Carlton Corporate Finance

 

 
 
Carlton Corporate Finance Team
 
 

Stephen Willis

Founding Partner
Group Treasurer

Stephen Willis

Stephen Willis is a co-founder together with Andrew Taee of Carlton Corporate Finance. Stephen is a Managing Director of Carlton Corporate Finance and a Director of Carlton Partners.

Stephen has twenty years of corporate experience as a banker, corporate treasurer and corporate finance practitioner and adviser to public and private companies.

Prior to founding Carlton Corporate Finance, Stephen was a Managing Director of Dial Corporate Finance. Previously, he was Corporate Finance Director at FTSE 100 mining group Billiton plc, having joined Billiton as Group Treasurer. He was a member of the management team which implemented the leveraged acquisition of the Billiton metals and mining division of Shell, its subsequent restructuring and merger with the non-precious metals businesses of Gencor Limited, culminating in the IPO of Billiton Plc in 1997. Stephen set up Billiton's corporate finance function in London, from where he led various corporate transactions and feasibility projects for Billiton before leaving the group in 1999 to become more actively engaged as a corporate finance advisor to owner managed companies around the world.

Previously, he was a Vice President of Citibank and has also held senior corporate finance and treasury roles with multinational companies operating in the retailing, petroleum and mining sectors.

Stephen holds an MBA in International Finance from the University of Michigan and an MA in History and Law from Cambridge University (Magdalene).