DAVID LESLIE,
MANAGING DIRECTOR
With 43 years insurance sector experience and as a Former Registered Insurance Broker, my insurance career started in 1981 with Sedgwick (now Marsh) in Aldgate, following A Levels at Public School.
7 years later, I fell into insurance recruitment, which was to continue for 34 years, running my own business. This included some dealings with M&A, selling a number of brokers.
Leslie James Acquisitions was established in July 2020, in the depths of the pandemic. It has continued to involve me in successfully arranging the sale of insurance businesses and satisfying my passion for helping vendors realise the value of the businesses they have worked so hard to build.
I am delighted to be able to represent my vendor clients – insurance brokers, PMI brokers, MGAs, Loss Adjusters and IFAs – and to work with some of the most serious insurance sector acquirers in the UK whose brand, resources, markets, facilities and buying power can continue the growth and assure the long term success of the businesses they acquire.
I manage the entire sale/purchase process from initial enquiry to fact finding to marketing to introduction to valuation to negotiation through due diligence to completion.
TRACY LESLIE,
OPERATIONS DIRECTOR
Tracy Leslie, our Operations Director, has responsibility for ensuring the effective operation of the business including MI reporting, liaising with clients, marketing, compliance, best practices, brand management and systems and workflow management.
With a long background in HR and Operations Management, including with Top 10 law firms, Tracy is well placed to meet the demands of an ever growing business.
SAMANTHA DWYER, RESEARCH DIRECTOR
Sam Dwyer is Leslie James Acquisitions’ valued Research Director.
Her responsibilities include researching and collating industry data, keeping the business updated on market changes, liaising with external information providers including news providers and keeping our databases up to date.
As an intrinsic part of the operation, Sam is relied upon heavily to ensure that our dealings remain accurate and focused at all times.
GUVVY SANDHU, LL.B
CORPORATE M&A SOLICITOR
Guvvy Sandhu is a qualified corporate lawyer at the national and international law firm, Mackrell Solicitors, specialising in the UK and International M&A field.
With over 15 years’ hands-on legal experience, Guvvy has worked on more than 300 UK & international M&A transactions. .
As a specialist in acquisitions and disposals, Guvvy enjoys seeing sellers and buyers achieving their goals. His key focus is to ensure that the commercial drivers in a deal are always kept at the forefront of a transaction.
We are in a position to refer our clients to Guvvy for an initial, free 1 hour consultation on legal matters related to M&A transactions.
Please note that Guvvy is unconnected to Leslie James Acquisitions who take no responsibility for any advice given.
IAIN WRIGHT, FCA, CTA, LLB
CHARTERED TAX ADVISOR
Iain is a Chartered Accountant and Chartered Tax Adviser, the founder and Managing Director of Claritas Tax, a tax advisory boutique with a focus on providing a value added, director led service to its clients.
Having worked at the Big Four and mid-tier firms, Iain established Claritas in 2012 to provide big firm accountancy and tax experience and expertise to a full range of businesses.
25% of Iain’s work relates to M&A transactions and he is supported by a 40 strong team of accountancy/tax professionals.
As an entrepreneur and business owner, Iain is well placed to provide the full gambit of tax advice to entrepreneurs and entrepreneurial companies, particularly in the area of M&A.
We are in a position to refer our clients to Iain for an initial, free 1 hour consultation on tax and accountancy matters related to M&A transactions.
Please note that Iain is unconnected to Leslie James Acquisitions who take no responsibility for any advice given.