Sam is a Chartered Accountant (ICAEW) and graduate from the University of Leeds with aBSc in Mathematics and Management. He has advised owner-managed businesses and management teams of both privately owned, private equity backed and public companies with M&A transactions and funding on deals ranging in value from £50 million to over £1 billion.
Prior to joining EC, Sam spent the previous eight years within PwC's Transaction Services team conducting financial due diligence investigations and advising clients in Technology and Fintech sectors. Sam has advised on numerous high profile technology transactions with a combined value in excess of £5 billion including technology companies such as Wefox, Toluna and Harris Interactive.
Since joining Evolution Capital, Sam has led multiple transactions achieving truly outstanding outcomes for our clients.Additionally, leveraging his prior experience at PwC he has meticulously redesigned our “Buy Side” service strategy and is positioned to launch a new suite of services in FY23/24. Our new strategy will provide a greater relevance and higher levels of analysis, presentation and advice for management teams of mid-market IT consolidators and investment houses.
In addition to continuing ‘in our search of transactional excellence’ and developing‘best in class’ sector services alongside his fellow and long-standing company director Duncan Gregory, Sam will assume pro-active responsibility for budgetary planning and resourcing,and specifically with “buy side” service development and delivery. In this capacity, he will report directly to the board.