People: FRP; Heligan Wealth Management; CBRE
FRP Corporate Finance has announced the appointment of a new partner in the Midlands as it looks to bolster its support for businesses across the region.
Dan Salt joins the firm’s Birmingham office, having spent the last four years within the Midlands M&A team at EY. There, he provided tailored, strategic advice to business owners and management teams on a wide range of transactions across sectors including industrials, business services, energy transition, and building products.
Salt’s recent deal experience includes successfully advising clients such as automotive specialists SYNETIQ and Fastlane Paint & Body, and affiliate marketing services company Skycon Limited, on various acquisition and sale processes. He previously spent time at Clearwater International and, prior to that, working in leveraged finance at Royal Bank of Scotland.
In his new role, Salt will be spearheading growth in FRP Corporate Finance’s Midlands team and helping expand the business’ footprint in the region.
FRP continues to grow through key strategic hires and acquiring several corporate finance and restructuring businesses – adding eight new offices across the UK and its first international office, in Cyprus – since listing on AIM in 2020.
Dan Salt, partner at FRP Corporate Finance, said: “FRP Corporate Finance is already very well known for the quality of its people and its track record of working on some of the most high-profile transactions up and down the country.
“The Midlands is home to a vibrant corporate finance community and, despite a cautious 12 months for M&A, the drivers for management teams to invest in, grow or sell their businesses haven’t gone away.
“What I’m now looking forward to most is working alongside my new talented and experienced colleagues, and getting out there and building new relationships with ambitious local businesses that play to the region’s strengths across manufacturing, technology, renewable energy, and much more.”
Jeremy French, chief operating officer at FRP, added: “Dan’s appointment reiterates both our ability to attract the very best talent in the corporate finance sector, and our commitment to expanding our offering in the Midlands as part of growing our national team.
“His stature in the Midlands dealmaking community and the wealth of experience he brings means the team is now perfectly placed to continue to grow and deliver the best possible outcomes for our clients.”
With the acquisition of the Hay Hill Wealth business, Heligan Group will evolve the firm into Heligan Wealth Management with plans to offer wealth management solutions.
To announce the firms wealth management presence in Birmingham and the Midlands, Kieran Duffy has joined the team as Client Director.
Duffy has more than 11 years of experience as a financial professional, firstly qualifying as a banker at RBS Corporate Bank before transitioning into wealth management with Coutts. Most recently Duffy was a Client Advisor at UBS advising a diverse High Net Worth client base including entrepreneurs, professionals, and institutions.
He graduated from the University of Birmingham with an LLB Law with Business degree. He is a Chartered Fellow of the CISI, completing the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Advice Diploma and Certificate in Advanced Financial Planning, as well as being a Qualified Financial Advisor (QFA) / European Financial Advisor (EFA) with the Irish Institute of Banking.
CBRE has promoted four people to associate director at its office in Birmingham.
Veenam Gohil, Olivia Newport, Tom Nock and Annie Stanford have all made the step up from senior surveyor within their respective teams.
Veenam joined CBRE as a graduate in 2015. After qualifying as a chartered building surveyor in 2018, she joined the building consultancy team.
Olivia is a member of CBRE’s industrial and logistics team. She started her career in real estate in 2018, joining the firm as a graduate and qualifying as a chartered surveyor in 2020.
Tom joined CBRE in 2019, having graduated from Oxford Brookes University with a first-class honours degree in real estate. He qualified as a chartered surveyor in 2021 and today works in CBRE’s investment properties team.
Annie joined CBRE as a surveyor in 2021. As an associate director at CBRE, Annie specialises in the valuation of residential assets, including build to rent, suburban single-family housing, development schemes and development land.
In addition to the associate director promotions, Mark Smith has been promoted to senior surveyor in the project management team.
Will Ventham, head of CBRE’s Birmingham office, said: “Our people are our biggest asset, and it is great to see the wealth of talent we have across the business, from junior to senior director level.
“It is particularly pleasing to see that three of the four newly promoted associated directors joined CBRE as graduates, demonstrating our high talent retention rates.”
