Matthew Swan

Experience

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  Accenture

  Jul 2002 - Mar 2006

  Consultant

  As a consultant, I focused on econometric, financial and strategic modelling, analysis and planning for multi-national blue chips operating in the energy, mining and utilities sectors. I operated independently, managed small teams and often supported senior clients.

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  Close Brothers Corporate Finance

  Mar 2006 - Apr 2008

  Associate

  As an Associate with the leading independent European corporate finance adviser, I concentrated on mergers and acquisitions, leveraged buy-outs and the structuring and raising of corporate debt. I was the responsible associate on over ten assignments including advising shareholders on the £500m “take private” of Enterprise plc, the £91m private equity backed buy-out of National Britannia ltd and the successful debt structuring enabling the £100m acquisition of Alexander Mann Solutions ltd.

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  Independent

  Jan 2009 - Apr 2009

  Finance and Strategy Advisor

  As an independent business advisor, I have provided practical support for defining and delivering the financial and strategic goals of my clients. This has included:• Writing or refining company strategy and business plans• Securing investment from providers of debt or equity • Developing financial models • Researching and appraising new business development opportunities • Corporate acquisitions and disposals Recent clients are diverse ranging from an online auction company ranked in the top 20 of the 2009 Sunday Times 'Tech Track' of fastest growing private technology companies to a national premium brand fabric and homeware design company. Show less

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  Swan Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management

  Apr 2009 - now

  Director

  I am the principal Director of Swan Wealth Management, a Managing Partner Practice of St. James's Place Wealth Management. I am a Chartered Financial Planner, an economics graduate and advise principally in the corporate environment.Swan Wealth Management provides expert advice for individuals and businesses seeking to achieve four principal financial objectives over the long term: • To build and preserve wealth • To prepare for and optimise provisions for retirement • To achieve appropriate financial protection against risk • To manage a business more effectivelySwan Wealth Management Ltd is an Appointed Representatives of and represent only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 01/06/2023 Show less