Expert Details
Company Valuation
ID: 731369
United Kingdom
Production of a report on the UK private brewing sector. This was commissioned by an unquoted company trading platform to help them market their service. Valuation of an internet business in connection with a litigation defence. Production of a report on an unquoted not for profit sector and the 20 top constituents for one of London's top hedge funds.Production of a report on a UK law firm and the strength of their balance sheet for a property landlord.Construction of an equity screening system for a major UK wealth manager with over £5bn AUM and advice on individual equities in a range of international markets and across various sectors
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1979 | Degree: ACMA | Subject: Management Accounting | Institution: Member Chartered Institute of Management Accountants |
| Year: 1982 | Degree: CA | Subject: Accounting | Institution: Member Institute of Chartered Accountants of Scotland |
| Year: 1979 | Degree: BSc | Subject: Technology and Business Studies | Institution: University of Strathclyde |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2012 to Present | Employer: Undisclosed | Title: Director | Department: |
Responsibilities:Non executive Director of Corporate Research firm with responsiblity for special situations/projects |
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| Years | Employer | Title | Department |
| Years: 2011 to Present | Employer: Undisclosed | Title: Director | Department: |
Responsibilities:Director of FCA registered investment advisory boutique. |
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| Years | Employer | Title | Department |
| Years: 2009 to 2011 | Employer: Altima Partners LLP | Title: Head of Research | Department: Hedge Fund |
Responsibilities:Head of Research in equtiies with specific repsonsibility of research of the $1bn+ Global Special SItuations Fund |
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| Years | Employer | Title | Department |
| Years: 2005 to 2009 | Employer: Toscafund Asset Management LLP | Title: Partner | Department: |
Responsibilities:Partner responsible for global industrials |
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| Years | Employer | Title | Department |
| Years: 2002 to 2005 | Employer: Williams de Broe | Title: Transport Analyst | Department: Reseacrh |
Responsibilities:Transport analyst responsible for all transport research and with specific responsibility for development of the firm's marketing of research to hedge funds |
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Additional Experience
| Expert Witness Experience |
|---|
| Expert witness producing a report on the valuation of a company in connection with a litigation defence for one of the larger London law practices |
| Training / Seminars |
|---|
| Various presentations including CLSA IF 2013 |
| Marketing Experience |
|---|
| Specific expertise in analysis of the transport sector, having consistently been ranked as a top 10 analyst while covering the sector since 1987. |
| Other Relevant Experience |
|---|
| All forms of financial analysis related to company valuation |
Fields of Expertise
business valuation, expert witness, initial public offering, market forecasting, share valuation, valuation, investment banking, forensic economics, financial modeling, economic research, natural resources valuation, business analysis, mergers and acquisitions, Business Valuation Standards, economic appraisal, business strategy, corporate strategic planning, acquisition