Chief Executive Officer
Fund manager with almost 30 years experience.
Alistair has been a fund manager specialising in UK Smaller Companies for almost 30 years. He is a graduate of Business Studies and Accounting from the University of Edinburgh and subsequently qualified as a Chartered Accountant with KPMG in 1985. He was formerly a Director of Edinburgh Fund Managers plc and was the Head of UK Smaller Companies for that group. Under his management the Edinburgh UK Smaller Companies Fund won several Micropal awards for performance, and in 2000 he was the winner of the ‘Investment Week UK Small Companies Fund Manager of the Year’ award. He joined Castlefield Investment Partners in 2007, becoming a partner in September 2009, and has been the lead manager of the Castlefield UK Smaller Companies Fund since April 2007. He also manages a number of funds investing in companies quoted on the Alternative Investment Market (AIM) for the purpose of inheritance tax planning.
20+ years experience of advising on business tax.
Ed is a solicitor who has over 20 years’ experience of advising on all aspects of business tax. He was a tax partner at Addleshaw Goddard LLP (and its predecessor firms) from 1996 to 2013 and during this time was Head of Tax for over 10 years. Ed specialised in advising upon mergers and acquisitions and private equity transactions. Ed has considerable experience of advising employee owned businesses and advising upon the direct and indirect acquisition of interests by employees in their employing companies. Ed retired from Addleshaw Goddard LLP with effect from 30 April 2013 and has recently taken up a part time role at a family and employee-owned property company.
John has over 25 years investment experience.
John has over 25 years investment experience and co-founded Castlefield Investment Partners LLP, of which he is Managing Partner, in 2002. He is a graduate of Accounting and Finance, with a financial services sector-specific MBA, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. In late 2012 he became one of the UK’s first Chartered Wealth Managers. John is a former director of Henry Cooke Group plc and executive director of the private bank Brown Shipley. He is also an alumnus of the London Business School Private Equity Executive Programme. John was responsible for structuring and leading Castlefield’s own employee-ownership process and, as such, he is acutely aware of the challenges and rewards co-ownership offers. He sits as a member of the Council of the Employee Ownership Association, and in this capacity has been involved in a working group advising the UK Government on possible changes to taxation affecting employee-owned businesses. He has also provided evidence to the All-Party Parliamentary Group on employee ownership and to the Nuttall Review on barriers to increasing co-ownership.
Partner in Rothschild, the global investment bank.
Richard Bailey is a partner in Rothschild, the global investment bank. He is Executive Chairman of Rothschild’s Mid-Cap business with offices in London, Manchester, Leeds and Birmingham. He has worked for the bank for over 30 years during which time he has been involved in a range of private and public company work with a focus on mergers, acquisitions, private equity and capital raising. Richard has been involved with the development of companies such as Peel Holdings plc, Pets at Home Limited, Lookers plc and Manchester United plc. He is a Non-Executive Director of Kier Group plc and is also Chair of the Company’s Audit Committee. Richard is also a Governor of a music school and a trustee of the Halle Orchestra.
Over 33 years experience
John is a member of the Institute of Chartered Accountants in England & Wales, qualifying in 1982 with Spicer & Pegler, whilst employed as an Audit Manager.
Since qualifying John has worked in industry and has extensive experience with SME and sizable family owned / managed businesses across various sectors trading in the UK & overseas. As part of this he has been involved in the creation of Employee Trusts and share schemes (EBTs and SIPs), as part of their journey towards employee ownership. John also had 12 years’ experience with WT Burden Limited, a company where the majority of its 1,100 employees were shareholders.
John has worked with C4C since its inception as a LLP in 2011, prior to its incorporation as a PLC. In addition he is involved with a number of C4C employee owned investee businesses in Trustee and/or board advisory roles.