Deloitte strengthens Transaction Services practice in North of England

31 August 2016 Consultancy.uk

Deloitte has strengthened its Transaction Services practice in the North of England with the promotion of Chris Wildsmith to Partner in Yorkshire and with the return of Harry Horrocks, who takes on a Director role within the firm’s North East practice.

Horrocks has been with Deloitte since 2003, and has, over the years, risen to the rank of Assistant Director within the firm. During the nine years, Horrocks worked in the firm’s Transaction Advisory Service for six years in the UK before moving to Mumbai, India, where he developed and extended the firm’s regional delivery team. Horrocks holds a Bachelor of Arts in Economics from the University of Durham.

Horrocks re-join’s the firm’s North East business as Director, he will be responsible for providing regional clients with his specialisms in manufacturing, healthcare and energy and resources.

Harry Horrocks - Chris Wildsmith - Matt Henderson

Wildsmith joined Deloitte in 2000, and he has since worked in the firm’s Transaction Advisory Service. The roles of increasing seniority have, over the past five years, seen Wildsmith focus on due diligence services, working on over 80 transactions. In 2011, Wildsmith spent four months at NBNK Investments as a Secondee. Wild smith holds a Bachelor of Arts in Politics from the University of Liverpool and is a Financial Chartered Accountant from Institute of Chartered Accountants in England and Wales.

Wildsmith will continue to support Deloitte’s regional clients from Leeds, now as a Partner.

Matt Henderson, Financial Advisory Transaction Services Partner at Deloitte, says about the re-appointment, "Harry’s return to the UK provides us with an opportunity to continue to provide outstanding client service in the North East M&A market, with Harry on the ground focusing on servicing local, entrepreneurial businesses, and is a commitment to the continued growth of the team in the North East.” Commenting on the promotion, he says, “The promotion for Chris is a credit to his hard work and focus on client service and reflects the strength and eminence of our financial services team across both regions.”

With the two senior additions, Henderson says that Deloitte is well positioned to support clients with end-to-end M&A and transaction support services, ranging from acquisitions (e.g. valuations and due diligence), divestments, carve-outs, equity/debt management and restructuring. "The strength that Deloitte possesses in financial advisory is significant in the North, both in the number of senior advisers, but also the breadth of experience across the team. We are committed to providing a full service offering at a local level for our clients, which provides expertise on their doorstep with truly global reach and experience.”

Earlier this year Deloitte hired private equity expert Mo Habbas, a former A.T. Kearney consultant, from Alvarez & Marsal, and poached Mark Howard from rival PwC, where he worked for almost 20 years.

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.