Work Department

Corporate, Financing and Renewables.

Position

Partner in BPE's Corporate team, Dale specialises in and predominantly focuses on mergers and acquisitions (M&A), funding and financing options for developing entrepreneurial business and established regional and national companies throughout the South West and beyond.

Dale works closely with a number of major banking institutions and investment companies in order to secure funding or finance options. He also advises banks, such as Lloyds on their high value loans, investments and refinancing requests.

He also has expertise in the renewables sector, advising a number of clients involved in solar, anaerobic digestion, ground source and wind. He assists clients with the setting up, project financing and disposal of SPV (Special Purpose Vehicle) companies which hold the projects. Dale predominantly works with investment companies who are consolidating their portfolio of performing renewable assets and looking to finance projects. 

Dale also works alongside our Private Client team, to provide business owners with a ‘Corporate Wills’ package, encouraging them to review not only their personal affairs, but at the same time want to ensure the business is protected and prepared for future developments. He also advises business owners on EMI share option schemes and other tax-efficient employee incentives.

His client base envelops a wide spectrum of sectors, from technology, retail and financial, to manufacturing, renewables and food and drink. His clients include Crowe UK LLP, Warner’s Budgens (Warner’s Retail), Rosemary Water, Active Electronics plc and Future Advanced Manufacture. Dale works closely with clients, supporting them throughout the transaction and life cycle of their business. He has a strong reputation in the South West and has become a go-to source of advice for many existing clients.

Education

LLB, Law