A chartered accountant specialising in corporate finance.
Julia has 12 years experience in business sales and acquisitions and currently focuses on helping owner-managers grow their business and plan for succession by advising on how to maximise the value of their business for sale.
She guides her clients on what they need to do to make their business an attractive target, identifying any gaps in their processes, procedures or documentation that need to be plugged before sale. She then helps identify potential buyers and leads the negotiations with preferred bidders.
Julia works with private-equity funders, banks and corporates and has experience across a range of sectors including manufacturing, leisure, hospitality and e-commerce.
Examples of how Julia has helped clients include:
- supported a large national corporate on their acquisition of a regional food supply business;
- securing a £30 million funding package with HSBC Bank for a large regional brewery to enable them to grow their pub retail estate; and
- provided financial due diligence services to Foresight Group on their first investment from their newly established North West regional investment fund.