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Our Private Equity strategy offers investors access to fast growing, early-stage and lower mid-market private companies.
Through these investments we have built an extensive entrepreneurial network and sector expertise to support our portfolio companies as they deliver their growth plans.
We are focused on scaling software and digitally-driven businesses in the healthcare, consumer and services sectors, aiming to deliver sustainable structural growth for our companies, alongside the potential for robust returns for investors.
We aim to invest in ambitious businesses who want to partner with an engaged and professional investor, who can provide capital and a range of specialist skills to support delivery of their growth plans.
The Baronsmead VCTs invest in and support the UK & Ireland’s best and most innovative growth businesses.
The Baronsmead funds invest in listed and unlisted UK & Ireland businesses with the potential to grow.
The Mobeus VCTs invest in a diversified portfolio of unquoted UK companies, looking to drive growth.
Our team works with exceptional entrepreneurs and has invested in high growth businesses for over twelve years, specialising in business models driven by tech, customer insight or service excellence.
Trevor joined Gresham House in 2021 as part of the Mobeus VCTs acquisition. For over 20 years, he has invested in fast-growing businesses at the series A stage and beyond.
Prior roles include at Barclays, RBS, 3i and Beringea. Previous investments and Board positions include Paragon Software, Mondus.com, Cambridge Industries, Southnews plc, Achilles Group, MyOptique, Fjordnet, ILG Digital, Celebrus Technologies, Big Data Partnership, and Preservica.
Trevor holds an MBA from Exeter University, is an associate of the Chartered Institute of Bankers and a Member of the Chartered Institute of Marketing.
Grant joined Gresham House in February 2023 as Director of Investment in the Private Equity team. He has worked in investment since 2005 and brings a wide range of experience, including minority and majority equity stakes across early stage, growth and the mid-market, and across a wide variety of sectors. Previous investments and Board positions include CM2000, Cirrus Response, Natterbox, Clifford Thames, CSL Dualcom, SCM World, Amtico and TGI Fridays.
Prior roles include head of the London investment team at BGF and head of Octopus Development Capital, as well as mid-market private equity investing at AAC Capital and Levine Leichtman Capital Partners.
Grant trained as an accountant and worked in the corporate finance team at PwC before joining Freightliner group, backed by 3i, as head of corporate development.
Grant is a Chartered Accountant (FCA) and has a degree in Physics from Durham University.
Clive joined Gresham House in 2021 as part of the Mobeus VCTs acquisition. He is an investment management specialist with experience across a wide variety of sectors and stages of company development. He has worked in the private equity industry since 1995 making investments including TeleCity and Kerridge Commercial Systems. He has been working in the VCT industry since 2008 with previous experience including running his own business and as a Director of NVM Private Equity, Catapult Venture Managers and 3i plc.
Having specialised in portfolio management, Clive has acted as non-executive director and Chairman of a wide range of private equity backed businesses such as Virgin Wines, Entanet and Equip Outdoor Technologies. He now heads VCT portfolio management across the Gresham House VCT stable, sits on the Investment Committee and has responsibility for the portfolio valuations processes.
Clive holds a BSc (Hons) in Applied Physics & Electronics from Durham University, a DipM from the Chartered Institute of Marketing, and an MBA from the University of Warwick.
Greg joined the Mobeus VCT team in 2013. He sources and executes investments into fast-growing businesses and is our resident consumer expert. He combines a natural flair for understanding the drivers of brand value, insight into wider market dynamics and strong corporate finance experience. He sits on the Boards of Buster + Punch and Bleach London.
Greg joined Mobeus from Piper Private Equity and previously worked at PwC in Corporate Finance.
He holds a BA/ ACC in Business Studies & Accounting from the University of Edinburgh and is a Chartered Accountant (ICAS).
Caitlin joined Gresham House in May 2022. Caitlin previously worked at Agilia Infrastructure Partners, an independent specialist consultancy firm, as an Analyst and spent a year at St. James’s Place Wealth Management in Edinburgh.
Caitlin holds a BA (Hons) in International Relations from Durham University.
With over 20 years in private equity, Hazel is an experienced investor and director, and has helped build numerous quality boards. Hazel qualified as a Chartered Accountant with Arthur Andersen before spending a few years in corporate finance with British Linen Bank advising public and private companies.
She joined 3i in 1993 and in 2000 opened a London private equity office for Bowman Capital, a $6bn hedge fund with $750m for private equity. She invested throughout Europe before gaining operational experience by heading up the UK for Cross Atlantic Capital Partners. Since 2000, Hazel has been sitting on boards for private equity and independently and since 2006, she has been formally helping companies build quality boards and management teams.
Hazel joined Gresham House in March 2019. She continues to help create and maintain quality teams and is a Non-Executive Director at Parsley Box, a food delivery firm.
Benjamin joined Gresham House in August 2022 and works within Gresham House Ventures.
Prior to this he was Head of Portfolio at Bootstrap Europe, a pan-European growth capital fund focused on making and managing investments in early-stage technology companies.
Benjamin started his career within EY’s Private Equity Transaction Advisory team, including a secondment to support Mayfair Equity Partners.
Benjamin holds a first-class degree in Accounting and Finance from the University of Southampton and is a Chartered Accountant.
Tania joined Gresham House in November 2018 having been at Livingbridge for 13 years. She has worked on the Baronsmead VCTs since she joined, progressing from administration assistant to Finance Manager in 2011 and qualifying as a Chartered Management Accountant in 2012 while at Livingbridge.
Tania previously worked at a Chartered Accountancy practice in New Zealand for eight years where she began her accounting training. She holds a BBS in Accounting from the Open Polytechnic of New Zealand.
James joined Gresham House in December 2019 and works as part of our growth equity division, Gresham House Ventures.
Prior to this he spent five years at PwC, latterly working in the financial due diligence team.
James is a Chartered Accountant and read Economics and Accounting at Edinburgh University.
Bob joined the original Mobeus VCTs team in 1998 and was one of the Partners who set up Mobeus when they completed a management buyout from the Matrix Group in 2012. Bob is focused on new deal generation but also looks after a number of portfolio companies, specialising in construction, food manufacturing and sports.
Bob was previously at HSBC where he was Head of HSBC Ventures and prior to that spent time at County Bank.
He holds a BA (Hons) in Business Studies from London Guildhall University.
Matt joined Gresham House Ventures in 2021. His key responsibilities include sourcing new investment opportunities and assisting the deal team with transactions. He specialises in Technology, FMCG and manufacturing.
Matt’s previous roles include at HMT, Audit and Transaction Support as an ICAEW trainee and in Strategy and Transactions at EY.
He is a Chartered Accountant (ICAEW) and holds a BA (Hons) in Accounting and Finance from Newcastle University.
Joe joined the Mobeus VCT team in 2021. He originates and leads growth capital investments in technology-led businesses. Joe has over 20 years’ experience helping to build, transform, and grow companies across North America and Europe. He is passionate about partnering with ambitious entrepreneurs to scale their businesses and deepen their impact, focusing on software, data & analytics, tech-enabled services, and online market places.
Joe joined Mobeus from Frog Capital, where he was a Partner, and previously held roles at Jefferies, 3i and EY. He was named one of the Financial News 40-Under-40 Rising Stars in Private Equity in 2015
He holds a BSc and MSc in Industrial Engineering from the University of Wisconsin – Madison and an MBA from London Business School.
Tom started working at Gresham House in 2018, having previously been at Livingbridge since 2015. Prior to that he was at KPMG for 6 years, working across a number of departments with a focus on private equity transactions. He has a first class BSc (Hons) in Biology from the University of Bristol and is a Chartered Accountant.
Matt joined the Mobeus VCT team in 2019 as a Venture Partner working across their VCT investments. He has over 20 years’ experience in early stage and scale-up technology investing.
Previous roles include Corporate Finance at EY, a Partner in 3i’s technology investment business, and CIO roles at the National Endowment for Science Technology and the Arts (NESTA) and Mercia Technologies plc.
He holds an MBA from the University of Reading and is a Chartered Accountant (ACA).
Zixin joined the Gresham House Ventures team in August 2022.
Prior to this, she spent over 8 years in the Energy industry, working at Royal Dutch Shell. At Shell, Zixin worked across various business lines including Trading, Retail, Renewable Energy Solutions and Shell Ventures.
During her time as a Senior Investment Associate with Shell Ventures, she focused on early-stage equity investments into fast growing start-ups in the Future of Mobility and CleanTech, across Europe, China and India.
Zixin is a qualified CIMA management accountant and holds a Master’s degree in Financial Engineering and Risk Management.
Hamza joined Gresham House as an Investment Manager within our Private Equity team in February 2023.
He has over three years of experience investing within the European and US venture ecosystem. Initially, as an Investment Associate at Columbia Lake Partners, a European growth capital fund focused on technology investments. He then worked within the venture capital arm of NJF Capital, a family office focused on early and growth stage investing across Europe and the US.
Hamza started his career in assurance at EY, where he completed his Chartered Accountancy (ACA) qualification.
He holds a BSc in Accounting and Finance from the University of Bristol.
Maya joined Gresham House in September 2019, having spent 4 years at Octopus Investments, investing in real estate-backed healthcare companies and entrepreneurs.
Prior to that she worked at KPMG for 7 years in audit and corporate finance.
She has a first class degree in Modern History from Oxford and is a Chartered Accountant.
Ed brings nearly 20 years’ experience of helping SMEs to create and realise shareholder value to his role. He has been working with Mobeus VCT management teams since 2017 to help them achieve their ambitions for growth and has overseen several notable exits in that time, including Automated Systems Group, Access-IS and Auction Technology Group. He also led the successful IPO of Virgin Wines in 2021.
Ed represents the Mobeus VCTs directly on the Board of several businesses, including Virgin Wines, RotaGeek and Vivacity Labs. His previous roles include CIO at Catapult Ventures in Assurance and Business Recovery Services at PwC. Ed was named one of Real Deals’ Future 40 Investment Leaders in April 2021.
He holds a BA (Hons) in Ancient History from the University of Nottingham and is a Chartered Accountant (ICAEW).
Giles joined the Mobeus VCTs in 2020. He brings over 11 years’ experience of helping SMEs to create and realise shareholder value. His other main focus is running Vedge Snacks, his start-up food company.
Giles is a generalist with particular experience in business services, recycling and renewable energy. He previously held the role of Investment Director at Growth Capital Partners and YFM Equity Partners. Prior to this, he spent time at Foresight Group, EY and HSBC Investment Bank.
He holds a BSc in Economics & Economic History from the University of Bristol and is a Chartered Accountant (ICAS).
Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, Strategic Equity Capital plc and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.
Jamie joined Gresham House in October 2022 as a Client Services Associate within our Institutional Distribution team.
He previously spent five years at Cazenove, the wealth management arm of Schroders as a Client Services Executive within their Charities team. Prior to that, Jamie worked within the UK Retail Sales team at Schroders.
Jamie holds the CFA Institute Investment Foundations Certificate and Unit 1 of the IMC.
Keisha-Ann joined Gresham House in November 2020 as part of the Institutional Sales team and is responsible for institutional business development and consultant relations, fundraising across Gresham House’s Real Assets strategies.
Prior to Gresham House, she spent five years at quantitative investment manager, Winton, where she was responsible for investor relations coverage of investment consultants and Winton’s global institutional and wholesale clients including pension funds, sovereign wealth funds, investment banks, family offices and endowments.
Keisha-Ann holds a BA (Hons) in Geography from the University of Leeds.
Heather is Managing Director, Institutional Business and a member of the GHAM Board.
Prior to joining Gresham House, Heather spent seven years at Fidelity International, latterly as Head of Institutional Distribution for UK & Ireland. She also previously held business development and client relationship positions at BankInvest, Capital International and Gartmore where she focussed on U.K & Ireland and Nordic institutional investors.
Heather has over 25 years of financial experience and holds a BA (Hons) in Politics from Durham University and the Investment Management Certificate from the CFA Society of the UK.
Claire joined Gresham House in August 2023 as Head of Business Development in the UK and Irish Institutional market.
Prior to Gresham House, Claire worked at Schroders for ten years and held positions as Head of Sustainability UK and Co-Head of the UK Institutional Business.
Claire started her career at M&G Investments, before moving to Baring Asset Management where she spent 11 years with the last six years in a UK Institutional Business Development role.
Claire is IMC qualified and has obtained the CFA ESG certificate.
David joined Gresham House in June 2023 as an RFP Analyst within our Institutional Distribution team. He is responsible for ensuring the consistency and quality of the firm’s investment proposal content and processes as well as contributing to the production of marketing materials.
David has over 15 years of experience within financial services distribution, having worked with a number of global fund management firms as an investment and RFP writer and business manager.
He holds an MA (Hons) in Modern Languages from the University of St Andrews and the Investment Management Certificate.
Alastair joined Gresham House in 2023 and is responsible for growing and maintaining relationships with institutional asset owners and consultants.
Alastair has over 15 years’ experience working with institutional investors. Prior to Gresham House, Alastair worked at Ninety One where he was responsible for business development with UK institutions. Prior to Ninety One, Alastair held business development and client management positions at Goldman Sachs Asset Management, focussing on the UK and Ireland.
Alastair holds a BA in Management Studies from Nottingham University, the CFA Certificate in ESG Investing and is a CFA charter holder.
Liz joined Gresham House from Legal & General Investment Management, where she was an Investment Reporting Analyst working with Institutional clients.
Prior to Legal & General, Liz held roles as a Client Service Analyst at Wellington Management, covering the Global Wealth channel in Europe and Asia, and as an Investor Relations Specialist at NewSmith Asset Management.
Liz holds the Investment Management Certificate and has a BA in French & Spanish from University College London.
Anthony’s background is in investment banking, having previously worked for international firms in London, New York and South America, including Macquarie and Merrill Lynch. At Gresham House, he is responsible for business development, marketing and sales for our forestry and new energy assets, also managing one of the funds.
Anthony has a BA (Hons) in History from Newcastle University and is an Investment Management Certificate holder. He is also a registered adviser with the Financial Conduct Authority.
Chris is Head of Wholesale Distribution and joined Gresham House in July 2021.
Prior to this he was Head of Strategic Partnerships at LGBR Capital where he focused on developing key strategic relationships in the UK discretionary market. He was one of the founding members of LGBR Capital, helping to grow the business from launch in 2012 into one of the largest outsourced distributors in the UK.
Chris previously held business development and client relationship positions at Matrix Asset Management and Goldman Sachs.
Chris has 14 years’ industry experience and holds a BSc (Hons) in Economics from Queen Mary, University of London. He is a CAIA Charterholder and has passed both the Certificate in ESG Investing and the Investment Management Certificate from the CFA Society of the UK.
Andy has over 20 years’ industry experience and joined Gresham House in October 2019 after spending two years at BNP Paribas. Prior to this he spent six years as investment sales director at BNY Mellon, focusing on family offices and the London discretionary market.
He has also worked in the business development team at Skandia Investment Management, helping launch the Spectrum range of funds. He holds a BA (Hons) in Economics, the CFA Certificate in Investment Management, the CFA Certificate in ESG Investing, the CII Certificate In Discretionary Investment Management, the CII Certificate in Investment Operations and the CII Diploma in Financial Planning.
Rees joined the Wholesale Distribution team in July 2022.
Prior to joining Gresham House, Rees worked within the UK Investor Relations team at Comgest Asset Management and within the Asset Management team at Willis Towers Watson.
Rees is currently studying for his Investment Management Certificate.
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