Numitas co-founder Trevor Overall made IoD Cambridgeshire Ambassador

19 September 2018 Consultancy.uk

The Institute of Directors has appointed Trevor Overall as its new Cambridgeshire Ambassador. Overall is a co-founder and Managing Partner of professional services firm Numitas.

Numitas is a leading finance consultancy, based in the UK, with a team of finance directors deployed on a variety of engagements from part time to full project teams, in a wide range of scenarios covering most business challenges. The firm’s clients vary from technology start-ups to corporates, with a team of over 40 finance directors and consultants having grown from relationships developed through the multifaceted professional network and the CFO club Numitas has created, the largest such network in the UK.

Now Managing Partner at the firm, Trevor Overall co-founded Numitas back in 2009. In recognition of his work, the Institute of Directors East of England (IoD) has appointed Overall as Cambridgeshire Ambassador for Finance. The role will see the business leader, who previously managed another company from its start-up phase through to its fast-growth and sale stages, support Cambridgeshire businesses.

Numitas co-founder Trevor Overall made IoD Cambridgeshire Ambassador

The Institute of Directors is the UK’s longest running organisation for professional leaders, having been founded in 1903 and incorporated by Royal Charter in 1906. The business organisation is designed to offer support to company directors, senior business leaders and entrepreneurs across the UK.

Overall brings a wealth of experience to the position beyond his Numitas role, as well. In the past, he has also held roles as a fund manager, and run an angel investor club, while sitting on various SME boards on behalf of private equity and spending several years in banking. As a result, the IoD feels that he is well positioned, with comprehensive knowledge of the challenges that business leaders face, to support them. Overall also acts as a mentor on technology accelerator programmes, participating in some of the first programmes in the UK and global programmes such as WAYRA.

Commenting on his role with the IoD, he said he believes, “all businesses can make better decisions if they have access to better information and the experienced people to help.”

He added, “Business is a force for good in the economy which enhances national and personal prosperity. In order for business to be understood, it needs a strong, consistent and well supported voice to represent our needs and concerns with Government. The IoD is that voice for business as well as the champion of the company director. By aiding development of directors, the IoD is enabling better decisions and better businesses.”

Carolyn Rand, Chair of the Cambridgeshire IoD branch, remarked, “Trevor… will play a vital role in the function of the IoD, enabling connectivity with members and giving a voice to the Institute. His activities will have a significant influence on the stature, reputation and image of the Institute which will be grounded by his expertise and business acumen.”

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Grant Thornton UK appoints five new Partners

23 April 2019 Consultancy.uk

Sergio Cardoso, Matt Maltz, Jessica Patel, Marc Roberts and Nick Warner have been appointed as partners at Grant Thornton. With the company undergoing a year of transition under new leadership, the new members will help consolidate the firm’s offering as it looks to reach new levels of growth in 2019.

2019 sees Grant Thornton’s UK wing undergoing a process of transformation. As the group looks to ensure its teams “provide the right level of support for profitable growth” and create an environment that “makes it easier for our people to do great work”, the firm has announced a succession of senior appointments across its regional divisions.

In February, this saw Chris Petts and James Bulloss named Partner and Director in the North East and Yorkshire respectively. Now, the UK’s sixth-largest auditing and consulting firm has confirmed the installation of a further five Partners across its UK team.

Sergio Cardoso is a long-standing Grant Thornton employee, having joined from Daniel Auerbach & Company – where he was an Accountant – in 2005. Cardoso rose steadily through the ranks since then, taking up his most recent role as Audit and Assurance Director in 2015. In that role, he focused on dynamic, fast-growing and entrepreneurial private companies, as well as multinational and AIM-listed groups. He now takes up the position of Partner in Grant Thornton’s audit practice.

Grant Thornton UK appoints five new Partners

Nick Warner has been appointed as a partner in Grant Thornton’s VAT team based in London. Bringing more than 20 years of experience in tax to the role, Warner joins the firm from Moore Stephens, where he most recently was VAT Partner, during a five-year stay with the firm. Prior to that, Warner was a Partner in VAT at BDO and PKF UK. He also spent five years at HMRC as a Higher Executive Officer.

Matt Maltz is the first of three Partner appointments in Grant Thornton’s real estate tax division. A former EY Partner in real estate tax, Maltz spent 17 years with the Big Four firm. In his new position with Grant Thornton, he will tackle similar client areas, as a Partner in real estate tax.

Jessica Patel has also been promoted as a Partner in the firm’s real estate tax practice, having been with the firm for more than 15 years. Patel joined Grant Thornton as a trainee in 2003. She is a licensed member of both the Association of Tax Technicians and the Chartered Institute of Taxation. As a Partner, Patel will advise a wide variety of clients ranging from UK property investors and developers to overseas investors and property funds.

Marc Roberts is another Big Four alumnus to join Grant Thornton as a Partner. Roberts exited EY to take up his new position, having been an Associate Partner and real estate advisory lead at the company. With more than 25 years of experience in the financial services sector, Roberts also formerly held a Directorship and headed the corporate finance real estate advisory team at fellow Big Four firm PwC.