Valuation expert Andrew Caldwell joins Navigant as Managing Director

15 March 2018 Consultancy.uk

Sought-after expert witness and valuations expert Andrew Caldwell has joined Navigant as a Managing Director. Through the appointment, Navigant has boosted the capacity of its London office, along with its global Disputes and Economics practice.

Andrew Caldwell is one of the UK’s most experienced valuation specialists, with more than 30 years of involvement in the valuation of companies, shares and intellectual property, as well as more than 20 years’ experience as an expert witness. An accredited mediator and founding member of the Expert Witness Institute, Caldwell is also a Fellow of the Royal Institution of Chartered Surveyors.

During his career, Navigant’s new London-based Managing Director has conducted several hundred engagements, led multiple arbitrations, and testified as an expert witness at trial 12 times, being cross-examined in various courts, and before arbitral tribunals, around the world; including the UK High Court and the Stockholm Chamber of Commerce. His specialty fields include financial services, energy, construction, retail, telecommunications, and government.

Navigant Consulting

Before arriving at Navigant, Caldwell was most recently a Managing Director for the Berkeley Research Group. He spent over four years with the professional services firm, during which time he delivered financial valuation advice in respect of companies, shares, intellectual property and financial assets and liabilities, together with damages in litigation and international arbitration. Earlier in his early career, Caldwell became a Senior Valuations Partner at BDO.

His extensive 14 year tenure with the consultancy saw him eventually become Head of Valuations at the firm, a position he held through the valuation process of client Northern Rock, during the bank’s infamous collapse in 2008. Prior to this, Caldwell spent six years with Corporate Valuations, where he became a Partner before his exit for BDO in 1999.

Now, Caldwell will be required to leverage his considerable expertise to bolster Navigant’s global Disputes and Economics practice. The practice provides accounting, valuation, financial, and industry expert opinion in a variety of sectors, and involves analysis of issues presented through experienced testimony before tribunals around the world. Alongside his new role at Navigant, Caldwell will also maintain his position as Chairman of the Society of Share and Business Valuers.

Commenting on his new challenge via career networking site LinkedIn, Caldwell said, “I am delighted to announce my new role as Managing Director in Navigant’s global Disputes and Economics practice based in London. I look forward to bringing my extensive valuations experience to an established team who support clients on a broad range of disputes in litigation and arbitration, including assessment of damages, complex accounting issues and valuation services.”

Dave Tortorello, Disputes, Forensics, and Legal Technology segment leader at Navigant, said of the appointment, “Andrew is another great addition to our strong global platform and will complement an established London team delivering a broad range of dispute resolution services including assessment of damages, complex accounting issues, and valuation services.”

Mark Taylor, Managing Director in the global Disputes and Economics practice and head of commercial disputes in EMEA, added, “Our clients have come to rely on Navigant to provide expert opinion, testimony, and practical advice to help assess and mitigate risks. Andrew’s knowledge and experience adds depth and breadth to our talented group of industry-leading experts.”

Related: Robert Dedman joins Navigant’s Investigations and Compliance arm.

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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.