Partner and Director of BWB Advisory and BWB Impact
Jim heads the Advisory and Impact teams at BWB and helps social sector and private sector organisations to create, analyse, enhance and realise value through acquisitions, disposals, mergers and other structural, and transactional approaches as well as through outcomes-based planning, strategy and evaluations. He is the author of over sixty social impact studies (not-for-profit and private sectors), as well as other research assignments, and has developed and managed corporate transactions in the UK and abroad in both private and not-for-profit arenas.
Jim’s innovative work in social investment was recognised in 2013 with an OBE, having recently designed and developed the first charity-led social impact bond IAAM – ‘It’s all About Me’, which he now also chairs. IAAM is a UK-wide social enterprise finding and training therapeutic adoptive parents for harder-to-place children.
Jim's career spans over 30 years, latterly acting as head of valuations, of not-for-profit advisory, and social impact services at leading UK business advisors Baker Tilly. He continues to partner with Baker Tilly on some major projects.
Jim blends his professional work in the UK and Europe with academic research and lecturing, and selected outside appointments.
Examples of recent work
- It’s All About Me – co-leading with the chair of the Consortium of Voluntary Adoption Agencies on the development of the first voluntary vector-originated Social Impact Bond delivering a UK-wide networked solution. This involved market and behavioural analysis, leading the development of the new service, the financial, pricing and market models, and the fundraising.
- National Association of Specialist Schools – published research on the comparative costs and the comparative impact of education for high-needs young people in residential provision as against supported mainstream.
- London Wasps Rugby Club – restructuring and sale, acting for the previous owner, Steve Hayes.
- Acquisitions and disposals of schools – Tudor Hall acquiring Carrdus (buy-side) and St Anthony’s Hampstead sold to Alpha Plus Group.
- Design Council – options appraisal, strategic and risk planning, project management for the restructuring of the Council as an NDPB, moving it out of the public sector, merging it with parts of CABE, and supporting development the of a new market-facing strategy.
- Learning and Skills Development Agency and QIA – developing change management programmes, options analysis on future structural and financial models.
- United Coffee and First Choice Coffee – acquisitions and disposals of businesses.
- North Lanarkshire Leisure, Edinburgh Leisure, Manchester Sports and Leisure Trust and others – social impact research and evaluation of selected activities.
Qualifications and career
Qualifications and memberships:
- Cass Business School MSc (with Distinction) in Charity Accounting and Financial Management
- FCA (1985/95) ATII (1986) CF (2006) MABRP(1994) MSI (2003) MEWI (1999) DChA (2008)
- 1981 to 1984 trained with Baker Rooke and Amsdon, including one year secondment to Sadlers Wells theatre in general management
- 1984 to 1994 Baker Tilly general practice, tax and audit, with secondments to Turkey, to Nat West Bank (2 years) and to Manufacturing industry (production control and accounting)
- 1994 to 2014 partner at Baker Tilly, specialising in insolvency and turnaround (5 years), corporate finance and forensic accounting, and not-for-profit advisory and impact, including various management roles
- 2014 Bates Wells Braithwaite – Head of BWB Advisory and BWB Impact
Public honours, pro bono, memberships and appointments
- OBE (Officer of the Order of the British Empire) – awarded for services to social investment in the Queen’s Birthday Honours June 2013
- Fellow of the Royal Society of Arts (FRSA)
- Visiting research fellow at Cass Business School, City University, London
- Independent trustee and director of the Centre for Public Scrutiny (www.cfps.org.uk and @CfPScrutiny)
- Co-founder and chair, It’s All About Me (the adoption bond) (www.iaamadoption.org and @IAAMAdoption)
- Scientific and technical chair – subgroup of the Groupe d’Experts de la Commission sur l’entrepreneuriat social for the European Commission, reporting on social impact measurement standards in the EU (http://ec.europa.eu/internal_market/social_business/expert-group/index_en.htm)
- Member of the UK Advisory Board, and the Social Impact Measurement Workstream to the G8 Social Impact Investment Taskforce
- Member of the Institute of Directors
- Member of Experts Panel - Liveable Cities Research project (www.liveablecities.org.uk)
- Member of Reference Group – Imagining the Future – developing a view for Scottish government of the profile of Scottish social work and social care in 2020
- Member of the Ethos Panel, Cass Business School
- Charity Commission approved practitioner for interim manager services
Jim and his wife are well-known speakers and trainers in adoption and therapeutic parenting. The story of the youngest of the nine adopted children was told in Jacci Parry’s acclaimed BBC Documentary “A Home for Maisie” (2011).