Caitlin Lynch
Summary
Accomplished professional with 8 years experience across infrastructure, fundraising and M&A. Demonstrates strong competencies in investment and market knowledge, complemented by exceptional project management and investor engagement skills. Proficient in data processing, financial analysis and valuations, with advanced proficiency in Microsoft Office Suite. Excellent at leveraging interpersonal skills to foster productive relationships with stakeholders.
Overview
8
8
years of professional experience
Work history
Investor Relations Associate, Infrastructure
Intermediate Capital Group
09.2024 - 09.2025
- Product specialist for the European and APAC infrastructure strategies. (c.$5.7bn AUM)
- Project manage the global fundraising and LP engagement, assisting in the latest European fund closing at €3.15bn (€2bn target)
- Prepare bespoke marketing materials (presentations, RFPs, DDQs) for client proposals and meetings
- Leverage investment themes and market dynamics to inform tailored positioning and thought leadership
- Develop and monitor prospect lists, reporting regularly to internal stakeholders including senior management
- Project manage all stages of new fund launches from initiation through to fundraising.
- Serve as key point of contact for marketers, prospective investors/consultants, and existing investors on strategy-specific and market knowledge
- Line manage analysts and graduates, providing mentoring, training and performance feedback
- Lead strategic projects to enhance processes, improve efficiency and ensure consistency across the group.
Corporate Finance, Energy M&A; - Associate
KPMG
01.2022 - 09.2024
- Managed end-to-end transaction processes across renewable energy, including onshore wind, offshore wind, solar, battery storage, biogas, hydrogen, OFTOs and other energy transition technologies with ticket sizes ranging from £500m-1bn+
- Produced high-quality marketing materials including information memoranda and management presentations within tight timeframes
- Managed investor communications throughout the transaction, often engaging with 20+ investors simultaneously
- Coordinated external due diligence providers and managed investor Q&A; workstreams throughout due diligence
- Reviewed key transaction documentation through a commercial lens (NDAs, non-binding offers, binding offers, SPAs)
- Performed business development initiatives with extensive commercial and technical research to develop market insights and client strategies
- Assisted in construction of transaction models and analysis to drive meaningful insights
Indirect Tax - Assistant Manager
KPMG
09.2017 - 01.2022
- Prepared technical, legal advice for clients across a wide range of sizes and sectors, with particular experience in M&A; transactions, retail and leisure.
- Carried out buy-side and sell-side due diligence, reviewed key transaction documentation and prepared technical, legal analysis.
Education
CTA (Chartered Tax Advisor) -
CIOT
09/2018 - 12/2021
ACA (Chartered Accountant) -
ICAEW
09/2017 - 01/2021
MSc Finance - (2:1)
Newcastle University
09/2016 - 09/2017
BSc Accounting & Finance - (2:1)
Newcastle University
09/2013 - 09/2016
Skills
- Infrastructure expertise
- Fundraising
- Market knowledge
- Investment knowledge
- Renewable technologies
- Project management
- Investor engagement
- Interpersonal skills
- Data processing
- Financial analysis
- Valuations
- Microsoft Office Suite
Timeline
Investor Relations Associate, Infrastructure
Intermediate Capital Group
09.2024 - 09.2025
Corporate Finance, Energy M&A; - Associate
KPMG
01.2022 - 09.2024
Indirect Tax - Assistant Manager
KPMG
09.2017 - 01.2022
CTA (Chartered Tax Advisor) -
CIOT
09/2018 - 12/2021
ACA (Chartered Accountant) -
ICAEW
09/2017 - 01/2021
MSc Finance - (2:1)
Newcastle University
09/2016 - 09/2017
BSc Accounting & Finance - (2:1)
Newcastle University
09/2013 - 09/2016