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Meet the team - Triodos Corporate Finance

Dan Hird - Head of Corporate Finance

Dan Hird, Finance Director

Dan has been with Triodos Bank since 2008 and has built the corporate finance business. He previously spent six years within KPMG Corporate finance advising on a range of mergers and acquisitions, management buy-outs and fundraising deals before establishing his own corporate finance business that completed over 80 transactions over a seven year period. Dan also has five years experience as a Finance Director of two large private companies in the retail and manufacturing sectors.

dan.hird@triodos.co.uk | 0117 980 9588

Whitni Thomas - Senior Investor Relations Manager

Whitni Thomas, Investor Relations Manager

Whitni focuses on distribution and marketing of our social and environmental investment offerings. Previously Whitni was Head of Access to Finance at the New Economics Foundation where she led the think tank's research and consultancy work on improving access to finance for financially excluded individuals as well as social businesses. Whitni also worked in Mexico for a year helping to run a microcredit programme. Whitni started her career at JP Morgan where she worked for six years in New York and London structuring leveraged finance for management buy-outs.

whitni.thomas@triodos.co.uk | 0203 621 4154

Jeremy Pannell - Senior Corporate Finance Manager

Triodos Bank coworker

Jeremy works within the corporate finance team, advising on capital raising projects. Prior to joining Triodos Bank, Jeremy worked for a regional corporate finance boutique. During his two years there, Jeremy worked closely with SMEs, advising on management buy-outs, equity raising and company valuation. Previously Jeremy spent five years with Smith and Williamson, focusing on audit mandates for both owner-managed businesses and AIM listed clients.

jeremy.pannell@triodos.co.uk  | 0117 980 980 9592

Diana Gerry - Corporate Finance Manager

Diana focuses on advising clients on various capital raising and investment readiness projects. Diana trained with Grant Thornton and spent four years in their Corporate Finance team advising on a range of merger and acquisitions activity with a focus on the SME market. Prior to joining Triodos Bank, Diana worked as a New Business Analyst at Oasis Healthcare, a corporate dentistry company, appraising and managing acquisition opportunities.

diana.gerry@triodos.co.uk | 0117 980 9649

Richard O'Brien – Corporate Finance Manager

Richard works in the corporate finance team helping clients to raise capital and providing investment readiness support. Before joining Triodos Bank, Richard was an Investment Manager at CAF Venturesome and was responsible for appraising investment opportunities as well as managing a portfolio of social investments. Prior to joining CAF, Richard worked at CAN Invest working with a range of charities and social enterprises in investment readiness and impact measurement. Richard is a chartered accountant who worked in Assurance and Business Services for six years at Smith and Williamson.

richard.obrien@triodos.co.uk | 0117 980 9661

Huw Thomas – Corporate Finance Executive

Huw has been with Triodos Bank since 2011 having initially joined the Investment Services team. Since 2014, as part of the Corporate Finance Team, Huw now focuses on retail investor management and development, distribution and marketing of our investment products and helping manage capital raising mandates.

huw.thomas@triodos.co.uk  | 0117 980 9593

Roger Bullen

Roger leads on commissioner advisory services. A qualified social worker and commissioner with 30 years' experience he led on the development and commissioning of the UKs first local authority Social Impact Bond for Essex County Council. As an independent consultant Roger has supported many commissioners and providers in developing innovative approaches to service transformation and funding. Roger was also the Chief Executive of Evidence-Based Social Investments (EBSI) Ltd, a socially motivated company that developed procurement-friendly variants of the SIB, focussed on improving outcomes through evidence-based interventions for young people in, or at the edge of, care.

roger.bullen@triodos.co.uk | 07393 765 981

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