David Smith is the Managing Partner of Henderson Loggie. As the firm’s business leader, David works closely with his fellow Partners and staff, supporting their delivery of services to meet clients’ needs across a range of sectors.
Driving growth and facilitating the implementation of the firm’s development strategy is a key role as Managing Partner, but David has also established a reputation as a respected advisor in the Professional Practice and the Healthcare sectors, amongst others.
David helps clients develop their businesses through Business Improvement Services, specifically strategic planning, sustainable competitive advantage, family business issues, leadership development, personal development, and lean management.
David also specialises in Corporate Finance, specifically investor readiness, business planning, financial modelling, fundraising, assistance with grant claims, company valuation, buying and selling businesses.
In addition, David is a Non-Executive Director for J&D Wilkie Limited, a privately owned global textile manufacturing company, and Henderson Loggie Financial Services Limited.
Greig has specialised in corporate finance and forensic accounting for over 25 years with senior positions within a Big 4 firm and then a specialist niche practice prior to joining Henderson Loggie in 2003.
He leads the forensic accounting team working with litigation lawyers and Counsel on all aspects of civil litigation and fraud related criminal proceedings where expert accounting input is required. He has given expert witness evidence in the Sheriff Court, High Court and Court of Session on complex and disputed financial matters.
Greig is a member of the corporate finance team taking business transactions from initiation to completion and focuses upon advising owner managed businesses on mergers and acquisitions, disposals, valuations and fund raising as well as reporting to banks, equity providers and acquisitive clients on financial due diligence investigations.
Greig is also a member of the Firm’s Professional Practice and Energy Sector Groups.
Stephen specialises in Management Information Systems, supporting both the commercial and public sectors. He looks after a range of specialist MIS services, including; new system specification, selection, implementation and support, business process review, support for existing systems, design and documentation and management reporting improvements.
He leads Henderson Loggie’s Xero and Sage software teams and has a vast knowledge of accounting software especially focussing on reporting and data extraction. He has an advanced knowledge of Excel and uses this to streamline processes for clients, as well as offering advanced training sessions.
Stephen is also the firm’s IT partner.
Stephen also offers finance director level support to businesses. He has covered high level finance roles on a temporary basis for absence cover, and provides this service to a number of businesses on an ongoing, outsourced basis.
He leads the firm’s Energy Sector Group, co-ordinating our service provision and sector expertise across our four offices.
Stephen is a former Associate Director of Dundee United Football Club, where he oversaw the Finances for over 4 years.
Rod is a respected figure in the Scottish financial services market with over twenty years corporate finance experience gained in both the professional services market and industry. He was previously a senior member of a big 4 firm and partner of a large independent firm where he established the firm’s corporate finance and Central Belt practice.
He has also held a number of senior executive positions in industry where he has executed a number of transactions on behalf of an investment syndicate and as principal in the UK and Australia.
Rod’s focus is on lead advisory assignments for clients, whether they are looking to grow by merger or acquisition, to secure additional bank or private equity funding or to realise an exit or succession plan. Rod also has extensive experience of working with companies going through a turnaround or restructuring phase and can advise on working capital and stakeholder management.
He has experience in a range of sectors including engineering services, manufacturing, energy, food & drink and life sciences and has an advanced diploma in Corporate Finance.
Following training in both the UK and Ireland, Alisdair qualified as a Certified Accountant in 2006 and worked with Henderson Loggie as an Audit Senior. In 2009 he moved into industry to develop his commercial experience and has held finance roles in both the media and banking industries including financial systems project roles and management reporting.
Alisdair returned to Henderson Loggie in 2015 and his focus is managing Corporate Finance clients, including those seeking growth by merger or acquisition, securing additional bank or private equity funding and realising exit or succession plans.
Jamie is a Chartered Accountant with over 7 years’ corporate finance experience, specialising in advisory work with privately-owned companies, and has recently acted as lead advisor on a wide range of projects, including debt, grant and equity finance raising, acquisitions, disposals, MBOs, MBIs, corporate venturing and strategic advisory.
He also has considerable operational experience, having been managing director of an industrial textiles business, during which time he effected significant changes resulting in record profit levels. He ultimately oversaw the sale of the business, realising full value for shareholders.
Since returning to professional services, Jamie has focused on using his own experiences of the challenges and pitfalls of business to advise others, particularly when managing both the objectives and expectations of a large number of shareholders and other stakeholders.
Peter has specialised in forensic accounting for over 20 years with senior positions within a Big 4 firm and a specialist practice prior to joining Henderson Loggie in 2017.
He has extensive fraud and accounting black hole investigation experience. He has also done much work in the area of anti-money laundering compliance across the UK and Europe.
Peter is a well-known forensic accountant in all areas of civil litigation from valuation of assets to quantification of losses and also criminal proceedings. He has extensive experience of being an expert and giving expert evidence.
He has a wide experience of many industry sectors from financial services to farming and manufacturing to professional services and hospitality.
Peter is also a charity trustee and is a member of the firm’s charity sector group.