Will Lorkin ACA

Energizer
DISC Type : I

Chief Financial Officer at Ultimo

Rickmansworth, England, United Kingdom

Overview

As Chief Financial Officer at IFS Ultimo, Will Lorkin is responsible for the financial strategy supporting the companys expansion in the Enterprise Asset Management SaaS market. He has significant experience in cross-border M&A, buy-and-build strategies, and financial management across software and industrial sectors. He is a Chartered Accountant with a Bcom from The University of Edinburgh.

He co-led the growth of the Virtual Test Division of HBK, successfully executing five acquisitions and two intellectual property purchases.

Personality Overview

Informal

Believer

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Cross-Border M&A
His career is defined by extensive experience in both buy and sell-side Mergers & Acquisitions across software, industrial, and service-based businesses.
SaaS Growth Strategy
In his current role, he focuses on financial planning to balance sustainable high growth with operational scale and margin expansion for a leading SaaS provider.
Buy-and-Build Strategy
He has hands-on experience leading a division's expansion through a "buy-and-build" approach, completing multiple acquisitions and IP purchases to drive growth.

Media Appearances

Will has no verified media appearances

Work History

11-2025
Chief Financial Officer at Ultimo
7-2025
Managing Director at Bearmount Advisory Services
7-2021 - 1-2025
CFO, Virtual Test Division at HBK - Hottinger Brüel & Kjær (part of Spectris plc)
9-2018 - 7-2021
VP Finance, CFO at VI-grade
2-2015 - 8-2018
Principal, Corporate Development at Spectris plc

Education

1993 - 1997
Bcom from The University of Edinburgh
1987 - 1992
Education details unavailable from Malvern College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Rickmansworth, England, United Kingdom Job Level : Leadership Designation : Chief Financial Officer at Ultimo
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Insights For Selling To Will

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Will is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Will

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Will move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Will take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Will

Personality Compatibility


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