James

Name
James

Position

Board Advisor

Location

Bristol

Big Business Experience

IBM

Danone

Small Business Experience

Retendo

The Medical

Summary

Taken two starts-ups from inception to exit:

  • Trade sale of Retendo “CloudRooms”
  • Partial exit of The Medical through two investment rounds

Vast experience of M&A, acquiring multiple businesses within the above projects.

Expert in developing start-ups into businesses of scale, growing equity value, and realising full and partial exits through trade sale, re-structure, MBO or equity transactions.

Experience of driving growth through organic roll-out and M&A-led “buy and build” roll-up strategies.

Proven track record in raising investment, leveraging personal network or engaging with corporate finance providers to facilitate debt, private investor and institutional equity transactions.

James thinks strategically, analysing information and data, to optimize the business model for maximum shareholder value.

Qualifications

  • Distinction, Masters in Business Administration (MBA), Imperial College London
  • First Class BA (Hons) in Marketing, Bristol Business School, University of the West of England
  • PRINCE 2 Practitioner
  • Awarded ‘Business Student of the Year, 2003’ for academic excellence

Key Areas of Expertise

  • Optimizing businesses to maximize equity value for shareholders
  • Investment/exit through private equity
  • Raising bank debt
  • Management of corporate finance partners
  • Scaling small businesses
  • Turnaround of businesses in distress
  • Strong skillset across all business functions

Experience

  • Start-up: involved in two start-up businesses, Retendo and The Medical
  • Private equity investment: working with KPMG to raise investment for The Medical’s growth thesis whilst enabling owners to de-risk
  • Investment from private individuals: leveraging personal network to raise early stage capital investment
  • Corporate finance – knowledge of the market and relationships with providers
  • Trade sale: overseeing the sale of Retendo Training
  • Non-Executive Director: advising the owners of Yate Supplies on restructure and partial exit as a result of COVID, to include sale and lease-back of property and restructure of debt and operation
  • M&A: managed the acquisition of several businesses, including legal and financial partners
  • Scaling small businesses: development of platform required for scale, experience of multi-site buy and build, bolting on locations to realize synergies