Our deals

The deal is done

Talk to our team

We’re highly experienced dealmakers and we have completed countless successful transactions in our time. We work as a trusted partner to a wide range of shareholders and entrepreneurial management teams of owner managed businesses, usually with a turnover of £2 million to £100 million.

As you would expect, every deal is unique and brings its own challenges and opportunities. But they all have one thing in common: they benefit from our commitment to delivering an outstanding experience and outcome for every one of our clients. Our list of services includes:

Financial and tax DD
Business sales
MBO
Mergers and acquisitions
Fundraising

You can find below a broad range of our latest deals and please don’t hesitate to get in touch for an informal chat.

Dan James

Director - Head of Corporate Finance

Tom Bradbury

Corporate Finance Director

Waterland Private Equity

Advisor to Waterland Private Equity on their investment in Further, the newly created creative group from the merger of DesignStudio, Analog & Pixel Artworks.

Adviser to Queen’s Park Equity partner firm, Sagacity, on the follow-on investment in REaD Group.

Octopus Ventures

Adviser to Octopus Ventures on their £8.5 million Series B funding round to Wazoku

Adviser to Queen’s Park Equity (QPE) for the acquisition of JayStack into their portfolio company, One Beyond.

Adviser to the Smyle Group on their acquisition of The Sports Presentation Company

Adviser to Queen’s Park Equity on the investment to support the MBO of TelcoSwitch

Octopus Ventures

Adviser to Octopus Ventures on an investment into Intigriti

Octopus Ventures

Adviser to Octopus Ventures on an investment into Fergus

Adviser to Queen’s Park Equity on the management buyout of Blue Ribbon

Atech.cloud

Adviser to Atech.cloud on an initial £10m+ investment from Pelican Capital LLP

Adviser to BGF on a £8 million equity investment in Operational Solutions Ltd (OSL).

Keystone Education Group

Keystone Education Group has announced the acquisition of UniQuest.

Octopus Ventures

Adviser on a $7m NZD Series A investment for APLYiD led by Octopus Ventures

Adviser to Knowledgemotion (Boclips) on a noteworthy equity investment to acquire Boston-based Listenwise

Grant & Stone Limited

Adviser to Grant & Stone Limited on the acquisition of Burns by their group company IBMG

Grant & Stone Limited

Adviser to Grant & Stone Limited on the acquisition of Perrys by their group company IBMG

Octopus Ventures

Adviser to Octopus Ventures on its investment in content automation platform, Turtl.

Adviser to Bestport Private Equity on a £19m equity and debt investment to Energy Saving Lighting (ESL)

Adviser to Saltus Financial Planning on the acquisition of Fish Financial Ltd

Adviser to BOOST&Co on its funding into Alliance Asset Management

Adviser to BOOST&Co on its funding into BPD Global Group

Adviser to Primosole Holdings on the investment in Samurai Apparel Limited

Adviser to Queen’s Park Equity on the management buyout of Sagacity Solutions

Adviser to Addition Capital on their control investment in Be-A Education Ltd

Adviser to BGF on an £8m follow on investment in tech consultancy business, AND Digital.

Adviser to BGF on a £10.5m investment in cyber security business, e2e-assure

Adviser to Chelverton Asset Management on its investment in Eagle Engineering

Adviser to BOOST&Co on its CBILS funding into OTAQ plc

Adviser to Octopus Development Capital on its investment in Perfect Ward

Adviser to Bestport Private Equity on a growth investment in Playful Promises

Adviser to Xait AS on the acquisition of Blueprint CPQ

Adviser to Octopus Development Capital on its investment in Sova Assessment

Financial DD,Business sales

Adviser to Octopus on its investment in One Team Logic

Adviser to OakNorth on growth strategy loan to multi-site specialist school, Cressey College.

Adviser to Octopus Investments on the investment in Veeqo

Adviser to BGF on an £11.5m investment in Invenio Business Solutions

Adviser to Downing Ventures and Guinness Asset Management on investment in Imagen

Transaction Support for Puma Private Equity on a £3.6m investment in Dymag

Adviser to Octopus on its investment in TRI

Adviser to BGF on its investment in HeleCloud

Transaction Services for Chelverton on its investment in iDefigo

Inn Collection Group

Mobeus

Connection Capital

NatWest

Saltus Partners LLP

Rockpool Investments LLP

Rockpool Investments LLP

Rockpool Investments LLP

NVM Private Equity

KCP – Key Capital Partners

KCP – Key Capital Partners

Just Go! Holidays

KCP – Key Capital Partners

EC Electronics

Financial DD,Mergers and acquisitions

Chelverton Asset Management