Corporate Finance Team – Introducing Wilson Partners

Ideology Consulting work in association with Wilson Partners, who have a team of highly experienced, commercial professionals offering exceptional expertise with a passion for client service. Their director-led and award winning service has proved to be of great commercial value to medium sized and larger estate agency groups seeking to sell, expand or merge their businesses

 

Adam Wardle
Head of Corporate Finance

The Corporate Finance team is headed up by Adam Wardle, a skilled and entrepreneurial financier. His experience spans both professional and personal transactions across advisory, lending, investing and own businesses and thrives on working with dynamic management teams with a practical and commercial approach to advise you from start to finish on your Management Buy-Out, Fundraising or business sale.

Previously has led GE Capital’s corporate asset based lending business, co-founded Centric Commercial Finance, founded Park Capital and is an Angel Investor. Adam has been responsible for many market leading transactions.

We say:

“Adam has a keen sense of where value can be added to a particular transaction or funding requirement. Working closely with management teams he’s able to provide clarity to any situation and ensure that all parties are working to the same end – a successful transaction.”

You say:

“Adam tells it how it is. He can quickly assess where a transaction has weakness and look to either strengthen that area or look for different alternatives. A good person to have on your side.”

Chris Wilson
Corporate Finance Director

Chris is co-founder of Wilson Partners and looks after owner managed business for a range of accounting, tax and transactional services. Prior to setting up Wilson Partners, Chris spent 6 years with Ernst & Young working in their Transaction Advisory Services team in London.

Whilst with EY he advised on a range of transactions from small owner-managed businesses through to large leveraged buy-out deals across a multitude of industries and worked with many leading businesses, investment banks, lawyers and private equity firms. Chris’s commercial focus when it comes to assignments is hugely valuable.

We say:

“Chris has a range of expertise built up through working with leading businesses, investment banks , law firms and private equity funds and has led teams that have been recognised in the industry for exceptional service and execution. Chris’s transaction experience ranges from small owner-managed businesses through to large multi-national private equity backed leveraged buy-outs across a range of industry sectors.”

You say:

“Chris goes out of his way to make us feel relevant to his business. Understands issues quickly and gets them resolved. Incredibly patient and understanding.”


Dan James
Transaction Services Director

Dan James works closely with our Corporate Finance and Tax teams to deliver a one-stop service for all forms of corporate transaction. Prior to joining Wilson Partners, Dan spent over 11 years with BDO in Reading, London and Chicago, covering audit, business restructuring and transaction services. He has over 7 years experience, working on over 100 engagements spanning business reviews, acquisition due diligence, vendor due diligence, working capital reviews, capital markets, vendor assist and bank financing. Dan has worked with management teams, private equity, banks, ABLs and lawyers, on deals from £1m to £250m. Dan provides commercial advice and has a professional and responsive approach. His key experience is in Leisure Travel and TMT, but he has also experience in food and drink, healthcare, construction and manufacturing.

We say:

“Dan has a wealth of experience across various financial services and business sectors. As a result, Dan is able to provide pragmatic commercial advice to deals and is highly valued for his professional and responsive approach to delivering an exceptional service to our clients.”

You say:

“It’s not just Dan’s hard work and attention to detail – all whilst seeing the bigger picture and proactively raising issues/opportunities/ideas – but also his ‘can-do’ attitude, which makes working with him very enjoyable.”

Neeraj Dhuna
Corporate Finance Executive

Our Corporate Finance team includes Neeraj Dhuna who joined Wilson Partners in 2015 from PwC in Reading. Neeraj has over 5 years’ experience working with a wide range of businesses from listed companies to owner managed entities within sectors including food and drink, pharmaceuticals and financial services.

Neeraj is a member of the Institute of Chartered Accountants in England and Wales and works to deliver advice and execute deals including company acquisitions and disposals, management buy-outs (MBOs), fund raisings and strategic reviews, acting for business owners, management teams, corporates and private equity.​

How we work

Commitment
We take a long term view with our clients and spend a lot of time at the early stages of a Corporate Finance transaction to build the framework for a successful and long term relationship.

Your success is our success
Most advisors consider success to be at the point at which a deal is complete. We do not. Often when you are considering an MBO, acquisition or major fundraising, that point is only the beginning of the journey. Where a transaction warrants it, our Directors may co-invest with you, on a MBO or early stage fundraising for example, potentially reducing your funding requirements and aligning completely our interests to help grow your business over the long term.

Wealth creation
This is at the heart of all of the work that we will do for you, and our advisers will work with you to achieve this goal.

Independence
We pride ourselves in providing you with professional, independent and commercially dynamic advice. Our specialists including tax, business advisory and corporate finance ensure that all your needs on a transaction can be met within one team.

Call 0333 939 8010

to find out how we can help you

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Adam Fenton, GapCap Ltd

Adam Wardle… applied the same no-nonsense professional approach
to our funding needs as he does to our Board.