At Forward we offer senior, hands on experience through the whole transaction. We are a small business ourselves and so our success is determined by your success.
Telephone: +44 (0)1279 215 558
Mobile: +44 (0)7809 610 401
Sarah started her career with McKinsey & Co, but rapidly realised her passion lay in working with SMEs rather than large multinationals. She has spent over 15 years in general corporate finance in the small and medium enterprise sector. Ten of those were spent working with companies in Dublin with Corporate Finance Ireland (now part of Duff & Phelps), and more recently in the UK working as an adviser to private equity firms and their portfolio companies with Liberty Corporate Finance, and to SMEs with Price Bailey.
She has worked on deals from under £10m to over £50m, and in sectors as diverse as financial compliance, veterinary services, restaurants, online services, media and manufacturing, and with a range of different private equity firms, including MML Capital, ECI Partners, Livingbridge, August Equity and Sovereign Capital.
Sarah has a first class degree in Natural Sciences from the University of Cambridge and an MBA from the University of Texas.
Outside work, Sarah can usually be found with her trainers on, pounding the streets. She has run many marathons and ultra-marathons including the Marathon Des Sables in Morocco, and the Jungle Marathon through the Brazilian rainforest. On a sunny day she can sometimes be found enjoying the more leisurely activity of a round of golf.
Telephone: +44 (0)1279 215 559
Mobile: +44 (0)7931 349 271
Rob started his career with Bird Luckin in Essex and qualified as AAT and ACCA in four years. He then spent ten years with Baker Tilly, two in audit, one year on secondment at Ford Credit Europe Bank, and the remaining seven years in the corporate finance team. He most recently spent five years in Price Bailey’s corporate finance team working with owners and managers across Essex, Hertfordshire and London.
Specialising in assisting owners and managers with their business growth and exit plans, Rob’s strength and passion lies in understanding what makes a business tick and working with people to help them achieve their goals. His experience is focused on mergers and acquisitions activity, management buy out assistance and business sales – helping to maximise exit proceeds for the shareholders and mitigate risks in acquisitions or MBOs.
Rob has worked on and completed a wide range of deals in a variety of sectors including human capital, facilities management, manufacturing, engineering, wholesale, logistics and warehousing, freight forwarding, online retail and property development.
Outside work, Rob can be found in a snooker hall, on a golf course, watching football – or ideally holidaying with his better half in the sun.
Corporate Finance Manager
Telephone: +44 (0)1279 215 556
Fiona trained with Deloitte in London, qualifying as a Chartered Accountant and a Chartered Tax Adviser and spent six years in their corporate tax department. A desire to work in industry resulted in a move to Diageo plc, where during the next eight years she covered a variety of corporate and international tax roles including global tax consolidation, tax strategy, risk management and tax compliance; her passion was providing tax transaction support to the global business.
Following a career break to have her two children, Fiona spent a short while working for Hertfordshire County Council providing financial support to schools, which led to a position as Business Manager at Northgate Primary School managing their conversion from maintained school to an academy. Her most recent position was as Management Accountant at Bishop’s Stortford College where she developed the annual operating budget.
Fiona’s wide range of experience in the finance industry lends itself to the fast-paced world of corporate finance.
Fiona has a 2:1 degree in Economics from the University of Sheffield.
Outside work, Fiona enjoys all forms of exercise and has played a variety of sports, most recently she has started learning hockey.
Business Development Manager
Mobile: +44 (0)7395 796 991
Sue has enjoyed a long and very varied career in banking, spanning 35 years until 2017. She started her working life with NatWest and qualified as ACIB in the 1980s. The last 15 years were spent with the Corporate and Commercial Team in East Anglia; most recently as Business Development Director with responsibility for new SME and Corporate clients across Suffolk and North Essex. She led and developed the wider management team to grow the bank’s asset book with new to bank customers, successfully year on year.
She has worked on deals in a variety of sectors – leisure, healthcare, agriculture, professional practices, hotels, manufacturing, piers. Key to this is building strong working relationships with business owners and their advisors, structuring and funding deals that work.
After 15 years Sue took an 18 month break, with some fun in the fashion retail world (including the catwalk!), but she missed the buzz of the business world. In 2019 Sue joined Forward to help to build on the continuing growth of the business.
Outside work, Sue can be found learning to play golf, spending time with her three now ‘grown up children’ and husband, walking the dog, dressmaking and ideally travelling to somewhere exotic for a holiday.
Corporate Finance Associate
Telephone: +44 (0)1279 215 557
Mobile: +44 (0)7719 303 072
Amie started her career with HW Fisher & Company; a top 25 UK chartered accountancy firm. She worked within the private client department and qualified as ATT during her time there. She was responsible for tax compliance matters for a large portfolio of clients.
A desire to work within the challenging world of corporate finance led to a career change. She spent 4 years at TTC; a London based corporate finance boutique working on a wide variety of deals mainly within real estate & and infrastructure. After working on a deal for a husband and wife owner managed business; Amie realized that her passion lies within SME’s rather than large projects.
Amie has passed levels 1 & 2 of the Chartered Financial Analyst (CFA) program and is currently preparing to complete the final level to obtain the full CFA designation. She has also obtained the Level 3 Certificate in Corporate Finance.
Outside work Amie can usually be found at a motocross track covered head to toe in mud. She has competed in various national championships since a young age and has raced across Europe in WMX Women’s World Motocross Grand Prix’s. On a more relaxing Sunday Amie can be found on the sofa cuddling her beloved bulldog named Boycie.