Corporate Finance & Grants

Experience
Richard heads the Corporate Finance team at Francis Clark with Winter Rule. He is experienced in assisting the SME Owner/Manager with their business transactions and achievement of their business aims and objectives.
He has worked with SME's in a diverse range of business sectors across the County and beyond.
His experience includes:
- Acquisitions and disposal of companies and businesses including negotiations, sales and purchase agreements, warranties and indemnities
- Raising Finance for growth companies - packages of finance to include grant, equity and debt
- Business valuations for business transactions, matrimonial disputes, probate and share option schemes
- Profitability reviews – dissection and analysis of business performance before making recommendations for improvement
- Corporate restructuring including mergers and de-mergers, formation of groups, transfers of trade, incorporations and liquidations
- Financial projections and business plans
Richard is also involved increasingly within the Renewable Energy and Sustainable Business sectors in Cornwall.
Qualifications and professional positions
- Chartered Accountant (1992)
- BA (Hons) Accounting and Management Control (1989)
Professional experience
- Since 2011 Corporate Finance Director, Francis Clark
- Since 2008 Corporate Finance Director, Winter Rule
- 2004-2008 Senior Corporate Finance Manager, Winter Rule
- 1999-2004 Senior Manager Corporate Support, Winter Rule
- 1989 -1999 Qualified with KPMG and advanced to Manager with successor firm
Our Corporate Finance & Grants
Involvement in a number of ‘firsts’ for Cornwall, including:
- First SW Ventures equity investment into a Cornish SME
- First SW Loans Fund loan
- First Objective one grant to privately owned Cornish business
Formal recognition of the achievements of the team and individuals in the WMN Deals Review
Assistance in development of new fund for SW Cleantech businesses
