Services

Corporate Finance Advisory - South and Wales

Local market knowledge underpins insightful advice

The South and Wales Corporate Finance Advisory team is led by ICAEW award-winning corporate financier Martyn Gregory, and comprises 18 professionals who work with clients throughout the region from offices in Bristol, Cardiff and Reading.

The team has expertise in transacting and providing corporate finance advice across all industries. It works with a wide range of clients on acquisitions and disposals, management buy-outs and management buy-ins, debt and equity fund raisings, long-term business planning and strategic projects.

Experience

Our clients include public and private companies, shareholders, management teams, owner-managers, entrepreneurs, and private equity houses.

Since 2006, the team has advised on over 80 transactions with an aggregate deal value in excess of £2bn. We work closely with our colleagues in other departments (e.g. tax, consultancy, pensions, real estate, audit), which allows us to pre-empt and solve complex deal issues which may otherwise jeopardise the transaction.

Regional and national award winners

The team’s ongoing commitment to the region has led to numerous awards. In 2017, three deals we advised on have been recognised as outstanding in our region: the disposal of ADEY to LDC and management (Deal of the Year, South West Insider Deal Awards), the disposal of a minority shareholding in Rush Hair to LDC (Deal of the Year, Thames Valley Deal Awards) and the acquisition of Bath Ales by St Austell (Small Deal of the Year, South West Insider Deal Awards).

We have been named Corporate Finance Advisory Team of the Year in Wales, the South West and the South East on several occasions throughout the last few years, with individuals recognised including Geraint McGrath as Welsh Young Dealmaker of the Year 2015, and Martyn Gregory as ICAEW Corporate Financier of the Year.
 

Examples of our work

Adey Professional Heating Solutions
An integrated, multi-disciplinary Deloitte team including M&A Advisory, Debt Advisory and Tax has advised on the successful sale of Cheltenham-based ADEY Professional Heating Solutions (“ADEY”) to its management team and LDC.
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St Austell Brewery
An integrated, cross-disciplinary Deloitte team advised on the Acquisition of Bath Ales
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One Call Hire Group
A cross-disciplinary team advised the shareholders of the One Call Hire group on its sale to Searchlight Capital Partners and Duke Street.
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Kondor
Adviser to the majority shareholders on the sale of the business to HIG Capital and the management team.
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Acquisition of BBI Diagnostics Group
Advising the management team of BBI on the acquisition of the business by Exponent Private Equity.
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Deloitte in the South and Wales

Deloitte’s regional teams offer integrated services including audit, tax, consulting and financial advisory.

Find out more information about our local services in South West.

Find out more information about our local services in Wales.

Find out more information about our local services in the South East.

Key contact

Geraint McGrath

Geraint McGrath

Assistant Director

Geraint is an Assistant Director in our South & Wales M&A team. He leads the four members of the team based in Wales. Geraint advises corporates, shareholders and management teams on transactions incl... More