The team at Milestone Advisory provides independent advice to entrepreneurs and corporates in the marketing and related technology sectors. Headquartered in the UK, along with our global expertise, the team specialises in growing and realising value of businesses in our sector.
We are passionate about the sectors we work in, bringing expansive industry expertise, insight and knowledge. We develop long-term relationships with our clients, based on trust and straight-talking. We are proud of the senior level attention and energy we bring.
As the founder at Milestone Advisory, Miles’s passion is to help you achieve your growth and enhance the value of your business.
Miles spent the first part of his career running and scaling top independent agencies such as Digitas, followed then by 4 years as a Partner at Results International, a global M&A boutique, and 5 years at Waypoint Partners. This mix of experience gives Miles a unique perspective on growing and realising value in the creative and related technology sectors.
Miles has been voted 'Outstanding non-exec director' at the Best Business Awards for 3 years in a row, so he must be doing something right.
Being a father of 3 girls means there’s never a dull day, however, he’s sadly no closer to understanding the rules of netball.
Qualifying with Ernst & Young London, Simon has worked with numerous PE and VC-backed high growth tech and media businesses during his career. He was CFO at Publicis Sapient and LBi. Simon then went onto selling LBI to Publicis for £350m in 2013.
Simon was voted Top 20 CFO within the TMT sector during 2013.
Simon’s skill set includes strategic CFO, chartered accountant, portfolio CFO, strategic advisor, with extensive fundraising, investment and M&A experience.
Martech entrepreneur who started his career as a VC before founding and scaling Codec.ai for 9 years. He sold the business in 2023 to a US based marketing services group.
Co-founded blockchain business Media Protocol, as well as the Digital Leadership Council. Expertise lies in fundraising (PE/VC), M&A, synergy modelling and post-acquisition integrations. Tom led complex fundraises at Codec.ai from VC, PE and HF investors, as well as ran the successful acquisition process. Most recently Tom led finance as Group CFO of Codec.ai’s US acquirer.
Regularly beaten on the tennis court, committed to trekking up to Old Trafford to watch the football, and a big cinema fan.
Rob’s background spans accounting, M&A, IT advisory and marketing. His passion is streamlining business operations and simplifying decision-making through the lens of finance, tax and growth planning.
Previous roles include associate director at Waypoint Partners and assistant manager at KPMG.
Rob is also currently an accountant and advisor at Blencowes Chartered Accountants; a family run business.
Rob is a member board of Trustees for Music Of Life (UK), a charity that provides individual musical tuition, performing opportunities and group workshops for children and young people with disabilities.
Bethan is the founder of Open Velocity, a strategic marketing consultancy based in York. Formerly marketing director of a leading technology agency and a senior manager in the cloud computing industry, Bethan’s career has been built at the intersection between marketing, product and development.
Angela has worked in a number of roles across the creative sector as a pluralist - from client side, to agency side to M&A advisory, giving her a 360 view of the industry. What connects them all is a drive for growing businesses.
Angela spent the first part of her career, spanning nearly 14 years, at global M&A firm, Results International, specialising in growing, developing and realising the value of businesses. Thereafter, at corporate finance firm, Waypoint Partners. Her focus, for all her clients, is on growth via targeted global marketing, new business strategies and delivery. Her approach to new business is effective and delivers real results.
Outside of work, Angela has a penchant for adventure and the great outdoors, open water swimming, running and cycling.
For the past 17 years, Lisa has immersed herself in the advertising agency industry. Her expertise extends across traditional print and dynamic digital platforms, showcasing a distinct focus on the digital realm, highlighting her adaptability.
Her travels have broadened her horizons, allowing her to connect with clients from all corners of the globe. Lisa takes great pleasure in immersing herself in the digital sector, while also demonstrating a knack for nurturing client relationships, expertly managing her time, and executing projects with precision.
During her free time, Lisa spends it with her loved ones and enjoys outdoor activities to enhance her overall fitness.
