About

Ceri is responsible for all aspects of Mercia Asset Management PLC’s management accounting and financial reporting, and ensuring the integrity of the group’s internal control environment.

Previous experience

Ceri is a PwC trained Chartered Accountant with over 15 years’ experience working in finance manager and financial controller roles, predominantly within listed businesses operating in the software and manufacturing sectors. Particular areas of expertise include implementing new accounting and management information systems, developing finance policies, procedures and processes, creating and maintaining robust internal controls.

Ceri.Bailey@mercia.co.uk

About

Chris is an Investment Director at Mercia Asset Management PLC with a focus on investing in early and growth-stage digital and software companies. In addition to deal origination and execution, Chris sits on the board of a number of companies within Mercia’s portfolio and is also responsible for the management of Mercia’s EIS Fund investment activity

Previous experience

Prior to joining Mercia, Chris worked at an investment group based in London helping build and invest in disruptive technology companies.

chris.kilroy@mercia.co.uk

About

Claire joined the Group in 2019 as an EIS Client Services Associate. Her focus is on providing investor services, administering and distributing tax certificates and she works closely with the EIS Fund Operations Manager to prepare client allocations and maintain the Investor Centre.

Previous experience

Claire completed a diploma in Business Administration and an NVQ in Customer Services. Prior to Mercia she worked at Sanderson IT Software & Services as a technical administrator for over five years, supporting customers with development requirements as well as facilities management and reception duties for the office. Claire also has vast experience within the financial and pensions industry. 

Claire.Anderson@mercia.co.uk

About

Courtney is Executive Assistant to our CEO and the Senior Leadership Team, managing their diaries, travel and expenses.  Courtney also provides administration support to the Compliance and Finance teams and plays an important role in the support of the Investment Team by maintaining the Share Register.

Courtney’s role has also expanded to being our Facilities Coordinator, IOSH qualified to look after the day to day running of our Head office in Henley in Arden and our busy regional offices.

In 2019 we launched our charitable venture Mercia Spirit, a group-wide programme translating our values into worthy initiatives, which Courtney Chairs.

Previous experience

Prior to joining Mercia, Courtney gained extensive experience of office management, working at two of her family businesses, covering areas from payroll and pensions, credit control and invoicing, HR, and liaising personally with the customers and suppliers.

 

courtney.yeoman@mercia.co.uk

About

David is an Investment Manager with a focus on investing in proof of concept and early-stage companies as part of the Midlands Engine Investment Fund. His investments to date have been in software and IP-rich technology companies. David sits on the board of a number of companies within Mercia’s wider portfolio.

Previous experience

Prior to joining the Group, David worked at Blue Sky Corporate Finance in an advisory role, assisting small and medium-sized businesses with raising investment and sell-side transactions. He previously worked as a business manager for HSBC Bank, providing debt-based finance to a portfolio of clients.

david.baker@mercia.co.uk

About

Gina works as part of the EIS team as EIS Fund Operations Manager, looking after the day to day operations of the EIS fund from when an application is received up until exit. Her focus is on EIS eligibility and compliance, assisting new investee companies through the advance assurance process with HMRC and post-completion compliance statements, providing timely return of investors’ tax certificates.

Previous experience

Gina was Senior Investment Administrator at NFU Mutual and holds an Advanced Certificate in Global Securities Operations from the Chartered Institute for Securities and Investment, as well as a BSc from the Open University.

gina.hood@mercia.co.uk

About

Helen joined the Group in 2019 as Office Administrator and in early 2020 started a new role as Fund Administrator, working within the MEIF POC Funds. She supports the Investment Team with deal preparation and completion, the maintenance of records, and the development, coordination and production of both external and internal reports. Helen is based at Mercia’s head office in Henley-In-Arden.

Helen is also a member of the Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view

Previous experience

Helen has a strong background in office support as well as working in event management. This has included executive assistant positions at CEO level within a variety of industries including television and healthcare. Helen spent nine years living and working in Australia and returned to the UK six years ago. Prior to joining Mercia, Helen spent the last few years employed at a logistics company providing support to the commercial director and departmental heads.

helen.birch@mercia.co.uk

About

Isabel is an Investment Associate focusing on the Life Sciences & Biosciences sector and provides support to Mercia’s portfolio companies.

Previous experience

Isabel has a range of experience in the drug development sector from early-stage research companies through to GMP manufacture and clinical trials. She holds a PhD in Molecular Virology and a degree in Biochemistry and Molecular Biology.

isabel.dodd@mercia.co.uk