Advisor Directory

Ian Brodie started Grovia.io, a partner marketing software and services company, at the beginning of the pandemic. Two years later the startup was acquired in a high-value exit by industry-leading Acceleration Partners. Grovia was primarily bootstrapped, and in those two years Grovia grew to 25 employees with no institutional capital. Today, Ian helps founders build differentiated startups that grow quickly, attract M&A attention, and do not require VC funding. Ian enables bootstrappers to orient their startup for a quick exit.

Eric is a deal lawyer based in Windermere, FL with extensive M&A and capital markets experience and has worked for elite law firms such as Kirkland & Ellis LLP and Gibson, Dunn & Crutcher LLP. Eric is the co-founder SMB Law Group LLP, a firm designed specifically for SMB buyers, sellers and operators.

Jorge Meneses brings 25+ years of experience working in tech throughout his career. He now runs a consulting firm offering: - Company valuations / appraisals - Purchase / Sale / Merger of companies

Roman Beylin is the CEO of DueDilio, a leading online marketplace that connects business buyers, sellers, intermediaries, and private investors with pre-vetted due diligence service providers. Reach out to get the professional due diligence help you need by tapping our large, growing network of independent professionals, boutique, and mid-size firms specializing in finance, technology, legal, commercial, and other key business diligence areas.

Laura has over twenty years of experience in statutory auditing, acquired in leading auditing firms, auditing of non-profit entities and condominium auditing. Founder and co-director of Prorevi Auditing srl, an auditing firm based in Milan and Busto Arsizio, with which the firm has been collaborating since 1990. Member of the Board of the College of Accountants of Milan, President of the Real Estate Administration Commission of the ODCEC of Milan .

"Enrico Ferra has been a partner of Studio Associato Simoni since 2016. He graduated in Economics from the University of Bologna and in 2013 he attended the University Master of II level in Tax Law “A. Berliri ”at the University of Bologna. He is registered with the Order of Chartered Accountants and Accounting Experts of Bologna and with the Register of Statutory Auditors since 2012. He has been a member of the Study Commission ""Litigation and Deflation Procedures"" and of the Study Commission ""Tax Process Relations with Tax Commissions"", established at the '' Order of Chartered Accountants and Accounting Experts of Bologna. He specializes in tax, corporate, contractual and economic-legal consultancy in general for businesses and self-employed workers. He assists taxpayers in the litigation and pre-tax litigation phase, starting with the management of relations with the tax authorities and the collection agent. He is an expert in company valuations and balance sheet analysis in both ordinary and extraordinary situations. He holds the position of member of the Board of Statutory Auditors in a joint stock company."

Engineer in Systems and Innovation Engineering, Sylvie has developed particular expertise in the financial valuation of innovative intangible assets (patents, brands, software, web and mobile applications, websites, databases, know-how, secrets of business…). In addition, it is certified by the AMF (Autorité des Marchés Financiers).

He carried out auditing activities from 1985 to 1991, the last two years as a manager, at the company "Coopers & Lybrand SpA ". During this period he carried out the auditing of both statutory and consolidated financial statements, of industrial, commercial and financial companies, both listed and unlisted. As a responsible executive, he has followed numerous due diligence activities on the occasion of merger & acquisitions of important corporate groups. As part of his professional activity, he has gained particular experience in the field of corporate taxation, corporate financial statements drawn up according to Italian law and according to international accounting standards, extraordinary transactions, company valuations and contracts. He was a member of the National Study Commission of the National Council of Chartered Accountants on the subject of "Financial statements and consolidated financial statements pursuant to Legislative Decree 127/91". He has held teaching positions as an adjunct professor of General Accounting and Applied and Corporate Auditing , at the Forlì branch of the Faculty of Economics of the University of Bologna.

Richard joined Clay Knox in 2011 and quickly progressed to the role of Director of Tax in the business. Richard leads the tax advisory services offered by Clay Knox, as well as having responsibility for a portfolio of film and entertainment clients. Richard’s experience has been very much focused on tax consultancy projects, predominately with a corporate biased. As a result, Richard is able to advice businesses, entrepreneurs and wealthy individuals on a range of tax issues, often involving the complex interaction of different forms of taxation, and indeed different tax jurisdictions. In his time at Clay Knox, Richard has assisted clients with countless issues including; business sales, corporate mergers and acquisitions, individual and corporate tax residency matters, capital gains tax planning, reviewing overseas structures, SEIS and EIS companies, property investing and trading.

John helps his clients adopt and implement new tax rules, and assists them in solving various accounting and tax issues. Regardless of the task at hand, he simply enjoys being a member of his client’s team. For John, being responsive to his clients’ needs isn’t an option; it’s the only option. He can go home happy when his advice has helped a client meet his or her financial goals.

Ever since he started his career at JAK in 1995, Jason has been continually inspired by the opportunity to do good work for his clients. His day is made when he’s able to help a business improve their financial statements, obtain financing, or save tax dollars. These types of accomplishments may seem mundane, but Jason knows they can make a big difference for his clients. As a natural communicator, Jason lives for helping business owners get a better grasp on the financial side of things. He has a strong background in construction accounting, so walking clients through things like job costing and overhead costs is a big part of his practice. Understanding the finances is a key to running a successful business. And Jason finds it incredibly rewarding to see what happens when a business owner has the information he or she needs.

Mike’s history with Derek Young & Co represents a good example of the practice’s low staff turnover. Mike joined the firm directly from school over 30 years ago. He worked his way up from Office Junior all the way to Partner level, becoming a fully-qualified accountant along the way. Mike and his team look after the smaller businesses that form the back-bone of the firm’s client base. Mike is also very actively involved in the running of the practice.

Piyush Pattnaik is a director in the Kroll Valuation Advisory Services practice and based in Bangalore. He has over nine years of experience in business valuations, consulting, corporate finance, M&A support and venture capital/ PE funding. He specializes in assisting clients with M&A related valuations, valuations in compliance with accounting standards and regulations, PE portfolio company valuations and corporate advisory services. Piyush has managed and executed a range of financial advisory engagements for IT, retail, manufacturing, engineering, power, textiles, cement, consumer goods, media and e-commerce. Piyush’s previous roles include those at Grand Thompson India LLP and Tata Consultancy Services.

Focusing on providing transaction advisory services to clients throughout the Asia Pacific region in the mid-market, and having been involved in a significant number of cross border transactions throughout Australasia and Europe, Tim is a Director of the Corporate Finance division in Sydney with more than 16 years of corporate finance experience.

Christopher is an associate director at Oaklins Germany. Passionate about technological innovations and capital markets, he is a seasoned M&A advisor whose experience spans both domestic and cross-border M&A transactions across the USA, Europe and Asia. Having advised management teams, boards and shareholders on M&A, he has gained particular expertise in TMT, food & beverage and industrials. His clients include public and family-owned companies as well as private equity firms, such as Süddeutscher Verlag, Bitzer, Meiller and Ratos. Christopher joined the firm in 2018. He started his career at a dedicated mid-cap M&A advisory boutique with a strong focus on cross-border transactions. He has an MSc in Business Administration from the University of Bremen, with a major in finance and investments.

Dan has more than 14 years of commercial experience, working in both corporate and consulting environments undertaking commercial and digital due diligence, competitor benchmarking, business planning and strategy and new business development. Dan is responsible for driving the operational element of Palladium’s award-winning due diligence service, ensuring delivery excellence for our clients.

Sarah handles a range of general corporate and commercial work, including transactions involving mergers and acquisitions, corporate restructuring and joint ventures. She provides regulatory advice to private and public organisations across a wide range of industries including securities, financial services, banking, commodities, insurance, and energy. She also advises clients on various aspects of their businesses, including corporate governance, compliance, and employment issues.

Alex is a leading corporate lawyer with more than 17 years’ experience. Alex advises clients on private mergers and acquisitions, capital raising and investments, management incentive arrangements, joint ventures, strategic contracts, corporate restructuring and general commercial law. He has specialist experience in the biotech, healthcare and med-tech industries. Alex develops a deep understanding of his clients’ risk profiles, commercial drivers, challenges and opportunities.

Kenneth Agee focuses his practice on mergers and acquisitions, private equity, corporate governance, and other general corporate matters.

Anna has extensive experience working with commercial contracts, mergers & acquisitions, and disputes, serving clients in both the private and public sector. Anna specialises within the fields of EU competition law, data protection (GDPR), and labour law. She also has vast expertise within the fields of IP and environmental law. Anna is the head of the Hellström’s competition law practice group, including IP and marketing law, and the head of the data protection practice group. She has practiced for many years in the areas of retail, real estate, IT, energy and infrastructure and is also a very experienced lecturer.

Anders Lundberg has extensive experience in mergers & acquisitions, finance law, and commercial contracts. He frequently represents clients in the industry and trade sectors, as well as the financial services sector. With more than 20 years of experience providing qualified legal advice, Anders has unmatched expertise and an ability to solve even the most complex legal problems.

Mr. Elseven assists private and business clients with complex contractual issues. From breach of contract to the special challenges of an international contract or a legally secure contract termination. Your interests will be conscientiously, and goal-oriented enforced both out of court and – if necessary – in court. Due to his many years of experience in German and international contract law, his clients can rely on legal solutions with worldwide validity. Regardless of whether a termination, claims for damages or a challenge is involved: Mr. Elseven, and his equally experienced team of contract law lawyers, will consistently enforce your claims and defend your rights with the necessary vehemence.

Neil is a commercial law specialist. He advises on a wide range of commercial contracts, particularly in the technology sector, and he also advises on the sale and purchase of private companies. He helps clients operating both in the UK and overseas, often in emerging and frontier markets.

I am a dual qualified (English and Danish) corporate & commercial solicitor with over 12 years’ experience advising a wide range of UK and international clients on a variety of corporate & commercial legal issues.

Transactions, investments and commercial contracts

Emma is a Partner in our Corporate team, based in the Birmingham office. She has 16 years' experience in advising on all aspects of corporate work, including: UK and international acquisitions Disposals and corporate restructurings Public company advisory work Private equity investments. She has acted for both public and private companies and individuals in a variety of different sectors, but predominantly in the manufacturing, advanced manufacturing and technology sectors, the further and higher education sectors and the corporate property and banking sectors.

Daniel has considerable experience in all areas of corporate finance but has a particular focus on M&A transactions and private equity investments. He works extensively with substantial private companies, private equity portfolio companies, entrepreneurs and management teams and other fast growth businesses. He has been cited in Chambers for three consecutive years, highlighted as “a first class lawyer who combines technical prowess with excellent time management skills”, and as providing “sound advice and options backed with a good level of commercial understanding of our business”. He is also praised for his “practical and client focussed approach to dealing with matters”, and as being “very on the ball and responds very quickly”. In both 2016 and 2012 he was named Corporate Lawyer of the Year for the South East by the Insider Dealmaker.

Faye is a Partner with over fifteen years’ experience in corporate law, and is a key member of the firm’s consumer sector. She specialises in advising clients on all aspects of corporate transactions. Faye also has particular experience of working with management teams in private equity transactions, and is the Regional Managing Partner of our Gatwick office. At the 2019 South East Business Insider Dealmakers Awards, Faye won Corporate Lawyer of the Year.

Lian Chuan is a partner in Withers KhattarWong’s private client and tax team.

Cameron has over 30 years’ tax experience acting for public and private Australian and international companies and investment funds, and State and foreign governments, on Australian and international taxation issues. Cameron’s practice covers both transactional advice and tax controversy (including tax litigation). He acts for clients across a range of industries including the energy and resources, finance, infrastructure and technology sectors, advising on all areas of corporate and international taxation including mergers and acquisitions, demergers and restructures, corporate finance and capital management, intellectual property management and transfer pricing. He is known for his strategic advice on tax audits and transfer pricing reviews and has extensive experience in resolving disputes with revenue authorities through rulings, negotiations, mediations, early neutral evaluations, GAAR panel appearances and litigation. Cameron has been recognised as a leading tax lawyer in various international surveys including the International Tax Review, Chambers Global Leading Lawyers, and Financial Review Best Lawyers Australia. He has also been professor of taxation law and director of taxation studies at the Law School of the University of Melbourne, conducted research for the Intellectual Property Research Institute of Australia published as Taxation Problems in the Commercialisation of Intellectual Property, and currently teaches at the Law School on Mineral and Petroleum Law and Resource Joint Ventures.

Mr. Eagan brings more than 25 years of experience serving as a tax and business advisor for both public and private companies in a wide range of industries. His expertise focuses on domestic and international corporate income tax matters, pass-through entity taxation, accounting for income taxes (ASC740), tax due diligence and structuring for mergers and acquisitions, and overall tax planning for growing and dynamic companies. Mr. Eagan’s experience brings a results-driven approach. He has advised clients in a variety of different industries in all aspects of income tax planning and compliance. He has significant experience advising companies ranging from venture-backed startups companies to multinational organizations on ASC740 reporting. He has assisted clients with acquisitions and dispositions, addressed complex corporate and pass-through entity tax matters, and coordinated all aspects of the income tax provision process for publicly traded and privately held corporations. Prior to A&M, Mr. Eagan began his career at Arthur Andersen and spent time as a tax partner at a regional CPA firm. Mr. Eagan earned a bachelor’s degree in accounting from George Mason University and is a Certified Public Accountant (CPA).

Suhail Nathani is the Managing Partner of ELP. With over 24 years of experience, Suhail is considered a leading expert in a diverse range of practice areas such as Corporate & Commercial; Private Equity & Venture Capital; Competition Law & Policy; Securities Laws & Capital Markets; and International Trade & Customs. He has advised clients on clients on transactional and advisory aspects of private equity Investments, mergers & acquisitions, joint ventures, strategic alliances and corporate restructuring across multiple sectors. He regularly advises Indian and multinational companies on cross-border transactions, foreign direct investments, and commercial contracts.

Accounting, Advisory and Audit for Foreign groups that want to develop their business in France.

Thomas Kleinheisterkamp is a member of the firm’s Tax Group. His practice covers all aspects of national and international tax law as well as related corporate law aspects. Thomas focuses on corporate tax law with a particular focus on corporate reorganizations, tax audits, tax litigation and transactional tax advice. In addition, he provides tax advice for both lenders and borrowers in all tax-related areas of acquisition and corporate finance and regularly advises sponsors on all corporate and tax law aspects of management incentive schemes.

Rolf Füger is a member of the firm’s Tax Group and one of the three partners founding this office in 2004. Rolf's practice covers all areas of corporate and international taxation. He has developed significant expertise in the private equity sector where he focuses on the development and implementation of innovative cross-border acquisition and financing structures, post-closing reorganizations and recapitalizations, exits including partial exits and the structuring of funds.

Jennifer is a Partner within the London Tax Group, specialising in Private Equity funds. She supports her clients with their tax needs from fund structuring, to considering the impact on investors and executives of making and exiting investments, to tax compliance and general advisory matters. She works with a range of specialists and other advisers to provide practical, joined up advice to her clients.

Helen is a Tax Partner in our Private Client Services US/UK team. Helen specialises in US and UK dual tax handling, providing a wide range of complex consultancy and compliance services for High Net Worth individuals, families and entrepreneurs with a US connection.

Mark Walters is a dual handing US and UK tax partner based at BDO in London. He leads the US aspects of delivering quality tax advisory services to private clients, families and entrepreneurs using his experiences gained over 25 years, for 16 as a partner in large and specialist tax accounting firms both in London and New York. Mark has built his reputation as a trusted adviser by American and other foreign national clients with US interests together with other professionals in the market place delivering quality advice in symmetry between the UK and US.

David Scott provides corporate and personal tax advice to the full range of the firm’s clients and his core practice involves tax advice for entrepreneurs and their businesses. He has considerable experience advising on share and business acquisitions and disposals and expertise in all aspects of share incentive arrangements, ranging from the adoption of employee share schemes to highly tailored share-based arrangements for senior management and the use of employee benefit trusts. He also advises on the tax aspects of fundraising through EIS and SEIS for both investors and investee companies.

Ian advises on all areas of corporate, real estate and commercial tax, including: mergers and acquisitions corporate reconstructions financing arrangements investment structures and funds property development and investment VAT, stamp duty and SDLT. This includes advice to corporate, private and institutional clients on a wide range of UK and international transactions.

Kevin’s job is to help clients understand the tax issues that affect their transaction or business and, where commercial and practical, to structure each situation so as to minimise their tax liabilities. He advises on M&A transactions, reorganisations, outsourcing, setting up in the UK, VAT advice, HR tax and tax advice for management shareholders.

Adams Price is a Managing Director of CFI USA (PMCF) and leads the firm’s Rocky Mountain Region team. In addition to leading this team, he is responsible for leading transactions within the software and technology sectors. He has nearly 20 years of direct experience in M&A transactions and capital formation transactions. In addition, Adams spent more than 15 years in the industry providing strategic planning and execution for mergers and acquisitions, transaction development and execution, profit and loss management, consulting services delivery in strategic services, software selection and implementation, e-commerce, and management consulting.

Mario has been active for almost 25 years as a corporate finance advisor, CFO, entrepreneur and director, in start-ups, medium-sized businesses as well as in large international corporates. He combines a solid operational-financial expertise with a no-nonsense, realistic and hands-on personality and approach. He spent almost 10 years at Arthur Andersen and Deloitte in Audit as well as in Corporate Finance. His expertise were due diligence, acquisition and sale mandates, private placements and feasibility studies. Mario was co-founder of Vivaboxes, a very successful venture in gift boxes. Mario was shareholder, member of the Board of Directors, CFO and was responsible for the international roll-out in the US, Canada, Australia and several European countries. Mario was also CFO and M&A Director (ad interim) in portfolio companies of national and international private equity players.

With over a decade of investment banking experience, Nirav has been successfully involved in various projects, including Private Equity, M&A (Domestic & Cross Border), Debt Syndication, Valuations and other corporate finance related projects. He has worked on all stages of a transaction right from deal origination to execution to closure. The deals that he successfully closed and worked on cover various industries like Automotive, Aerospace & Defense, Software & IT Services, Media & Telecom, Industrials, Consumer & Retail and Logistics & Infrastructure. He holds a Bachelor’s degree in Commerce from Mithibai College (Mumbai University) and has earned his M.B.A. degree from Warnborough College University, U.K.

Clément has extensive experience in the IT and Software sectors in both M&A advisory and Business development for high growth companies. He started his career in New York as a Business Development Manager at a venture capital firm for three years. Clément then joined a TMT-focused M&A boutique in Paris where he led the cross-border activities for five years. He also led the development of a French start up until its IPO and joined CFI France in 2015. He graduated from Kedge Business School and completed a master’s degree in Project Management in Canada.

Andre has almost twenty years of experience in the areas of strategy, M&A, and corporate finance, and brings an excellent network of fintech companies, think tanks and incubators, as well as investors in the banking, insurance and capital markets sectors. Before joining CFI, Andre was Partner at Clairfield International with a focus on Banking, Insurance, IT and software. Previously, he worked as a strategy consultant in the financial sector, including positions at Accenture, Commerzbank and KGAL – an asset manager focused on real estate, infrastructure, renewable energy and transport/aviation for investments of institutional and mid-market clients. In particular, he was responsible for the strategic development and implementation of innovative business areas, M&A and venture capital investments. During this time, he was able to develop the business model of a digital investment platform for KGAL. Andre brings a valuable network and a wealth of experience in advising Venture Capital, Private Equity, Corporates and entrepreneurs in primarily the financial, IT and software services sector. Andre will further enhance the firm’s deal origination capabilities and joins CFI’s ongoing mission to bring top-tier M&A advice and execution in this strategically important ecosystem. Andre graduated from business studies at the University of Oxford and in Ravensburg and holds an MBA from Said Business School.

Arleu Anhalt has over 30 years of financial services experience, including 17 years as Investor Relations and Finance Executive in Brazilian public companies such as Sadia and Thomson. In Thomson, he also became Partner and CEO. Additionally, he was the former president of the Brazilian Investor Relations Institute – IBRI and awarded “Investor Relations of the Year” twice. Arleu has advised more than 15 IPO processes and has performed more than 20 M&A transactions. He has a degree and a post-graduate degree in Administration and Marketing from Fundação Getúlio Vargas.

I head the TMT team at Clearwater International, advising on strategic divestments, capital raisings, MBOs and private equity. I’ve completed more than 100 deals during my career, having over 25 years of lead advisory experience including the last 18 as a Partner. As a founder of Clearwater International, I’m most proud of the remarkable pool of talent we have and never more so than when I see them rise through the ranks. I’m never happier at work than navigating my clients through complex situations or personalities to achieve a closing. And I still get a buzz from seeing my clients conclude truly life-changing events. My deal highlights include advising CSC on multiple transactions including an MBO, a private equity deal, a cross-border acquisition and finally a sale to US tech giant Trimble Navigation Inc; advising Eque2 on four sale processes, four PE investments and several acquisitions; and the sale of pan-European business Centriq to German corporate Körber AG.

Kieran’s interests lie in working with IP-based businesses across enterprise software & SaaS, enabling technologies and IT services. In particular, he has sought to develop expertise in enterprise software, having played an integral role in the sale of smart ticketing software provider Applied Card Technologies to Fujitsu, the sale of last-mile logistics software vendor Blackbay to Blu Jay Solutions, and the Series E round for cloud storage software business Scality.

With hundreds of millions of pounds worth of deals under his belt, Paddy specialises in private equity, software/SaaS, digital and tech enabled services. His entrepreneurial spirit and pragmatic approach allows him to tackle a wide range of “complicated” or “difficult” deals with ease, in addition to more straightforward situations.

Michael Hill joined Arrowpoint Advisory in September 2021 and focuses on the Telecoms, Media and Technology sector. Prior to joining Arrowpoint Advisory, Michael started his career at RBS and worked in London and New York on sell-side, financing and buy-side transactions with a range of strategic, private equity and venture capital clients and counterparties.

Richard Fetterman initially qualified and practiced as an M&A lawyer and then worked at KPMG Corporate Finance before joining Arrowpoint Advisory in 2006. Richard has led a wide range of private and public company transactions and he co-leads Arrowpoint Advisory's Telecoms, Media and Technology team, with a focus on Information Services, Content and Media.

Daniel Domberger started his career in in-house M&A with Tyco Electronics and qualified as a Chartered Accountant in his spare time before joining Arrowpoint Advisory in 2005. Daniel co-leads Arrowpoint Advisory's Telecoms, Media and Technology team, with a focus on technology platforms.