Realise the value of your business
We are a family office investment firm, specialising in the financial industry, focusing primarily on the protection market
Our Approach
We understand that selling your business is not just a transaction, but a significant milestone in your life. We pride ourselves on being different from large corporate buyers. Instead, we aim to create deals where both parties are genuinely happy. We're committed to continuing the legacy you've built, retaining and developing your staff, and merging complementary services through our network of sister companies.
Understanding Your Needs
Whether you're considering retirement, dealing with health issues, or simply seeking new challenges, we're here to support you. We know that the prospect of selling your business can seem daunting, which is why we've developed a proven method to guide you through the process. From day one, we prioritize confidentiality, ensuring that your discussions with us remain entirely private. We're more than willing to sign a Non-Disclosure Agreement (NDA) to give you peace of mind.
Expertise and Process
Backed by a team of advisors with decades of experience in mergers and acquisitions, facilitating hundreds of successful transactions. Our process is transparent and straightforward. We start by agreeing upon the heads of terms (the proposed outline of the transaction), followed by thorough due diligence to ensure everything is in order. Finally, we work together to draft a comprehensive sale and purchase agreement, setting the stage for a smooth handover.
Building Trust
Integrity and honesty are at the core of everything we do. We believe in fair deals that are mutually beneficial. Our goal is not just to close a transaction but to ensure that you're genuinely satisfied with the outcome. Your trust is invaluable to us, and we strive to earn it through our actions and results.
Background
Based in Derbyshire, England, my expertise lies in business acquisition and property investment.
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Having served for a decade in the Royal Military Police, I've subsequently worked in the financial services and legal sectors, instilling a commitment to integrity in all my endeavors. My approach centers on finding mutually satisfactory solutions for all parties involved.
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While currently broadening my presence in the Financial Services industry through acquisitions, I am open to diversifying my portfolio beyond this sector.
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With a reliable network of advisors boasting extensive M&A experience, I provide a tailored and professional solution to meet your specific needs.
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In collaboration with a trusted US-based Realtor and friend, I am also expanding our property portfolio in the UK.