TDC - Key Persons
Craig Monks - Chief Investment Officer
Craig is responsible for sourcing, structuring and underwriting investments for the Fund, having joined TDC as a Founding Member in 2016.
Craig's current role draws on his previous experience in EY's transactions business, where he qualified as a Chartered Accountant. Since joining TDC, he has originated and executed over 30 investments spanning from small owner-managed businesses in TDC's Impact Fund through to PE-backed corporates with international footprint, often providing follow-on investment through the cycle to support M&A activity
Personal
A long-suffering Bolton Wanderers supporter, Craig also enjoys playing golf and five-a-side football.
, Gary Davison, established TDC in 2015 and since that time has been instrumental in raising over £1.1bn of capital for investment in UK SME's and Lower Mid-Market businesses. He drives TDC's strategy and leads the growing investment and portfolio management teams alongside fundraising and investor relations. As head of TDC's Investment Committee, Gary is also responsible for ensuring TDC maintains a high level of investment quality with consistency of decision making thereby ensuring the attainment of top decile investor returns through class leading portfolio management.
Career History
A former EY Corporate Finance Partner - and co-founder of the EY UK Debt Advisory business - Gary has experienced first hand the development of the Private Debt market over the past 20 years and its importance to the UK economy. TDC has successfully leveraged this experience to develop its strategy, expand its product offering and more recently attract transformational investment from the leading global investment firm - KKR - all from its Manchester base.
Gary's career spans over 30 years in the UK corporate finance market, in both banking and financial advisory roles. In addition to this considerable Corporate Finance experience, Gary also has a career history in Corporate Banking with several blue-chip financial institutions, including RBS, Lloyds and Bank of Ireland.
Personal
Gary is a keen golfer, football supporter, music fan and travel enthusiast.
India joined TDC's portfolio team as Portfolio Executive in November 2021 and is responsible for monthly portfolio reviews, monitoring TDC's clients' trading and coordinating with them on client-specific requirements.
Career history
India qualified as a Chartered Accountant within BDO's transactional services team in 2020, where she gained a wealth of experience including pre-acquisition financial due diligence for private equity related transactions and acquisitive corporate entities, together with vendor assistance services for disposals and refinancing processes.
Personal
Outside of TDC, India enjoys travelling, spending time with her family and has a passion for fitness.
Jon Petty - Chief Investment Officer
Jon is an Investment Director, responsible for sourcing, structuring and underwriting investments for the Fund, having joined TDC in August 2023.
Career History
Jon has 15 years' experience in the North West debt market across banking, debt advisory and private credit. Prior to joining TDC, Jon headed up the Manchester office of Beechbrook Capital where he led the execution of a number of investments across a range of corporate and private equity backed borrowers.
Personal
On the rare occasion that Jon is not ferrying his young family around to parties or sports clubs you will find Jon on the golf course or out on his bike.
Job Titles:
- Chartered Accountant
- Corporate Development Director
A chartered accountant and corporate finance professional in Manchester and across the northern corporate finance market, Judith has a strategic involvement in driving the growth of TDC through marketing, networking and positioning the company as the lender of choice for regional SMEs, particularly those within the Northern Powerhouse.
Supporting deal generation and attending portfolio company board meetings, Judith brings considerable corporate finance and credit industry experience to the TDC team, benefiting our SME portfolio companies with her experience as a Non-Exec Director.
Career History
Judith's strategic role at TDC continues a varied career, which includes leading the Manchester operation of Wells Fargo Capital Finance for more than a decade. She originally trained as a chartered accountant with EY in London before moving to Manchester to join Grant Thornton's Northern Corporate Finance Team, where she spent several years advising private equity investors, corporates and banks across a range of transactions. She also has extensive corporate banking experience and has led regional businesses for Bank of Ireland, Burdale Financial and Wells Fargo.
Personal
A fan of exotic holiday destinations, Judith is equally at home glamping at Glastonbury and combines a busy social life with a passion for fitness and an amateur golfing career.
Job Titles:
- Assistant
- Portfolio Director
Working alongside Polly, Tom and India, Lucia joined TDC as Portfolio Executive in March 2020.
Lucia is responsible for monthly portfolio reviews, monitoring the day-to-day trading of TDC's clients and liaising with them on any specific requirements.
Career History
Before TDC, Lucia qualified as a Chartered Accountant at EY South Africa within the Audit and Advisory team.
She continued her audit career at BDO UK in Manchester before transitioning to Transactional Services where she gained her financial due diligence experience.
Personal
In her personal time, Lucia enjoys travelling and spending time with her family and her French Bulldog especially on long walks in the great outdoors.
Job Titles:
- Portfolio Investment Director
Mark joined TDC in December 2023 as a Portfolio Investment Director.
Career History
Mark has 15 years' experience working on advisory and restructuring assignments across a broad range of sectors, both lender and company side in the London and Manchester markets. Prior to joining TDC, Mark qualified at a London based boutique advisory practice before relocating to Manchester to work at Grant Thornton within their Advisory and Restructuring team. Throughout his career, Mark has focused on mid-market corporates and has also spent a year on secondment at an alternative lender. Mark is a qualified Chartered Certified Accountant and holds a Bsc in Business Management from the University of Southampton.
Personal
When Mark is not spending time with his young family, he enjoys sport, playing guitar and gardening.
Job Titles:
- As Head of Operations and Compliance
- Head of Operations and Compliance
, Mark has responsibility for the smooth running of the TDC business processes as well as fulfilling its regulatory responsibilities. He has reporting responsibilities both to investors and regulatory bodies, and manages the interaction with Fund administrators, legal counsel and other service providers. In addition, Mark works with the portfolio team to ensure the lending book is compliant with credit policy, and with fund requirements.
Career History
Mark's career spans more than 30 years across a number of high profile independent, bank owned and international lending institutions including RBS, GE Capital and Wells Fargo.
As a member of the TDC team from the very earliest days, Mark has been active across all aspects of the business over that period and is an important element of the senior team as the business grown, utilising his knowledge and experience in a number of functional areas.
Personal
As well as enjoying time with family and friends, Mark is an avid cyclist and a keen rugby supporter.
Job Titles:
- Assistant
- Portfolio Director
Polly joined TDC as Assistant Portfolio Director in August 2018 and more recently has assumed an active role in the finance operations of the business working alongside Stuart Thwaites. Polly is CIMA qualified and is engaged in all aspects of the finance function, including fund-level operations, returns profiling and investor reporting.
In addition to her finance responsibilities, Polly remains active in portfolio matters, including working with TDC clients, while also co-ordinating the portfolio activities of the wider team.
Personal
Polly has a young family but when she does get time to herself she enjoys watching live music and going walking in the great outdoors.
Job Titles:
- Chartered Accountant
- Partner
- Richard Co - Founded TDC in 2015 and Is a Member of the TDC Investment Committee
Richard has been integral to the establishment and growth of the TDC platform having raised over £1bn of investor capital across five funds, attracted from a range of investors including; British Business Bank and leading global investment firm KKR.
Richard enjoys a varied role within TDC which includes the entirety of the investment cycle, from fundraising activities, through to deal origination, underwriting and portfolio management. He is passionate about investing in and supporting mid-market businesses which are a key driver of the UK economy.
Career History
Richard is a Chartered Accountant with over 20 years' transactional experience and has worked across M&A, Debt Advisory and Banking both nationally and internationally. Richard was previously a founding member of the EY Debt Advisory team.
Personal
Richard enjoys travelling, exercising and spending time with his family. In his spare time, Richard enjoys supporting his local rugby club and coaching one of his son's junior team.
Job Titles:
- Accountant
- Head of Portfolio and Risk
Rob is an accountant with 18 years' experience across debt advisory, restructuring and corporate banking having worked in both the London and Manchester markets.
Rob heads up TDC's Portfolio and Risk team, managing credit risk across the entire portfolio working with Sponsors and Management Teams to generate and protect value, monitor performance, and deliver exit strategies.
Rob joined Grant Thornton's Advisory and Restructuring team to focus on SMEs and mid-market corporates before spending two years at HSBC as a relationship director. As part of these roles, Rob has led transactions in the mid-market space, working with business owners, financial institutions, and private equity houses to deliver debt led solutions to support stakeholders.
Rob is a reluctant Everton season ticket holder, enjoys sport, exercising and spending time with his young family.
Job Titles:
- Investment Director
- As Investment Director
, Stuart leverages his extensive financial due diligence experience throughout our growing deal opportunities pipeline to convert new transactions, as well as working together with portfolio companies to execute strategic growth plans that drive wealth for shareholders and investors. He also supports Fund reporting to current and prospective investors.
Career History
Stuart spent more than 20 years with EY, most recently as a senior due diligence professional in the North West, after relocating from London in 2006. During this time, he led a range of cross-sector transactions that supported regional SMEs, mid-market corporates, private equity houses and entrepreneurs.
Personal
Outside of work, Stuart is a keen tennis player, enjoys watching live music and spends as much time as he can with his three, fast-growing children.
As Investment Director, Stuart leverages his extensive financial due diligence experience throughout our growing deal opportunities pipeline to convert new transactions, as well as working together with portfolio companies to execute strategic growth plans that drive wealth for shareholders and investors. He also supports Fund reporting to current and prospective investors.
Tom Chappell - Chief Investment Officer
Tom is responsible for evaluating, structuring and executing TDC investments, as well as the origination of new investment opportunities.
Tom also works with TDC portfolio companies through the life of their partnership with TDC.
Career History
Before joining TDC in 2017, Tom qualified as a Chartered Accountant at EY within the Capital and Debt Advisory team. Tom advised a range of clients through acquisition financing, growth capital raises and refinance transactions.
Tom graduated from Leeds University with a BSc in Economics.
Personal
Outside of work, Tom enjoys a variety of sports, particularly racket sports and open water swimming.