Evelyn Partners Expands Valuations and Modelling Team with Appointment of Kelly Klein

Evelyn Partners, set to rebrand as S&W*, has announced the appointment of Kelly Klein as a new partner within its professional services division. This strategic hire is aimed at bolstering the firm’s valuation and modelling practice.

With 19 years of experience, Kelly Klein has extensive expertise in providing various valuation services, including financial, reporting, tax, and commercial valuations, to clients both in the UK and internationally.

Klein joins from Interpath, where she served as Managing Director, leading commercial and strategic valuations. Before that, she was a Director at PwC, where she co-led the UK Industrial Products and Services Valuations team for seven years. Klein’s experience also spans across the UK and US, with six years spent in New York, bringing a truly global perspective to her new role at Evelyn Partners.

Olivier Pecon, Head of Valuation and Modelling at Evelyn Partners commented: “I’m delighted to welcome Kelly to our professional services business. We are a fast-growing valuation and modelling practice and have doubled in size in 3 years becoming a 35-strong team. Kelly’s extensive experience across a vast area of the valuation industry will be invaluable, as we continue to expand the depth and breadth of services we offer to our growing client base in the UK and internationally.”

Kelly added: “I am delighted to join Evelyn Partner’s professional services business ahead of its re-brand as S&W. When I met the valuation and modelling team, I was struck by their differentiated culture of truly caring about helping their clients overcome often complex valuation issues, which is testament to the team growing incredibly fast over the past few years. Its success has led to the development of an ambitious plan and it’s going to be a privilege to play a leading role in scaling the Valuations and Modelling practice over the coming years.”