Paul is the Chief Executive of Whiterock Finance, and has over 7 years experience leading the local team, which provides loans to companies in N. Ireland. Having successfully deployed their first fund, the £55m Growth Loan Fund, to over 100 SMEs, Whiterock are now managing two separate £30m growth funds which can provide loans from £100k to £2m.
He has considerable banking and
corporate finance experience having spent 7 years in Corporate & Business
Banking in Bank of Ireland, and previously to that worked for 10 years in
senior roles in KPMG and Deloitte. During his career to date, Paul has
focused on providing corporate financial advice and funding to SMEs in Northern
Paul is a Fellow of the Institute
of Chartered Accountants, with an honours degree and post graduate diploma in
Accounting from Queens University, Belfast.
Neil is a Chartered Accountant with an honours degree and post graduate diploma from University of Ulster, Jordanstown. He trained in Audit at KPMG, Belfast and worked in Australia for RSM Bird Cameron in 2007 as an Audit Supervisor. He joined Whiterock Finance from Bank of Ireland, where he was Relationship Manager in Corporate & Business Banking for a portfolio of SME customers in a variety of industries including, manufacturing, retail and distribution from 2008 to 2012.
He is responsible for sourcing and executing investment opportunities for the Growth Loan Fund II having been involved in the successful deployment of the Growth Loan Fund.
David is a Fellow of the Institute of Chartered Accountants Ireland. He is an experienced financial professional with investment and lead advisory experience and has been involved in structuring complex funding and M&A opportunities for over 15 years.
David has experience in strategic financial planning and analysis, working capital and cash flow management and lead M&A advisory having worked on buy-side and sell-side opportunities for both corporate and financial clients across a range domestic and cross-border transactions.
He is responsible for sourcing and executing investment opportunities for the Growth Finance Fund having been involved in the successful deployment of the Growth Loan Fund.
Rhona is a Fellow of the Institute of Chartered Accountants Ireland. She qualified in March 2007 and was placed 10th in Ireland in the ICAI Final Admitting Exams. Rhona has over 15 years of experience working in fund management and corporate finance. In her current role as Investment Director she is responsible for sourcing and executing investment transactions for the Growth Finance Fund.
Prior to this, Rhona was responsible for managing the Growth Loan Fund portfolio of SMEs across a broad range of sectors.
Before joining Whiterock, Rhona spent 10 years in PwC Corporate Finance preparing business plans and detailed integrated financial projections for business start-ups, business expansion and acquisitions. Rhona has also experience in financial due diligence and M&A transactions.
Jenna qualified as a chartered accountant in 2010 and is a Fellow of the Institute of Chartered Accountants Ireland. She has 15 years’ experience in fund management and accountancy.
In her current role as Senior Investment Manager Jenna is responsible for sourcing and executing investment transactions and has experience across all sectors in the Northern Ireland market. Prior to this Jenna was responsible for due diligence on potential investments within the Growth Loan Fund I portfolio and gained in-depth experience in financial analysis and modelling.
Before joining Whiterock Finance Jenna spent 5 years at KPMG where she managed the audits of a varied range of SMEs and large international companies in NI, GB and ROI.
Una qualified as a chartered accountant in 2008 and is a Fellow of the Institute of Chartered Accountants Ireland. Una has over 13 years experience working within the Business Advisory Practice at PwC supporting SMEs on a range of areas including; strategy and growth, debt and refinancing, operational improvement and restructuring. Una has a strong network of relationships across funders, solicitors, accountancy practices and other key stakeholders.
As Head of Portfolio Una is experienced in managing a diverse portfolio of SMEs operating across a multitude of sectors. She is responsible for building relationships with the key individuals within the SMEs and developing an in-depth understanding of the business, its financial performance and overall strategic plans. Una is also responsible for sourcing and executing follow-on investments with experience in structuring transactions and leading the overall investment process.
James has an Honours degree from The University of Warwick in Accounting and Finance.
He qualified as a Chartered Accountant with Muir & Addy in March 2016, before moving to EY, where he worked as an Assistant Manager in the Audit department.
James has experience in providing both audit and accounts preparation services to a wide variety of clients such as charities, pension schemes, and wide range of SMEs, including companies in the manufacturing and construction sectors.
As Financial Analyst he is responsible for due diligence on potential investments, analysis on investment transactions and portfolio management of investments made.
Jamie graduated from Queen’s University Belfast with a First Class Honours Degree in Accounting and qualified as a Chartered Accountant with Chartered Accountants Ireland in 2016.
Jamie joined Whiterock Finance in 2019, having spent 7 years in the Advisory team at BDO Northern Ireland, where she gained considerable experience in providing restructuring and advisory services to individuals and SMEs operating across a wide range of sectors. Her experience includes business growth planning, independent business reviews, viability studies, debt restructuring & refinancing, insolvency and asset tracing.
As Investment Analyst, she is responsible for due diligence on potential investments and analysis on investment transactions.
Philip has an Honours degree from Queen’s University Belfast in Business Economics.
Trained in audit at PwC, he qualified as a Chartered Accountant in 2014 before moving to Australia, where he spent 7 years working in multiple ASX listed businesses as Senior Corporate Accountant and Finance Manager. His experience includes Corporate & Board Reporting, cashflow management, strategic planning and acquisition accounting across the media and hospitality industries as well as providing audit services to a wide range of local SMEs.
Phil joined Whiterock Finance in 2021 as Investment Analyst, where he is responsible for due diligence on potential investments and analysis on investment transactions.
Shauna qualified as a Chartered Accountant in September 2011 with EY, where she worked as an audit executive, specialising in the areas of retail, engineering, and construction for large multinationals, listed entities, and national SMEs.
Shauna first joined Whiterock Finance in 2012 as a Financial Analyst and was responsible for performing due diligence on potential investments. In 2018 she moved into a new role and became Financial Controller for the Funds.
Having qualified in 2011, being placed 1st in Northern Ireland in her ICAI Final Admitting Exams, Clare is a Member of the Institute of Chartered Accountants Ireland. She has almost 15 years experience in corporate banking and corporate finance roles.
As Head of Property Finance within Whiterock Finance, Clare is responsible for sourcing debt financing on behalf of clients across a range of business types, asset classes and funding needs.
Clare leverages her strong relationship network to seek to deliver the most attractive and competitive funding offers for her clients based on their specific funding needs and circumstances.
Prior to joining Whiterock Finance, Clare has over 10 years experience in the Northern Ireland Corporate Banking market, having worked for two large financial institutions. Clare has also spent a number of years working in a Corporate Finance role where she was involved in helping advise clients on fund raising, business disposals, M&A and debt restructuring requirements.