Direct engagement with the principal for owners of profitable UK businesses between £500k and £10m turnover. From minority investment to complete exit, structured around the outcome that fits your business.
No brokerage. No pipeline of hundreds. One principal, with real skin in the game, running every conversation from start to finish.
Ten years in the British Army, followed by a career in UK financial services. From February 2027 I’m establishing my own financial advisory practice.
I buy and partner with UK businesses because the discipline is adjacent: clarity on purpose, discipline on capital, respect for the people doing the work.
I act independently — not as part of a large brokerage where you’re one deal in a pipeline. The approach is personal. You deal with me directly, through to whatever the right outcome turns out to be.
Four signals. If they’re all there, a conversation is worth having.
Trading company registered and operating in the United Kingdom. Any established sector.
SME range. Both ends of the band considered equally.
Established and trading, generating consistent profit. Not turnarounds.
A team that already carries the operation beyond the founder.
Different stages call for different structures. The right one depends on where you are and what you want from the next chapter.
For owners who want capital or strategic input without giving up control.
I take a minority stake. You keep decision-making authority and most of the upside. In return: working capital, outside perspective, and a partner with skin in the game.
For owners ready to hand over day-to-day but keen to keep meaningful equity.
I take majority ownership and operational lead. You retain a defined stake, continue in an agreed role, and share in the next phase of growth.
For owners ready to exit entirely, on their own terms.
I buy the business outright. Terms, consideration mix and handover window agreed between us. You walk, or stay on for a structured transition — your call.
For founders ready to retire or step aside, needing structured transition.
A phased handover designed around your timeline, protecting the team, customers and legacy you’ve built. Clear milestones, clear roles.
For principals of UK financial advisory firms not yet at saleable level — but who want to get there.
A structured engagement to lift the practice to a point where sale or partnership becomes a real option. Hands-on input across operations, compliance, client experience and performance. At the end, I’m a willing partner or acquirer if the fit is right.
No brokers in the middle. The person you’re writing to is the person signing the paperwork at the end.
NDA on request before any sensitive detail changes hands. Nothing shared without your written sign-off.
Numbers discussed openly on the first call so we both get a feel. Detailed figures follow once NDAs are in place.
I’m also establishing a financial advisory practice launching February 2027 — covering pensions, protection, investments, mortgages, estate planning and business advice.
Two ways. Both land directly with me. Neither commits you to anything.
