About

Kent is responsible for internal and external financial reporting, covering areas such as management accounts, statutory financial statements, tax filings, budget setting and forecasts. He also has responsibility for ensuring that appropriate financial information, controls, policies and procedures are maintained and adhered to. In addition, Kent will be managing and developing financial models to enhance the financial reporting function as well as driving efficiency savings and improvement initiatives.

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

Previous Experience

Kent qualified as a Chartered Accountant in private practice before moving into financial accounting roles within industry. Kent has previous experience working within head office functions with particular expertise in implementing new systems, improving group reporting and strengthening financial reporting processes.

 

About

Joining the Manchester office as Digital Content Manager under the guidance of Head of Marketing and Communications, Alison Dwyer, Lee manages Mercia’s digital and content strategy. Lee is also a member of the Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

 Previous experience

Lee has vast experience and knowledge in content production and ideation. He began his career as an editor with Manchester’s Channel M TV station, before producing content around the globe for World Rugby; culminating in reporting at the 2011 World Cup in New Zealand. A move to Manchester City Football Club in 2011 saw Lee take on some of the club’s most ambitious and ground-breaking digital campaigns, initiatives and projects to date. A move down the M62 in 2018 to Liverpool Football Club saw his work being industry recognised when the Digital team won the ‘Best in Football Media’ award at the Football Business Awards in 2019.

 

About

Peter joined the Group in 2015 as Head of Life Sciences & Biosciences, with over 20 years’ experience in this sector, and became Chief Operating Officer in 2018. He is responsible for a number of the life science portfolio investments including Locate Bio, MyHealthChecked plc, Sense Biodetection, Axis Spine Technologies and Medovate and in July 2020 he oversaw the successful exit of The Native Antigen Company.

Peter is the champion of several of our key initiatives and working groups as well as heading up the VCT and EIS divisions of Mercia and is a member of:

Mercia Responsible Investment Committee – a Group-wide team committed to delivering the ESG strategy across the business.

Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

Mercia Knowledge Committee – a Group wide Information and Data Development team which Peter Chairs.

Previous experience

Peter has been involved with a number of turnarounds and exits within the sector, including the acquisition of Surgicraft’s loss-making business where, as managing director, sales quadrupled within three years and the business was subsequently sold to a private equity backed business and Diagnostic World, a fast-growing diagnostic provider to the NHS.

peter.dines@mercia.co.uk

About

Peter Rooney joined the Group in 2014 and negotiates new investments on behalf of the SME Loans Fund. He is responsible both for sourcing investment opportunities across the region and assessing their suitability from a performance perspective prior to investment. Peter is based in the Preston office, and works with small to medium and start-up companies in and around the Lancashire region.

Peter is also a member of the Mercia Spirit Committee, a group-wide programme translating our values into worthy initiatives and Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

Previous experience

Prior to joining the Group, Peter has worked with Barclays PLC, and held numerous positions in several disciplines, managing businesses in both the SME and corporate arenas. He has worked with clients in both public and private sectors across a number of different areas including manufacturing, not for profit and professional services.

 

peter.rooney@mercia.co.uk

About

Rebecca joined the Group in June 2018 and is based at our office in Henley-in-Arden. Rebecca plays a key supporting role in our People & Talent team and is also a member of the Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

Previous experience

Rebecca has over 15 years of HR and recruitment experience in the professional services sector, including one of the ‘big four’ accounting firms. Rebecca has also worked across the information technology services and engineering sectors; her most recent role was working for a company supporting manufacturing based in the West Midlands. This was a generalist human resources role, with a particular emphasis on recruitment and onboarding.

rebecca.whitfield@mercia.co.uk

About

Stephen joined the Group in 2019 as an Investment Director for the Midlands Engine Investment Fund (MEIF) team, focusing on proof of concept and early stage opportunities. Stephen is also a member of the Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

Previous experience

Graduating from Loughborough University, Stephen has spent the last 10 years supporting Midlands-based businesses in a finance capacity. Prior to joining the Group, Stephen was an investor at the Housing Growth Partnership, investing in small and mid-sized housebuilders across the Midlands. Stephen has also spent time in the Midlands office of Lloyds Bank’s leverage finance team, working on acquisition facilities to support private equity buy outs across a multitude of sectors including telecoms, media and technology, manufacturing, leisure, education, and oil and gas.

stephen.windsor@mercia.co.uk

About

Will joined Mercia in 2018 as an Investment Manager. As part of our Yorkshire-based equity team, he’s primarily focused on the origination and execution of deals for the Northern Powerhouse Investment Fund, in particular the provision of growth capital to trading SMEs with ambitious and innovative management teams.

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

Previous experience

Will spent more than six years in corporate finance as an M&A specialist with KPMG in Leeds and The McLean Group in Washington DC. Whilst in the US he was typically working with tech-focused, mid-market companies delivering solutions to public sector customers, namely in aerospace, defence and government services, and healthcare. In his last year at KPMG, Will was seconded to NorthInvest, where he developed an angel investor network and support ecosystem for tech startups across the North of England. Prior to his corporate finance career, Will was a researcher at the Center for Strategic and International Studies (CSIS), a bipartisan policy thinktank in Washington DC.

Will.Schaffer@mercia.co.uk

About

Alex joined the Northern VCT team in 2019 and is based in Manchester. He works with the wider team in sourcing, transacting and managing investments across all sectors and regions. He joined from the corporate finance team of Rickitt Mitchell, and before that, spent five years in the assurance and business recovery services team at PWC. He has a first-class degree in economics from Nottingham University.

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

 

About

Alice joined the Group on a permanent basis in 2018 after working with Mercia over a number of years on a consultancy basis, during which time she has developed a deep understanding of our CASS operations and, more recently, of the General Data Protection Regulation. A key focus of her role is maintenance of appropriate compliance systems and controls, particularly in relation to client assets, including policies, procedures and monitoring. Alice supports the Group Compliance Director in ensuring that the Group-regulated entities meet FCA and, where appropriate, other regulatory requirements at all times, fostering a strong compliance culture.

Alice is also a member of:

Mercia Knowledge Committee –  a Group wide Information and Data Development team

Mercia Responsible Investment Committee – a Group-wide team committed to delivering the ESG strategy across the business.

Mercia O2 Committee – offering the benefits of diverse opinions, ideas and points of view.

Previous experience

Alice has a background in the financial services industry and the business development and funding arena. Most recently, Alice has provided consultancy services to private and public sector entities with a specialism in regulatory oversight and compliance.

alice.grieve@mercia.co.uk

About

Dawn joined the Group in 2017 and has over 16 years’ experience working as a corporate finance advisor to growing businesses. She is a dedicated Portfolio Manager for the North West Fund for Venture Capital and the North West Fund for Mezzanine, which have supported entrepreneurs building high-growth businesses in the North West region by providing debt and equity solutions for new and early-stage start-up companies.

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

Previous experience

Dawn is a Chartered Accountant. She trained at Andersen, worked for 10 years as part of Ernst & Young’s corporate restructuring team in London and Manchester, and spent four years locally with Begbies Traynor. She has assisted a wide variety of businesses, restructuring debt and equity to complement growth plans, creating robust financial and cash flow forecasts, and in managing stakeholder interests.

dawn.tyler@mercia.co.uk