Four Missions:
Private Wealth Management
MISSION: Delivering client focussed, consistent long-term investment returns.
HOW: Portfolio Manager, Brasada Capital Management, $700m AUM.
SME M&A & Consulting
MISSION: Creating retirements and exits for established business owners.
HOW: Full buyouts, minority investments, debt financing as well as M&A consulting and advisory.
Early-Stage Investment
MISSION: Driving early-stage growth and innovation.
HOW: Active Angel investor in UK and USA. Portfolio of companies across variety of sectors.
Advisory and consultancy available on a selective basis.
Financial Education
MISSION: Provide financial education for all.
HOW: Author of investment books, courses and online guides.
SME M&A & CONSULTING
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Private investment and consultancy company.
Working with portfolio companies via M&A consultancy, outright business purchases, minority equity stakes, early-stage funding and debt financing.
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Founder, Managing Partner
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UK & USA
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Business exit consultancy fim, helping owners retire.
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Co-Founder
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UK
PORTFOLIO SNAPSHOT
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Developer and manufacturer of world-leading visual flame detection systems, enabling reliable fire detection in previously unprotected areas.
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Investor & CFO
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UK
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A multi-faceted M&A deal sourcing and discovery platform.
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Investor, Advisory Board Member
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UK
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A software platform revolutionising the home buying process.
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Investor
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UK
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Augmented reality for advanced healthcare applications.
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Investor
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USA
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Developer of cost effective and efficient biocide using just water and low voltage electricity.
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Investor
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UK
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Software platform enabling the creation and management of angel networks, as well as easy deal sharing and coinvestment.
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Co-Founder, Investor
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UK
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Full service mobile veterinary services in Texas
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Investor
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USA
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Healthy pre-prepared chlidrens meal delivery service.
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Investor
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UK
FINANCIAL EDUCATION
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Personal Financial Education platform.
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Founder
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UK & USA
Deep dive into the investment industry, showing investors how and where they’re being taken advantage of. And how to avoid it.
Online interactive course for beginners to learn options trading for an income stream.
Step by step guide for beginners to learn options trading for an income stream.
BIO
INSTITUTIONAL MONEY MANAGEMENT:
Brasada Capital Management: Portfolio Manager. A thesis driven, research intensive, client focussed asset management firm with $700m in assets.
GCI Investors: CEO, CIO. Texas based wealth management firm. Took over leadership of the company at $52m in assets, built a research team and process, grew to $120m in assets, including launching a NYSE listed ETF. Completed sale of the business in 2023.
Sarasin & Partners: Fund Manager. Lead Manager of Sarasin Global Dividend and Sarasin Global Higher Dividend. AUM c$1.5bn, Top Quartile over 1 and 3 years. Finalist for Equity Income Fund Manager of the Year 2017.
LECTURING & ACADEMIA:
University of St Thomas: Adjunct Professor
CISI Masters In Wealth Management: Exam Panel Member
SPEAKING :
