About

Andy is an Investment Manager within the Debt Team, delivering funding from NPIF Debt. Focused, in the main, on more established companies looking to grow, Andy concentrates on the York, North Yorkshire and East Riding area, within the Yorkshire & Humber Region.

Previous experience

Andy joined Mercia in March 2022. Before then, he spent 18 months in the commercial finance broker sector, having previously worked with the Business Enterprise Fund delivering the Micro-finance Northern Powerhouse Investment Fund on behalf of the British Business Bank, providing finance for SME’s across York and North Yorkshire.

Prior to this he worked for 16 years at the Yorkshire Bank in a variety of roles, including retail banking and latterly for the last 10 years in commercial banking. This included business development roles and portfolio management working across all trading business sectors in helping small to medium SME’s businesses.

About

Connie joined Mercia in 2021 as an Investment Analyst in our Yorkshire based equity team. She is primarily focused on sourcing and delivering deals for early and growth-stage businesses across Yorkshire, the Humber and Tees Valley for the Northern Powerhouse Investment Fund.

Previous experience

Connie graduated from the University of Leeds in 2021 with a First Class Honours Degree in Mathematics.

About

Victoria joined the Group in August 2021, as Portfolio Resourcing Manager to support our current and future investee companies in building out their Boards.

Previous experience

Before joining the Group, Victoria spent six years with BGF, as a Talent Network Manager. Victoria cultivated relationships with a range of experienced senior business leaders in order to offer investee companies access to a pool of expert talent, focusing primarily on non-executive appointments.  Prior to BGF, Victoria gained 13 years’ experience with Directorbank, placing Executive and Non–Executive board directors on a permanent and interim basis for a diverse client base including VC funds; privately owned enterprises; mid-market private equity firms and mid-cap public companies.

About

Emily joined the Group in 2021 as Fund Administrator, working within the NPIF – Mercia Equity Team. She supports the Investment Team with deal preparation and completion, the maintenance of records and the production of both internal and external reports. Emily is based at Mercia’s Leeds office.

Previous experience

Emily graduated from the University of Sheffield in 2017 with a BA (Hons) degree in History. Prior to joining Mercia, Emily has gained experience in the finance sector, particularly working with SMEs. Emily began her first role in 2017 working with a Community Development Finance Institution (“CDFI”) in Cumbria as a business administrator, and went on to join a Bradford-based CDFI as a fund administrator in 2019.

 

 

 

About

Rob is an Investment Manager for Mercia’s EIS Fund with a focus on investing in early and growth-stage technology companies. Based in the North, Rob’s role includes portfolio support, deal origination and execution.

Previous experience

Prior to joining Mercia, Rob worked at Rickitt Mitchell, a Manchester based corporate finance firm which assists small and medium-sized businesses with acquisitions, raising investment, and sell-side transactions. Rob holds a BSc (Hons) in Maths and Physics from Durham University. Following university, Rob qualified as a certified chartered accountant (ACCA) with AlixPartners, where he worked within the Restructuring and Debt Advisory teams.

 

 

 

About

Joe joined Mercia in 2020 as an Investment Analyst in our Yorkshire based equity team. He is primarily focused on sourcing and delivering deals for early and growth-stage businesses across Yorkshire, the Humber and Tees Valley for the Northern Powerhouse Investment Fund.

Previous experience

Joe graduated from Durham University with first-class honours in Economics and completed an internship with AJ Bell’s investment team.

 

About

Dan Joined Mercia in September 2020 as an Associate and is now an Investment Manager with a focus of investing in growing SMEs based in Yorkshire, Humber and Tees Valley for the Northern Powerhouse Investment Fund. Dan is involved in origination, evaluation and execution of new deals as well as supporting the current portfolio.

Previous experience

Prior to joining Mercia, Dan obtained a first-class undergraduate degree in Business Studies from the University of Liverpool which included a year working with Redmayne Bentley. Following university, Dan qualified as an ACA chartered accountant with RSM where he worked within the Business Advisory and Transaction Services teams.

 

About

Joining Mercia in 2020, Gary has over 40 years’ experience working in the banking sector and brings with him some 30 plus years’ experience of lending. Gary is as an Investment Manager, in the NPIF Mercia Debt Team and supports businesses in the Leeds, Harrogate and surrounding areas. In 2013 he gained Accreditation as a Manufacturing Specialist Manager from Warwick (University) Manufacturing Group.

 

Previous experience

 

Immediately before joining Mercia, Gary was a Relationship Manager within Lloyds SME Banking based in Leeds.  Between 2014 and 2018 he was a member of the Lloyds Manufacturing Specialist team covering the Yorkshire and Humber area. He has worked in various locations in West and North Yorkshire during his career in SME Banking covering all business sectors. He enjoys a close working relationship with clients supporting with working capital and lending solutions. Gary is focused on helping clients grow their businesses and achieve their objectives.

About

Jonathan joined Finance South Yorkshire (now part of the Group) in 2010 as an Investment Manager within the business loans team based in Yorkshire, and has over 30 years’ experience in lending. He now has the role of Senior Investment Manager mainly focused on West and North Yorkshire for NPIF – Mercia Debt Finance.

Previous experience

He previously spent four years at YFM Group working on the Partnership Investment Finance Loan Fund in a similar role. His earlier roles have included investment manager with Brown Shipley, a London-based Merchant Bank providing lending solutions to high net worth clients, and also Leeds Building Society dealing with commercial property investment. Prior to those roles he spent 14 years with NatWest Bank plc where he was a relationship manager.

jonathan.craig@mercia.co.uk

Biography

Julian joined Mercia through the 2016 acquisition of Enterprise Ventures, which he joined in 2004 and was head of technology investments at the time of its acquisition. He has over 20 years of venture capital experience, including the successful listings of companies such as Blue Prism Group plc and OptiBiotix Health plc. Through the subsequent sell down of its holding in Blue Prism, Mercia’s RisingStars Growth Fund realised c£95m, 105x the cost of its investment. Julian leads the equity investment team as well as managing the pipeline of Mercia’s direct investments.

Alongside his wide experience of investing across many sectors,  Julian played a leading role in securing the managed funds contracts awarded by the British Business Bank and North East Fund Ltd and has been Mercia’s Chief Investment Officer since April 2018. Julian has a geology with chemistry degree from the University of Southampton and qualified as a chartered accountant with accountants Smith & Williamson. He is also responsible for investments in nDreams and Soccer Manager.