Moore Kingston Smith announces new partner and director appointments

2 November 2023 / Insight posted in Press releases, Corporate, Our people, Press comments

Moore Kingston Smith is delighted to announce Dave Coates has been promoted to partner, as well as nine director appointments.

Dave Coates is a corporate and business tax team partner, specialising in providing expert guidance to owner-managed businesses and their shareholders on a wide range of tax matters, spanning corporate structuring, employee share schemes and shareholder exits.

With in-depth technical knowledge and understanding of multiple sectors including real estate and construction, Dave assists his clients in navigating the complex landscape of tax implications throughout their business life cycle, from startup and growth to successful exit strategies.

Dave’s extensive experience includes mergers and acquisitions (M&A) transactions with a particular focus on tax due diligence services, making him well-equipped to advise those looking to acquire or sell a business.

Dave Coates said: “It is an honour to become partner, particularly at such an exciting time for the firm following the recent investment from Waterland. This marks a career milestone and celebrates the culture of ongoing learning and progression we have here, and I look forward to continuing our journey of success and growth together.”

Maureen Penfold, Managing Partner of Moore Kingston Smith, said: “I’m delighted to see Dave become partner, which is a testament to his exceptional expertise, and the dedication and commitment he affords his clients. It’s always wonderful to see and champion the achievements of our talented people.”

The firm also announces four internal director promotions: Matt McRae in the corporate finance team and Puja Maini, Danna Lukic and Callum Gritt in the general practice team. These are in addition to five directors appointed in recent months, including David Byrne in R&D, Yu Loong Chan in general practice, and James Amos, Alex Jenkins and Kelly Ricketts in the tax teams.

Maureen said: “Our latest appointments both reflect the firm’s continued growth and recognise the exceptional service and first-class solutions the senior people leading our teams provide for our valued clients.”

These appointments follow Moore Kingston Smith’s investment from European PE house Waterland. The structure of the deal represents an innovative break from the traditional requirement to move to a limited company operating model as part of a PE transaction.

Additionally, the firm recently completed its acquisition of leading Irish accountancy firm Moore in September, strengthening its ability to provide comprehensive support to its growing client base with international interests, and opening the door to further expansion in Ireland as part of its ongoing growth and thought leadership strategy.

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