Client Stories

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YFM Equity Partners is a private equity fund manager which provides funding for ambitious teams to help grow businesses and create value for its investors. The business is independently owned by the senior management and investment teams.

YFM outsources its IT function and recognised that this resulted in a leadership gap in terms of IT strategy, risk, and partner oversight. They approached Freeman Clarke, and, in 2020, engaged Jon Tattersall as IT Director. Jon has since been working to create an overall IT strategy, improve management of suppliers, take expert leadership of cyber risk management, address opportunities to improve processes and reporting, and better leverage existing IT investments.

YFM are FCA regulated and their reputation is critical, so cyber security and information governance have been areas of special focus.

Solution and business benefits

Freeman Clarke implemented substantial improvements in YFM’s IT infrastructure, cyber security, and systems.

YFM’s IT function has improved greatly through Jon’s expert management of suppliers, which saved money and improved service. YFM’s office technology now supports better communication and collaboration within the team, as well as providing time-saving solutions such as expense management and digital signatures.

Freeman Clarke also helped drive systems and process changes to support YFM’s growth, particularly with evaluating software offerings and their integration, as well as completing detailed due diligence on suppliers.

Finally, Freeman Clarke provided expert leadership in information security and delivered a successful cyber security accreditation programme.

The future

YFM have a range of challenging needs but particularly around efficiency, assurance, reporting, and analysis. At the same time, they need to maintain high standards of auditability and to ensure that they remain ever-vigilant to cybersecurity issues. Freeman Clarke’s IT Director will continue to ensure all these needs are met, allowing YFM to focus on creating value for its investors.

‘Private equity is a demanding and fast-moving environment, and so we’ve been pleased that the support we’ve received from Jon Tattersall at Freeman Clarke has matched our needs.  Jon has been an excellent addition to our team and has allowed us to improve our management of existing IT suppliers and products and to take a holistic view of our IT and software infrastructure when implementing new systems.’ — Marcus Karia, Partner and CFO

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Graeme Freeman
Co-Founder and Director

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