Jul 2010 – Present · 15 yrs 9 mos · London, United Kingdom

• 𝗔𝗾𝘂𝗮𝗮 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗶𝘀 𝗮 𝗯𝗼𝘂𝘁𝗶𝗾𝘂𝗲 𝗠&𝗔 𝗮𝗻𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗳𝗶𝗿𝗺 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 — 𝗮𝗻𝗱 𝘁𝗵𝗲𝗶𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 — 𝘂𝗻𝗹𝗼𝗰𝗸 𝘃𝗮𝗹𝘂𝗲 𝗮𝘁 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝗳𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗽𝗼𝗶𝗻𝘁𝘀.
• We work with founders, CEOs, boards, and funds to prepare for exits, acquire transformative tech, and reposition for AI-era advantage. Our focus: execution-grade strategy, not generalist advice.
• 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗥𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀 & 𝗘𝘅𝗶𝘁 𝗣𝗿𝗲𝗽
• Our flagship engagement process — The Founder Readiness Protocol — is designed for mature B2B software companies ($20M–$200M EV) who want to:
• Re-engineer their buyer-facing story for post-AI positioning
• Map risks and valuation levers through a buyer’s lens
• Align board and execs on a strategic gameplan
• Create an execution-ready playbook to move — or wait — with control
• This isn’t “go to market” prep. It’s readiness before the market comes to you.
• 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗧𝗲𝗰𝗵𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻™ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
• We also advise global corporates and PE funds on acquiring the future before it disrupts them — with a repeatable framework to find, evaluate, and integrate the right tech companies.
• 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱
• Over 35+ years:
• 50+ M&A deals worth over $25B
• 70+ advisory mandates
• Clients incl. NEC, eBay, Swisscom, Inmarsat, KKR, Heineken, Apax, Deutsche Telekom, Permira, Gumtree, Accel, Balderton & more.

Dec 2003 – Mar 2006 · 2 yrs 3 mos · London, United Kingdom

• Co-founder and Chief Investment Officer of a Special Situations hedge fund (the Claridge Special Situations Fund) that was focused on corporate spin-offs.
• From Oct 2004 to Nov 2005 achieved a 20.1% return with volatility 4.4%, correlation to DJ Eurostoxx (0.24) and Sharpe Ratio 3.12 and lowest monthly return (1.0%) vs Van Hedge Fund index (1.5%). (Returns for period compared to returns of 9.9% S&P 500 and 12.2% Van Hedge Fund index).
• Despite the firm's initial success the board decided to close down the fund in 2006 due to other opportunities (focus on the TMT M&A advisory business, ie Alegro Capital).

Oct 2003 – Dec 2010 · 7 yrs 2 mos · London, United Kingdom

• In 2003, at the same time as co-founding the hedge fund, Claridge Capital, also founded Alegro Capital, which was an FCA regulated London-based M&A and corporate finance advisory firm. Alegro advised on trade sales, divestitures, mergers, acquisitions, restructurings, refinancings, capital raising and strategic situations.
• The firm's primary industry focus was Telecoms, Internet and Technology, advising large corporates as well as private equity. As the company grew it also expanded into advising other industry sectors such as Retail, Industrial, Consumer, and Alternative Energy. By 2008 the firm had grown to 35 employees and had acted as exclusive financial adviser on several completed M&A transactions over $1b in size.

Oct 1993 – Oct 2003 · 10 yrs · London, United Kingdom

• Co-founded ARC Associates in London with J Allen in 1993. As an FCA regulated corporate finance advisory firm, the firm provided specialist M&A and strategic advice to clients operating in the global TMT industries and private equity. By 1998 the firm had grown to over 40 employees and was executing transactions over $1 billion in size. By 2000 the firm was one of, if not the largest independent TMT corporate finance advisory firm based in Europe, including having advised on transactions such as the $1.5b buyout of Inmarsat by Apax and Permira in 2000.

May 1991 – Oct 1993 · 2 yrs 5 mos · London, United Kingdom

• Arkwright was founded by former Bain & Co partners; Arkwright Capital was the FCA regulated arm of the business that focused on M&A and corporate finance advisory across all industries and specialised in IT and Telecoms.
• http://www.arkwright.no/

May 1989 – May 1991 · 2 yrs · Greater New York City Area

• Corporate Finance Group, NYC. Provider of private equity as well as senior and mezzanine debt. Focused on leveraged buyouts, leveraged recaps and restructurings across all industries.