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
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The Bristol team has acted as lead advisor to the shareholders of Scholarcy, a streamlined and user-friendly study tool that helps students and researchers to organise, summarise and critically evaluate sources, in its acquisition by Texthelp.
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