and corporate leaders across a range of industries, helping companies such as Novartis, Philips, and Swarovski realise significant performance improvements and create enduring value. Prior to founding Humatica in 2003, Andros was CEO of GigaTera, where he raised more than €10 million
in venture funding and led the technology start‐up from proof of concept through product development to acquisition in three years. He was previously a partner at Mercer Management Consulting, a division of Marsh McLennan Inc., where he managed numerous large‐scale performance improvement, restructuring and strategy projects throughout Europe.
Sam founded PEPTalks in January 2018, in less than two years it has become the largest peer to peer community dedicated to supporting private equity backed CEOs in the UK. At the heart of the community is a group of ‘been there and done it’ CEOs called Founding Members, who between them have experienced all of the ups and downs that come with private equity investment. PEPTalks draws on their Founding Members experiences to support their Members across three core themes: understanding the unwritten rules of private equity, value creation & exit preparation and how to stay match fit - in what is a demanding and sometimes very lonely role. In doing so they accelerate their Members understanding of the challenges that lie ahead, saving them time and improving management efficiency.
Acquire and Integrate
Having spent 10 1/3 years leading Survitec as COO and CEO, transforming the business from a £100m product based business to a £430m safety solutions business,
Brian is now a founding Partner in his own company helping businesses with acquisitions and then integrating and realising synergies. A&I has a small number of full time associates and endorsed members covering most regions of the globe.
Prior to Survitec, Brian held senior Executive positions at Doncasters, Siemens and Williams Holdings businesses .
Co-founder and former CEO of AGRIBRIEFING. Founded in 2010 as bootstrap (The Media Briefing)start up followed by series of acquisitions and private equity investors. Became an international group with circa £10m arbitration. Previously CEO of several business media companies. Now provides smart deal execution advice for PE and trade sellers through Iffley Consulting
Value Creation Partner
Geoff Tomlinson is LDC’s procurement and supply chain specialist with a record of delivering significant savings for businesses. He helps the management teams within LDC’s portfolio to identify, plan and implement procurement and supply chain strategies.
He joined LDC in 2017 and in the last 12 months, Geoff has led five carve-out projects across the LDC portfolio and helped individual portfolio companies save up to £500k in procurement costs and improve their supply chains.
Before LDC Geoff held senior roles in leading management consultancies, including being a Partner in the procurement and supply chain practice of PA Consulting.
Adrian is a Partner in the London office where he is responsible for the firm’s investment activities in the business & financial services sectors as well as investment activity in the UK and Benelux regions.
Since joining Silverfleet in 2005, Adrian has been involved in numerous transactions across Europe and is currently on the boards of Lifetime Training and Prefere Resins.
With a degree in Chemistry from the University of Bristol, Adrian started his career in 1991 in the corporate restructuring department of PricewaterhouseCoopers. Adrian has worked in the private equity industry for the past 24 years.
Adrian is a very keen cyclist.