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Robert Umpleby
Associate Director at Clearwater International Corporate Finance
Professional Background
Robert Umpleby is a seasoned Corporate Finance Advisor with an expertise that focuses specifically on the mid-market segments of the Technology, Media & Telecom sectors. With a robust career trajectory that has seen him engage in a multitude of impactful deals, Robert has established himself as a trusted figure in corporate finance. His most recent accomplishments include significant investments and acquisitions that showcase not only his financial acumen but also his ability to navigate complex transactions in fast-paced industries.
Over the years, Robert’s skill set has matured through assorted roles at various esteemed organizations, with a concentration on corporate finance management. He currently serves as an Associate Director at Clearwater International Corporate Finance, where he plays an instrumental role in guiding clients through financial strategies tailored to their unique business challenges. His hands-on approach and dedicated service have benefitted numerous organizations, steering them towards successful financial outcomes.
Prior to his current position, Robert spent a substantial part of his career at Grant Thornton UK LLP, where he worked his way up from Audit Executive to an Associate Director position. His tenure at Grant Thornton equipped him with invaluable insights and experience in corporate finance, enabling him to effectively manage and execute significant financial transactions across sectors. His journey at Grant Thornton helped forge his professional identity in the world of corporate finance, allowing him to cultivate close client relationships and an understanding of market dynamics.
Education and Achievements
Robert’s educational foundation is robust and comprehensive, having completed the ACA program through the Institute of Chartered Accountants in England and Wales (ICAEW) which is a significant credential in the realm of corporate finance. He also earned his Bachelor of Science (BSc) in Economics from the prestigious University of Nottingham, where he honed his analytical skills and commanded an understanding of economic dynamics that influence business environments.
While at St Aidans C of E High School, Robert laid the groundwork for his future in finance. His commitment to education continued at Kaplan, where he refined his skills and expertise further. This strong educational background combined with practical training fosters his capabilities to handle the multifaceted demands of corporate finance in today’s market.
Notable Deals
Throughout his career, Robert has been involved in numerous noteworthy transactions that exemplify his expertise in corporate finance:
- YFM's investment into Force24 - A critical transaction that helped bolster innovative technology-driven marketing solutions.
- Sale of Fultons Foods to Poundland - This sale showcased Robert’s prowess in negotiating successful mergers and acquisitions.
- Healthtech Firm Sale to a US Listed Corporate - His strategic insights into the healthtech sector played a pivotal role in achieving this successful sale.
- Series A Fundraise for Pan Intelligence - Robert's involvement was essential to securing vital early-stage funding, vital for the growth trajectory of Pan Intelligence.
- Sale of Maginus Software to Digital Goodie - This deal highlights Robert's skill in facilitating software industry transactions.
- NorthEdge's Investment into iPortalis - A significant investment aiding the growth of a cloud aggregation and brokerage platform, Robert’s strategy and execution were key.
- IMImobile's Acquisition of Healthcare Communications - An exciting transaction in the niche of healthcare technology and digital messaging, where Robert's market expertise shone through.
- CLX's Acquisition of Dialogue - The acquisition of a mobile messaging and secure communications platform marked another successful endeavor, demonstrating Robert's adaptability in varied market scenarios.
Robert Umpleby's career and achievements paint a picture of a professional who has not only excelled in corporate finance but has also created a lasting impact on the sectors he operates within. His dedication to expanding his clients’ financial horizons and facilitating transformative business transactions remains unwavering, marking him as a pivotal player in the Corporate Finance sector. As he continues to evolve within his field, there's no doubt that Robert's expertise will drive further successes for those he collaborates with.