Miles Davies

Questioner
DISC Type : c

Partner, supporting PE portfolio company CFOs at Unity Advisory

Sevenoaks, England, United Kingdom

Overview

Miles Davies is a Partner at Unity Advisory, where he supports Private Equity portfolio company CFOs in achieving their value creation goals. With 20 years of experience as a qualified accountant, he has a background in audit, transaction services, and operational CFO roles, primarily at KPMG.

He holds advanced STEP certifications in Advising Family Business and Family Business Governance, underscoring his specialized expertise in that sector.

After a long career at KPMG, he joined Unity Advisory, a new firm backed by private equity giant Warburg Pincus.

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

PE Value Creation
His entire career, both at KPMG and now Unity Advisory, is focused on the value creation agenda for Private Equity funds and their portfolio companies.
CFO Support
His current role is explicitly dedicated to advising and supporting Chief Financial Officers within private equity-backed businesses to help them achieve strategic ambitions.
Exit Readiness
He actively promotes content on preparing for a successful exit, focusing on evidencing the equity story and the importance of early preparation for a sale.

Media Appearances

Miles has no verified media appearances

Work History

3-2026
Partner, supporting PE portfolio company CFOs at Unity Advisory
10-2023 - 3-2026
Partner at KPMG UK
10-2019 - 9-2023
Director at KPMG UK
10-2015 - 9-2019
Associate Director at KPMG UK
7-2006 - 9-2015
Manager at KPMG UK

Education

1993 - 1998
Education details unavailable from Tonbridge School
Education details unavailable from Solefield School, Sevenoaks

More Information

Social Presence :

Prographics :

Exp : 25 Location : Sevenoaks, England, United Kingdom Job Level : N/A Designation : Partner, supporting PE portfolio company CFOs at Unity Advisory
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Insights For Selling To Miles

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Miles is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Miles

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Miles move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Miles take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Miles

Personality Compatibility


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