Former partner in Rothschild and Co.
Richard Bailey is a former partner in Rothschild and Co, the global investment bank where latterly he was Executive Chairman of its Mid Cap business. During the 38 years at the bank he was involved in a range of private and public company work with a focus on mergers and acquisitions and capital raisings.
Chief Executive Officer
Fund manager with almost 30 years experience.
Alistair has been a fund manager specialising in UK Smaller Companies for over 30 years.
He is a graduate of Business Studies and Accounting from the University of Edinburgh and subsequently qualified as a Chartered Accountant with KPMG in 1985. He was formerly a Director of Edinburgh Fund Managers plc and was the Head of UK Smaller Companies for that group. Under his management the Edinburgh UK Smaller Companies Fund won several Micropal awards for performance, and in 2000 he was the winner of the ‘Investment Week UK Small Companies Fund Manager of the Year’ award.
He joined Castlefield Investment Partners in 2007 to manage the Castlefield UK Smaller Companies Fund. Alistair has been an Executive Director of Capital For Colleagues plc since 2013 and was appointed as Chief Executive in April 2019.
20+ years experience of advising on business tax.
Ed is a solicitor with wide experience of advising family and employee owned businesses.
Since retiring from full time practice Ed has undertaken a variety of roles including working within the Family Office of a large family and employee owned property group and being a Visiting Lecturer at the University of Law. A significant proportion of Ed’s work has been, and continues to be, related to advising businesses on how to best incentivise key executives and the general workforce.
Ed has been a non-executive director of Capital for Colleagues plc since its shares were first listed in 2014.
John has over 30 years investment experience.
John has over 30 years investment experience and co-founded Castlefield Partners, of which he is Managing Partner, in 2002. He is a graduate of Accounting and Finance, with a financial services sector-specific MBA, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. In late 2012 he became one of the UK’s first Chartered Wealth Managers. John is a former director of Henry Cooke Group plc and executive director of the private bank Brown Shipley. He is also an alumnus of the London Business School Private Equity Executive Programme. John was responsible for structuring and leading Castlefield’s own employee-ownership process and, as such, he is acutely aware of the challenges and rewards co-ownership offers.
He previously sat as a member of the Council of the Employee Ownership Association and of its Sector Group, representing the financial services sector.
He was involved in a working group advising the UK Government on changes to taxations affecting employee-owned businesses and he has also provided evidence to the All-Party Parliamentary Group on employee ownership and to the Nuttall Review on barriers to increasing co-ownership.
Extensive Commercial and Employee Ownership Experience.
John is a member of the Institute of Chartered Accountants in England & Wales, qualifying with Spicer & Pegler, whilst employed as an Audit Manager.
During his career, John has worked in industry and has extensive experience with SME and sizable family owned / managed businesses across various sectors trading in the UK & overseas. As part of this he has been involved in the creation of Employee Ownership Trusts and Share Incentive Plan schemes (EOTs and SIPs), as part of their journey towards employee ownership. John also had 12 years’ experience in a large family run business where the majority of its 1,100 employees were shareholders.
John has worked with C4C since its inception as a LLP in 2011, prior to its incorporation as a PLC. In addition he is involved with a number of C4C employee owned investee businesses in independent Trustee and / or board advisory roles.
Partners & Associates
Partner, Advisory Capital for Colleagues PLC
Peter has over 30 years of business experience
Peter has over thirty years’ experience of working with consulting and advisory businesses, investment management businesses and professional service companies.
He has worked with Employee Owned Businesses (EOBs) in the UK, Ireland and the United States for over twenty years. He has advised many SME companies on all aspects of the transition to becoming employee owned, and typically works with the board to support their growth thereafter.
Peter also acts as an independent Trustee for a number of Employee Ownership Trusts (EOTs).
Jeremy graduated in Mechanical Engineering at the University of Manchester and after a period at KPMG joined an acquisitive international packaging machinery manufacturer working directly with the Group FD and CEO through the flotation of the company on the main UK stock market. That was followed by further fundraising and an international acquisition programme, spending some time living in the USA and also gaining practical experience in corporate finance, business development and IT strategy which he latterly headed up for the Group.
He subsequently supported his former family owned EOB through a period of rapid expansion and was involved in the formation of Capital for Colleagues in response to challenges faced by that business in securing equity finance as a private EOB.
Since the flotation of C4C Jeremy has worked for C4C as an Associate and has been involved in the majority of its transactions. He is also himself an employee owner with business development interests in a small number of C4C investees and related businesses.
Carly joined C4C in January 2020
Carly joined C4C in January 2020 and is a member of the Association of Accounting Technicians (AAT), qualifying in 2014 at Bath College.
Carly has had over 14 years work experience within various accounting roles.