The Team

Simon McDonald, CFA – Partner

Simon is an investment professional with experience in corporate advisory, acquisitions and absolute return investing. He has acquired corporate experience as an executive, director and owner. He possesses deep experience in capital markets as an equity analyst and investor for Toronto Dominion, Lehman Brothers, Commerzbank and Merrill Lynch Investment Managers. He is a CFA charter holder. 

Justin Williams, CFA – Partner

Justin is an investment professional with 15 years experience of providing capital markets advice to both institutional investors and corporate firms. Justin spent over 10 years at UBS Investment Bank reaching Executive Director level, he subsequently worked in similar roles at RBC Capital Markets and Investec Securities. He has been deal captain for some of the largest European IPOs in recent years. More recently he has been involved in capital raising for the small and mid-market sectors. He is a CFA charter holder since 2005.

Jason McDonald – Advisor

Jason has enjoyed a successful seventeen year career as a Hedge Fund Portfolio Manager and Proprietary Trader having held senior positions at Credit Suisse First Boston, Commerzbank, Lehman Brothers and Toronto Dominion. Since leaving the tier 1 investment banks Jason has been contracted on multiple occasions in Corporate Advisory roles across a multitude of industries including Oil and Gas, Mining, Port Infrastructure, Financial Services and Aviation, helping companies structure capital optimally for next stage growth. He is currently also a senior mentor at the Institute of Trading and Portfolio Management.

McDonald Williams Advisors Ltd is an Appointed Representative of Sapia Partners LLP,
a firm which is authorised and regulated by the Financial Conduct Authority