UK
Ireland
Financial due diligence; vendor assistance; vendor due diligence; Sale and Purchase Agreements (SPA)
Experience
Mark is a partner in the transaction services team which advises private equity firms, corporate clients, banks and family offices. He provides financial due diligence, SPA advice, valuations and financial modelling in respect of acquisitions and refinancings.
He joined S&W in May 2018 from PwC where he focused on mid-market private equity, providing buy side and vendor due diligence services. He has significant experience in assessing historical and projected financial performance, key business drivers, working capital and carve out issues. He works across a range of sectors with deep sector expertise in industrial products, business services, waste management and has deal experience in media, technology, retail, consumer, financial services, healthcare, resources and property.
Notable achievements
- Deal experience on over 100 transactions.
- As well as UK, extensive cross-border expertise in Europe, US, Asia and South America
- Wide range of PE clients served, with deal sizes mainly from £5m to £500m.
Professional qualifications/memberships
- Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and member of its Corporate Finance Faculty.
Article
Why private equity investors should treat international tax as an operational diligence issue
When it comes to international tax in private equity transactions, the focus is typically on identifying risks. But is tax diligence concentrated on historical exposures still fit for purpose?
Article
Turning innovation spend into cash today and value tomorrow
For innovation‑led businesses, R&D tax relief is a valuable resource of finance that can fund growth, help cash reserves go further and support ongoing investment. But focusing only on the tax claim risks missing a bigger opportunity to ensure your financial statements properly reflect value being created.