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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Heligan intelligence

Intelligence is more than information.

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 protecting private wealth.

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Specialist expertise. One intelligence-led approach.

Investments.svg

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

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

Wealth Management

Our highlights

40+

Size of team
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9

Portfolio companies
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£150m+

Assets Under Management
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£6bn

Collective team deal experience value
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£1bn

Total deal value to date
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15+

Completions per annum
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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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AMP8: Can the water sector actually spend £104 billion by 2030?

AMP8 is driving unprecedented investment across the UK water sector, but delivery capacity, regulation and skilled labour shortages will determine how quickly that £104 billion programme translates into projects, supply-chain growth and M&A opportunities.

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Heligan Blog 2026graduates
Heligan Group's graduate programme returns for a third year with its biggest intake yet.

Heligan Group welcomes its largest graduate intake yet, recruiting five graduates and its first undergraduate placement student to its Birmingham Corporate Finance team. Now in its third year, the graduate programme reflects Heligan’s continued investment in young talent, professional development and sector-led expertise.

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UK Healthcare Dealmaking Bounces Back, With Buyers Getting Choosier

UK healthcare M&A rebounded strongly in Q2 2026, with strategic buyers driving activity across health and social care, pharmaceuticals, healthcare technology and childcare, while private equity became more selective about where it deployed capital

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Heligan Blog H126 Defencema
Defence and Security M&A: What a Record First Half Really Tells Us

UK Defence and National Security M&A reached record levels in H1 2026, driven by rising private equity investment, stronger financing conditions and growing demand for specialist capabilities across defence, security technology and dual-use markets.

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Why Heligan sees things differently

  • Partner-led from the outset

    Senior advisers stay close to the detail, bringing experience and judgement to the decisions that matter throughout an engagement.

  • Deep sector understanding

    We work hard to understand the markets our clients operate in – and the commercial dynamics that influence risk, opportunity and value.

  • Intelligence built into the advice

    Research, analysis and market intelligence give our teams a fuller picture on which to base their recommendations.

  • Networks that widen the field

    Strong sector relationships and extensive networks help us connect clients with relevant buyers, investors, opportunities and expertise.

Contact us

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

Investments
Strategic Advisory
corporate finance
Wealth Management