Intelligence-led financial advisory

Heligan advises business owners, investors and private clients, combining financial expertise with deep sector understanding to create and protect value.

Good financial decisions depend on understanding the full picture: the market, the sector, the business and the ambitions behind it. Heligan combines experienced, partner-led advice with deep sector knowledge and extensive networks, taking the time to understand each client, their priorities and the opportunities ahead.

That depth of understanding helps Heligan bring greater clarity to complex decisions, identify opportunities others may overlook and reduce uncertainty around the path forward. Across Corporate Finance, Investments and Wealth Management, our focus is on helping clients create, protect and realise value with confidence.

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Specialist expertise.
One intelligence-led approach.

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Partner-led mid-market M&A advisory for business owners, management teams and investors – from business sales and acquisitions to debt financing and private equity.

Corporate Finance
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Strategic insight and risk intelligence that helps organisations understand complex environments, emerging threats and opportunities.

Strategic Advisory
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Investing in high-growth technology businesses and partnering with ambitious management teams to create long-term value.

Investments
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Investment management, wealth structuring, liquidity management and family office services for private clients.

Wealth Management

Intelligence that reveals
what others miss

Data can tell you what has happened. Intelligence helps you understand what it means - and what to do next.

Behind Heligan’s financial expertise sits rigorous research, analysis and market intelligence. It gives our advisers a deeper understanding of sectors, businesses, opportunities and risks, helping them challenge assumptions and bring greater clarity to complex decisions. We call this Heligan Intelligence.

It is not a separate service. It is an approach that runs through everything we do - from understanding what could increase the value of a business before a sale, to assessing an investment opportunity or helping protect private wealth.

  • Partner-led from the outset

    Senior advisers stay close to your objectives and the decisions that matter, applying experience and judgement to what the intelligence reveals.

  • Deep sector understanding

    We examine the markets our clients operate in, including the commercial and strategic factors that could affect value, risk and opportunity.

  • Intelligence with a purpose

    Our research and analysis are directed at real decisions: what needs investigating, what could change the outlook and where there may be an opportunity others have not recognised.

  • Connections that extend our view

    Our specialist networks bring relevant perspectives, expertise and relationships into the conversation when they can help you move forward.

By combining intelligence, experience and specialist insight, Heligan helps clients understand complexity, challenge assumptions and act with greater confidence.

More about Heligan

The experience behind the advice

Our teams bring substantial transaction, investment and advisory experience to the decisions our clients face.

40+

Size of team
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£6bn

Collective team deal experience value
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£1bn

Total deal value to date
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£150m+

Assets Under Management
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Latest

Original analysis, transaction insight and sector perspectives from Heligan's specialists across Corporate Finance, Investments, Strategic Advisory and Wealth Management.

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Five ways buyers chip away at your price

The price agreed when selling your business isn't always the amount you receive. This guide explores five ways buyers can reduce a business sale valuation through working capital adjustments, due diligence findings, earn-outs and last-minute negotiations, and how owners can protect their value throughout the M&A process.

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MI5’s first public China espionage alert raises wider questions about UK research security, examining how foreign intelligence-linked funding can exploit academic collaboration and why universities face growing pressure to balance international partnerships with national security.

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The UK’s data centre ambitions are creating significant opportunities across Infrastructure Services, but power availability, grid connection delays, energy costs and water demand could constrain growth without coordinated investment and delivery.

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The threat was real. The men weren't

The RAF Fairford security incident raised urgent questions about terrorism, foreign-state threats and the protection of critical military sites. This analysis examines the arrests, subsequent release of five suspects and what the available evidence may reveal about the wider security threat.

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Contact us

Whether you are weighing an immediate decision or thinking further ahead, a conversation can bring the next step into focus. Tell us what is on your mind and we will connect you with the right person at Heligan.

corporate finance
Strategic Advisory
Investments
Wealth Management