About

Alex recently joined Mercia in 2022 and is an Investment Manager in Mercia’s PE funds where he is responsible for originating and transacting new investments into high-growth SMEs across the UK. He is based in the Manchester office.

Previous experience

Previously, Alex was a Manager in Grant Thornton’s M&A Corporate Finance team in Manchester, where he worked on a number of mid-market private equity, corporate and debt advisory transactions. He has experience across a number of sectors.

Alex is a Chartered Accountant, starting his career in Grant Thornton’s Audit team in the East Midlands.

He also has a BSc (Hons) in Financial Mathematics from the University of Nottingham.

About

Joining Mercia in February 2022, Mike is an Investment Director for EV SME Loans and has responsibility for sourcing, structuring and negotiating new investment opportunities.

Previous experience

Mike has over 25 years’ experience in corporate and commercial Banking the last 14 years being with Allied Irish Bank, with time spent in their London, Edinburgh and Manchester offices.
Most recently Mike was Head of AIB’s Manchester business centre having previously undertaken a variety of roles for the bank including leading business development and customer relationship management teams. Mike has operated across a wide range of sectors, supporting a diverse portfolio of SME’s, delivering flexible lending solutions to help support their business ambitions.

About

Adam joined Mercia in 2021, following three years working at Rickitt Mitchell & Partners, advising UK businesses and private equity clients on strategic acquisitions and disposals. Having joined the VCT investment team in 2021 based in Manchester, he now focuses on sourcing, transacting, and managing investments through to broader roles with portfolio companies.

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Previous experience

Before Rickitt Mitchell, Adam trained at EY in London as a Chartered Accountant, working across the wealth and asset management teams in audit and transaction services. Adam graduated from Loughborough University with a BSc in Accounting and Financial Management.

 

 

 

About

Lee is part of Mercia’s VCT investment team and is involved in identifying new investment opportunities, completing transactions and supporting Mercia’s portfolio companies.

Previous experience

Lee joined Mercia in 2021 after seven years working in Corporate Finance at PwC: firstly advising public and private sector bodies across the healthcare, telecoms and transport sectors, and then as an Assistant Director advising digital infrastructure and energy businesses on growth equity raises and M&A transactions. He holds a BA in Natural Sciences from the University of Cambridge and a Masters (Distinction) in Research Methods from the University of Manchester.

 

 

 

About

Joanna joined the Group in 2021 as Fund Administrator, working within the VCT 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. Joanna is based at the Manchester office.

Previous experience

Joanna has a strong background in office support as well as in sales. Her previous experience being in office and account management in the healthcare sector and retail management and a proven sales record gained in over 30 years working in the travel industry. Joanna is a qualified assessor – Level 3 and has gained extensive customer service experience whilst working in the travel industry. Her experience in customer service led to her most recent position prior to joining Mercia, on the management team working in occupational health developing and supporting a team of administrators and managing the diaries of clinicians.

 

 

 

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.

About

Melanie joined the Group in 2011 as an Investment Executive providing support to EV SME Loans, the RisingStars Growth Funds, Coalfields Growth and the EV Growth Funds Investment Teams which are able to invest in businesses across the UK and in a variety of sectors. Based in Manchester, she is responsible for supporting portfolio management and as such takes responsibility for coordinating the investment process, monitoring portfolio companies during the Fund’s involvement, and also reporting to Fund investors.

Previous experience

Melanie has a background working within the finance and audit function, with a particular focus on governance and compliance. She has previously supported large Government contracts within the Welfare to Work Sector, ensuring the business operated within the parameters of the contracts it managed.

melanie.hooper@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

Wayne joined Mercia in 2006 and is the Managing Director of Mercia PE Funds where he is responsible for originating and investing into high-growth SMEs across the UK. He also manages a portfolio of companies from the PE Funds spanning sectors from manufacturing to online retail including Woodall Nicholson and Total Resources.

Previous experience

Previously, Wayne was an investment director with Aberdeen Asset Managers Private Equity, investing in a broad range of sectors across the north of England. Prior to that, he was in the corporate finance teams at both Ernst & Young and BDO where he advised companies, management teams and investors on a wide range of mid-market transactions. A Chartered Accountant, Wayne has spent the last 20 years of his career advising and investing into SMEs and larger corporates.

wayne.thomas@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.