Direct lending

Callum Bell

Head of Direct Lending

I joined Investec in 2010 and lead the Direct Lending franchise at Investec and is a member of the Bank’s Executive Committee. I have direct responsibilities for the Direct Lending business with responsibilities for sponsor coverage, origination and structuring of private debt solutions for mid-market European corporates and PE clients. The team have a flexible lending mandate that spans underwriting, unitranche and club/bilateral financing solutions and is a market leader across their target markets.

I have over 20 years of investment banking, strategy consulting and leveraged finance experience in Europe. Prior to joining Investec, I was a Director and in the Leveraged Finance team at the Royal Bank of Scotland. I hold a Chemical Engineering degree (Hons) from the University of Auckland (NZ), a Bachelor of Business from Massey University (NZ) and an MBA from Cambridge University (UK).

Greg Betz

Direct Lending

I joined Investec in 2006 and have been in the Corporate & Acquisition Finance team since 2010. I'm responsible for the origination, structuring and execution of financing solutions for mid-market private equity-backed and corporate clients, with a focus on leveraged buyouts, refinancings and recapitalisations. Prior to joining Investec, I worked for Deloitte in both South Africa and New York, qualifying as a Chartered Accountant in 2006.

Ed Denham

Direct Lending

I joined Investec in 2022 and am responsible for the analysis and execution of financing opportunities for private equity-backed clients in the UK, Benelux and DACH regions, as well as monitoring the portfolio of existing assets. Prior to Investec, I worked within the venture ecosystem, focusing on enterprise software and consumer internet investments.

Alicia Forry

Direct Lending

My area of expertise is large cap Food, Beverages, Household & Personal Care and Tobacco, as well as ESG/Sustainability. I have covered the global large cap Consumer sector for 14 years, on both the buy and sell-side, visiting companies and investors across Europe, the US and Asia. I am also the Head of UK Equity ESG Product, covering sustainability themes and ESG reporting across all sectors of the UK market. I am a graduate of the University of Southern California with a BS in Biological Sciences and a CFA charterholder.

Anni Gibson

Direct Lending

I joined Investec in 2021 and am responsible for the analysis and execution of new financing opportunities for both new private equity-backed and corporate clients and existing portfolio companies across the lower mid-market and mid-market, as well as the monitoring of these portfolio companies. Prior to joining Investec, I worked in Deloitte Debt Advisory, primarily on sponsor-backed transactions, where I qualified as a Chartered Accountant in 2017. I hold a BSc Hons degree in Biochemistry during which I worked as a lab researcher at the National Institute of Cancer Research for my final year of studies.

Nicole Goodwin

Direct Lending

I joined Investec in May 2016 from The Royal Bank of Scotland where I worked in their Corporate Transactions team managing the structuring and execution of leveraged finance transactions in the UK mid-market.

James Haggie

Direct Lending

I’m responsible for legal documentation – from non-disclosure agreements through to long-form financing documentation, and everything in between. I also play a key role in transaction execution, coordinating between various stakeholders on a deal, both internal (tax, operations, credit) and external (lawyers, advisors).

Alice Harrison

Direct Lending

I joined Investec in 2022 and provide transaction management and legal support within the deal teams. My role varies from advice on deal structure to the negotiation and execution of final long form documents. Prior to joining Investec I was a Senior Associate in the leverage finance team at Ashurst and trained in New Zealand.

Angela Jackson

Direct Lending

With more than fifteen years of corporate finance and banking experience, I provide legal structuring and transactional management skills, working closely with Investec’s Corporate & Acquisition Finance team in bringing their investments to a close.

Cameron Jaques

Direct Lending

I joined Investec in 2023 and am responsible for the analysis and execution of new financing opportunities for private equity-backed clients, as well as monitoring the portfolio of existing assets. Prior to Investec I worked for HSBC’s Mid-Market Leveraged Finance Team.

Fred Kinsman

Direct Lending

I joined Investec in 2021 and am responsible for the analysis and execution of new financing opportunities for UK based mid-market private equity-backed clients, as well as monitoring the portfolio of existing assets. Prior to joining Investec, I worked for Deloitte UK in debt advisory and in the leveraged & acquisition finance team for the Commonwealth Bank of Australia (Sydney). I hold a Bachelor of Business (Management & Finance) from Queensland University of Technology and a Master in Applied Finance from Macquarie University.

Jean-Pierre le Roux

Direct Lending

Growth and Acquisition finance provides financing solutions (all through the capital structure) to clients seeking to grow their businesses. My role is to analyse these companies in order to identify their key strengths and find innovative solutions to help them achieve the goals they set out to achieve.

Helen Lucas

Direct Lending

With over 16 years’ experience within the leveraged finance, restructuring and credit markets, Helen is responsible for sponsor coverage, origination and structuring of bespoke financing solutions for UK lower mid-market corporates and PE, with a particular focus on supporting sponsors with primary buy outs and buy and build opportunities. She also leads the sustainability initiative within our Private Equity group.

Helen now Co Heads the UK Direct lending origination business having joined Investec in 2014 from the Debt Finance team in Barclays where she worked as a Vice President of Origination. She joined Barclays in 2007 and undertook a variety of restructuring and lending roles across all size businesses, having graduated from Loughborough University with a Bachelor of Chemical Engineering degree and completed a Graduate Programme with Total UK.

Natacha Longley

Direct Lending

I provide personal assistance to the head of Growth & Leveraged Finance and also support the wider team. I’m responsible for diary and email management, arranging travel and the preparation and processing of documentation. I work closely with teams across the business including the marketing and events team to help deliver events and communications to our clients.

Conor McMahon

Direct Lending

I focus on the origination and execution of financing solutions for mid-market private equity-backed and corporate clients in the UK and Eurozone. I assess cash flow-based facilities across the capital structure, with a particular focus on leveraged buyouts, refinancings and recapitalisations.

Caroline Moore

Direct Lending

I joined Investec in 2013 and am responsible for enabling, managing and supporting the smooth functioning of the team, alongside coordinating team marketing and events.

Jack Moore

Direct Lending

I joined Investec in 2019 on the Graduate Program following a Summer Internship at the bank. I hold a BSc Accounting & Finance from the University of Leeds.

Sam Newman

Direct Lending

I joined Investec in September 2013 on the Graduate Programme. Following rotations across the bank, I joined the Growth & Acquisition Finance (GAF) team in March 2015.

Jade Ord

Direct Lending

I have been with Investec for over four years, and am responsible for the analysis and execution of financing opportunities for mid-market private equity-backed and corporate clients in the UK, Benelux and Germany, as well as monitoring the portfolio of existing assets.

Lucian Purvis

Direct Lending

I joined Investec in 2018 as part of the Data & AI team, and have been in the Growth and Leveraged Finance team since 2021. I am responsible for the analysis and execution of financing opportunities for private equity-backed clients, as well as monitoring the portfolio of existing assets. I hold a Masters in Chemistry and DPhil in Cardiovascular Medicine from the University of Oxford.

Rob Rizk

Direct Lending

I joined Investec in 2022 and am responsible for the analysis and execution of financing opportunities for private equity-backed clients in addition to monitoring the portfolio of existing assets. Prior to Investec I worked for Santander in their Structured Finance team.

Matthew Skingle

Direct Lending

I joined Investec in 2020 and am responsible for the analysis and execution of new financing opportunities for mid-market private equity-backed clients. Prior to Investec I worked for HSBC in the Mid-Market Leveraged Finance team.

Greg White

Direct Lending

I joined Investec in 2014 and am responsible for the analysis and execution of new financing opportunities for mid-market private equity-backed and corporate clients, as well as monitoring the portfolio of existing assets. Prior to joining Investec, I worked for Deloitte in both South Africa and Canada, qualifying as a Chartered Accountant in 2013. I hold a Bachelor of Business Science (Finance and Accounting) Honours degree from the University of Cape Town in South Africa.

Nicholas Buxton

Direct Lending

My focus at Investec is on deal origination, structuring and execution of blended Asset Based & Cashflow lending transactions for growth companies, partnering directly with management teams, entrepreneurs and private equity sponsors. Deals I have worked on at Investec include NFT Distribution, Flamingo Horticulture, Freshpak Chilled Foods, Hanmere Polythene and Downton Logistics.

Warren King

Direct Lending

I joined Investec in 2005 and first worked in Internal Audit followed by the Private Bank Treasury team. I joined the Growth and Acquisition Finance Team in 2011. My focus is on due diligence and portfolio management.

Chris Chatoor

Direct Lending

I joined at Investec in October 2023 and am responsible for analysis and execution of asset-based and cashflow lending opportunities. Prior to joining Investec, I worked in Growth and Origination Finance for National Australia Bank in Melbourne.

James Cullen

Direct Lending

I joined Investec in 2006 to help build and launch our blended asset based and cashflow offering. Before this I spent 17 years with Lloyds Commercial Finance, in various roles, culminating in running the Southern half of the business. During My time there, I was instrumental in pioneering the use of ABL structures in UK M&A transactions.

Laura Hall

Direct Lending

My focus is on portfolio management of existing clients with an asset-based & cashflow lending structure. Prior to joining Investec, I worked in audit qualifying as a Chartered Accountant.

Alex Hewitt

Direct Lending

Having joined from HSBC, my focus at Investec is on deal origination, structuring and execution of blended Asset Based & Cash Flow lending transactions for growth companies, partnering directly with management teams, entrepreneurs and private equity sponsors.

Chris Lamb

Direct Lending

I joined Investec in March 2014, originally into the Private Bank Finance team, and subsequently moved into the Growth and Acquisition Finance team in November 2015. Prior to this I qualified as a Chartered Accountant with E&Y in the financial services division and more recently worked at Barclays in the capital markets division of the investment bank.

Ben Mills

Direct Lending

I joined Investec in 2007. Prior to this I qualified as a Chartered Accountant with BDO Stoy Hayward within their Transaction Services team.

Hannah O'Leary

Direct Lending

As part of the portfolio team, I work closely with clients in the operation of their facilities. I focus on the day-to-day monitoring of risk and the resolution of client queries.

Adrienne White

Direct Lending

My focus is on portfolio management of existing clients with an asset-based & cashflow lending structure. Prior to joining Investec, I qualified as a Chartered Accountant within Grant Thornton’s Valuations team.

Luke Benjamin

COO Investec Alternative Investment Management (IAIM)

I joined Investec in March 2020 with a mandate to build an alternative investment management business focused on leveraging Investec’s market leading lending capabilities for external institutional investors. As COO and Board member of Investec Alternative Investment Management Limited, I am responsible for all non-investment related aspects of the business. Prior to joining Investec, I was Managing Director, COO Real Estate Europe and Global COO Sustainable Investments at DWS. I hold a Bachelor of Economics from University of Newcastle, Australia.

Matthew Kebble

Head of Product

I joined Investec in 2016 and in 2020 began to help build an alternative investment management business focused on leveraging Investec’s market leading lending capabilities for external institutional investors. As Head of Product, I am responsible for external capital product development and management for the business. Prior to this, I worked as a member of Investec’s Fund Solutions investment team in New York, providing fund financing to private equity, power & infrastructure, secondaries, and real estate investment managers across North America. I hold a Bachelor of Business Science (Finance and Accounting), a Post Graduate Diploma in Accounting from the University of Cape Town and am a qualified Chartered Accountant (CA(SA)). I am a One Young World ambassador.

Jonathan Machlup

Product Manager

Over 4 years’ experience in banking and asset management. Jonathan is responsible for management of Investec’s inaugural Private Debt Fund and project management for new launches. Jonathan has worked across Investec since 2019, most recently in their South African property private equity team before joining the alternative investment management business in London in 2021.  Jonathan holds a Bachelor of Business Science (Finance and Accounting) and Post Graduate Diploma in Accounting from the University of Cape Town and is a qualified Charted Accountant.

Lois Moore

Direct Lending

Joining Investec in 2017, Lois has over 5 years’ experience in credit risk through roles in credit analytics and credit risk decisioning. Since 2019 Lois spent her time in risk as a Credit Officer in the Investec Senior Credit Committee focusing on the corporate specialist lending sectors including Fund finance, Aviation finance and Direct lending.

In September 2022, Lois commenced Investment Specialist role within Investec Direct Lending. In this role, she leverages her credit risk experience to create investment and market-orientated collateral. Lois is also responsible for internal communications between the Fund and Investment teams as well as external marketing communications. Prior to Investec, Lois studied at the University of Hertfordshire where she holds a First-Class Bachelor’s in Mathematics.

Hannah Roberts

Business Data Analyst

Over 6 years’ experience in Data Analytics within Financial Services. Hannah joined Investec in 2019 as a member of the Specialist Bank Analytics team where she was responsible for processing and analysing data to derive business insights for all corporate lending teams. In 2022, Hannah joined the Direct Lending team as a Business Data Analyst and is responsible for reporting and providing analytical expertise to data initiatives within the business. Prior to Investec, Hannah worked in consulting where she supported a range of data-focused client projects.

Hannah holds a Bachelor of Mathematics (Hons) from the University of Leeds.

Megan Sachs

Direct Lending

I joined Investec in 2017 and I am responsible for the analysis and implementation of debt financing opportunities of sponsor-backed and direct to corporate deals. I also provide support across a deal’s life-cycle.

Alexandre Neiss

Direct Lending

I joined Investec in 2013 with responsibility to originate, structure and execute financing for financial sponsors and corporate clients. In this role I focus on arranging funding for buyouts, refinancings and restructurings across the spectrum of the capital structure. I joined Investec from Deutsche Bank, where I worked in corporate finance in the Healthcare Investment Banking team. As part of this role, I was responsible for client coverage and M&A execution as well as working on debt and equity opportunities. Prior to this, I worked in the Leveraged Finance division of Royal Bank of Scotland

Tim van Heusden

Direct Lending

I joined Investec's Growth & Leveraged Finance team in 2021, where I am responsible for the analysis and execution of new financing opportunities in the Benelux region. Prior to joining Investec, I spent seven years at ABN AMRO, of which the last four years in the Leveraged Finance team.

Rudolf Bakker

Direct Lending

I joined Investec in 2023 and am responsible for the analysis and execution of new financing opportunities for private equity-backed clients in the Benelux region. Prior to Investec I worked for ABN AMRO in their Leveraged Finance team.

Omar Ellithy

Direct Lending

I joined the Growth and Leveraged Finance team of Investec in 2023. My responsibilities encompass the analysis and execution of new financing opportunities for mid-market private equity-backed clients, as well as the monitoring of existing assets. Prior to joining Investec, I worked in the Direct Lending team of Federated Hermes. I am a Dutch native speaker, hold a Msc in Finance & Investments from Rotterdam School of Management (Erasmus University), a BSc in Business Administration, have passed the CFA Level II exam and hold the CFA ESG certificate.