Fergus Dunn
Investment Manager at Middleton Enterprises
Fergus Dunn
Investment Manager at Middleton Enterprises
United Kingdom
Overview
Work Experience
Investment Manager
2023 - Current
Our investment philosophy revolves around taking a long-term view and supporting business owners as they navigate the challenges that accompany growth. We will be investing tickets up to £1m for minority equity stakes into businesses that are: - Profitable - Blueprint to scale - Proven operating model - Ambition to reach £5m+ profit in 5 years We cover a broad range of industries including leisure, hospitality, software, FMCG, manufacturing alongside many other sectors. Middleton Enterprises Limited is a single-family office investment firm supported by Jeremy Middleton, the Co-Founder of HomeServe Plc. Jeremy, along with his business partner and friend Richard Harpin, successfully co-founded HomeServe plc, which grew over nearly 30 years to become a FTSE100 listed company with a global reach, employing thousands of people and serving millions worldwide. In early 2023, HomeServe was sold to a Private Equity firm for over £4 billion. Jeremy has a proven track record of driving and supporting growth and possesses a strong passion for building successful companies. If you believe that your business aligns with our investment criteria, we encourage you to get in touch with us. fergus@middletonenterprises.com
Principal
2023 - 2023
Investment Associate
2020 - 2023
QVentures is a VC Fund and private network made up of 150+ Family Offices, 750+ UHNWI's and 250+ Institutional Investors. - Pre-Seed Fund - Series A-C Placement Apply for investment here: https://qventures.typeform.com/to/zZPOWf
Analyst
2018 - 2020
Board Observer
2022 - 2023
Simple HMRC Self Assessment & Online Tax Returns with great user experience. File tax returns and pay UK tax online with maximum efficiency. Affordable & easy to use. Try for free, pay to file.
Board Observer
2022 - 2023
A platform orchestrating the delivery of integrated virtual wards, enabling patients who would otherwise need a hospital bed to receive the same standard of specialist monitoring and care whilst at home, or in a nursing home.
Board Observer
2022 - 2023
BRUSHWRK is a digital art marketplace and community fixing everything wrong with the traditional art industry.
Board Observer
2021 - 2023
Your Virtual Sustainability Officer® Clients include Atom Bank, Moneybox & The Keyholding Company.
BA (Hons) Finance & Investment Management - First Class Honours
2014 - 2018
1st Class Honours Developing knowledge and skills relevant to financial services sector & learning to utilise the surrounding resources to their full potential, such as the Bloomberg terminals. This has enhanced my analytical thinking, writing and awareness and has allowed me to extract and apply hard numerical evidence in to my written analysis. Modules include: -Principles & Theories of Finance -Derivitives & Risk -Financial Decision Making -Financial Markets & Institutions Currently doing Undergraduate Consultancy Project, pro bono consulting, as one of my modules alongside Credit & Market Risk, Business Ethics & Portfolio construction & management module.
Venture Capital Analyst - 12 months
2016 - 2017
• Working alongside Venture Capital Solutions Directors on the Enterprise Capital Funds, Catalyst Fund and Ex- Regional Development Agency Investments. • Fund of Fund experience dealing with both Government and Fund Managers. • Dealing with Direct Investments from Ex RDA funds. • Portfolio database creation and maintenance. • Execution of multiple portfolio Due Diligence checks. • Responsible for KYC & AML checks on Direct Investments and ex-RDA funds within the Venture Capital team.
Summer Intern
2015 - 2015
• Assisted in the analysis of business plans submitted to the company. • Worked with the marketing department to understand the role of traditional and social media in promoting the value of the fund and increase potential deal flow. • Composed press articles for publication in regional newspapers. • Integrated with the team on a day to day basis which helped my understanding of the work of the fund and the roles of the various individuals. One article written during Internship- http://www.bqlive.co.uk/2015/10/27/investment-makes-kilimandjaro-a-hot-prospect/
Northstar Ventures Intern
2015 - 2015
• Worked closely with fund managers and investee companies. • Assisted with data analysis and analysis of business plans. • Met business angels and investors • Studied different investment options