EFM - Key Persons
Role
Finance Director, Business Advisor, Financial Controller, Accountant,
Role
Change Manager, CFO, Finance Director, Business Advisor, Financial Controller, Non-exec Director,
Role
Consulting CFO, CFO, Finance Director, Business Advisor, Financial Controller, Non-exec Director, Accountant,
Anne Marie qualified as a Chartered Accountant with Ernst & Young initially as an Auditor and later in Corporate Finance producing business plans and sales memoranda, liaising with banks, VCs and investors to raise finance, identify M&A opportunities and potential buyers. She then moved to a large multinational group in the engineering and defence sector as part of the Head Office finance team, followed by a series of internal promotions within the operational businesses. This culminated in a divisional Finance Director role at age 30. Her various roles within the group provided extensive experience in budgeting, forecasting, cash management, staff management, strategic planning, commercial issues, business improvement, multisite management and leadership, as well as a short-term secondment to a business in Italy.
Anne Marie then moved to a struggling cash strapped SME in the manufacturing/engineering sector and, as Finance Director, played a significant role in turning the business around through improved financial controls, better reporting and forecasting, and increased financial awareness across the whole business. She gained treasury and taxation experience, including international trade finance, currency forward contracts and R&D grants. She participated in an MBO and was responsible for the production of the financial data, legal liaison, managing the various due diligence processes and data room. She gained experience of working with a PE investor on board and managed a bank refinancing. Two years later the business was sold to a US multinational and again she was the lead on many aspects of the deal. She stayed on as Finance Director post exit and took on financial responsibility for one of the US businesses gaining experience of US GAAP reporting and US taxation.
Her next role involved supporting a business within the children's media sector with their plans to obtain VC funding. Anne Marie produced the forecasting models and managed the data room information, as well as preparing the business for extensive due diligence. She continued post deal to manage the transition to new reporting requirements, changes in functional currency and a move to US GAAP reporting.
Role
Consulting CFO, Chief Operating Officer, CFO, Finance Director, Business Advisor,
Charles McKay has a proven track record in helping large and small businesses, as well as not-for-profit organisations, to change and grow. He has experience in financial and commercial management, strategy formulation and execution, cost reduction, business development, fund raising, acquisitions, disposals, governance and change management.
Job Titles:
- Accountant
- Financial Controller
Role
Finance Manager, Financial Controller, Credit Controller,
Christelle is a qualified Accountant and Financial Controller with over 14 years of practical experience within the private, public and charity sectors. Throughout her career, she has actively managed, supervised and trained accounts staff in various different roles, whilst also progressing her own personal career development. Thanks to the variety of her roles throughout her accountancy journey, Christelle has extensive financial controller, office management and customer management experiences.
Job Titles:
- Founder and MD, Graymatter Limited
Job Titles:
- Chartered Accountant
- Finance Director
Role
CFO, Finance Director, Business Advisor, Non-exec Director,
Edward Leek is a Finance Director for a portfolio of privately-owned growth companies. In addition to strategic and operational responsibilities, he has experience in Angel / VC / PE fund raising and has advised on many acquisitions and disposals in the UK and internationally.
Edward is a Chartered Accountant with broad experience in practice and business in the UK and internationally. His professional experience as a finance director and previously as a partner in a Big 4 firm has given him the skills to work across a wide range of businesses and industries. Recent experience includes working with growth companies in the education, cleantech and gaming industries on the establishment of financial discipline and routines, internal and external reporting and working through complex fundraises involving international and domestic investors.
He brings many years experience of M&A and due diligence, having and advised strategic and financial / private equity investors on their acquisitions and disposals in Brazil, Latin America and in the UK. As a Finance Director he is focussed on working with management teams and investors in planning for future expansion and / or exit possibilities.
Experience
Finance Director, Edward qualified as a Chartered Accountant with KPMG in London and, shortly after qualifying, moved to São Paulo, Brazil with KPMG. Whilst in Brazil he moved from audit into Transaction Services where he led due diligence and M&A advisory for a wide variety of clients across many industries for more than 10 years. He had a successful career to partner level at KPMG Brazil, as part of the team that tripled the Transaction Services business in Brazil. He focussed largely on advising foreign investors in Brazil, and in recent years worked mainly with private equity and infrastructure clients.
Edward brings to his work as a finance director a clear-sighted analytical approach honed through many years' experience in due diligence and financial advisory work. He works across diverse industries and sectors, and cultural and international boundaries. He delivers high quality with tight deadlines, and is adept both at working alone and as part of a team. He is experienced in coaching, mentoring and developing teams and fellow-professionals. He speaks fluent Portuguese and good Spanish.
Over the course of his career, he has worked with companies in the following areas:
Buy/ Sell Business- Hands on advice to numerous companies about the acquisition and disposal of businesses involving strategic and private equity investors.
Due- Diligence- (for acquirers and vendors) - Supported sale and acquisition of companies ranging in size from early stage tech-based companies to large well-established businesses. Buyer side includes focus on pricing of deals, sustainability of earnings, understanding of working capital requirements and identification of price adjustments. Vendor side included ensuring preparation of virtual data room and presentation of relevant material and analysis.
Fundraising- Development of high-quality pitch documentation and financial models to support fundraising, working with existing and new investors on the funding of smaller growth companies.
Financial planning - setup of business and financial processes for early stage companies, development of budgeting and forecasting tools, medium and long term financial projections
Management reporting - setup of kpis and concise reports to management and investors, monthly monitoring against targets
Cashflow- Management of short and medium term cashflow, creditor management, analysis of funding options
Business Turnaround- Fast review of a business and distress, to assess financial viability and ensure sustainable strategy. Assignment included review of costs and overheads, and negotiations with creditors.
Finance Director, Edward qualified as a Chartered Accountant with KPMG in London and, shortly after qualifying, moved to São Paulo, Brazil with KPMG. Whilst in Brazil he moved from audit into Transaction Services where he led due diligence and M&A advisory for a wide variety of clients across many industries for more than 10 years. He had a successful career to partner level at KPMG Brazil, as part of the team that tripled the Transaction Services business in Brazil. He focussed largely on advising foreign investors in Brazil, and in recent years worked mainly with private equity and infrastructure clients.
Edward brings to his work as a finance director a clear-sighted analytical approach honed through many years' experience in due diligence and financial advisory work. He works across diverse industries and sectors, and cultural and international boundaries. He delivers high quality with tight deadlines, and is adept both at working alone and as part of a team. He is experienced in coaching, mentoring and developing teams and fellow-professionals. He speaks fluent Portuguese and good Spanish.
Buy/ Sell Business- Hands on advice to numerous companies about the acquisition and disposal of businesses involving strategic and private equity investors.
Job Titles:
- Managing Partner, Stone Ventures