The Swan Partners Team

Delivery Advisor

Aasha is a finance professional with 12 years experience in corporate transactions, operational advisory, restructuring and audit.  She has worked on buy side, sell side and refinancing transactions as well as operational improvement projects. 

Prior to Swan Partners, Aasha qualified as a chartered accountant at KPMG.

Partner

Adriana has over 27 years experience as a commercial accountant (CGMA).

She has worked within a range of industries undertaking a variety of roles including operational improvements, group reporting and consolidations, procurement, contract negotiation, M&A and refinancing.

Consultant

Amy has 3 years’ experience working in professional services with clients in the financial services, technology, and retail industries.

Prior to joining Swan Partners, Amy qualified as a chartered accountant with Buzzacott.

Partner

Andrew is a senior finance professional with 32 years experience in corporate transactions, accounting and consultancy.

As a qualified accountant he has worked on capital markets and private equity backed transactions as well as delivering and business improvement across the public and private sectors.

Before joining the team, Andrew qualified at PWC whilst working in audit and transaction services

Business Development, North & Midlands

Anita manages business development and client relationship activities for Swan Partners.   

She has over 20 years experience of working with both professional services organisations and corporates across a wide range of industries. 

Tel: +44 (0) 7973 353 385

Consultant

Balj is a qualified chartered accountant with 6 years’ experience working with a variety of clients including listed companies and privately owned businesses. 

Prior to Swan Partners, Balj qualified in the Assurance line of service at PwC where she led audits in a wide range of sectors..

Senior Manager

Cat manages business development, client relationship and marketing activities for the company. She has over 12 years experience in professional services in both business development and client delivery roles.

Prior to joining Swan Partners Cat spent 4 years at Grant Thornton advising CEOs of mid-market businesses on growth strategy.

Tel: +44 (0) 7341 924 763

Insights Executive

Daniel has 4 years’ experience working within professional services as a research associate for listed and private clients within the finance sector.

Prior to joining Swan, Daniel worked at GLG on the research team, supporting investors carry out their due diligence and research in Mergers and Acquisitions.

Manager

Edward is a qualified accountant (CA) with 9 years’ experience of providing support for buy side, sell side, operational improvement, refinancing and capital market transactions as well as undertaking commercial analysis.

Before joining Swan Partners, Edward worked in audit at Ernst & Young where he qualified. 

Exec PA

Ellen has over 12 years’ experience as an EA within the Finance Industry. She has been a C-Suite EA in Banking, and in most recent years worked in Private Equity supporting the Partners, Managing Partners, COO and Finance teams. Prior to becoming an EA, Ellen worked for Harrods Media for a number of years as an Events and Marketing Manager.

Ellen sits within the Administrative team at Swan Partners and provides support to Andrew and the Executive Team.

Senior Management Accountant

Elliot has supported clients on a variety of projects from service charge expenditure reviews to outsourced finance functions both in the UK and overseas.

Prior to Swan partners Elliot qualified as a chartered accountant with BDO where he worked within the Business services & outsourcing team.

Business Operations Manager

Emma is an Operation’s professional with more than 25 years extensive experience across business consulting and financial services in the UK, Europe and the Middle East.   She is adept at driving operational excellence towards business growth whilst creating a collaborative and supportive work environment.

Emma heads up the Admin Support Team and is also responsible for facilities, supplier management, and marketing support.

Partner

Eva leads the business development and client relationship activities for the company.

Prior to joining Swan Partners Eva operated in professional services, financial services and the technology space. Eva holds an MBA from Henley Business School.

Senior Consultant

Hannah has 7 years’ experience working in professional services for a variety of clients from large, listed entities to PE backed and privately owned businesses. 

Prior to joining Swan Partners, Hannah qualified as a Chartered Accountant at KPMG where she worked in the Financial Services Assurance practice, primarily leading audits for Asset Managers, Private Equity funds and Hedge funds.

Manager

Helen is a qualified chartered accountant with 9 years of experience in both professional services and industry providing commercial and financial support to management teams.

Helen qualified in the Audit practice at KPMG and then spend two years as a Commercial Manager at an International Media Company before joining Swan Partners.

Senior Consultant

Henry has 6 years’ experience working with a variety of clients including listed companies to PE backed and privately owned businesses. 

Before joining Swan Partners, Henry worked at EY where he qualified as a Chartered Accountant.

Partner

Jamie has 24 years experience in corporate finance, corporate transactions and audit.

He has worked with private equity and corporate clients  on capital markets, M&S, restructurings and re-financing transactions, as well as a range of operational improvement assignments.

Before joining the team, Jamie worked for BDO Transaction Services where he qualified as a chartered accountant

Head of People

Jessica manages HR & Recruitment for Swan Partners. Jessica has worked in the finance industry for the past 14 years, covering both Global and UK based teams.

Team Executive Assistant

Jhoanna undertakes the office management and administration for the company. 

She has 17 years’ experience and prior to joining Swan Partners, she worked for a facilities company in a variety of roles from client support to recruitment and vetting.

Senior Manager

Joanna is a finance professional with 13 years experience in transaction services, corporate transactions and audit.  She has supported clients on a range of M&A and refinancing transactions as well as a number of operational projects.

Prior to joining Swan Partners, Joanna qualified as a chartered accountant at PwC.

Consultant

Judith has 5 years’ experience in both professional services and management reporting.

Judith qualified as a Chartered Accountant in the Audit practice at Grant Thornton working across a range of listed and privately owned businesses. Prior to joining Swan Partners, Judith worked as an FP&A analyst, reporting on royalty income for a major UK brand.

Consultant

Kathryn has 6 years’ experience working in professional services, with a range of clients from listed companies to privately owned businesses.

Kathryn qualified as a Chartered Accountant in the Audit practice at PwC, working predominantly on financial services sector client engagements. Prior to joining Swan Partners, Kathryn worked as a fund accountant for an investment management firm.”

Senior Consultant

Katie is a qualified accountant with 9 years’ experience across management and financial reporting, commercial analysis, and project accounting working across various sectors.

Katie qualified as an accountant at Network Rail where she held various positions in the finance department including working on the Thameslink and Crossrail programmes.  

Before joining the team at Swan Partners, Katie worked as a Commercial Finance Manager at a property company in Manchester.

Consultant

Kyra is a chartered accountant (ACA) with 5 years experience across financial services audit, and financial analysis.

Prior to joining Swan Partners, Kyra was conducting audits across several sectors including asset management, banking, and insurance at KPMG. This included coordinating a range of small to large teams (30+).

Manager

Laura is a qualified accountant (CAANZ) with 11 years experience in professional services. She has supported a diverse range of clients on a variety projects, including capital markets transactions, STCF analysis and operational reporting improvement.

Prior to joining Swan Partners, Laura qualified as a Chartered Accountant with PwC Australia where she supported large listed clients.

Partner

Mary leads the business development and client relationship activities for the company and has 22 years experience in capital markets and private equity transactions.

Prior to joining the team she worked for Ernst Young and Freshfields.

Tel: +44 (0)7961 450 088

Consultant

Max is a Chartered Accountant with 6 years’ experience working across a variety of industries. 

 Prior to joining Swan Partners, Max qualified within the Assurance practice at PwC, where he led external audit and non-statutory assurance-based engagements.

Consulting Manager

Michelle is a chartered accountant with 5 years of experience in professional services. She has supported lenders and investors throughout the investment appraisal and buy side transaction processes, with a focus on financial modelling and associated analysis.

Michelle qualified in the audit practice at BDO LLP and most recently worked as a restructuring associate and investment analyst with Retail Realisation LLP before joining Swan Partners LLP

Partner

Morag has 30 years experience as a commercial accountant (ACMA). She specialises in commercial negotiations, contracting, procurement, reporting and operational improvements. 

Before joining the team , Morag held a number of senior commercial finance roles within both the public and private sector.

Partner

Nick is a chartered accountant with 19 years experience in corporate finance and corporate transactions.

He has supported FTSE, mid tier and PE backed businesses with M&A, capital markets, restructuring and refinancing activities as well as a range of operational improvement projects .  Before joining the team he worked for KPMG Transaction Services.

Manager

Ollie has 9 years’ experience working with a cross sector of clients on a variety of projects, including transactional support, operational and financial analysis.

Before joining Swan Partners, Ollie qualified as a Chartered Accountant at PwC where he worked in the Assurance practice, leading audits for a variety of businesses.

Consultant

Oliver has 6 years’ experience working in professional services with listed and private clients across a range of industries including Government and Public Sector, Pharmaceuticals and Housing.

Prior to joining Swan Partners, Oliver qualified as a Chartered Accountant with EY in the Assurance practice.

Partner

Patrick has 17 years experience working in advisory, corporate transactions and banking.

He has worked on M&A, capital markets, refinancing and restructuring transactions for both private equity and corporate clients.  Patrick has also supported clients on a number of operational improvement projects both pre and post transaction.  Before joining the team Patrick worked at Allied Irish Bank PLC and BDO where he qualified as a chartered accountant.

Consultant

Rebecca is a qualified accountant (CIMA) with 5 years’ experience in both property services and FMCG.

Prior to joining Swan Partners, Rebecca worked as a Management Accountant and Finance Business Partner for an FMCG company in the personal care industry, where she was responsible for monthly reporting and analysis as well as partnering with the site team with a focus on operational efficiencies.

Consultant

Rob is a qualified accountant (CIMA) with 7 years’ experience across management accounting, commercial analysis and finance business partnering, working in the automotive and consumer appliances sectors.

Prior to joining the team at Swan Partners, Rob’s role focussed on business partnering the Commercial team, preparing board packs and providing greater visibility to management through the creation of dashboards and financial analysis.

Consultant

Rob is a Chartered Accountant with 5 years’ experience working in professional services across a variety of industries.

Prior to joining Swan Partners, Rob qualified in the Audit practice at EY before spending two years in Transaction Services working in the Financial Due Diligence team.

Senior Consultant

Sean trained as a Chartered Accountant at EY and has over 7 years’ experience working in assurance  across a range of industries, particularly Technology, Media and Telecoms. 

 Before joining the team at Swan Partners, Sean worked in the Investment team at a social enterprise that helps develop sustainable sports and community businesses.

Business Operations Manager

Sue is the business operations manager responsible for the admin support team.

Sue is an experienced client services and operations professional, working across both public and private sectors for over 25 years.

Team Executive Assistant

Tammy provides office management and administrative support for the team.

Prior to joining Swan Partners she had 17 years’ experience in a support role across a range of different industries, including serviced offices, IT training, engineering and private equity.

Business Development Manager

Tejan manages business development and client relationship activities for Swan Partners.

Tejan has over 20 years’ experience working within investment management holding positions across financial wholesaling, business development and relationship management, in both the US and UK markets. 

Consultant

Toby has 5 years’ experience working in professional services with listed and private clients across a range of
sectors including FMCG and transport.

Prior to joining Swan Partners, Toby qualified as a Chartered Accountant with EY in the Assurance practice.

Senior Manager

Tom is a Chartered Accountant with 11 years experience in corporate transactions, business outsourcing, operational improvements and business reporting.

He has supported clients across a range of  sectors in buy side, sell side, refinancing and restructuring transactions as well providing tailored operational improvement support.

Prior to joining Swan Partners, Tom worked for Smith & Williamson LLP.

Consultant

Will is Chartered Accountant (ACA) with 3 years’ experience across management accounting, forecasting and finance business partnering.

Prior to joining Swan Partners, Will worked within the real estate sector, qualifying with a FTSE 100 residential developer.