Intelligence-driven financial services

Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.

Our comprehensive services equip you with everything from investment expertise to corporate finance advice and wealth management solutions underpinned by strategic intelligence.

Our edge lies in the proactive, rigorous insights we deploy. Far from merely reacting to market movements, our in-house research and analysis drive our advice and help us see further. This ensures that your plans are built on a solid, well-researched understanding of the landscape. We present our recommendations clearly and intelligently, allowing you to navigate your financial decisions with confidence. We are your partner for innovative financial services.

Heligan Intelligence

In-depth expertise and unmatched industry insight

Our strength lies in delivering unparalleled insights that drive value far beyond conventional data. We don't just rely on third-party information; our experts actively generate proprietary intelligence. By tapping into our extensive networks, we delve deeper, uncovering new, vital data that informs our strategies. Our specialist team combines their personal expertise with detailed industry knowledge, all fuelled by our shared commitment to enhancing global safety. This unique approach enables us to provide solutions that are not only effective but truly transformative.

What we do

Heligan Group offers a full range of intelligence-led financial services to unlock your potential:

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We are highly experienced investors keen on collaborating with forward-thinking, ambitious technology firms that match our enthusiasm for generating sustainable value. We aim to realise superior returns and effect positive change for society by enhancing safety and security.

Investments
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Specialists in mid-market M&A transactions, our comprehensive services extend across selling and buying a business, equity fundraising, debt strategies, restructuring, financial modelling, and navigating unique situations.

Corporate Finance
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Renowned for our Private Banking and Wealth Management pedigree, we blend expertise, integrity, and innovation to deliver outstanding financial solutions for our distinguished clients.

Wealth Management
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We produce deep sector insight, specialist analysis and research reports which are used in the identification of emerging technologies, market requirements and geopolitical trends.

Strategic Insights

What makes us unique

  • Market knowledge

    Our deep market understanding and substantial expertise enable us to consistently deliver outstanding outcomes for our clients. 

    As a business that is managed by its owners, we truly understand the importance of selecting the right partner to meet your future growth ambitions. We are committed to not just meeting but surpassing your expectations.

  • Collective expertise

    Our collective wisdom and a strong set of values inform our innovative approach to deals. Combining expertise with sound judgement and a commitment to transparency and integrity, we expertly tailor transactions to fit the unique needs of each situation. We confidently approach each opportunity, crafting bespoke solutions that align with your requirements. 

  • Decades of experience

    While we embrace a wide range of opportunities, we have specific expertise in the high-growth Science & Technology sectors, particularly within National Security, Crime Prevention and Public Safety. 

    Our distinct advantage lies in our deep sector experience, creating assurance built over decades of operational and investment expertise. We offer you a wide range of practical insight, ensuring proficient navigation through our specialist sectors to achieve the best outcomes. 

  • Globally recognised advisors

    We are hugely proud of the deep insights our teams receive from a globally acknowledged panel of respected individuals from within the technology, law enforcement, military and intelligence sectors. 

Our highlights

30+

Size of team
9

Portfolio companies
£100m+

Assets Under Management
£6bn

Collective team deal experience value
£750m

Total deal value to date
15+

Completions per annum

Insights

Explore our collection of thought pieces and blogs, offering deep dives into the areas of expertise that define Heligan Group.

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What Happened at the Future Forces Demonstration Day?
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Investments logo Cybersecurity assets continue to be highly attractive
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Corporate Finance logo How the 2024 U.S. election could reshape the global healthcare landscape
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Wealth Management logo Are official interest rates accurate?
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Resource library

Heligan Strategic Insights produces comprehensive materials that analyse the latest trends, threats, and developments affecting National Security, Crime Prevention, and Public Safety, both in the UK and worldwide. Additionally, we provide in-depth analysis of less transparent aspects of government operations and their evolving requirements, with detailed analysis that identifies and explains key areas of opportunity, offering you a clearer understanding of the landscape and helping you navigate it with confidence.

To find out more and gain access to our growing library of content and analysis, click on the link below.

Visit our Resource Library

Newsroom

All the latest deal news, company updates, industry comment and sector analysis.

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Heligan Group expands its Corporate Finance team with inaugural graduate scheme

Heligan Investments team interviewed by Businesslife magazine

Autumn Budget Predictions: what will and won’t be in the Budget

Hay Hill Wealth becomes Heligan Wealth Management

Upcoming Spotlight report from Heligan Strategic Insights

Contact us

Get in touch today to explore how we can support your future needs. 

Investments
corporate finance
Wealth Management
Strategic Insights