Business Details
50+ Years
experience
Chartered Accountants & Business Advisors in London
Gerald Edelman is a chartered accountancy and advisory firm committed to delivering exceptional quality and long-term value. Established in 1946, we have built a reputation for trust, expertise, and client-centric service, supporting businesses and individuals in achieving their financial goals. Our ethos extends beyond compliance, focusing on strategic advisory, innovation, and addressing key risks and opportunities at every stage of our clients' journeys. With over 80 years of experience, we serve a diverse clientele, including startups, corporates, private equity, and property investors, offering tailored solutions in audit, tax, corporate finance, and business advisory.Our team of experts, led by CEO Carl Lundberg, combines technical excellence with a collaborative approach to redefine expectations and deliver results that exceed client needs. We pride ourselves on transparency, fixed fees, and a track record of successful transactions, including mergers, acquisitions, and IPOs. Recognised for quality and trusted for the long term, Gerald Edelman remains a leader in the UK accountancy sector.
Services
Audit and Assurance
Tax Compliance
Business Advisory
Corporate Finance
Financial Modelling
Transaction Services
Asset Finance
Deal Advisory
IPO Advisory
Business Valuation
Details
- Year established: 1946
Highlights and features
- 80 years of experience in accountancy and advisory services since 1946.
- Tailored solutions for startups, corporates, private equity, and property investors.
- Expert team with proven track records in complex transactions and IPOs.
- Transparent fixed fees and client-centric service with swift turnaround times.
- Award-winning corporate finance and transaction advisory services.
Associations and certifications
- Institute of Chartered Accountants in England and Wales
- B Corp
What people say
Exceptional services
Highly recommend
Expert guidance
Successful deal outcomes
Professional team
Services
Business Valuation
Our Business Valuation team provides accurate assessments of business worth for transactions, tax compliance, or legal disputes. Led by Carl Lundberg and William Abell, we analyse financials, market conditions, and intangible assets to deliver precise valuations. Clients benefit from our expertise in contentious valuations, expert witness services, and complex management incentives, ensuring informed decision-making for sales, acquisitions, or strategic planning.
Financial Modelling
Gerald Edelman's Financial Modelling services support strategic growth through budgeting, forecasting, and capital-raising models. We tailor models to client needs, covering cash-flow analysis, bid support, and scenario testing. Our team ensures accurate projections and compliance with investor requirements, leveraging sector-specific insights to optimise financial decision-making for businesses expanding into new markets or securing funding.
Transaction Services
Our Transaction Services team specialises in mergers, acquisitions, and fundraising, offering due diligence, valuation, and structuring expertise. We provide end-to-end support, from identifying targets to negotiating terms, with a focus on tax efficiency and risk mitigation. Clients benefit from our agile approach, transparent fees, and a track record of successful deals across industries, including private equity and renewable energy.
Asset Finance
We offer tailored asset finance and leasing solutions for capital expenditure, including vehicles, machinery, and IT equipment. Our team negotiates competitive financing arrangements with a network of UK and European funders, ensuring flexible terms and fixed rates. Specialising in workboats and renewable energy projects, we help clients secure funding without relying on traditional banking lines.
IPO Advisory
Gerald Edelman guides businesses through IPO processes, acting as reporting accountants and strategic advisers. We assist with regulatory compliance, prospectus preparation, and underwriter selection, ensuring readiness for public listing. Our expertise spans IPO planning, SPAC structures, and post-listing support, helping clients achieve successful market entries and long-term growth.
People
Carl Lundberg
CEO
Carl Lundberg leads Gerald Edelman with a focus on innovation and client-centric service. With decades of experience in accountancy and corporate finance, he drives strategic growth and transaction success. His leadership emphasizes collaboration, quality, and a forward-thinking approach to client challenges.
William Abell
Partner
William Abell is a seasoned partner specialising in business valuations and corporate finance. He advises clients on complex transactions, mergers, and acquisitions, leveraging deep sector knowledge to deliver value-driven solutions. His expertise enhances Gerald Edelman's reputation for excellence in financial advisory services.
Nick Wallis
Partner
Nick Wallis is a leading corporate finance partner with a focus on deal advisory and transaction structuring. Recognised as Dealmaker of the Year, he brings strategic insight and technical expertise to M&A, fundraising, and private equity transactions, ensuring client success in competitive markets.
Stuart Marcy
Head of Private Equity
Stuart Marcy leads Gerald Edelman's private equity initiatives, providing strategic advisory services to investors and portfolio companies. His experience spans fund structuring, due diligence, and growth optimisation, supporting clients in achieving scalable and sustainable returns across diverse sectors.
Paul Sotiriou
Manager
Paul Sotiriou is a skilled manager in the Deal Advisory team, specialising in management buyouts and corporate transactions. He supports clients through acquisition strategies, financial modelling, and post-merger integration, delivering tailored solutions that align with long-term business objectives.
Questions
What services does Gerald Edelman offer?
We provide audit, tax compliance, corporate finance, business advisory, financial modelling, transaction services, asset finance, and IPO advisory tailored to businesses and individuals.
How long has Gerald Edelman been in business?
Established in 1946, we have over 80 years of experience supporting clients in accountancy and strategic advisory services.
Do you work with international clients?
While primarily UK-focused, we collaborate with clients and partners across Europe and handle cross-border transactions through our global network.
What industries do you specialise in?
We serve diverse sectors including private equity, renewable energy, healthcare, technology, and real estate, offering sector-specific expertise.
How are your fees structured?
Fees are agreed upfront with transparent fixed pricing. We offer flexible scopes tailored to client needs, ensuring value-driven solutions.
Can you assist with IPO preparations?
Yes, our IPO advisory team guides businesses through listing processes, regulatory compliance, and capital market transactions to ensure successful market entries.
