Lessons learned from the entrepreneur, investor and advisor to master the winning formula for your next deal.
Drawing on their own successes and challenges, our exclusive panel will each share the key areas that they believe make or break a deal throughout a transaction’s journey.
What do they know now that they wish they’d known pre-transaction? Whether you are planning a fundraise (debt or equity), MBO or exit event, you will leave our event armed with a different mindset and a new framework of how to prepare your business and team to make sure your transaction exceeds your expectations.
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Panellists
Caroline Plumb: Moderator
CEO of Gravita Group
Caroline Plumb OBE is a serial entrepreneur known for successfully building businesses such as Fluidly and Freshminds. She is the Group CEO of Gravita and has served as a UK Business Ambassador.
Caroline will share her extensive experience in VC and PE backed businesses at all stages as well as learnings from the multiple transactions she has been involved with. She also writes a monthly column for The Times covering small business issues and entrepreneurship.
Oliver Tonkin
CEO of BCB Group – Leading global provider of business accounts and trading services for the digital asset economy.
Oliver is the co-founder of BCB Group, a leading digital asset prime brokerage, he advises on a broad spectrum of corporate transactions, emphasising secure infrastructure for the cryptocurrency and blockchain economy.
As a former VC and lawyer, you will benefit from his expertise in private equity, venture capital, M&A and investment transactions. He advises on formulating growth strategies and providing clients with responsive infrastructure, Oliver has been instrumental in driving success for small and medium-sized businesses. He will bring to the table a wealth of insights in the dynamic world of tech, financial services, crypto and blockchain.
David Gilmour
Managing Director of Imperium Group – Fund services group based in Guernsey, Jersey and London.
David founded Imperium in 2011. Imperium now services over 1100 clients and administers assets of over £15billion from its four offices. Clients range from international High Net Worth individuals, financial services professionals, family offices and a number of larger Private Equity and Venture Capital funds. As CEO of the Group, he guides strategy and business development as the business continues to experience growth.
David is an entrepreneur and has an extensive background spanning start-up tech funds, private vehicles, unicorns, IPOs and listings. His knowledge extends to international perspectives and offshore advantages, providing a comprehensive understanding of the global landscape. Attendees can expect engaging discussions on wealth management and structuring alongside valuable insights and perspectives.
Thomas Adcock
Tax Partner at Gravita
Tom is a seasoned tax advisor to international clients, specialising in optimising global structures for both tax and commercial advantages. With a focus on ambitious tech companies, Tom provides forward-thinking advice across all phases, supporting growth, funding and M&A transactions. He brings innovative ideas to maximise opportunities, covering areas such as EMI, share schemes, R&D and tax planning. Tom will be sharing his strategic insights, crucial for navigating the international business landscape.
Nyall Jacobs
Outsourcing Partner at Gravita
Nyall specialises in offering expert outsourced solutions tailored to assist start ups and Series A clients across various sectors. With a focus on providing highly skilled and cost-effective finance teams, Nyall aids these businesses in navigating the complexities of the business life cycle. Nyall has extensive experience in advising his clients on investment opportunities and strategically guides them towards business growth. Nyall will delve into strategies on ways to increase exit values and provide key insights when looking to bolt on acquisitions.
