The Angel Investing Journey: from initial interest to gaining ROI
Date: This event took place on April 17th 2023
Ticket cost: £20.00 per person*
*We encourage attendees to also book for the pitch presentation evening, including dinner (additional cost £47.50) to maximise the value of the workshop. The pitch event follows the workshop, beginning at 5.30pm.
Seasoned investor and Chairman of Dorset Business Angels (DBA) Don McQueen, leads this 2-hour workshop for new and existing angel investors who wish to learn more about the angel investing process.
There is plenty of time built into the programme for questions and answers from participants. We aim to provide a fully interactive and engaging workshop where we will share real-life experiences (the good the bad and the ugly), talk about Due Diligence and what happens when it comes to an ongoing relationship with the entrepreneur.
The workshop will be supported by our sponsors Ellis Jones Solicitors who will give some advice about legal considerations and Saffery Champness who will explain EIS and SEIS. Investec will join the Q&A panel.
The Workshop Objective
The speakers will define a straightforward process for angel investors to follow when considering investing in start-ups and in growth companies.
Workshop Outline:
- How to search for investment opportunities
- Our approach to Due Diligence
- Guiding principles of Due Diligence
- Key documentation
- Identify key risks
- How to work with businesses
- Ongoing relationships
- Q&A
Speakers & Q & A Panel:
Don McQueen, DBA Chairman & Investor
Don is an experienced entrepreneur, mentor, M&A specialist, investor and NED. He has started, built, grown and exited several high-tech and telecoms businesses and now chairs numerous company boards. Don has an MBA from INSEAD and a top first engineering degree from Bristol University and is an ex-strategy consultant. He built his own group up to over 200 staff and £50M revenues before semi-retiring in 2011.
Don is passionate about helping others to be successful and always looks for win-win negotiations and creative deal structures.
Diane Pearce, Ellis Jones, Associate Solicitor
A commercially pragmatic lawyer who works with businesses to understand their needs and to provide practical advice and assistance on a wealth of commercial issues. Diane is passionate about business and prides herself on building strong relationships with her clients and delivering excellent client service.
Frank Guinn, DBA Vice Chairman & Investor
After spending the early years of his career with two “Blue-Chips”, Frank bought an ailing electronics display business in 1978 which grew quickly to become a ‘tier-one’ supplier to military and civil OEM customers. By 2005, the group had grown into 5 companies, supplying the automotive, marine, avionic, military and IT markets. After exiting the business in 2009 he became an Angel Investor, Mentor and Management Consultant. Frank has spent the last 10 years helping start-up and early revenue companies refine their Business Plan and restructure their day-to-day operations, sometimes taking a full-time position as interim CEO and facilitating scale-up finance.
Max Wright, DBA Director & Investor
Max has been an Entrepreneur all of his life, having started, grown and sold a number of businesses in many different fields. He is also an experienced Mentor, Coach and Advisor. With over 45 years of practical experience, Max is proud of having studied at the University of Life and has been there and done that and learnt from his own mistakes. Max has also invested in a number of businesses and also sits on the Board of some and is passionate about helping other Entrepreneurs to better develop themselves and become more successful.
Kevin Smyth, Senior Manager - Corporate Tax, Saffery Champness
Kevin has been with Saffery Champness for 11 years and has worked within tax for twenty-five years. He has gained a wealth of experience in the corporate tax sector, particularly within the taxation of small and medium-sized entities (SMEs), ranging from the small standalone family company to complex corporate groups. Alongside his corporate tax compliance role, Kevin advises on tax-efficient company share and investment schemes, and in corporate intangible work, particularly focussing on research and development (R&D) advisory services.
Time:
- 3pm - 5pm (the April 17th pitch event will follow at 5.30 pm)
The workshop will start promptly at 3pm. Please arrive 10-15 minutes beforehand to settle in.
Refreshments will be provided
Venue
- Bournemouth Carlton Hotel
