Peter is a founder member of the team, having joined in 2012 to help develop debt finance initiatives. He is now chairman of the company’s Portfolio Monitoring and Valuation Committee.
Peter has a background in specialised lending and corporate finance gained in major investment banks and accountants Ernst & Young. More recently Peter developed venture capital company YFM Venture Finance as its Managing Director. He was Non-executive Director for two VCT funds and the investment fund of the Waste and Resources Action Programme charity.
Richard Coldwell joined the team in June 2012. He focuses on the direct lending debt funds, having previously been involved in building the peer-to-peer portfolio.
Richard is a Chartered Accountant with a background in corporate finance having worked for KPMG, ING and GE Commercial Finance.
Christine joined the team in 2017 to focus on equity funds, having previously spent over two years in the Venture Solutions team at the British Business Bank where she was involved in investing the VC Catalyst programme and delivering the Enterprise Capital Fund Programme. She has a corporate finance and commercial background having worked at Bank of Scotland, PwC and BOC Industrial Gases.
Marilena joined in December 2013 and she is the team lead on FinTech investments, having previously led the mid-cap direct lending portfolio.
Her previous career was spent largely in corporate finance and investment banking, having been an Assistant Director at the Shareholder Executive in BEIS and a Vice President at Citigroup Global Markets where she worked in financial strategy, equity capital markets and Financial Institutions M&A.
Adam joined in October 2013 and focuses on structured capital solutions.
Adam joined from the Shareholder Executive where he had worked since 2010. His previous career was spent in corporate finance at two investment banks, most recently in the Financial Institutions team at JP Morgan Cazenove from 2004 to 2010. Prior to that, Adam spent six years at Dresdner Kleinwort Wasserstein working in several sector specific teams.
Mark joined the investment team in November 2015. He focuses on all aspects of the deal process as well as monitoring existing portfolio companies. Prior to joining, Mark spent three years at PwC, Dublin, where he was a Senior Associate in the Asset Management department.
Jonathan joined in June 2013 and specialises in asset finance. He has a wealth of SME lending experience having been employed in banking
and finance since 1985.
Jonathan previously worked for Yorkshire Bank, Santander plc and more recently RBS Invoice Finance Ltd where he held a Senior Relationship Manager position. Jonathan is an Associate of the Chartered Institute of Bankers.
Alex joined in January 2016 from UBFS, a family office engaged in private equity placements in Africa, where he had worked since 2015. Prior to that Alex spent two and half years at GE Capital working in risk management and leveraged finance on several large and mid-cap sponsored deals across Europe and the United States.
Mark joined the team in June 2016 and is responsible for supporting the management of the portfolio, as well as new investments.
Previously, Mark worked for Ernst & Young as a Corporate Finance Executive specialising in transaction and investment-based support for both public and private sector clients, having started as a trainee in 2010.
Mark is a Chartered Accountant and member of the Institute of Chartered Accountants for Scotland.
Hala joined in January 2016, having worked for a global firm ‘NetApp’ where she held an Operations Manager position, managing EMEA Account Receivables, working closely with internal treasury and J.P. Morgan bank. Hala is a qualified accountant and also a member of the Association of Accounting Technicians.
Karlo joined the team in August 2017. He focuses on overall investment process as well as portfolio reporting. Karlo joined from Deutsche Boerse Group where he worked in the front office of the Index Department. Prior to that he had completed his internship with the world’s largest P&C insurer, ACE European Group.
He holds a BSc in Business Economics from University of Zagreb and a MSc in Banking and Finance from Queen Mary, University of London.
Joanne joined the team in December 2016 and is responsible for providing executive administrative support to the CEO and the investment team. Joanne has over 15 years’ experience supporting senior management teams and coordinating projects across diverse working cultures.