Event details

Join us for the second webinar in our Entrepreneurs Series sponsored by Waverton.

The discussion for this webinar will focus on a wealth creation event on the horizon, featuring topics such as:

• How to approach a deal on the table and implications for the founder & shareholders.

• Discussion of issues around the valuation of the company.

• Considerations for family members in the business.

• Discussions of the challenges of inviting Private Equity investors into an owner managed business.

• Explore implications of an AIM listing, including increased regulation, reporting and governance.

We will hear some advice directly from entrepreneurs on what they have learnt on their journey. We will be joined for a live Q&A to get your questions answered.

Harry Cotton - Entrepreneurs Lead, Waverton Investment Management, London. Harry joined Waverton in 2020 as Business Development Manager and Entrepreneurs Lead within the Private Client team. He is responsible for providing clients with discretionary wealth management solutions by working with Portfolio Managers and Timothy James & Partners, our in-house Financial Planners.

Prior to joining Waverton, he held a position at Coutts as a Client Director, working with entrepreneurs and professional partners. Harry graduated from Oxford Brookes University, after which he attended The Royal Military Academy Sandhurst and served as a British Army Officer (Royal Regiment of Fusiliers). Harry is an Associate member (ACSI) of the Chartered Institute for Securities & Investment (CISI).

Doug Barnett - Portfolio Manager - Waverton, London. Douglas joined Waverton in April 2016 as an analyst based in Asia for the Waverton Asia Pacific Fund and the Southeast Asian Fund following the acquisition of 2CG Senhouse by Waverton. In October 2018, Douglas returned to London to run global equity mandates for private clients. Prior to joining 2CG Senhouse held positions at Deutsche Bank and De Putron Fund Management.

Doug graduated with a Chemistry degree from the University of Edinburgh in 2009, is Member of the Chartered Institute for Securities & Investment (CISI), holds the Investment Management Certificate and the Chartered Alternative Investment Analyst Designation (CAIA).

Hiral Kanzaria - Director, Business Tax, Rawlinson & Hunter, London. Hiral is a Business Tax specialist based in Rawlinson & Hunter's London office. Hiral provides business tax advisory and compliance services to a diverse range of clients, including companies involved in technology, investment banking, scientific research and art. Clients range through from owner managed SMEs to large multinational groups.

Hiral advises on a broad range of corporate tax areas, including R&D tax incentives, venture capital schemes, employee share schemes, corporate structuring and restructuring, tax risk management and international taxation. Having initially trained in the firm's Corporate Services department, Hiral also has extensive audit and accounting experience.

Hiral is an Associate of the Institute of Chartered Accountants in England & Wales, and an Associate Member of the Chartered Institute of Taxation.

Anthony Turner - Partner, Farrer & Co, London. Anthony is an experienced corporate lawyer with a broad transactional and advisory practice acting for individuals, families, corporates and financial institutions.

Anthony advises on the full range of corporate transactions, from M&A, complex domestic and international structuring and equity investments to fundraisings and governance advice. Anthony's clients are both UK based and international. He advises a number of clients on international transactions including inbound investments into the UK and cross-border mergers.

Simon Roberts - Director, Technology Investment Banking, Alantra, London. Simon is a Director in Alantra's Technology Investment Banking team in London and has worked at Alantra for over 6 years. Simon specialises in advising Technology Consultancy and Managed Services businesses. Recent transactions include the sale of Ten10 to Graphite Capital, the sale of Redington to Phoenix Equity Partners, the investment in Roboyo by MML, the sale of Datalytyx to Mphasis and the reinvestment by Livingbridge into M247.

Prior to Alantra, Simon worked in the Corporate Finance team at EY in London and Manchester and has a first class honours degree in Business Management from Cardiff University.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).