PwC adds two partners to UK Corporate Finance team

27 August 2015

PwC has boosted its Corporate Finance team with the appointment of two new Equity Partners: Jon Shelley and Charles Johnson-Ferguson. According to PwC, the promotions reflect its ambition to support and grow its local markets and meet client and industry demands. In addition to the two Partners, the firm also appointed four new Directors.

Jon Shelley, who has been made Equity Partner in PwC’s Corporate Finance deals team, joined the firm in 2002 as a graduate. During his 13 year career at the firm, Shelley focused on the Oil & Gas and Energy Services sector and gained extensive insight into the international deals market. In 2010, Shelley was made Director and M&A Lead Advisory. At PwC, Shelley leads the UK team that focuses on M&A transactions in the Oil & Gas and Energy Services sector. This promotion, according to PwC, reflects the firm’s on-going investment in PwC’s Aberdeen Centre of Excellence for Oil and Gas.

The second newly appointed equity partner, Charles Johnson-Ferguson, works in the firm’s Corporate Finance infrastructure & government team. Johnson-Ferguson has been with the firm for almost two decades, joining in 1996, and focused on the Transport industry.  Charles Johnson-Ferguson is the firm’s Rail Sector leader.

Jonathan Shelley and Charles Johnson-Ferguson - PwC

In addition to the two partner appointments, PwC also appointed four Directors in its Corporate Finance team: Gareth Marshall in the Newcastle office, Charlotte Tracy in the Manchester office, Michael Meredith in the Birmingham office and Andrew Osborn in the Leeds office.

Commenting on the appointments, John Dwyer, UK Deals leader, says: “This represents a significant investment for our corporate finance team across the UK, and with over half of the promotions in regional offices, this also reflects our on-going ambition to support and grow our local markets. […] I am delighted for Jon, Charlie, our four new directors, and everyone else who has been successful in taking the next step in their career. Their promotions are a credit to the dedication and hard work they have put in over the last few years, as well as the firm's commitment to recruit and retain the best talent.”


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Grant Thornton UK appoints five new Partners

23 April 2019

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.