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

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

About

Maurice joined Mercia in 2017 as a Fund Administrator and is now an Investment Manager with the NPIF – Mercia Equity Team. Working across Yorkshire, Humber and Tees Valley, Maurice’s role includes sourcing and executing early-stage deals whilst also being responsible for reporting to our NPIF stakeholder, the British Business Bank.

Previous experience

Prior to joining Mercia, Maurice was responsible for all investment operations on the Finance Yorkshire Equity Linked Fund. He holds a BA (Hons) degree in Business Management and an MSc joint honour in Finance and Marketing, both from Manchester Metropolitan University. 

maurice.disasi@mercia.co.uk

About

Paul joined the Group in 2017 as an Investment Manager in the NPIF – Mercia Debt Team, and has over 30 years’ experience in banking and asset finance. He is focused on supporting small and medium-sized businesses to achieve their growth ambitions and fulfil their potential. He mainly covers the Humber area and Sheffield City region.

Previous experience

Paul joined NatWest from school, and whilst always living in East Yorkshire he has enjoyed a varied career working with a diverse range of businesses of all sizes across the North of England and Scotland. For several years, he led a team of banking experts who were successful in supporting businesses through the tough economic environment and so understands the challenges faced by SMEs on a daily basis. Paul holds the Chartered Banker Diploma in lending skills.

paul.arthur@mercia.co.uk

About

Paul joined the Group in 2006 with more than 30 years’ experience in lending. He is the Managing Director, Mercia Debt Funds and heads up Mercia’s lending activity. Paul was heavily involved in the launch of both SME Loans Funds and is also Fund Manager for NPIF in Yorkshire and Humber and was also responsible for several successful exits including Core RFID and Finch Consulting.

Previous experience

Previously Paul was a regional director with Barclays Ventures and responsible for the north of England and the Midlands. He has made numerous equity investments in MBOs and development capital transactions in various sectors, including specialist manufacturing, support services and distribution. Paul also sat on the boards of many of these businesses and he continues to do this as part of his role within Mercia too. The earlier part of Paul’s career was spent in corporate banking, in the UK and overseas.

paul.taberner@mercia.co.uk

About

Pete joined the Group in 2017 and has over 30 years’ lending experience. He is Investment Director for NPIF – Mercia Debt Finance, focusing on delivering the Fund into the South Yorkshire MCA Region City Region.

Pete is also Deputy Fund Principal for NPIF Debt Fund across Yorkshire & Humber Region.

Previous experience

Prior to joining the Group, Pete was with RBS Group where his final role was director for Commercial Banking in South Yorkshire and North Derbyshire, running the bank’s relationship management team across that area. Experienced in lending to the SME sector, he spent six months seconded to the bank’s lending programme project in 2013, in response to the challenge of increasing its performance in this area. Prior to that he held the role of relationship director in commercial banking, working directly with the SME sector in the same area. Pete has worked with the SME community in and around the region since 1996.

 

pete.sorsby@mercia.co.uk