What sets Charles apart?
Charles is an expert in corporate finance, providing dynamic and inspirational leadership to support businesses. He also leads the firm’s finance and funding team.
He works closely with clients to really understand their business and personal requirements, as the best advice has to be based on detailed knowledge, ensuring clients receive the best possible service built around their long-term needs.
Charles has spent a career working with and advising businesses on a wide range of corporate finance issues, including:
- Business planning
- Business and profit improvement
- Creation and protection of business value
- Succession planning
- Business acquisitions
- Fund raising (Debt and Equity); and
- Realising wealth through successful sale transactions
Charles' service exptertise
Corporate Finance
- Leading corporate finance assignments, bringing a robust and pragmatic approach to the process
- Providing expert commercial and strategic advice to clients on key business transactions, including:
- Fundraising
- Succession Planning
- Strategic planning
- Mergers & Acquisitions
- Acquisition Support
- Due Diligence (Funder and acquirer based)
- Restructuring
- Accelerated Mergers & Acquisitions
Charles' sector experience
Automotive
- Providing specialist commercial advice to the automotive sector, including the sale of a major motor caravan business
Haulage
- Fundraising and mergers & acquisitions for haulage businesses
- Substantial experience working with a number of key players in the haulage sector, including supply chains
Healthcare
- Advising clients in the care homes sector on their strategic development, providing expert guidance and leadership to advance their objectives
- Completed over 20 fundraising projects for care homes, together with advising on the sale of a large specialist care business
Manufacturing
- Expert advice on a wide range of projects in the manufacturing sector, including fundraising, succession planning and exit planning
- Recent lead advisory work includes a management buyout of a wholesale plant nursery
Technology
- Working with technology businesses to raise finance (equity and debt), strategic planning, augmenting management teams and creating sustainable value
We wanted the sale process to be kept as an anonymous as possible due to the nature of competition in our business sector, and Bishop Fleming executed this request consummately. Charles Davey and his team were able to draw on their knowledge of the sector and contacts to find the best possible outcome for us. Charles was always there to help, no matter what the time of day.
Daryl Jones, Stanley House
