Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Ben Norris as a Transaction Services partner. His appointment brings the numbers of partners in the Transaction Services team to four.
Ben joins Evelyn Partners from KPMG where he focussed on providing financial due diligence to lower to mid-market private equity firms. Prior to that Ben was a partner at Eight Advisory where he built out and led the UK team. Ben has over 25 years deals experience through Alvarez & Marsal and originally at PwC.
The Transaction Services team, led by Mark Benka, advises private equity firms, corporate clients, banks and family offices, providing financial due diligence and sale and purchase agreement (SPA) advice on transactions and also reporting accountant and assist services (led by Neil Cook) in connection with IPOs and other capital markets transactions.
Mark Benka, Head of Transaction Services at Evelyn Partners, commented: “I am delighted that Ben is joining us, a significant hire with an exceptional reputation and proven track record in the private equity market. Following on from the appointment of Jonathan Thornton at the end of 2022, this establishes a dynamic four partner Transactions Services team of renowned experience and further demonstrates our intent to become a leading adviser in our market. We are committed to continuing to invest in the best talent for our team to give our clients high quality, hands-on and insightful advice.”
Ben added: “I am very excited to be joining Evelyn Partners. A key factor in me deciding to join Evelyn Partners was the sense of energy, ambition and dynamism, combined with the exceptional quality and experience of the senior team. I am looking forward to working again with Mark, Jonathan and Neil, providing excellent service to our clients, and developing and expanding our team and market share.”
Evelyn Partners is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://www.evelyn.com/
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details
Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.
Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.
*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.
Your form has been successfully submitted a member of our team will get back to you as soon as possible.
Ireland 
USA 