About UsBerkeley Cannon's Mergers and Acquisitions team specialize in the financial services market and offer a diverse range of business skills together with many years of experience operating within corporate environments. Our staff are chosen for their academic prowess and business experience. Many have backgrounds with leading investment banks, legal houses and accountancy firms. Collectively we offer a comprehensive service that provides expertise no matter what the situation. The Company Berkeley Cannon is a business intermediary that offers a range of services from straight forward acquisitions through to complex mergers and corporate finance. Our brokers have been responsible for many of the UK's largest financial services deals that have taken place over recent years and have helped companies with accounting, tax planning and growth strategy.
Making decisions based on the right information is fundamental to success, no matter what the situation."We were founded on the belief that in these challenging times business owners, especially within the financial services sector, deserve the highest level of professional support, advice, and expertise, as they explore one of the most important decisions of their business lives: how to enhance and capture the value of their businesses. The business brokers at Berkeley Cannon are experienced professionals, many with post graduate business degrees and credentials, and have significant real world experience gained within the financial services industry. As with many services, the most valuable benefit a seller can obtain from a business intermediary is the peace of mind that comes from relying on the well-founded judgment of an experienced advisor.
Introducing the Team
My main focus is helping buyers and sellers of businesses realise their goals:
I receive as much satisfaction from helping people retire or change company direction as I do in helping my conscientious and friendly buyers grow exponentially.
I work safe in the knowledge that the people we work with know how important we hold them.
“Today’s buyer may be tomorrow’s seller, and Today’s seller may be tomorrow’s buyer”
Berkeley Cannon specialises in mergers and acquisitions within the financial services sector, with our core focus being Wealth Management.
Our deal size range is £1m to £100m; I am experienced in advising sell and buy side parties. For references for me and our company, please do get in contact.
- IFA/Employee Benefits (UK and International)
- Discretionary Fund Managers/Wealth Managers
- Non Advisory FS businesses
- Accountants and Insurance firms
Services and expertise
- Exit Planning and Execution
- Management Consulting and Project Management
- M&A Strategy and Implementation
- Integration management
- RDR and TCF guidance
- Business Process Optimization
- Business Target Identification
- Technical writer
Market / M&A project experience
Finance, Legal, and many other commercial sectors, from Media through to the tourist industry, but to name a few.
- Middle East (EMEA)
- Speaker at corporate events
- Legal intermediary management/ internal contract advice
- Business Broking team support
- Technical writer
Berkeley Cannon can draw upon a full suite of technical skills when deal managing and making.
Tara FoxHead of Corporate Account Management / Research Team Manager
University of the Creative Arts
BA, European Fashion
Due to her vast research experience she has been tasked with the management and employment of 9 new data
specialists who are developing and integrating data into Berkeley Cannons CRM system as we grow our buyer database globally.
She is building an international network for us with M&A intermediaries and direct with Financial Services businesses globally.
That said; Tara’s primary role is the management and engagement of new and existing buyers in the UK which plays
to her experience having spent many years of nurturing and building corporate accounts to raise funds for leading Charities.
She has completed projects for Anthony Nolan’s Trust and The Mayors office. She is both ethical and knowledge filled.
Berkeley Cannon welcome her to the team.
Amy FoxExecutive PA and Office Manager
Amy has only recently joined the company but having spent many years as an Office Manager for large Family businesses, she is already proving to be invaluable.
Her main role is to organise the CEO’s diary and ensure the smooth running of operations at Berkeley Cannon.
Geoffrey NewlandNewcastle University – BA 1st Class Law Degree
Bristol Old Vic Theatre School – BA Hons 1st Class – 3yrs
Geoffrey is a qualified Barrister and was employed as a barrister before he entered the world of acting. When Geoffrey is not appearing on TV or Theatre Geoffrey works at Berkeley Cannon supporting us with key initiatives and business operations.