About us

About us - Our team

Our staff include a Board and senior management team, a consulting team that includes full-time specialist Consultants as well as Associates (senior people who lead projects for us on a case-by-case basis), and a support team.

Peter Stocks, Chief Executive

Peter Stocks became Chief Executive of Baxi Partnership in 2010, after more than 12 years spent operating in the employee owned sector. He was a Senior Vice President and UK Chief Executive at SAIC, a 45,000-strong global employee owned firm based in the US. While there he oversaw major employees transfers to employee ownership at organisations including Scottish Power, BP and Andersen Consulting. He is a current Director, and former Chairman (2007-2010), of the Employee Ownership Association (EOA). Between 2006 and 2010, Peter operated either as an independent consultant or through Godrevy Ltd (which he co-founded with Paul Bowers, now a Baxi Partnership Associate), advising mostly public sector projects on transition into mutual and social enterprise delivery models, including work with the Youth Justice Board of England and Wales.

Ken Temple, Chairman

Ken worked for the John Lewis Partnership for over 25 years including six years as Personnel Director for Waitrose and eleven years as Chief Registrar. Ken is also Trustee and Chair of Eaga Partnership Trust.

David Erdal, Non-Executive Director

David studied Chinese at Oxford, then worked as a teacher in Mao's China. After gaining an MBA at Harvard, he returned to Scotland and led the family paper mill, Tullis Russell, into all-employee ownership. In 1989 he won the Scottish Business Achievement Award. After obtaining a PhD at St Andrews on the psychology of sharing, he went on to be the Managing Director of Baxi Partnership. David has also written widely including the book, Local Heroes, telling the story of the building of Loch Fyne Oysters and its all-employee buyout. His latest book, Beyond the Corporation: Humanity Working, looks at the theory and practice of employee ownership, drawing on many examples in the UK, US and Europe.

John Alexander, Investment Director

John is a Chartered Accountant with an extensive background in practical business solutions. His expertise lies in the creative design of ownership structures and the creation of realistic funding packages for companies moving into employee ownership. He is also expert in aligning governance with business objectives so that the most effective structures are implemented. John has worked closely with a number of employee owned companies, pre and post business transfer, and has advised government departments and public services on the feasibility of implementing co-ownership into their organisations. John is responsible for our co-investment relationships and raising project finance.

Jim Murray, Operations Director

Jim is a qualified accountant (ACMA) and spent the first 20 years of his career at a series of blue chip multi-national organizations including IBM, BOC Group, Compaq, Cap Gemini Ernst & Young and United Utilities (Vertex). He has wide experience of large company finance and operations across various sectors including electronics, logistics, manufacturing and consulting. A short period in the public sector with Scottish Enterprise preceded him joining Baxi Partnership in 2006. Since then he has helped several SMEs transition to employee ownership through funding, and provided expert support and advice to companies to help them derive the maximum financial and other benefits of employee ownership.

Peter Matthews, Consultancy Director

Peter has worked in, managed and built a number of successful consulting and advisory businesses over the past 25 years. In 2000, Peter joined global employee owned science and technology experts SAIC, to build SAIC Consulting into a thriving business providing products and services to clients in the UK, Europe and the USA, across both public and private sectors. Peter has worked with clients across a range of sectors, but has particular experience in IT services, utilities and the sustainability and renewable energy sector. He has a degree in agriculture and an MBA from Strathclyde Business School.

Campbell McDonald, Director of Communications and Public Sector Practice

Campbell joined Baxi Partnership from Luther Pendragon where he led teams providing communications and public policy support to the John Lewis Partnership and the Employee Ownership Association. Other clients included Central Surrey Health, the Department of Health, local authorities and large charities. Before that, Campbell was at the Cabinet Office for five years (including a brief stint in the No10 Press Office), and left as Chief Press Officer and Press Secretary to Rt Hon Ed Miliband MP. Prior to government, Campbell was a journalist for three years. He has a BA in Politics from Durham University, an MA in Transnational Communications from Goldsmiths College, University of London, and a CIPR Post-Graduate Diploma.

Annette Rowe, Head of People Engagement

Annette Rowe worked for employee owned energy providers Eaga plc for over 20 years, having been one of four original employees who founded the company in 1990. Annette was Customer Engagement and People Engagement Director through a period which saw Eaga become the second largest employee owned company in the UK after the John Lewis Partnership with over 5,000 employees. In that time, Eaga consistently won national awards for employer of the year and customer service, featuring in the Times 100 Best Companies to Work list from 2005 to 2008, when the Eaga subsidiary Heat took the No1 spot. Annette has over 30 years experience in creating employee engagement programmes in both the public and private sectors. She currently sits on the boards of a number of organisations, including the South Tyneside NHS Foundation Trust.

Olivia Schelts, Public Sector Consultant and Senior Communication Officer

Olivia Schelts joined Baxi Partnership in 2011 in a joint role as Public Sector Consultant and Senior Communication Officer. Olivia is passionate about using business development and radical innovation to support better quality, more intelligent public service design and delivery. Prior to joining Baxi, Olivia spent 4 years working for Capita in project management roles for the UK’s largest provider of events to the public sector. She has worked alongside several of the Cabinet Office’s Mutuals Pathfinders and the Department of Health’s Social Enterprise pilots. Olivia is responsible for Baxi Partnership’s support to public sector programmes that span work on procurement, payment by results, workforce engagement and radical new models of community service delivery - all related to “spinning out” from the public sector to become mutually owned. Olivia has a qualitative research Masters Degree from Glasgow University.

Chris Dunlop, Consultant

Chris works closely with Employee Owned companies to ensure that they get the most out of ownership by having a productive partnership culture. This is achieved through a range of strategies including developing ownership surveys, facilitation sessions on communication, values and performance through to accredited management development training courses. Chris was part of the project team which developed the UK's first Management Development Programme for employee ownership accredited by the CMI and worked closely with the National Center for Employee Ownership in the United States in introducing their benchmarked Employee Ownership survey to a UK audience. He has a postgraduate in Human Resource Management and is a member if the CIPD.

Graeme Low, Consultant

Since 1991, Graeme has honed his expertise in the business transition process through supporting and arranging funding for numerous company buy-outs. Graeme has also spent a number of years developing community owned businesses. His skills include assessing the suitability of the employee ownership model for organisations, suggesting appropriate business structures, assisting with business planning, managing end to end transfer processes, and balancing the technical and cultural aspects of business transfer. Graeme is a Chartered Management Accountant (FCMA) and holds an MBA and a postgraduate qualification in Organisational Development and Change from the CIPD.

Jacqui Mitchell, Consultant

Jacqui project manages the business transition process to ensure that companies derive the full benefits of employee ownership. She recognises that working with people to effect cultural change is just as important as the technical process. Jacqui originally qualified as a management accountant (ACMA) and founded a successful property business after completion of a MBA. She can therefore understand the concerns of business owners. After selling her business, Jacqui worked with a range of private sector organisations and social enterprises supporting them in strategic planning and financial forecasting.

Paul Bowers, Associate

Paul has held a series of senior appointments within the public sector commissioning environment, including Director of Secure Accommodation with the Youth Justice Board for England & Wales (YJB). He built seven years of expertise in that role, commissioning services from HM Prison Service, local authority providers and private sector suppliers with a range of contracts covering PFIs through to SLAs. Subsequently he spent 6 months as Interim Chief Executive of the YJB before leaving to set up Godrevy Ltd (with Peter Stocks). Prior to commissioning, Paul worked for eleven years as the Finance Director of a newly established acute hospital NHS Trust, eventually taking on the management of all Corporate Services and becoming Deputy Chief Executive. Paul has also worked in financial roles for local government, local health authorities, and within a major management consultancy advising the Department of Health and NHS Trusts on health market reforms.

Ellie Roy, Associate

Ellie Roy has spent over 10 years working in senior public sector management roles in criminal justice, and has extensive experience of operating in a politically sensitive, partnership environment. She was a Chief Probation Officer for 4 years before moving into central government in 2000. She was Home Office Director of Crime Reduction for London, then National Director for Crime Reduction, and later returned as Director for Regional Delivery. From 2004 to 2008 she was Chief Executive of the Youth Justice Board, with responsibility for setting the strategy and standards for delivery of Youth Justice Services across England and Wales, and for commissioning custodial provision for juveniles from public and private sector providers. In 2008, she acted as the senior consultant on the design and set-up phase of the Inspectorate for UKBA, which is a worldwide operation.