Strategic business and treasury planning, financing strategy and risk management, capital markets financing, project finance structuring & risk appraisal, treasury policy & strategy, merger due diligence, specialised financial markets training.
Drawing on over 30 years’ experience of the City and corporate treasury in the oil and gas sector, David is a financing specialist who has focused on the social housing and wider public sectors as an adviser for the last 15 years. He has advised on structuring some of the housing sector’s largest and most complex financing propositions and undertaken due diligence on many mergers.
Over the last four years as social housing private finance has evolved post-crash, David has advised on some of the housing sector’s most successful bond issues. He has devised and implemented new financing strategies to take clients to the capital markets via private placement, and has developed new funding models designed to be sustainable in the changing market. David has particularly wide experience of working with non-executive Boards to facilitate complex and challenging decision-making in new financial markets.
Recent projects that David has been involved in include:
- Funding options appraisal and strategy formulation leading to debut rated public bond issues and group restructuring
- Funding adviser on secured private placements
- Funding adviser for the first hybrid long-term RP private placement with unsecured and secured availability
- Investment advice for private sector rent programmes and student accommodation projects
- Project appraisal, business case interrogation and investment advice for RP/private sector development/regeneration joint ventures
- Murja Limited – Managing Director
- EC Harris Investments Ltd – Head of Corporate Finance
- Tribal – Managing Director of Tribal Treasury Services Ltd
- HACAS Exchequer Services – Director
- Carless Capel & Leonard PLC – Group Treasurer
- A number of major City banks in corporate and project finance lending roles
- Vivid Housing – Board member, Chair of Treasury Committee, Audit & Risk Committee