Mark Ross Roberts | Senior Partner β€” Achieve Corporation
Senior Partner β€” Achieve Corporation

Mark Ross
Roberts

Valuations Β· Acquisitions Β· Deal Advisory
FMVA CBCA (CFI) UPenn Executive Education Harvard Medical School

Every M&A transaction is a human event as much as a financial one. Deals fail because people lose nerve, misread the room, escalate at the wrong moment, or let fear drive the structure. The numbers alone never explain why a transaction completes or collapses.

"I bring the analytical infrastructure and the neuroscience-informed understanding of what drives human decision-making under pressure. In UK SME M&A, that combination is rare."
Mark Ross Roberts β€” Senior Partner, Achieve Corporation
Mark Ross Roberts FMVA Β· CBCA β€” Achieve Corporation
Β£3.2B
Group turnover

Trusted by groups at this scale. Blue-chip rigour applied to your SME transaction.

30%
Faster closings

Against sector norms. Cash hits your account months sooner β€” momentum preserved.

96%
Valuation accuracy

Deals stay within our valuation range. No last-minute discounts, no price-chip dramas.

40K
Logged practice hours

30,000 in M&A deal advisory. 10,000 in executive coaching. Verifiable on request.

// What Mark Does

Focus Areas

// 01

Valuations

Plain-English, market-current, audit-ready. Normalised EBITDA, triangulated methods, a transparent value bridge β€” and the levers to lift it.

// 02

Offer Reviews

Valuation, funding reality, and terms β€” before you commit. RAG-rated clause analysis, buyer funding pressure-test, and a plain-English go/renegotiate/no-go recommendation.

// 03

Business Sales

Competitive processes that protect confidentiality and price. One deck, one negotiator, zero leaks. Tight documents, fast decisions.

// 04

Acquisitions

Thesis to target list, outreach, diligence and SPA. LOI structured for certainty. Staged exclusivity, focused diligence scope, walk-away triggers defined upfront.

// 05

Deal Design

Earn-outs, vendor notes, working-capital and net-debt mechanics. Structures that deliver on completion β€” not on paper.

// 06

Negotiation & EQ

Calm, partner-led prep for the calls that decide millions. Heads of Terms wording, principal-to-principal dynamics, and the composure to hold price under pressure.

// Process

How Mark Works

01
Clarify the Win

Objectives, risks, and red lines β€” in writing, before anything moves. Most deals go wrong because this step was skipped or assumed. Mark doesn't assume.

02
Design the Deal

Structure, buyer map, and a narrative that stands up to diligence. The financial model built here becomes the backbone of every negotiation that follows.

03
Execute with Discipline

Tight documents. Fast decisions. Zero theatre. Exclusivity tied to milestones. Costs contained. Completion protected.

// Outcome

Fewer surprises. Faster timetables. Stronger outcomes.

// The Differentiator

Most advisers compete on
technical competence.
Mark does not compete on that ground.

The analytical work matters β€” valuations, models, structures, documents. That is the floor, not the ceiling. Every credentialled corporate finance professional offers some version of it.

What the models cannot capture is why a seller anchors at the wrong number and then defends it irrationally. Why a buyer withdraws from a deal that made clear commercial sense three weeks earlier. Why a negotiation that should take four days takes four months. Why a room that was aligned at 9am is adversarial by noon.

These are not accounting problems. They are human problems β€” driven by threat response, loss aversion, status dynamics, and the cognitive load of high-stakes uncertainty. They are exactly the conditions that collapse deals and erode value.

Mark has studied this formally at the University of Pennsylvania and at Harvard. He brings that understanding into every engagement β€” not as theory, but as a practical read of what is actually happening in the room and what to do about it.

That combination β€” analytical infrastructure plus neuroscience-informed deal psychology β€” is rare. In UK SME M&A advisory, it is effectively unique.

// Two disciplines. One outcome.
Ξ£
Financial Infrastructure

Valuation, modelling, deal structure, diligence planning, document discipline.

Ξ¨
Deal Psychology

Threat response, loss aversion, anchoring, cognitive load β€” understood and managed in live negotiations.

// Result

Deals that complete. At price. On timetable.

// Background

Credentials & Education

Professional Designations

Qualifications

  • FMVA β€” Financial Modelling & Valuation Analyst (CFI)
  • CBCA β€” Commercial Banking & Credit Analyst (CFI)
University of Pennsylvania

Executive Education

  • Understanding the Brain: Neuroscience for Better Business Results
  • Executive Presence and Influence: Persuasive Leadership Development
  • Mastering Executive Influence: Neuroscience-Driven Leadership Strategies
Harvard Medical School

Clinical Education

  • Lifestyle and Wellness Coaching
Logged & Verifiable

Practice Hours

  • 30,000 hours β€” M&A negotiations and deal advisory
  • 10,000 hours β€” Executive coaching
Technical Toolbox

Methodology

  • DCF β€” Discounted Cash Flow analysis
  • Trading and precedent transaction comps
  • LBO logic and debt serviceability modelling
  • Synergy bridges and value attribution
  • SPA term-sheet drafting and diligence planning
Negotiation Toolkit

Human Factors

  • Anchoring and counter-anchoring strategy
  • Cognitive bias identification in live deal rooms
  • Escalation de-escalation protocols
  • Principal-to-principal dynamic management
  • Fear-driven structure detection and correction
Operating Principles

How We Work

  • Confidentiality first β€” always
  • Conflict-free advisory β€” no dual representation
  • Plain English β€” no jargon as substitute for thinking
  • Evidence over ego β€” every position is defensible
// Scenario Coverage

In the Room, Mark Typically…

Four distinct contexts. One consistent standard of work. Senior judgement applied from first call to signed documents.

// When you're Buying

Acquisitions

  • Clarifies the thesis and guardrails β€” must-haves, red lines, price limits, and value drivers.
  • Builds and filters a target list β€” discreet approaches, NDAs, and clean information flow.
  • Models value and risk β€” base vs downside, synergy case, lender covenants, and cash impacts.
  • Structures the LOI for certainty β€” staged exclusivity, focused diligence scope, walk-away triggers.
// Outcome: You avoid auctions that don't fit, don't overpay, and secure a bankable deal.
// When you're Selling

Business Sales

  • Reframes valuation to the buyer's lens β€” recurring revenue, retention, strategic fit β€” without conceding substance.
  • Locks working-capital and net-debt definitions early. Blocks late price-chips.
  • Runs a tight, confidential process β€” qualified buyer list, one deck, one negotiator, zero leaks.
  • Ties exclusivity to milestones β€” momentum protected, costs contained.
// Outcome: Premium price, faster timetable, cleaner completion.
// When you need a Sanity Check

Offer & HoT Review

  • Tests valuation and structure β€” earn-outs, deferrals, security, and seller liabilities.
  • Pressure-tests buyer funding β€” sources & uses, term sheets, equity commitment, long-stop dates.
  • RAG-rates clauses that drain value β€” warranties, covenants, MAC, termination rights.
  • Delivers a go / renegotiate / no-go plan β€” in plain English, within days.
// Outcome: You don't sink months into an undeliverable or value-eroding deal.
// When you need a Valuation

Independent Valuation

  • Normalises EBITDA properly β€” owner adjustments, seasonality, one-offs, and run-rate.
  • Triangulates methods β€” trading/precedent comps, DCF, and LBO lens where relevant.
  • Builds a transparent value bridge β€” from reported numbers to defensible range.
  • Maps levers to lift value β€” pricing, mix, contracts, KPIs, and evidence required.
// Outcome: The board aligns on reality, plans improvements, and sets the floor for negotiation.
// Start Here

Start with a Confidential Conversation

Whether you're considering a valuation, reviewing a live offer, planning an acquisition, or preparing a sale β€” the first step is a short call with Mark. No obligation. No sales pitch. Just a straight conversation about your situation.

[email protected] Β· achieve-corporation.co.uk