In the latest episode of Topline Talks, we spoke to James Howell, CEO of Strata, a financial services consultancy specialised in BlackRock’s Aladdin Enterprise platform. In this enlightening conversation, James shared his path to CEO, having started as a graduate analyst at Accenture before moving into M&A at PwC, as well as tips and advice for for SMEs looking to undergo PE investment. He also covered:

 Technology in the Asset Management industry. How advanced is tech adoption and optimisation in the industry?

 Finding and securing a PE deal. Tips and advice for small businesses looking to start the process.

 The power of networks. A turning point in securing a PE deal can be meeting and getting to know the right people.

 Expected and unexpected benefits of PE investment. From derisking finances to greater professionalisation and increased credibility, PE deals can have a profound impact on businesses over the long term.

 The truth about due diligence. How to avoid a deal collapsing through failed due diligence.

 Big or Small? The personalities better suited to SMEs vs larger firms, and advice to CEOs coming into founder-led businesses.

 Stata’s plans for the future

Season Three of Topline Talks sees us take a deep dive into our core sector specialisms, including Cleantech, Consumer, Private Equity, Social Housing, Charity, Life Sciences and Higher Education. The podcast still focuses on engaging conversations with senior leaders, offering insights and learnings from their careers, and providing tips and advice on how to succeed as a leader.