The Bristol office of accountancy, investment management and tax group Smith & Williamson has been strengthened with the arrival of an associate director in its transaction services team and two senior-level promotions.
Marcus Graham, pictured, has joined Smith & Williamson’s growing transaction services team from Deloitte in London. 
A corporate finance specialist with more than 10 years’ experience of advising business owners, boards, investors and financial institutions on all aspects of company transactions, Marcus will focus on due diligence, business valuations, business planning and raising debt finance.
He said: “I am delighted to have the opportunity to join a team which is deeply embedded in the South West business community and has earned an excellent reputation for delivering high-quality services to its clients. I look forward to building my network further in this exciting market and bringing my transactions experience to the team.”
Partner and head of transaction services at Smith & Williamson’s Bristol office, David Roper, said: “We are delighted to welcome Marcus to our team. He brings significant experience to our clients, having worked closely with owner-managers and private equity investment portfolio holders, financial institutions, substantial private enterprises and large listed companies.
“This is an exciting time for the market: we are seeing South West businesses and investors still keen to complete acquisitions and expand and we are ideally placed to assist them.”
Marcus has a degree in Economics from Cambridge University, is a chartered accountant (ACA) and holds the Corporate Finance Qualification (CFq).
The promotions in the Bristol office are Kelly Jones, who works in the audit team, and Cathy Allen, who specialises in pensions audits and related controls assurance. Both have been made directors.
Kelly has more than 10 years’ experience advising entrepreneurial businesses on their external audits and financial reporting requirements in the UK and internationally, while Cathy Allen has worked in the pensions’ arena for more than 20 years, dealing with schemes of all sizes and complexities.
