The Team

Kevan had been leading transactions as a Corporate Finance adviser since 2000, when he started a corporate finance division at one of the region’s largest accountancy practices and built his specialist team to be one of the largest in South Yorkshire.

Moving on to become a Partner at Strategic Corporate Finance, progressing it from a sole trader to a leading independent Corporate Finance Boutique and on the back of this success, winning industry awards.

Kevan created Castle Square Corporate Finance in October 2009, during which time, Kevan has advised on vast Merger & Acquisitions deals, including Management Buy-Ins/Buy-Outs, Development Capital Fundraisings and Disposals.

Kevan is a highly successful dealmaker with specialised experience of Private Equity transactions and has an enviable track record of successfully completing deals, resulting in Castle Square being awarded Corporate Finance Firm of 2016.

Having previously held the position, Head of Corporate Finance at a leading independent accountancy practice in South Yorkshire, Steve brings with him over 15 years of corporate finance experience, which includes a spell at YFM Private Equity where he was investment manager on the South Yorkshire Investment Fund, providing equity investment to SME businesses.

Steve has also undertaken high profile Due Diligence work, including acting for AIM listed companies on share placement and a variety of Due Diligence assignments for both banks and corporate acquirers.

Steve is actively involved with University of Sheffield Enterprise, providing lectures on a range of topics covering business planning, funding and financial reporting, in addition he acts as a judge on the prestigious annual business planning competition.

A qualified chartered accountant obtaining her degree in 2002, Lisa began her career with a leading accountancy firm, gaining significant transaction experience working on a broad range of deals, involving Management Buy-Outs, fundraising, company acquisitions and disposals.

Lisa joined Castle Square Corporate Finance in October 2009, where she has focused on developing her dealmaking and project management skills proving to be lead advisor on a number of transactions.

Patrick joined the Castle Square team in 2016 seeking a new challenge as Corporate Finance Executive, having previously matured at a senior role for a Sheffield based accountancy practice.

Over the years, Patrick has gained extensive knowledge of the core business principles, whilst conveying this through to clients, striving to provide the highest level of client care. Throughout his working life, Patrick has acted on behalf of companies across various business sectors and in doing so has an excellent understanding of key business principles.

Maria, a highly skilled experienced executive assistant, joined Castle Square Corporate Finance at the start of 2016, as PA to the Company Directors.

Successfully having built relations with Blue Chip clients, working for leading companies, including specialists in Demolition and the Real Estate sector, Maria is focused on providing an extensive and exceptional standard of work.

Already becoming a valuable member of the team at Castle Square, with a keen interest in marketing, Maria brings her passionate creative flair.

Sarah graduated from Sheffield Hallam University with first-class honours in Accounting and Finance during which she completed a placement in Management Accounts with NHS Finance. Following graduation Sarah moved on to work for an international accountancy practice, working as a member of the Mergers & Acquisitions team.

Seeking a more challenging role within corporate finance, Sarah joined Castle Square in 2017, supporting the team on transactions and undertaking research. Sarah is studying for the ACCA qualification, working towards becoming a Chartered Accountant.

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