EFM is a nationwide team of CFOs, FDs and business advisors who provide commercial support to SMEs, growth companies as well as PE/VC funds across the UK and Ireland, including:✔ Improving business performance, executing growth plans and board-level advisory services.✔ Support for debt funding and investment, cash flow/working capital management, management reporting.✔ Exit planning to achieve optimal ROI, while offering strategic support to the management team.My particular… Show more EFM is a nationwide team of CFOs, FDs and business advisors who provide commercial support to SMEs, growth companies as well as PE/VC funds across the UK and Ireland, including:✔ Improving business performance, executing growth plans and board-level advisory services.✔ Support for debt funding and investment, cash flow/working capital management, management reporting.✔ Exit planning to achieve optimal ROI, while offering strategic support to the management team.My particular focus area is lending and debt advisory. Current and previous assignments:✔ Mandated by a PE Fund to provide a Financial Due Diligence investigation into one of their proposed debt-funded investments in the Education Recruitment space, which transaction has been finalised and announced.✔ Appointed by a PE-backed e-commerce fulfilment business to lead various project initiatives to design and provide improved financial and operating information in support of their additional debt-funding request to the PE Fund.✔ Appointed as a fractional CFO by a Tech SaaS-based business involved in the provision of cloud-native, financial infrastructure that allows Fintech’s to access on demand core financial services. A core focus is advising on and implementing additional debt and equity fundraising initiatives. Show less

Responsible for all aspects of transaction assessment and execution. Led all financial, commercial, and operational due-diligence investigations for private equity / private debt transactions under consideration for funding (debt and equity).Engaged as Head of Investments/Finance. Recruited, assembled, and led a team of 10+ credit, investment, legal & finance experts. Led and developed the Fund Finance function, including all legal entity reporting.A-Z responsibility for all… Show more Responsible for all aspects of transaction assessment and execution. Led all financial, commercial, and operational due-diligence investigations for private equity / private debt transactions under consideration for funding (debt and equity).Engaged as Head of Investments/Finance. Recruited, assembled, and led a team of 10+ credit, investment, legal & finance experts. Led and developed the Fund Finance function, including all legal entity reporting.A-Z responsibility for all transactions under consideration, including high-level project review, term sheet negotiation, engagement with the chosen advisory partners, credit/investment committee motivations, legal negotiations towards financial close and execution.Expertise in providing post-implementation advisory support for the underlying investee companies in preparation for eventual exit and ROI. Show less

Responsible for all elements of financial leadership and reporting across the MEA region, encompassing strategic financial outputs such as FP&A, accounting, tax, regulatory compliance, and special projects (M&A).Key role in effectively co-ordinating the planning, execution, and finalisation of the audit plan for the MEA regional external audit assignments, working in partnership with the Global Business Service Centre & PwC. Played a crucial regional role by performing budgeting… Show more Responsible for all elements of financial leadership and reporting across the MEA region, encompassing strategic financial outputs such as FP&A, accounting, tax, regulatory compliance, and special projects (M&A).Key role in effectively co-ordinating the planning, execution, and finalisation of the audit plan for the MEA regional external audit assignments, working in partnership with the Global Business Service Centre & PwC. Played a crucial regional role by performing budgeting, forecasting and analysis. Promoted best practice to ensure business agility, accuracy & sound decision making. Show less

Parachuted into role on secondment by PE shareholders, joining a high-tech company specialising in communication automation solutions.Responsible for providing strategic financial expertise and guidance during a period of major growth, targeted acquisitions, and profitable expansion, enabling, and preparing for an eventual exit by the investors.Tasked with rapidly evolving the business from an SME into a major player within automation technology.Defined and executed a growth… Show more Parachuted into role on secondment by PE shareholders, joining a high-tech company specialising in communication automation solutions.Responsible for providing strategic financial expertise and guidance during a period of major growth, targeted acquisitions, and profitable expansion, enabling, and preparing for an eventual exit by the investors.Tasked with rapidly evolving the business from an SME into a major player within automation technology.Defined and executed a growth strategy, which resulted in a 3-fold increase in sales and profitability.Successfully established KPI metrics and robust controls across sales & marketing, finance & administration, and technical & installation functions. Key contributions and successes:• Penetrated the corporate automation market, diversifying offering to build revenues in new markets.• Leveraged banking experience to introduce a new lending solution, enabling clients to rent / lease.• Implemented a CRM tool enhancing client co-ordination between the 3 main business functions.• Introduced new platforms to improve the quality and credibility of financial information.• Negotiated an exit transaction, enabling PE exit via the sale of a minority stake to a major corporate. Show less

Responsible for successfully leading teams structuring a series of private equity transactions, as well as advising the board of investee companies. Engaged across diverse sectors, including packaging, logistics, smart utilities technology, waste management as well as food processing and manufacturing.Headhunted into role by a partner / investor within the firm, tasked with providing consulting and financial advisory expertise.

• Origination and implementation of transactions across acquisition and leveraged finance, balance sheet lends and Alternative Investments with targeted corporates, leading institutions and Private Equity firms.• "A-Z" transaction implementation from (a) deal origination, (b) risk and pricing assessment, (c) term sheets, (d) credit committee approval, (e) legal documentation, (f) financial close and drawdown process.• On-going portfolio/review management of transactions previously… Show more • Origination and implementation of transactions across acquisition and leveraged finance, balance sheet lends and Alternative Investments with targeted corporates, leading institutions and Private Equity firms.• "A-Z" transaction implementation from (a) deal origination, (b) risk and pricing assessment, (c) term sheets, (d) credit committee approval, (e) legal documentation, (f) financial close and drawdown process.• On-going portfolio/review management of transactions previously implemented. Show less

Co-ordination and management of the entire Credit Risk Management function within Nedbank Capital.Covered all lending and counterparty areas including:• Counterparty risk covering the full spectrum of Treasury-related products.• Specialized lending areas: (a) Acquisition and Leveraged Finance, (b) Project Finance (Mining and Resources, Energy, Infrastructure), (c) Structured Trade and Commodity Finance, (d) Aircraft and other asset-based Finance, (e) Property Finance.