About me

Our market proposition is to deliver a genuinely director-led service that adds commercial value to our clients and the deal process. As a dynamic entrepreneurial business ourselves we can be flexible around all areas of service delivery.

I am a Director and Shareholder at Wilson Partners. I started my career as an auditor with BDO LLP, where I had a varied 11 years working from the Reading, London and Chicago offices across the Audit, Business Restructuring and Transaction Services teams.

I joined Wilson Partners in 2015 to establish a lower-mid market Transaction Services offering as well as bolstering the existing M&A capabilities. I now lead the Corporate Finance team, as a whole, taking responsibility for all of our M&A, TS and Valuations engagements with the support and expertise of our incredible team. We remain firmly focussed on providing big firm senior experience to the lower mid-market SME, private equity and venture capital communities.

I love life at Wilson Partners because of the refreshing and innovative approach to doing business in a stereotypically stale and traditional sector. People, be that our clients, employees or wider network, are genuinely at the heart of everything we do and we are constantly looking for ways to do things better. An inspiring group of ambitious people to be in business with and to do business with – it’s fun!

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What does a typical sale process look like?

This video explains what a typical sale process looks like when exiting a business, outlining the key stages from initial preparation through to completion.

Dan James, Ed Macpherson and Philip Atkinson on M&A

Dan James, Ed Macpherson and Philip Atkinson on M&A

As a business owner, you’re the driving force behind your company’s growth. We understand that, and we’re here to help […]

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Accounting 101: What is leverage?

One of the terms often banded about in the corporate world and in the financial press is ‘leverage’. It can…

Dan James
by Dan James

The benefits of benchmarking for SaaS businesses

Attracting investment into SaaS businesses, transitioning business models in SaaS and investing into SaaS business is something Wilson Partners has…

Dan James
by Dan James

Completion Accounts or Locked Box?

There are then two widely accepted methods in the UK for adjusting the Enterprise Value to the Equity Value; “Completion…

Dan James
by Dan James

Investing in Software as a Service (“SaaS”)

In this blog, Dan James is discussing attracting investment, transitioning your business model from traditional consultancy to SaaS and investing…

Dan James
by Dan James

Explaining Corporate Finance

Dan James explains the mystery, intrigue and workings of the corporate finance world.

Dan James
by Dan James