Private Equity 2022 Deals Round-Up

CONTENTS 4. 5. 6. 8. 10. 13. 14. 18. 20. 22. 24.

About Vista Year End Deal Highlights Tech Deals Healthcare Deals Financial Services Deals International Deals Portfolio Case Studies Our Services Our Portfolio Testimonials Our Team

CONTENTS 4. 5. 6. 8. 10. 13. 14. 18. 20. 22. 24.

About Vista Year End Deal Highlights Tech Deals Healthcare Deals Financial Services Deals International Deals Portfolio Case Studies Our Services Our Portfolio Testimonials Our Team

YEAR END DEAL HIGHLIGHTS 2022 was to say it lightly a year of considerable upheaval and uncertainty:

ABOUT VISTA Award Winning Broker

Last 12 months 50 IDD UK deals completed

We were awarded Commercial Lines Broker of the Year 2022 in the Insurance Age UK Broker Awards

10 International deals supported

Enlarged Diligence Team

Vista Milestones

We welcomed Dan Blake and George Horner into our team, boosting capabilities.

400+ deals completed since our management break-out in July 2014. £1M+ EBITDA

International Network Expanded team of PE Specialists including new partners in US

Specialist Facilities • D&O • Key Man with immediate cover • Cyber, Crime and Data protection • Warranty & Indemnities • Bad Debt, Credit & Contingency

• • • •

Ukraine/Russia war Record Inflation and increased interest rates GBP down almost 12% in the year against the USD The Truss mini budget, 3 Prime Ministers and industrial unrest

It was pleasing therefore that Vista was still able to assist our UK PE partners with insurance due diligence on 50 completed deals. A slightly increased number of deals “fell over” as the DD process revealed fragility in some of the numbers projected and we continued to undertake a number of successful portfolio reviews. Improving cover and reducing costs for the businesses – helping to ease exit. In addition, internationally we worked on a significant number of addons and new platforms for our colleagues in the US and investment into European head officed businesses from the UK was also a highlight of the year. As we look ahead to 2023 we expect to see a quiet first quarter but with money to spend and some pent-up sales demand we do expect volumes to return to somewhere near the five year trend. 2021 was after all very much an outlier statistically. We also hope to see some of the deals that fell over returning to the table with some more realistic valuations. Thank you to all our supporters, we look forward to facing the challenges ahead with optimism and enthusiasm. To all those who have not yet worked with us please do check out our website for lots of insights in to why Insurance Due Diligence can be deal critical. Here is a small selection of deals we worked on during 2022:

YEAR END DEAL HIGHLIGHTS 2022 was to say it lightly a year of considerable upheaval and uncertainty:

ABOUT VISTA Award Winning Broker

Last 12 months 50 IDD UK deals completed

We were awarded Commercial Lines Broker of the Year 2022 in the Insurance Age UK Broker Awards

10 International deals supported

Enlarged Diligence Team

Vista Milestones

We welcomed Dan Blake and George Horner into our team, boosting capabilities.

400+ deals completed since our management break-out in July 2014. £1M+ EBITDA

International Network Expanded team of PE Specialists including new partners in US

Specialist Facilities • D&O • Key Man with immediate cover • Cyber, Crime and Data protection • Warranty & Indemnities • Bad Debt, Credit & Contingency

• • • •

Ukraine/Russia war Record Inflation and increased interest rates GBP down almost 12% in the year against the USD The Truss mini budget, 3 Prime Ministers and industrial unrest

It was pleasing therefore that Vista was still able to assist our UK PE partners with insurance due diligence on 50 completed deals. A slightly increased number of deals “fell over” as the DD process revealed fragility in some of the numbers projected and we continued to undertake a number of successful portfolio reviews. Improving cover and reducing costs for the businesses – helping to ease exit. In addition, internationally we worked on a significant number of addons and new platforms for our colleagues in the US and investment into European head officed businesses from the UK was also a highlight of the year. As we look ahead to 2023 we expect to see a quiet first quarter but with money to spend and some pent-up sales demand we do expect volumes to return to somewhere near the five year trend. 2021 was after all very much an outlier statistically. We also hope to see some of the deals that fell over returning to the table with some more realistic valuations. Thank you to all our supporters, we look forward to facing the challenges ahead with optimism and enthusiasm. To all those who have not yet worked with us please do check out our website for lots of insights in to why Insurance Due Diligence can be deal critical. Here is a small selection of deals we worked on during 2022:

TECHNOLOGY Manchester-based contract lifecycle management disruptor Summize has secured £5m Series A investment from YFM Equity Partners (YFM) and Maven Capital Partners (Maven), as it looks to build its presence in the US and further develop its intelligent SaaS legal technology. Founded in 2018, Summize has experienced rapid growth by taking a disruptive approach to a traditional sector. Its world-first integrated contract lifecycle management (CLM) software is uniquely designed to make contract workflows smarter and up to 85% faster by digitising and automating manual legal processes. Summize has more than 100 businesses worldwide on its platform, including Fujifilm, Everton FC, NCC Group, Moonpig and The Modern Milkman. BCN Group made the strategic acquisition of Evo-soft, a leading Dynamics Business Central specialist. The acquisition follows the recent investment of ECI Partners, the leading growth-focused mid-market private equity firm, following the full realisation of Beech Tree Private Equity who invested in BCN Group back in 2018. The acquisition provides BCN with an exceptional platform to provide solution driven services for businesses across the UK. The move enhances their focus and capability on delivering services and solutions from the Microsoft ecosystem.

Bridges Fund Management ("Bridges"), the specialist sustainable and impact investor, will be working with Storetec to expand their product portfolio and resources to offer more support to current and potential clients. The partnership came around because of the natural synergy with ESG between the two companies. With so much of our daily lives now powered by technology - a trend accelerated by the rise of remote and digital working post-Covid - data security has become one of the most important ESG issues of our time. According to the World Economic Forum, cyber security is now one of the five key risks facing businesses globally: more than 80% of UK companies have experienced a successful cyber attack in the last year. This is creating strong demand for services that can help companies digitise and secure their critical data: the electronic data storage market is forecast to grow at about 15% in the coming years. Bridges' investment (via its Sustainable Growth Funds) will work in partnership with the management team, led by founder & CEO Neil Robson, to accelerate the growth of their business in this market, offer enhanced services to existing clients and support more new clients in the U.K. and beyond. Vista will be supporting the business along its journey.

TECHNOLOGY Manchester-based contract lifecycle management disruptor Summize has secured £5m Series A investment from YFM Equity Partners (YFM) and Maven Capital Partners (Maven), as it looks to build its presence in the US and further develop its intelligent SaaS legal technology. Founded in 2018, Summize has experienced rapid growth by taking a disruptive approach to a traditional sector. Its world-first integrated contract lifecycle management (CLM) software is uniquely designed to make contract workflows smarter and up to 85% faster by digitising and automating manual legal processes. Summize has more than 100 businesses worldwide on its platform, including Fujifilm, Everton FC, NCC Group, Moonpig and The Modern Milkman. BCN Group made the strategic acquisition of Evo-soft, a leading Dynamics Business Central specialist. The acquisition follows the recent investment of ECI Partners, the leading growth-focused mid-market private equity firm, following the full realisation of Beech Tree Private Equity who invested in BCN Group back in 2018. The acquisition provides BCN with an exceptional platform to provide solution driven services for businesses across the UK. The move enhances their focus and capability on delivering services and solutions from the Microsoft ecosystem.

Bridges Fund Management ("Bridges"), the specialist sustainable and impact investor, will be working with Storetec to expand their product portfolio and resources to offer more support to current and potential clients. The partnership came around because of the natural synergy with ESG between the two companies. With so much of our daily lives now powered by technology - a trend accelerated by the rise of remote and digital working post-Covid - data security has become one of the most important ESG issues of our time. According to the World Economic Forum, cyber security is now one of the five key risks facing businesses globally: more than 80% of UK companies have experienced a successful cyber attack in the last year. This is creating strong demand for services that can help companies digitise and secure their critical data: the electronic data storage market is forecast to grow at about 15% in the coming years. Bridges' investment (via its Sustainable Growth Funds) will work in partnership with the management team, led by founder & CEO Neil Robson, to accelerate the growth of their business in this market, offer enhanced services to existing clients and support more new clients in the U.K. and beyond. Vista will be supporting the business along its journey.

TECHNOLOGY Portfolio client Sagacity, a leading provider of tech-enabled customer data management solutions, has now acquired REaD Group Ltd and are incorporating them into the Sagacity brand and way of life. The takeover gives Sagacity access to a plethora of markets to which they previously did not have access, whilst also allowing them to expand skillsets and combine knowledge. Queen's Park Equity - QPE provides capital and expertise to entrepreneur-led businesses within Education, Health & Pharma and Tech Services with ambitions to accelerate their growth. Vista provided insurance due diligence to assist with this successful add-on acquisition.

TECHNOLOGY Portfolio client Sagacity, a leading provider of tech-enabled customer data management solutions, has now acquired REaD Group Ltd and are incorporating them into the Sagacity brand and way of life. The takeover gives Sagacity access to a plethora of markets to which they previously did not have access, whilst also allowing them to expand skillsets and combine knowledge. Queen's Park Equity - QPE provides capital and expertise to entrepreneur-led businesses within Education, Health & Pharma and Tech Services with ambitions to accelerate their growth. Vista provided insurance due diligence to assist with this successful add-on acquisition.

FINANCIAL SERVICES

HEALTHCARE Vista provided Insurance Due Diligence to support Growth Capital Partners in the investment in Robiquity Group Limited. Robiquity is a specialist Intelligent Automation services provider with a heritage in implementing Robotic Process Automation applications and enabling businesses to automate and scale manual processes using technology. Robiquity is the leading UK independent Intelligent Automation service provider and has particular experience in the financial services, consumer and telco sectors. Robiquity was founded in 2016 by Jack Rimmer and Tom Gardner. In 2020 they appointed a CEO, Tom Davies and together they have successfully grown the headcount of the business to more than 100, establishing operations across North America and the Middle East. Growth Capital partnered with Tom, Jack, Tom and the wider management team, through an investment in July 2022.

Signature Corporate Finance engaged with Vista to provide their expertise and due diligence for the MBO of Inprova Group supported by NVM Private Equity LLP. Inprova is a leading technology and data enabled procurement services business that has more than 30 years’ experience of transforming procurement in the public, private and third sector. The investment will able the business to further develop its technology platform and procurement analytics capabilities.

FINANCIAL SERVICES

HEALTHCARE Vista provided Insurance Due Diligence to support Growth Capital Partners in the investment in Robiquity Group Limited. Robiquity is a specialist Intelligent Automation services provider with a heritage in implementing Robotic Process Automation applications and enabling businesses to automate and scale manual processes using technology. Robiquity is the leading UK independent Intelligent Automation service provider and has particular experience in the financial services, consumer and telco sectors. Robiquity was founded in 2016 by Jack Rimmer and Tom Gardner. In 2020 they appointed a CEO, Tom Davies and together they have successfully grown the headcount of the business to more than 100, establishing operations across North America and the Middle East. Growth Capital partnered with Tom, Jack, Tom and the wider management team, through an investment in July 2022.

Signature Corporate Finance engaged with Vista to provide their expertise and due diligence for the MBO of Inprova Group supported by NVM Private Equity LLP. Inprova is a leading technology and data enabled procurement services business that has more than 30 years’ experience of transforming procurement in the public, private and third sector. The investment will able the business to further develop its technology platform and procurement analytics capabilities.

INTERNATIONAL

Belfast based DM Financial have expanded their global operations with the acquisition of Dutch reporting, assurance and consulting specialist Solutional Holdings BV. This takeover allows DM Financial to strengthen their presence in Continental Europe, adding to offices in Ireland, Netherlands, UK, Singapore and the Cayman Islands. Synova started the partnership with DM Financial in June 2021 with the aim of supporting them with their future stages of development.

INTERNATIONAL

Belfast based DM Financial have expanded their global operations with the acquisition of Dutch reporting, assurance and consulting specialist Solutional Holdings BV. This takeover allows DM Financial to strengthen their presence in Continental Europe, adding to offices in Ireland, Netherlands, UK, Singapore and the Cayman Islands. Synova started the partnership with DM Financial in June 2021 with the aim of supporting them with their future stages of development.

PORTFOLIO CASE STUDY - ADD ON DUE DILIGENCE AT NO COST TO CLIENT Belfast based DM Financial, leading provider of specialist accounting services to the global alternative asset management industry has announced the acquisition of Netherlands based Solutional, a reporting, assurance, and consulting specialist for the financial sector. Led by founder Ian Doran, DM Financial's core service lines expanded to include specialised management accounting, corporate secretarial, liquidation and taxation compliance services with a growing international footprint with offices in Ireland, UK, Singapore, and the Cayman Islands. As of January 2022, the Company has provided reporting, compliance and accounting services to investment vehicles which have combined assets of circa US$700bn. Solutional, founded by Roger van den Berg, Marco van Empel and Martin Stravers has been providing financial and regulatory reporting services to the asset management industry for 17 years, preparing annually more than 30,000 financial and regulatory reports annually, and is the leading asset management reporting provider in the Netherlands. Solutional also provides consulting, internal audit and operational audit services for AIFMD and UCITS asset managers, pension funds and fund administrators, including ISAE3402 assurance services. Ian Doran, CEO at DM Financial, said: “Solutional has been the pre-eminent provider of reporting, risk, regulatory and assurance services for investment managers, funds and other regulated financial services entities in the Netherlands market for almost 20 years. We are delighted to partner with Marco, Roger, and Martin, along with their expert team of over 30 talented colleagues. We are combining two highly experienced teams with comparable cultures and values, as well as strengthening our Continental European footprint. The investment will support our growth ambitions of becoming one of the leading providers of reporting and assurance services to regulated financial services entities globally.”

PORTFOLIO CASE STUDY - ADD ON DUE DILIGENCE AT NO COST TO CLIENT Belfast based DM Financial, leading provider of specialist accounting services to the global alternative asset management industry has announced the acquisition of Netherlands based Solutional, a reporting, assurance, and consulting specialist for the financial sector. Led by founder Ian Doran, DM Financial's core service lines expanded to include specialised management accounting, corporate secretarial, liquidation and taxation compliance services with a growing international footprint with offices in Ireland, UK, Singapore, and the Cayman Islands. As of January 2022, the Company has provided reporting, compliance and accounting services to investment vehicles which have combined assets of circa US$700bn. Solutional, founded by Roger van den Berg, Marco van Empel and Martin Stravers has been providing financial and regulatory reporting services to the asset management industry for 17 years, preparing annually more than 30,000 financial and regulatory reports annually, and is the leading asset management reporting provider in the Netherlands. Solutional also provides consulting, internal audit and operational audit services for AIFMD and UCITS asset managers, pension funds and fund administrators, including ISAE3402 assurance services. Ian Doran, CEO at DM Financial, said: “Solutional has been the pre-eminent provider of reporting, risk, regulatory and assurance services for investment managers, funds and other regulated financial services entities in the Netherlands market for almost 20 years. We are delighted to partner with Marco, Roger, and Martin, along with their expert team of over 30 talented colleagues. We are combining two highly experienced teams with comparable cultures and values, as well as strengthening our Continental European footprint. The investment will support our growth ambitions of becoming one of the leading providers of reporting and assurance services to regulated financial services entities globally.”

PORTFOLIO CASE STUDY

ONLINE RETAIL BUSINESS SET FOR EXPANSION

Functional Backpacks Ltd, who trade with the brand name Built for Athletes, offer predominantly gym and sports backpacks and also provide cycling bags and gym accessories online. Due to their success and reputation in the fitness industry for providing stylish and robust products, they boast partnerships with a number of leading professional athletes and high profile sports clubs. Customers include Borussia Dortmund Football Club, rugby league side Salford Red Devils and American College Football side Texas A & M Aggies. Vista was pleased to provide insurance due diligence on behalf of River Capital who made an investent in the business to support their ambitious growth plans. Vista are also working with the business going forward. River Capital, part of the MSIF group, is a Fund Management company which helps ambitious small and medium sized businesses to accelerate their growth and achieve their full potential.

PORTFOLIO CASE STUDY

ONLINE RETAIL BUSINESS SET FOR EXPANSION

Functional Backpacks Ltd, who trade with the brand name Built for Athletes, offer predominantly gym and sports backpacks and also provide cycling bags and gym accessories online. Due to their success and reputation in the fitness industry for providing stylish and robust products, they boast partnerships with a number of leading professional athletes and high profile sports clubs. Customers include Borussia Dortmund Football Club, rugby league side Salford Red Devils and American College Football side Texas A & M Aggies. Vista was pleased to provide insurance due diligence on behalf of River Capital who made an investent in the business to support their ambitious growth plans. Vista are also working with the business going forward. River Capital, part of the MSIF group, is a Fund Management company which helps ambitious small and medium sized businesses to accelerate their growth and achieve their full potential.

OUR SERVICES WE OFFER A WRAP AROUND SERVICE FROM ACQUISITION TO EXIT

We are agile and responsive and work in Private Equity time. due diligence reports

portfolio reviews

exit due diligence

add on due diligence

portfolio review of current exisitng businesses

We make it our mission to help your portfolio companies protect profit and de-risk growth.

OUR SERVICES WE OFFER A WRAP AROUND SERVICE FROM ACQUISITION TO EXIT

We are agile and responsive and work in Private Equity time. due diligence reports

portfolio reviews

exit due diligence

add on due diligence

portfolio review of current exisitng businesses

We make it our mission to help your portfolio companies protect profit and de-risk growth.

OUR PORTFOLIO

HOW WE HELP AVOID INSURANCE IMPACTING DEAL VALUE We know these are tough times and we want to help stop your portfolio’s escalating insurance costs and scarcity of cover options negatively impacting deal value. We already work with more than 400 Portfolio companies and we also provide insurance solutions for an extensive range of Private Equity investors.

400+

Private Equity and Portfolio Clients supported

•

We are offering a complete review of the Total Costs of Risk for your Portfolio businesses.

•

When insurance is expensive businesses need to buy less and mitigate more. We will audit each company and look for: •

Cover designs to maximise value while maintaining balance sheet protection

•

Risk reward mechanisms

•

Risk Management, Claims Defence and Loss Mitigation Strategies to help alleviate the worst effects over the cycle

•

Managed Self-insurance

•

We bring extensive commercial experience and we know how to get the job done. We will ensure that your investments benefit from a quality insurance programme delivering excellent value during your investment and with no negatives so that you can maximise value on exit.

•

Our senior leadership team and key personnel have experienced hard market conditions before, unlike many of our colleagues in competitor businesses.

OUR PORTFOLIO

HOW WE HELP AVOID INSURANCE IMPACTING DEAL VALUE We know these are tough times and we want to help stop your portfolio’s escalating insurance costs and scarcity of cover options negatively impacting deal value. We already work with more than 400 Portfolio companies and we also provide insurance solutions for an extensive range of Private Equity investors.

400+

Private Equity and Portfolio Clients supported

•

We are offering a complete review of the Total Costs of Risk for your Portfolio businesses.

•

When insurance is expensive businesses need to buy less and mitigate more. We will audit each company and look for: •

Cover designs to maximise value while maintaining balance sheet protection

•

Risk reward mechanisms

•

Risk Management, Claims Defence and Loss Mitigation Strategies to help alleviate the worst effects over the cycle

•

Managed Self-insurance

•

We bring extensive commercial experience and we know how to get the job done. We will ensure that your investments benefit from a quality insurance programme delivering excellent value during your investment and with no negatives so that you can maximise value on exit.

•

Our senior leadership team and key personnel have experienced hard market conditions before, unlike many of our colleagues in competitor businesses.

TESTIMONIALS “The insurance aspect of deals has become very smooth thanks to Vista. We have worked together on a number of transactions and look forward to many more. They are an invaluable business partner”

“Vista are diligent, commercial and enthusiastic in their support, including for our add-on acquisitions”

“We enjoy working with Vista on transactions. They take control of the diligence process, provide timely feedback and make executing the insurance aspect of any transaction hassle free. Vista have rapidly become our chosen partner on new deals.”

“Due to the conditions and circumstances at the point that we typically engage, we require insurance input to be efficient, of high quality and reliable. Any slippage or mixed communication can carry significant implications. Working with Vista has always been a positive experience. The team are knowledgeable, responsive and deliver – precisely what we are require.”

“Vista’s knowledge, experience and pragmatic approach when working on deals is exactly what we look for in an insurance due diligence adviser. They always have a good working relationship with the target company, are riskfocused and their responsiveness is invaluable.We look forward to continuing our excellent working relationship with Vista.”

TESTIMONIALS “The insurance aspect of deals has become very smooth thanks to Vista. We have worked together on a number of transactions and look forward to many more. They are an invaluable business partner”

“Vista are diligent, commercial and enthusiastic in their support, including for our add-on acquisitions”

“We enjoy working with Vista on transactions. They take control of the diligence process, provide timely feedback and make executing the insurance aspect of any transaction hassle free. Vista have rapidly become our chosen partner on new deals.”

“Due to the conditions and circumstances at the point that we typically engage, we require insurance input to be efficient, of high quality and reliable. Any slippage or mixed communication can carry significant implications. Working with Vista has always been a positive experience. The team are knowledgeable, responsive and deliver – precisely what we are require.”

“Vista’s knowledge, experience and pragmatic approach when working on deals is exactly what we look for in an insurance due diligence adviser. They always have a good working relationship with the target company, are riskfocused and their responsiveness is invaluable.We look forward to continuing our excellent working relationship with Vista.”

OUR TEAM

Ross Hayden

Head of Corporate

Peter Warburton

Gavin Ruben

Dan Blake

Peter is a Director and co-founder of Vista. He is a fellow of the Chartered Insurance Institute and a Chartered Insurance Broker. Peter has worked in the industry for more than 35 years including more than 20 years working with Banks, Venture Capital and Private Equity investors on a wide range of transactions. His experience includes senior roles with international brokers, insurers and at Lloyd’s of London and is recognised for his specialist knowledge in Liability, Management Liability (D&O) and Business Interruption. As Technical Director Peter will personally sign off all diligence work. Together with Gavin Ruben, Peter manages relationships with our Private Equity partners and has established an international network of private equity insurance specialists to ensure that Vista provide a truly global service.

Gavin is Chief Executive Officer and a co-founder of Vista. He has more than 25 years’ experience in underwriting and broking and has worked on Mergers and Acquisitions with investors and portfolio businesses for 15 years. He has particular expertise in helping larger businesses with complex needs manage their total cost of risk through effective risk management and loss control strategies.

Dan joined the Vista Private Equity Team in 2022 to lead our insurance due diligence service delivery and to expand provision of our specialist broker facilities to the M&A sector.

Director

Email: [email protected] Office: 0161 393 2032 Mobile: 07543 654 957

Chief Executive Officer

Email: [email protected] Mobile: 07498 037 991 Office: 0161 804 1134

Head of Private Equity

Dan is a Chartered Insurance Broker with experience that spans owner-managed businesses and multinational corporate organisations, many of whom were backed by Private Equity investors.

Together with Peter Warburton, Gavin manages relationships with our Private Equity partners and manages, through board representation and strategy meetings, the service provided from our international network of private equity insurance specialists.

He has extensive knowledge of a broad range of industry sectors and their risk requirements, including the Construction industry and has a wealth of analytical expertise.

Email: [email protected] Office: 0161 393 2033 Mobile: 07886 555 187

Email: [email protected] Office: 0161 537 7057 Mobile: 07939 904 393

Nigel Bailey

Private Equity Development Manager Email: [email protected] Office: 0161 804 1130 Mobile: 07498 037 964

George Horner

Client Service Executive - Private Equity Email: [email protected] Office: 0161 393 7111

OUR TEAM

Ross Hayden

Head of Corporate

Peter Warburton

Gavin Ruben

Dan Blake

Peter is a Director and co-founder of Vista. He is a fellow of the Chartered Insurance Institute and a Chartered Insurance Broker. Peter has worked in the industry for more than 35 years including more than 20 years working with Banks, Venture Capital and Private Equity investors on a wide range of transactions. His experience includes senior roles with international brokers, insurers and at Lloyd’s of London and is recognised for his specialist knowledge in Liability, Management Liability (D&O) and Business Interruption. As Technical Director Peter will personally sign off all diligence work. Together with Gavin Ruben, Peter manages relationships with our Private Equity partners and has established an international network of private equity insurance specialists to ensure that Vista provide a truly global service.

Gavin is Chief Executive Officer and a co-founder of Vista. He has more than 25 years’ experience in underwriting and broking and has worked on Mergers and Acquisitions with investors and portfolio businesses for 15 years. He has particular expertise in helping larger businesses with complex needs manage their total cost of risk through effective risk management and loss control strategies.

Dan joined the Vista Private Equity Team in 2022 to lead our insurance due diligence service delivery and to expand provision of our specialist broker facilities to the M&A sector.

Director

Email: [email protected] Office: 0161 393 2032 Mobile: 07543 654 957

Chief Executive Officer

Email: [email protected] Mobile: 07498 037 991 Office: 0161 804 1134

Head of Private Equity

Dan is a Chartered Insurance Broker with experience that spans owner-managed businesses and multinational corporate organisations, many of whom were backed by Private Equity investors.

Together with Peter Warburton, Gavin manages relationships with our Private Equity partners and manages, through board representation and strategy meetings, the service provided from our international network of private equity insurance specialists.

He has extensive knowledge of a broad range of industry sectors and their risk requirements, including the Construction industry and has a wealth of analytical expertise.

Email: [email protected] Office: 0161 393 2033 Mobile: 07886 555 187

Email: [email protected] Office: 0161 537 7057 Mobile: 07939 904 393

Nigel Bailey

Private Equity Development Manager Email: [email protected] Office: 0161 804 1130 Mobile: 07498 037 964

George Horner

Client Service Executive - Private Equity Email: [email protected] Office: 0161 393 7111

Vista Insurance Brokers Ltd National House, 6th Floor, 36 St Ann Street, Manchester, M2 7LE +44 (0) 161 393 7111 33 Cavendish Square, London, W1G 0PW +44 (0) 203 764 0833 2 Snow Hill, Queensway, Birmingham, B4 6GA +44 (0) 121 796 2010 Vista Insurance Brokers are authorised and regulated by the Financial Conduct Authority (FRN: 717743).