A key element of success at Sovereign is a relentless focus on understanding our target sectors and developing close relationships with owners and managers - often over many years. This means that when the time is right for a transaction, we are recognised as the natural partner for these businesses and management teams.
For 20 years at Sovereign, my focus has been on researching and originating investment opportunities. Examples include Lifetime Training, World Class Learning and BIMM in the education and training sector, SENAD, City & County and Outcomes First Group in healthcare and Agena and CMGL in business and technology services. For all these investments we have taken the time to get to know the sector, the business, the shareholders and members of the management team ahead of any transaction – in some cases for over 10 years.
It has been incredibly fulfilling and rewarding to be part of the success of all these transactions, both in the patient years leading up to the initial deal through to supporting these companies in their subsequent growth.
For vendors, our flexible approach to deal structuring and a preparedness to assist with succession planning in a confidential manner has helped move these transactions to completion. At the same time, for management teams, our commitment of capital and resources to help grow these investments (in many cases through Buy & Build) has built further value in the years thereafter.
Before joining Sovereign in the 1990's I was a strategy consultant at Bain & Company, after having obtained an MA in Physics from Oxford and an MBA from Harvard.
I'm married with three children, enjoying travel with the family when I can.
Areas of interest
Education and training
Healthcare and pharma services
Business and technology services
Related investments
Introduction
