Intelligence-led financial advisory

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

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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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.

Llanelec Precision Engineering
Llanelec Precision Engineering acquires Kigass Aero Components

Heligan Group advises Llanelec Precision Engineering on its acquisition of Kigass Aero Components, strengthening its aerospace capabilities and supporting the creation of a leading UK defence and aerospace engineering group.

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Healthcareexit
When is a sale not (fully) a sale? What one structuring story reveals about Healthcare exits

A headline valuation rarely tells the full story. This insight explores why healthcare M&A deals increasingly rely on earn-outs and deferred consideration, and what business owners need to understand before negotiating a sale.

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Heligan Blog Sectech
The window on dual-use is down to 18-months, maybe less

Defence M&A has entered a new era. Structural shifts in private capital, the rise of dual-use technology (serving both defence and commercial markets), and mounting pressure on sovereign capability and supply chain resilience are permanently reshaping valuations, investment priorities and deal activity.

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Heligan Blog Fm
Facilities management: who gets 10x and who gets 6x

Facilities Management remains one of the UK’s most sought-after infrastructure services sectors, but premium valuations are now reserved for businesses with resilient contracts, diversified revenue and scalable operating models - not simply size.

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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