RSM Access to Finance Seminar

This event has finished.

21st November 2017, 8am - 10.30am


RSM Ireland invites you to join us at our annual Corporate Finance seminar.

This year our focus is “Access to Finance”.

The seminar is aimed at companies looking at funding options for a variety of strategies for their business including acquisitions, working capital and succession planning. The options being discussed will include private equity, growth funds, IPO and other funding sources.

During the morning we will provide a comprehensive overview of the options, challenges and opportunities across sectors provided by speakers with hands-on experience, as well as views from growth and equity funders.

We hope you can join us and would be delighted if you wish to extend this invitation to colleagues and contacts who may like to attend also.

Some details

Speakers will include representatives from equity funds, financial institutions and RSM corporate finance specialists from Ireland and the UK.

Topics covered will include

  • the equity landscape

  • what private equity looks for in approaching an opportunity

  • the structuring of private equity with existing and new shareholders

  • managing funding sources from different investors

  • traditional and alternative funding sources


8.00 - 8.30     Registration and networking over light breakfast

8.30 - 8.45     Welcome and introduction - RSM Ireland

8.45 - 9.05     The Irish funding market - John Madigan, SBCI

9.05 - 9.25     The private equity landscape - Charlie Jolly, RSM UK

9.25 - 9.45     View from an Irish/UK fund - David Gammie, BGF

9.45 - 10.05   Mezzanine finance - Adrian Dunne, AIB Mezzanine Finance

10.05 - 10.15 IPO overview - Ewan Grant, RSM UK

10.15 - 10.20 Wrap up - RSM Ireland

10.20 - 10.30 Q&A   

Speaker bios

Julian Caplin

Julian is one of Ireland’s leading financial advisors , providing corporate finance, business, commercial and financial advice to a wide range of businesses and other entities. He has a record of providing lead advisory services to mid tier companies including sale and acquisition mandates and management buyout structures as well as providing strategic advice and corporate finance services and transaction advisory support to companies and shareholder groups in Ireland and internationally.

Julian works with a team of professionals with skills in due diligence, transaction support, forensic accounting, litigation support and dispute resolution. He was a director of The Pensions Board (Irish Pension Regulator) and has been involved in national arbitration strategies.

Brian Hyland

Brian Hyland is a partner within the firm specialising in corporate finance, corporate consultancy, investigations and restructuring. He has over 25 years experience in advising clients in relation to mergers and acquisitions and value maximization strategies, as well as providing general advisory services to clients across a range of sectors.

A fellow of chartered accountants Ireland, Brian has served on the auditing standards committee of that body. He has also acted as the chair of the audit committee of the state laboratory.

John Madigan, Head of Marketing and Research, SBCI

John joined the Strategic Banking Corporation of Ireland in February 2015 from KBC Bank. At KBC Bank Ireland he had been Senior Manager Strategy and Planning, Retail Distribution as part of the Retail Distribution Leadership team since 2013.  There he led the rollout of KBCI Retail Distribution strategy, delivering on both the expansion of KBCI physical branch infrastructure and the expansion of KBCI product suite to include Consumer Finance products.  Prior to joining KBC, John spent 34 years with Bank of Ireland, where his roles included Head of Branches - Dublin Central and South, Head of Marketing and Communications for Retail in Ireland, Branch Manager in Carlow and various roles in planning, marketing, training and branch and business banking.

Charlie Jolly, Private Equity Partner, RSM UK

Joining RSM UK in February 2015, Charlie is charged with leading the development of the firm’s private equity business. He is a partner with over 16 years’ experience in the private equity market having worked with a broad range of private equity, venture capital and special situations funds in Europe, providing both corporate finance and non-transactional services.

In addition, he has worked as a placement agent, retained by private equity firms to market their funds to institutional investors in Europe and Asia. Prior to joining RSM, he led the fundraising and investor relations activity in Europe and Asia for one of the world's largest, US-headquartered private equity funds of funds. His experience includes the formation and regulation of private equity funds as well as fundraising and corporate finance.

David Gammie, Investor, BGF

David is a member of BGF’s investment team, where his role is to identify and execute investments for the fund. Since joining BGF in 2013, David has been involved in eight deals, investing more than £60m of capital. David works closely with six portfolio companies and sits on the boards of Renegade Spirits Ireland Limited and Metropolitan European Transport PLC.  

Prior to joining BGF David was a member of PwC’s M&A team. David is a qualified Chartered Accountant and a member of the Institute of Chartered Accountants of Scotland. He holds an honours degree in Economics from the University of Glasgow.

Adrian Dunne, Director, AIB Mezzanine Finance

Adrian Dunne is a member of the AIB Mezzanine Finance Team, which specialises in the provision of mezzanine, unitranche and related subordinated debt products to Irish SMEs and Corporate markets. Adrian is responsible for overseeing all aspects of the funding process from deal origination through to execution. Since joining the team in 2016, Adrian has been involved in 12 deals, deploying more than €80m of subordinated capital. Prior to joining AIB, Adrian worked as a Bond Portfolio Manager with a number of leading European financial groups including LBBW (Germany), Nationwide (UK) and Belfius (Belgium).

Ewan Grant, Head of Transactions - Scotland, RSM UK

Ewan is a chartered accountant, a member of the Chartered Securities Institute (MCSI) , and holds the ICAEW Corporate Finance qualification (CF). He worked in Luxembourg for four years and is heavily involved with the RSM Europe transaction advisory services group working with colleagues across Europe and the US.

Having acted as lead adviser on a number of MBO’s, and company acquisitions and disposals, Ewan has highly developed contacts across the globe. He has spoken at RSM European, World Conference and the European Business Awards, and is a member of the London Stock Exchange Regional Advisory Group for Scotland. He served as a non executive to the HSBC Scotland Advisory Group (2008-2010).