UK
Ireland
Financial due diligence; Vendor due diligence; Vendor assistance; Sale and Purchase Agreements (SPA); Completion accounts; Reporting Accountant
Experience
Matt is a director in the transaction services team and advises UK and international private equity and corporate clients. He provides financial due diligence, vendor due diligence and SPA advice in respect of acquisitions and refinancings. He also assists clients with project management and process guidance as an ad-hoc trusted advisor.
He joined S&W in January 2021 from PwC where he spent almost ten years between Bristol, Chicago and London. Within transaction services, he focused on upper and mid-market private equity, including a number of ‘buy-and-build’ strategies, as well as being involved in large carve-out and sell-side transactions for multi-national corporates.
He has significant experience in assessing historical and projected financial performance, key business drivers, working capital and carve out issues, as well as SPA and purchase price negotiations. He has deal experience across a range of sectors including business services, technology, telecoms, healthcare and consumer.
Notable client work & achievements
- Substantial recent sell-side experience for businesses valued at £10m - £500m, across recruitment, waste management, housing, healthcare and care services
- Extensive cross-border expertise on both inbound and outbound transactions in the US and Europe
- Reporting Accountant on the reverse takeover of Fiinu plc
Professional qualifications & memberships
- Member of the Institute of Chartered Accountants in England and Wales (ICAEW)
- CPA (Illinois - inactive)
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.