Strategic Equity Strategic Equity

Bevan joined Gresham House in November 2018, having been at Livingbridge since 2006. Bevan has overall responsibility for all portfolio management activities for the Baronsmead VCTs. He also directly manages portfolio investments and has been an active board member of several Baronsmead investee companies including MLS, Eque2, Key Travel and Pho. He qualified as a Chartered Accountant at KPMG in New Zealand, where he provided consultancy services to fast growing small businesses.

Tony has been Chief Executive Officer (CEO) of Gresham House plc since December 2014. He chairs the Investment Committees of Gresham House plc and Gresham House Strategic plc. He led the management buy-in and established a new management team that transformed the firm from an investment trust into the listed specialist asset manager it is today with over £4bn AUM.

Tony has a long track record of investing and advising numerous public and private equity businesses. From 2002 to 2011, he established and grew SVG Investment Managers before being asked to lead SVG Advisors (formerly Schroder Ventures, London) as CEO. He started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60bn in assets under management at its peak and where he was a member of the Investment Committee. He was also previously Chair of the LPFA Investment Panel and Non-executive Board member.

Tony has over 25 years of investment experience and holds an MA in Management Studies from the University of Cambridge (where he was also a junior rugby international and Blue).

Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, Strategic Equity Capital plc and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.

Brendan joined Gresham House in November 2018 having previously been at Livingbridge. He studied commerce with a focus on finance at Melbourne University and subsequently spent four and a half years in technology investment banking at Canaccord Genuity.

Adam joined in May 2020, following Gresham House’s mandate win of Strategic Equity Capital plc (SEC). He is a Fund Manager, working alongside Ken Wotton managing SEC. He has ten years of relevant financial experience, previously working for GVQIM as a Senior Analyst providing analysis and due diligence on existing and potential investee companies. Prior to this, he worked at OC&C Strategy Consultants for six years as a consultant working on commercial due diligence and strategy projects for corporate and private equity clients.

Adam was a Girdlers’ Scholar at the University of Cambridge and is a CFA charterholder.

Amber joined as Investment Manager in July 2021.

Amber was previously at EY LLP UK FS in the Strategy and Transactions team between September 2013 and July 2021. She was also a Manager in the transactions diligence team specialising in banking capital markets, wealth and asset management, and insurance sectors.

She has seven years of experience across the transaction lifecycle, engaged on over 30 transactions (private and public) for a range of private equity and corporate clients and qualified as a Chartered Accountant in 2016.

Cassie joined Gresham House in July 2021 and is based in the London office working as an Investment Manager in the Public Equity team.

Prior to joining the firm, Cassie was part of the Corporate Broking team at Citi, having previously spent two and a half years at Investec.

Cassie graduated from the University of Cambridge in 2015, before completing an MSc at the London School of Economics and Political Science.

Dane joined Gresham House in March 2021 and is based in the London office working as Fund Controller for the Baronsmead VCTs.

Prior to Gresham House, Dane worked at Laurium Capital in South Africa as Financial Controller, managing the operations of the finance function. Previously, Dane worked at a family office in London as Financial Controller gaining valuable experience in venture capital investments, deal structuring, valuation and performance measurement and assessment. Dane has over four years’ experience in asset management and seven years’ experience in finance having worked for EY for several years post-Articles.

Dane qualified as a Chartered Accountant at EY in South Africa and holds a postgraduate Honours degree in Accounting Sciences from the University of South Africa, where he passed his degree with Cum Laude. Dane is currently registered to sit for the CFA Level III Examination and is a member of the South African Institute of Chartered Accountants (SAICA).

With over 20 years in private equity, Hazel is an experienced investor and director, and has helped build numerous quality boards. Hazel qualified as a Chartered Accountant with Arthur Andersen before spending a few years in corporate finance with British Linen Bank advising public and private companies.

She joined 3i in 1993 and in 2000 opened a London private equity office for Bowman Capital, a $6bn hedge fund with $750m for private equity. She invested throughout Europe before gaining operational experience by heading up the UK for Cross Atlantic Capital Partners. Since 2000, Hazel has been sitting on boards for private equity and independently and since 2006, she has been formally helping companies build quality boards and management teams.

Hazel joined Gresham House in March 2019. She continues to help create and maintain quality teams and is a Non-Executive Director at Parsley Box, a food delivery firm.

Henry joined Gresham House in November 2018 having previously been at Livingbridge since 2016. He focuses on growth capital investments into software and service businesses in the financial and professional services sectors, with particular interest in process and workflow automation software, service companies looking to drive digital transformation, scale-ups looking to improve the use of data and analytics for large incumbents (banks, insurers, legal firms, etc.), and new methods of communication and collaboration.

Prior to Livingbridge, Henry worked at VCT fund manager Foresight Group for three and a half years, and at TMT focused strategy consultancy Spectrum for six years on projects in wireless communications, technology and media strategy.

He has a first class degree in Politics, Philosophy and Economics from Oxford and is a CFA charter holder.

James joined Gresham House as an Investment Manager in December 2019. Prior to this he spent five years at PwC, latterly working in the financial due diligence team.

James is a Chartered Accountant and read Economics and Accounting at Edinburgh University.

Laurence is a fund manager for Gresham House Strategic plc (GHS), looking at both public and private equity transactions across a range of sectors within the strategic equity team. He has been working on GHS for the past five years, leading on a mix of workstreams for both new and existing investments. Laurence also sits on the board of the Lakes Distillery (GHS investment) as an observer and leads a number of our active engagement strategies with current investments.

Laurence holds a bachelor’s degree in Politics with Economics from the University of Warwick. During his studies, Laurence interned at Rothschild & Co, working on the Mergers and Acquisitions Team in the industrial sector, and at Barclays Capital on the equities trading floor before joining Gresham House shortly after its inception.

Mackenzie joined Gresham House in December 2019 having previously spent a year in Technology M&A Advisory at BDO LLP, where he worked on a variety of buy-side and sell-side mandates for owner-managed businesses across the UK. Prior to joining the Technology M&A Advisory team he worked in the Business Services team in BDO for two years, where he supported fast growth businesses in meeting their compliance and reporting requirements.

Before joining BDO, he spent over a year at Inflexion Private Equity where he focused on sourcing and researching investment opportunities, where his interest for investing was sparked.

Masrur joined Gresham House in November 2018 having previously been at Livingbridge where he worked across the VCT and Equity Funds’. Prior to that, he spent 2 years in ecommerce and trading at Dixons Carphone and 6 months as a trainee accountant with HT Accountants. He holds a first class BSc in Accounting from the University of Westminster.

Maya joined Gresham House in September 2019, having spent 4 years at Octopus Investments, investing in real estate-backed healthcare companies and entrepreneurs. Prior to that she worked at KPMG for 7 years in audit and corporate finance. She has a first class degree in Modern History from Oxford and is a Chartered Accountant.

Rupesh joined Gresham House in January 2021, having spent five years at Praesidian Capital where he was focused on investing and managing minority growth and buy-out investments in entrepreneurial businesses across a range of sectors.

Prior to that, he worked at Grant Thornton for eight years where he led M&A and private equity transactions. He qualified as a Chartered Accountant with Deloitte and graduated with a BSc (Hons) in Physics from Imperial College.

Steve joined Gresham House in November 2018 after the Livingbridge acquisition. Steve leads the unquoted investment team on behalf of the Baronsmead VCTs. Steve is a qualified Chartered Accountant and prior to moving into Private Equity he advised Corporate and Private Equity clients on a range of corporate finance and due diligence matters on transactions up to £2bn in value at KPMG.

Steve has a depth of experience in sectors including TMT, Leisure, Consumer and Business Services. Notable investments include Carousel Logistics, Moteefe,  Boilerjuice, Happy Days Nurseries and Symphony Ventures.

Tania joined Gresham House in November 2018 having been at Livingbridge for 13 years. She has worked on the Baronsmead VCTs since she joined, progressing from administration assistant to Finance Manager in 2011 and qualifying as a Chartered Management Accountant in 2012 while at Livingbridge.

Tania previously worked at a Chartered Accountancy practice in New Zealand for eight years where she began her accounting training. She holds a BBS in Accounting from the Open Polytechnic of New Zealand.

Tom started working at Gresham House in 2018, having previously been at Livingbridge since 2015. Prior to that he was at KPMG for 6 years, working across a number of departments with a focus on private equity transactions. He has a first class BSc (Hons) in Biology from the University of Bristol and is a Chartered Accountant.