Due diligence, reporting accountant, systems and debt reviews, business planning, financial modelling, valuations, succession planning.
David has over 25 years’ experience in advising owner-managed businesses and financial institutions across sectors including food, engineering and manufacturing, leisure, healthcare and support services. He has particular experience of business acquisitions and sales, management buy-out, due diligence, bank and venture capital finance and business valuations.
As head of the Smith & Williamson Bristol office’s transaction services, David’s focus is on supporting transactions and undertaking valuations as part of the national transaction services team, as well as providing strategic advice to his and other clients of the firm.
Financial due diligence for a bank on group merger for two large family businesses.
Vendor due diligence on expanding a company prior to private equity investment.
Share valuation, giving expert determination on share dispute.
Business sale/management buyout feasibility report and succession options appraisal.
Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and holder of their Corporate Finance qualification.