Poen Botha

Financial modelling services – build, review & training

Experience

Poen’s primary focus lies with the development and review of financial models used by clients to support their transactions and strategic planning processes. He is a qualified South African chartered accountant and has been assisting clients in the financial modelling field for over 20 years. His clients have ranged from smaller privately owned businesses to multinational organisations across a wide range of industries and types of models.

Prior to joining Evelyn Partners, Poen was with EY’s Modelling Team within Valuation, Modelling and Economics for over twenty years. Eighteen of these were with the UK team and three setting up Financial Modelling as a formal service offering for the South African firm.

Professional qualifications and memberships

SAICA (South African Institute of Chartered Accountants) member

ships in a port

Article

Private credit is creating a quiet revolution in debt finance

The explosion in private credit investment is transforming funding for mid-market businesses as direct lenders push into markets previously dominated by banks. Despite the Government’s worries that investors aren’t backing UK Plc, it shows there’s still interest in British businesses from UK pension funds and insurers, according to Fenton Burgin, debt advisory Partner at professional services group S&W.

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Article

The Bristol team advises Scholarcy on sale to Texthelp

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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Article

Cambridge dealmakers complete sale of Reed Veterinary Surgery to Kin Vet Community

The Cambridge office of Oaklins has led the sale of Reed Veterinary Surgery, a high quality and well regarded small animal veterinary practice near Royston, Herts, to the private-equity backed Kin Vet Community.

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