Charlotte Willard

Charlotte Willard

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location of Charlotte WillardGreater London, England, United Kingdom

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  • About me

    Director, Financial Services Lead Advisory, PwC; specialising in M&A transactions in banking and lending

  • Education

    • University of Newcastle-upon-Tyne

      2006 - 2009
      Bachelor of Arts (BA) History and English Literature 1st Class Honours Degree

      Activities and Societies: Debating, UNICEF Society, Student Radio News Team

    • Institute of Chartered Accountants in England and Wales

      2009 - 2012
      Associate Chartered Accountant (ACA) Accounting
  • Experience

    • PwC

      Sept 2009 - now

      I joined the acclaimed PwC Newcastle Corporate Finance practice in May of 2013. The team provides a full range of M&A and financial advisory services across all industry sectors, from acquisitions through to raising finance. My role involves providing advice on disposals, acquisitions, buy-outs and strategic options to corporate clients, private equity houses and management teams.Deals which I have worked on in my first six months include three transactions which have successfully completed with PE investment: - the investment in Express Engineering (Holdings) Limited, one of the UK's leading providers of higth end precision manufacturing services to the global oil and gas industry, by Lloyds Development Capital - the simultaneous acquisition of the trade and assets of Burdon Limited, a provider of precision engineering services to the industrial, defence, automotive, aerospace and oil and gas industries by Express Engineering - the sale of Fine Industries Limited, a contract manufacturer of bespoke high quality fine chemicals, to NorthEdge Capital and management Show less I joined the PwC Newcastle audit practice in September 2009 as part of their graduate training programme. Whilst undertaking my ACA qualification, I worked with a wide range of audit clients; from private family run businesses, to global retail organisations, to multinational plcs, in industries as varied as retail, agriculture, healthcare and transport. In this role I successfully incharged large plc group audits. I consistently demonstrated strengths in building and sustaining good client relationships, with strong organisation and team leadership skills, and thorough and concise documentation. Show less

      • Director

        Jul 2019 - now
      • Corporate Finance Assistant Director

        Jul 2016 - Jun 2019
      • Corporate Finance Manager

        Jun 2014 - Jun 2016
      • Corporate Finance Senior Associate

        May 2013 - Jun 2014
      • Transaction Services Senior Associate

        Dec 2012 - May 2013
      • Audit Associate

        Sept 2009 - Nov 2012
  • Licenses & Certifications

    • Associate Chartered Accountant

      ICAEW
      Sept 2012
    • First Class BA Honours Degree in History and English Literature

      Newcastle University
      Jul 2009