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Managing Director
Adam is the Managing Director of Millview Advisory. He is a Fellow of the Association of Chartered Certified Accountants, a member of Chartered Accountants Ireland (ACA) and an AITI Chartered Tax Adviser. He also holds an Advanced Diploma in International Taxation from the Chartered Institute of Taxation and a Diploma in Corporate Finance, with distinction, from Chartered Accountants Ireland.
Adam has extensive experience advising across all tax heads. He advises high-net-worth individuals, family offices and senior executives on transaction structuring, succession planning, extracting wealth from companies, relocating abroad and investment structures.
He advises domestic and international corporate clients on corporate structuring and restructuring, foreign direct investment, structuring intellectual property, holding companies and international tax planning. He also advises other professional firms, including accountancy firms, financial advisors, fiduciaries and solicitors.
Adam leads the corporate finance practice and has acted as lead advisor on numerous mid-market domestic and cross-border transactions, including sell-side transactions, acquisitions, MBOs, MBIs, debt and funding advice. He also advises on valuations, due diligence, venture capital and tax structuring for corporate transactions, and works with a number of family offices on their venture and private equity activity.
Adam holds a number of non-executive directorships.
Director, Corporate Finance
Anthony is a Director at Millview Advisory, specialising in corporate finance, mergers and acquisitions and financial advisory. He is a Fellow of the Association of Chartered Certified Accountants (ACCA) and holds a Diploma in Corporate Finance.
Over a career spanning more than 20 years, Anthony has guided clients through a wide range of complex transactions. His expertise includes M&A, advising on debt and equity funding, financial due diligence, corporate valuations and refinancing.
He has worked with private equity firms, owner-managed businesses and large corporates across technology, SaaS, financial advisory, MedTech and building materials, and tailors his approach to the specific needs of each business.
Senior Tax Manager
Cliona is a Senior Tax Manager at Millview Advisory. She is a member of the Association of Chartered Certified Accountants and an AITI Chartered Tax Adviser.
Cliona advises clients across all tax heads and has extensive experience in personal and corporate taxes. She advises on domestic and international tax planning, corporate reorganisations, succession planning and international relocations.
She also oversees personal tax compliance for high-net-worth individuals and corporate clients with complex filing requirements.
Corporate Finance Manager
Syed is a Corporate Finance Manager at Millview Advisory. He is an Associate Chartered Management Accountant (ACMA) and Chartered Global Management Accountant (CGMA) with the Chartered Institute of Management Accountants.
With 15 years of international experience across leading advisory firms, Syed has worked with Deloitte in Pakistan and Southeast Asia, and with EY Ireland’s Corporate Finance and Transaction Services practice. This has given him broad exposure to cross-border transactions across Europe, the United States, the United Kingdom, Australia and Asia Pacific.
His core expertise includes business valuation, intangible asset valuation, sell-side advisory, financial due diligence and financial modelling. He works with private equity firms, institutional investors and owner-managed businesses, bringing technical depth and commercial judgement to every transaction.
Tax Manager
Alice is a Tax Manager at Millview Advisory. She is a member of Chartered Accountants Ireland and an AITI Chartered Tax Adviser.
Her background spans all tax heads, with a particular focus on corporate and capital tax advisory. She supports high-net-worth individuals and corporate clients with tax structuring, property transactions and international tax planning.
Her experience also covers succession planning, the tax compliance and structuring of Irish Real Estate Funds (IREFs), and the tax considerations around pensions and cross-border relocations.
Executive Assistant
Hazel is an Executive Assistant at Millview Advisory, supporting the leadership team in the day-to-day running of the firm.
With over 17 years of experience across leading accounting, banking and educational institutions in Ireland and abroad, Hazel supports senior management through complex administrative demands and helps ensure consistently high standards of service for the firm and its clients.
Executive Assistant
Karen is an Executive Assistant at Millview Advisory, where she plays a key role in the smooth day-to-day operation of the firm’s leadership team.
With over 10 years of experience as an Executive Assistant and Head of Procurement across large corporates and the private education sector, Karen provides high-level support to senior management, including complex administrative functions and large-scale events. She also holds a Diploma in Human Resource Management.
Lead financial advisor: valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
The shareholders wanted a full exit and a buyer who would support the future growth of the business.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
Lead financial advisor: valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
The shareholders wanted to partner with a larger group that would protect their client relationships and support continued growth.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
We advised on valuation and deal structure, approached suitable partners, and led negotiations and due diligence to completion.
The shareholders were looking for the right partner to take the practice forward. They needed advice on valuation and structure, and a process that would protect clients and staff.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
We prepared the valuation and marketing materials, approached suitable acquirers, and led negotiations and due diligence through to completion.
The shareholders wanted to sell the business to a buyer who could build on its position in the market. They needed a well-run sale process that achieved fair value and a smooth handover.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
We supported target valuation, deal structuring and negotiation, and coordinated the due diligence process with the wider advisory team.
Entegro wanted to expand its offering through the acquisition of Acel Energy. It needed independent support to understand the target’s value and manage the financial and tax due diligence processes.
Valuation, deal negotiation, structuring, financial and tax due diligence.
Successfully completed acquisition.
We valued the target, helped structure the deal, and managed negotiations and due diligence through to completion.
The shareholders wanted to grow the business through acquisition and saw Mannion Insurance as a strong fit. They needed help to value the target, agree the right terms, carry out financial and tax due diligence and complete the deal.
Valuation, deal negotiation, structuring, financial and tax due diligence.
Successfully completed acquisition.
We assessed the target’s value, advised on deal structure and funding, and supported due diligence through to completion.
Clear Sky International wanted to acquire the Destination Express Group. It needed a clear view of the target’s value and advice on how best to structure and fund the deal.
Valuation, structuring and financial due diligence, with French tax due diligence coordinated through our OAI local affiliate firm.
Successfully completed acquisition.
Financial advisor to Advent Surety Partners on its funding.
Financial advisor to Simpson Energy on its funding.
We prepared the business for sale, supported valuation and negotiations with the buyer, and managed the due diligence process to completion.
The shareholders wanted to sell the business to a buyer who would support its continued growth. They needed the business prepared for sale and a process that delivered the right terms.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
Buy-side financial due diligence provider.
Progeny was continuing its acquisition strategy with the purchase of Lewis Brownlee Financial Services. It needed independent financial due diligence to confirm the target’s position and flag any issues.
Buy-side financial due diligence.
Successfully completed acquisition.
Financial advisor on the sale of both businesses to Fanagans Funeral Directors.
We supported target valuation, deal structuring and negotiation, and coordinated the due diligence process.
Daffodil Care Services wanted to expand its care services through the acquisition of Misty Croft. It needed help to value the target, structure the deal and manage due diligence.
Valuation, structuring and financial due diligence.
Successfully completed acquisition.
We prepared the business for sale, supported valuation and negotiations with the buyer, and managed the due diligence process to completion.
The shareholders wanted to sell the business and secure a strong future for it under new ownership. They needed an experienced advisor to run the sale and negotiate the best terms.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
Lead financial advisor: valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
The shareholders wanted to sell the business to a buyer who could take it to the next stage. They needed support to find the right buyer and achieve a successful sale.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
Buy-side financial due diligence provider.
AMCS was acquiring Utility Cloud and wanted an independent view of the target’s financial position before completing. It needed thorough financial due diligence to identify any risks and support its decision.
Buy-side financial due diligence.
Successfully completed acquisition.
Financial advisor on the funding and deal structuring.
The shareholders wanted funding to support the next phase of the company’s growth. They needed the right investment partner and terms that worked for the existing owners.
Advice on funding and deal structuring.
Successfully completed funding.
Buy-side financial due diligence provider.
Progeny was acquiring Chartered Wealth as part of its growth strategy and needed an independent view of the target’s finances. It wanted any risks identified before completing the deal.
Buy-side financial due diligence.
Successfully completed acquisition.
Buy-side financial due diligence provider.
Kingspan was acquiring Solatube and needed an independent review of the target’s financial performance. It wanted to understand any risks before committing to the deal.
Buy-side financial due diligence.
Successfully completed acquisition.
Buy-side financial due diligence provider.
Kingspan was acquiring Major Industries and needed independent financial due diligence on the target. It wanted confidence in the quality of earnings and any key risks before completing.
Buy-side financial due diligence.
Successfully completed acquisition.
Advised shareholders of Principal Technologies on funding from Harwood Private Equity and The Firmament Group to support the acquisition of Brentech Data Systems.
The shareholders wanted to acquire Brentech Data Systems and needed funding to complete the deal. They required investors who could back both the acquisition and the company’s wider growth plans. They also needed independent financial due diligence carried out on the target.
Financial due diligence, buy-side support and funding advice.
Successfully completed acquisition.
Lead financial advisor: valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
The shareholders wanted to sell the business and find a buyer who valued what they had built. They needed support to run the sale process and agree the right terms.
Valuation, marketing, buyer outreach, negotiation, and coordinating due diligence and tax structuring.
Completed sale on terms that met the shareholders’ objectives.
Financial advisor on the sale of Bolt Ireland to Bolt Estonia.
Financial advisor to a family office on its acquisition of Advent Risk Management.
