The Team

Sam Forman

Associate Director

Where did your interest in Corporate Finance begin?

I have always had a strong interest in the world of business and finance. I was naturally drawn to Corporate Finance and mergers and acquisitions as they require a mix of skills that are not necessarily found in other financial disciplines. The need for commercial acumen, corporate strategy, financial analysis, negotiation and most importantly relationship management is what makes it such a unique sector.

When did you join Gambit?

I joined Gambit in August 2015. Prior to joining I spent four years at university in London, and 12 months in industry at an online golf marketing platform which was later acquired by an NBC Universal group company.

I saw Gambit as a great opportunity to join a leading and highly respected Corporate Finance firm in Wales. I was aware of its outstanding reputation for providing first class service and putting clients and value creation first and wanted to become part of it.

Since joining I have embraced the Gambit ethos and relished becoming one of the team. I have also enjoyed the individuality of each client we work with and how they operate in their respective industries and how Gambit applies its 25 years of experience to the benefit of every client situation.

What might people not know about you?

Perhaps that I used to play international hockey for Wales and competed in several international tournaments including the Euro Nations Championship in Milan. These days rather than running after a white ball I am more likely to be walking after one, playing golf at Southerndown Golf Club.

Client
Do-IT

Sector:
IT Services

Activity
Specialist SaaS company providing a modular integrated screening, assessment and guidance system for learning difficulties and disabilities, literacy, numeracy and health and well-being, employability and study skills.

Transcation
Fundraising

View Deal

Client
Glamorgan Telecom

Sector:
Business Services

Activity
Leading provider of business communication and connectivity solutions.

Transcation
Sale

View Deal

Client
MHM Plant

Sector:
Manufacturing and Industrial

Activity
Leading supplier of power generation equipment to the UK and Ireland rental markets.

Transcation
Fundraising

View Deal

Client
Newport Auctions

Sector:
Leisure

Activity
The premier auction house for car and commercial vehicles in South Wales.

Transcation
Sale

View Deal

Client
W James & Sons

Sector:
Leisure

Activity
Family-owned funeral services provider operating in South Wales, with history dating back to 1860's.

Transcation
Sale

View Deal

Client
i2 Healthcare

Sector:
Financial Services

Activity
A specialist award winning corporate healthcare intermediary service advising corporate clients on all aspects of their health insurance and employee wellness requirements.

Transcation
Sale

View Deal

Client
Unit Birwelco

Sector:
Manufacturing and Industrial

Activity
Unit Birwelco is an international engineering, design and construction contractor and thermal equipment manufacturer within the energy, chemical and petrochemical, refinery and utility industries.

Transcation
Fundraising

View Deal

Client
SET Office Supplies

Sector:
Business Services

Activity
One of the leading independent suppliers of office equipment including SET Office Supplies, W&A Ross, Corporate Safetywear and Martin Luck.

Transcation
Sale

View Deal

Client
Newport Wafer Fab

Sector:
Cleantech and Renewable Energy

Activity
Specialist manufacturer of advanced silicon and compound semiconductor products.

Transcation
Fundraising

View Deal

Client
Starc

Sector:
Manufacturing and Industrial

Activity
Specialist, leading player in its field for the provision of survey, design, installation, and commissioning of safety critical railway telecommunications services across the UK rail network.

Transcation
Sale

View Deal

Client
Outsource UK

Sector:
Business Services

Activity
One of the UK’s largest & fastest growing independent staffing agencies, specialises in placing temporary and permanent talent with employers operating in technology, change and engineering.

Transcation
Acquisition

View Deal

Client
GD Environmental

Sector:
Manufacturing and Industrial

Activity
Total waste management business encompassing both dry and wet waste solutions.

Transcation
Sale

View Deal

Client
Pinnacle Telecom

Sector:
Business Services

Activity
Communications specialist, providing telecoms services to SMEs and public sector organisations.

Transcation
Sale

View Deal

Client
Orangebox

Sector:
Manufacturing and Industrial

Activity
Leading designer and manufacturer of innovative office furniture.

Transcation
Sale

View Deal

Client
Certus

Sector:
IT Services

Activity
Leading technology company providing end-to-end managed IT services and solutions.

Transcation
Sale

View Deal

Client
Starc

Sector:
Manufacturing and Industrial

Activity
Specialist, leading player in its field for the provision of survey, design, installation, and commissioning of safety critical railway telecommunications services across the UK rail network.

Transcation
Shareholder Buy-Out

View Deal

The Team

Sam Forman

Associate Director

Related News

Gambit Corporate Finance in new recruitment drive as it looks to increase business deal flow

Mergers & Acquisitions as a Tool for Corporate Development

COVID-19 - Business Support - Reimagination

Gambit Corporate Finance advises on the sale of Glamorgan Telecom Group

Gambit acts as lead adviser on sale of W James & Sons

Newport Auctions becomes part of Wilsons Auctions Group

IT Sector M&A Review Q2 2015

Gambit Advises i2 Healthcare on Sale to PIB

Gambit acts as lead advisor to Starc Limited

COVID-19 - Business Support - The Return - 'Seeing Around Corners'

Gambit acts as lead advisor to SET Office Supplies Group

Gambit Advises Ultrapharm on Sale to Finsbury Food Group

Gambit acts as lead advisor to ACT Limited

Gambit Corporate Finance Acts as Lead Advisor to Veezu on its Refinancing from Santander and Tosca Debt Capital

Gambit to Advise Bluestone on New £105m Development

Gambit Corporate Finance Acts As Exclusive Financial Advisor to Orangebox on its £63 Million Sale to Steelcase Inc

Gambit acts as a lead adviser on the sale of Clarks Modular Buildings

Gambit Corporate Finance Acts As Exclusive Financial Advisor to Certus Technology Group on its £9 Million Sale to AIM-listed SysGroup Plc

Gambit Corporate Finance acts as lead advisor to Veezu on its acquisition of Go Carz

Gambit acts as lead advisor to Tredz and Wheelies Direct

Gambit act as lead adviser to Voltcom on its Growth Capital Fundraise

Gambit Corporate Finance Advises Outsource UK on its Acquisition of RZ Group

COVID-19 Business Support - Gambit Review 7 May 2020

Hat-trick of Deals for Gambit

Gambit Named Decade's Most Active Welsh Adviser

Gambit Named Corporate Finance Advisory Team of the Year

Gambit Celebrates 20 Years In The Business

Gambit Review of 2016

Gambit Shortlisted for Corporate Finance Advisory Team of the Year

It's a myth that firms are moved out of Wales after being sold, shows new research

Top corporate banker becomes Gambit partner

Corporate Finance Advisory Team of the Year

Influential guests attend the 25th Anniversary party for Gambit Corporate Finance

Corporate Finance Advisory Team of the Year

Related Deals

Client Do-IT

Sector: IT Services

Activity Specialist SaaS company providing a modular integrated screening, assessment and guidance system for learning difficulties and disabilities, literacy, numeracy and health and well-being, employability and study skills.

Transcation Fundraising

Client Glamorgan Telecom

Sector: Business Services

Activity Leading provider of business communication and connectivity solutions.

Transcation Sale

Client MHM Plant

Sector: Manufacturing and Industrial

Activity Leading supplier of power generation equipment to the UK and Ireland rental markets.

Transcation Fundraising

Client Newport Auctions

Sector: Leisure

Activity The premier auction house for car and commercial vehicles in South Wales.

Transcation Sale

Client W James & Sons

Sector: Leisure

Activity Family-owned funeral services provider operating in South Wales, with history dating back to 1860's.

Transcation Sale

Client i2 Healthcare

Sector: Financial Services

Activity A specialist award winning corporate healthcare intermediary service advising corporate clients on all aspects of their health insurance and employee wellness requirements.

Transcation Sale

Client Unit Birwelco

Sector: Manufacturing and Industrial

Activity Unit Birwelco is an international engineering, design and construction contractor and thermal equipment manufacturer within the energy, chemical and petrochemical, refinery and utility industries.

Transcation Fundraising

Client SET Office Supplies

Sector: Business Services

Activity One of the leading independent suppliers of office equipment including SET Office Supplies, W&A Ross, Corporate Safetywear and Martin Luck.

Transcation Sale

Client Newport Wafer Fab

Sector: Cleantech and Renewable Energy

Activity Specialist manufacturer of advanced silicon and compound semiconductor products.

Transcation Fundraising

Client Starc

Sector: Manufacturing and Industrial

Activity Specialist, leading player in its field for the provision of survey, design, installation, and commissioning of safety critical railway telecommunications services across the UK rail network.

Transcation Sale

Client Outsource UK

Client
Do-IT

Sector:
IT Services

Activity
Specialist SaaS company providing a modular integrated screening, assessment and guidance system for learning difficulties and disabilities, literacy, numeracy and health and well-being, employability and study skills.

Transcation
Fundraising

Client
Glamorgan Telecom

Sector:
Business Services

Activity
Leading provider of business communication and connectivity solutions.

Transcation
Sale

Client
MHM Plant

Sector:
Manufacturing and Industrial

Activity
Leading supplier of power generation equipment to the UK and Ireland rental markets.

Transcation
Fundraising

Client
Newport Auctions

Sector:
Leisure

Activity
The premier auction house for car and commercial vehicles in South Wales.

Transcation
Sale

Client
W James & Sons

Sector:
Leisure

Activity
Family-owned funeral services provider operating in South Wales, with history dating back to 1860's.

Transcation
Sale

Client
i2 Healthcare

Sector:
Financial Services

Activity
A specialist award winning corporate healthcare intermediary service advising corporate clients on all aspects of their health insurance and employee wellness requirements.

Transcation
Sale

Client
Unit Birwelco

Sector:
Manufacturing and Industrial

Activity
Unit Birwelco is an international engineering, design and construction contractor and thermal equipment manufacturer within the energy, chemical and petrochemical, refinery and utility industries.

Transcation
Fundraising

Client
SET Office Supplies

Sector:
Business Services

Activity
One of the leading independent suppliers of office equipment including SET Office Supplies, W&A Ross, Corporate Safetywear and Martin Luck.

Transcation
Sale

Client
Newport Wafer Fab

Sector:
Cleantech and Renewable Energy

Activity
Specialist manufacturer of advanced silicon and compound semiconductor products.

Transcation
Fundraising

Client
Starc

Sector:
Manufacturing and Industrial

Activity
Specialist, leading player in its field for the provision of survey, design, installation, and commissioning of safety critical railway telecommunications services across the UK rail network.

Transcation
Sale

Client
Outsource UK

Sector:
Business Services

Activity
One of the UK’s largest & fastest growing independent staffing agencies, specialises in placing temporary and permanent talent with employers operating in technology, change and engineering.

Transcation
Acquisition

Client
GD Environmental

Sector:
Manufacturing and Industrial

Activity
Total waste management business encompassing both dry and wet waste solutions.

Transcation
Sale

Client
Pinnacle Telecom

Sector:
Business Services

Activity
Communications specialist, providing telecoms services to SMEs and public sector organisations.

Transcation
Sale

Client
Orangebox

Sector:
Manufacturing and Industrial

Activity
Leading designer and manufacturer of innovative office furniture.

Transcation
Sale

Client
Certus

Sector:
IT Services

Activity
Leading technology company providing end-to-end managed IT services and solutions.

Transcation
Sale

Client
Starc

Sector:
Manufacturing and Industrial

Activity
Specialist, leading player in its field for the provision of survey, design, installation, and commissioning of safety critical railway telecommunications services across the UK rail network.

Transcation
Shareholder Buy-Out

Client
Voltcom

Sector:
Manufacturing and Industrial

Activity
Principal contractor providing turnkey design, engineering and construction services to the electricity transmission and distribution sector.

Transcation
Fundraising

Client
Cardiff Devils

Sector:
Leisure

Activity
Welsh ice hockey team who play in the British Elite Ice Hockey League.

Transcation
Strategic Advice

Client
Ultrapharm

Sector:
Food and Beverage

Activity
Leading manufacturer of private label gluten free baker products.

Transcation
Sale

Client
Veezu

Sector:
Business Services

Activity
The UK's largest multi-region taxi and private hire company.

Transcation
Acquisition