David Roper Email & Phone Number

David is an experienced corporate finance advisor, specialising in advising owner managed and family businesses.After 31 years in Corporate Finance and Transaction Services, I have now retired from Smith & Williamson and I am now working as an independent consultant.I am advising Family and owner managed businesses and their Boards’ to help growth and development, succession and exit plans.These typically include:- Acquisitions- Fund raising,- debt and equity- Strategy- Business Planning and expansion- Succession planning and management development- Management Buy-outs and VIMBO’s- Business SalesI work with businesses on both a regular support basis as well as undertaking specific projects.Recent projects include- a VIMBO (vendor initiated management buy-out) for a cash rich business looking to reward long term management- Acquisition of a new subsidiary with complimentary products selling into similar markets- Business planning for an early stage business with franchise possibilities- Sale of a business acquired by management 5 years ago- Working with a business to prepare it for sale to management in 2/3 years’ time- Advising management to bid to acquire a subsidiary of a PlcBackground:I was most recently Head of Smith & Williamson Bristol’s Transaction Services team.Notable Client Work and AchievementsWith over 31 years’ experience David has worked across multiple sectors including Food, Engineering and Manufacturing, Leisure, Healthcare, Retail, Wholesale, Transport and Distribution, Shipping and Support ServicesRecent Transactions included:- Financial due Diligence on a merger to create a £150m turnover group for a major clearing bank- Financial Due Diligence for 2 different PE Houses on investment supporting expansion and management buy out- Financial Due Diligence for existing client on an acquisition- Advice on the sale of owner managed business to Bristol based Plc - Advice to management on structure and debt funding for management buyout- Vendor Due Diligence prior to PE Investment- Share Valuation acting as expert on share dispute- Feasibility report and Succession options appraisal for Owner Managed Business-

Listed skills include Corporate Finance, Mergers And Acquisitions, Due Diligence, Business Strategy, and 23 others.