Finance Monthly - Deal Maker Awards 2022

Finance Monthly Deal Maker Awards 2022. Un i ted K i ngdom 37 My name is Nick Wallis, I am a partner at Gerald Edelman and head up the firm’s Deal Advisory division. Gerald Edelman is a leading mid-market accountancy firm with 16 partners and over 140 employees based in the city of London. The firm was formed by the late Gerald Edelman in the 1940s and remains committed to businesses, thinking beyond accountancy and delivering a wide range of financial, deal-specific and strategic business advice. Our philosophy and aspirations are to deliver genuinely exceptional experiences to clients and others. Through Gerald Edelman’s business advisory and professional services (including accounts, audit and tax), we build real relationships with clients and deliver solutions that are unique and transformative. Bringing concepts to life and driving businesses forward. Gerald Edelman is so much more than an accountant, which is why the business strives to break away from the term ‘accountant’. Thinking beyond compliance, it instead identifies itself as a ‘client’s first port of call’, to helping them think and grow beyond their limits. In our Deal Advisory team, we advise clients looking to sell their business, raise equity or debt capital, or acquire a business in the lower midmarket space, with deal values from £2-£100 million. We work across all different sectors and so far in the last year have completed deals in the CBD manufacturing, medical devices, telecoms, financial services, assisted technology, healthcare, leisure and consumer products sectors, to name but a few. Can you tell us more about your involvement with the sale of Rocket Medical Group to Röko? In the Rocket Medical deal, we advised the sellers on the sale to Röko. We firstly identified Röko as an excellent buyer for our client, given their long-term investment strategy and willingness to keep things business as usual, which were two important characteristics for our client, given that it was a family business that had been around for many years. Subsequently we helped to structure and negotiate the deal for our client, ultimately ending up with an excellent deal for both sides. We also helped throughout the complexities of the transaction, handholding our clients and advising on the various issues that came up, whilst also assisting to take as much of the pain of due diligence away from the sellers (and the finance team) as possible. We were delighted to get this deal over the line for our clients, and to see both our client and the buyer extremely satisfied, which shows that we had done our job! How do you measure your success? As a business, our success is measured by happy clients, and successfully completing deals for our clients. We have an excellent track record at delivering this, with deal values mostly in excess of what our clients expect – driven by running an efficient process to drive competitive tension, and by spending time to prepare the business for sale, driving saleability and value in advance of taking the business to market. Our success in the last year has been demonstrated through the successful deal completions for our clients, with many very happy to write glowing testimonials! Clients have appreciated our experience and expertise, but also our honesty. We provide advice that our clients need to hear, rather than advice that they want to hear. This helps forge exceptional relationships and leads to successful outcomes. What are your plans for 2022 and beyond? Our plans are to continue to grow. Gerald Edelman is known for being an exceptional mid-market firm and we are on track to being recognised as an exceptional M&A advisory firm too, despite only actively having a formal lead advisory team for the last 3 years. We have plenty more deals in the pipeline, our team is growing, and we hope and except to have an excellent 2022 following an exceptional 2021! NICK WALLIS Partner Nick Wallis Gerald Edelman 73 Cornhill, London, EC3V 3QQ T: +44 (0)20 7299 1420 Mobile: +44 (0)7950 393 378

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