Meet our people
Ian Crates - CEO
With over 25 years in business, I am known for my expertise prospecting and developing new, exciting business relationships, and leveraging business acumen to generate solutions for complex issues. I specialize in championing innovative business solutions to deliver effective results, participating in critical decision-making processes while working proactively with cross-functional teams to produce service excellence. With a strategic mindset, I am committed to cultivating exceptional customer relationships, meeting their needs and expectations at every step. As an experienced and goal-oriented professional, business owners know they can rely on my ability to provide exceptional service, resources, and methods to meet ever-changing objectives and ensure compliance with all regulatory requirements, based on my expertise.
Alun Thomas - Independent Consultant - ATC Fin Co.
Senior qualified banker with 42 years’ experience.
As lead teams in ABL and banking and successful completed hundreds of transactions many in the succession field.
Puts the customer at the forefront and looks for solutions that benefit all parties.
Particularly interested in helping businesses successfully navigate through succession transactions and supportive of employee-owned trusts as a vehicle.