Real outcomes for real founders.

Challenge

A specialist cold-chain logistics business with a refrigerated container leasing arm sought a full exit after 20+ years of trading. Owners wanted continuity for long-standing customers and key staff alongside achieving strategic value.

Approach

Identified strategic acquirers across two adjacent buyer pools: refrigerated logistics groups looking for cold-chain capability, and container leasing platforms looking for fleet and customer book. Ran a structured competitive process and managed parallel diligence streams.

Outcome

Completed sale to a strategic acquirer at a premium to initial expectations, with continuity commitments on customer relationships and the operational team.

Challenge

Early-stage HR technology company needed capital to scale its platform and expand into new markets, but lacked established revenue metrics typical investors require.

Approach

Structured a compelling investment narrative around product-market fit and user growth. Ran a targeted outreach to 40+ investors across VC, family office, and angel networks.

Outcome

Secured approximately £2m in seed funding from a diversified investor base, enabling the company to triple its engineering team and launch in two new verticals.

Challenge

Founder-led asset management firm with £500m+ AUM sought a full exit after 15 years. The business was highly dependent on the founder's relationships and reputation.

Approach

Conducted a structured sale process, identifying 12 strategic buyers. Worked closely with the founder to document key relationships and create a robust transition plan.

Outcome

Completed a full sale to a strategic acquirer at the founder's target valuation, with a structured earn-out that protected long-term client relationships.

Challenge

A discretionary fund manager with strong performance but limited distribution sought a partner to accelerate growth while preserving its investment philosophy.

Approach

Identified PE-backed consolidators in the wealth management space. Ran a competitive process that attracted four serious offers, enabling founders to negotiate from strength.

Outcome

Majority sale to a PE-backed asset manager at a premium multiple, with founders retaining a meaningful minority stake to participate in future upside.

Challenge

Innovative food manufacturer with strong retail traction needed growth capital to expand production capacity and secure national supermarket listings.

Approach

Positioned the company's sustainability credentials and margin profile to attract impact-oriented investors. Structured the round to balance founder dilution with growth ambitions.

Outcome

Raised over £1.5m from family offices and HNW investors, funding a new production line and enabling listings with two major UK supermarket chains.

Challenge

An AI-powered platform for relational intelligence required successive funding rounds to scale its technology while exploring strategic minority sale options.

Approach

Advised across multiple capital events, building a phased funding strategy that aligned investor expectations with the company's rapid growth trajectory.

Outcome

Successfully closed two funding rounds from institutional and individual investors, with ongoing advisory on a strategic minority sale to a corporate partner.

Challenge

An alternative fund manager pursuing a buy-and-build strategy in infrastructure needed to raise institutional capital to fund its acquisition pipeline.

Approach

Acted as placement agent, structuring the fund narrative around the team's track record and the infrastructure sector's resilient return profile. Targeted pension funds and institutional allocators.

Outcome

Secured institutional commitments enabling the fund to execute on its first three acquisitions in the UK infrastructure sector.

Challenge

A family-owned logistics company with 30+ years of trading history sought an exit. The founders wanted continuity for long-standing employees and customers.

Approach

Guided the family through a structured sale process, prioritising buyers who would invest in the business long-term. Managed complex family dynamics and succession planning.

Outcome

Completed a majority sale to a respected PE investor who committed to preserving the company's culture, retaining all employees, and investing in fleet modernisation.

Challenge

A global agricultural group needed to expand its UK and European footprint through targeted acquisitions but lacked local market knowledge and deal origination capability.

Approach

Embedded within the group's corporate development team, mapping the UK and European market, identifying acquisition targets, and managing the full deal pipeline.

Outcome

Supporting execution of targeted acquisitions, with two deals in advanced due diligence and a pipeline of 15+ qualified targets.

Challenge

An education technology platform with strong user engagement needed Series A capital to expand its content library and enter the corporate training market.

Approach

Crafted a growth narrative combining B2C traction with B2B potential. Targeted VCs and HNW investors with sector expertise in education and workplace learning.

Outcome

Closed a £1m Series A round and continuing to advise on subsequent capital events as the company scales into corporate training.

Challenge

A challenger bank needed significant Series A funding to obtain regulatory approvals and build its technology platform ahead of a planned market launch.

Approach

Managed a complex fundraise involving VCs, family offices, and strategic investors, navigating regulatory requirements and structuring the round to meet FCA capital adequacy expectations.

Outcome

Secured a major Series A round, providing the capital needed for regulatory approval and platform build, positioning the neobank for a successful market entry.