Overview

Heligan Corporate Finance is a full-service investment banking boutique offering M&A, Private Equity and Debt Advisory services to mid-market clients in the UK, Europe and North America.

We can guide you through the complex financial and strategic challenges of each stage of your business lifecycle: as an advisory-focused independent corporate finance house, we are able to serve as your trusted advocate and we live by our values to deliver the right outcome in the right way for you.

We operate across all sectors but also offer unparalleled insight into the National Security, Crime Prevention and Public Sector (NSCPPS) and Science & Technology sectors – a happy marriage of senior industry figures and corporate finance experts. No other adviser has comparable domain knowledge and experience in these markets.

Services

M&A - buying or selling a business

Whether seeking a transformative acquisition, disposing of a non-core division or undertaking a once in a lifetime transaction, Heligan provides partner-led advice to deliver excellence and a successful outcome for its clients.

We focus on providing hands-on senior guidance through the M&A process for both domestic and international transactions valued up to £200 million Enterprise Value.

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Private equity investment

Heligan is different - we are investors too and therefore know from our own experiences what goes into a successful private equity deal.

Our unique insight allows us to advise you on how to position your business to optimise investment. We use our track record to identify and secure the best terms from the investment community for your growth capital, expansion or cash-out needs.

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Debt advisory

We provide a tailored service to achieve the best available financing terms to allow companies to refinance existing debt, fund acquisition or future growth and improve balance sheet liquidity.

Heligan also helps clients manage existing lender relationships, negotiate covenant adjustments and facility extensions.

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Strategic options review

Take advantage of an objective assessment and review of the future strategic options for your business, with laser focus on meeting shareholder aspirations and maximising value.

Our partners have real life industry experience and bring this track record to challenge existing business plan assumptions to help drive future value.

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Our team

Collectively the group has 200+ years of successful track record across M&A and operational experience to provide clear and concise advice throughout any transaction.

Meet our team

Newsroom

All the latest deal news and updates from our corporate finance team.

Midwest Mechanical & Electrical

Debt refinancing of Midwest Mechanical and Electrical Limited (“Midwest”), a leading provider of specialist M&E services, by Shard Credit Partners.

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METCloud

Growth capital funding of MET Limited, trading as METCloud (“METCloud”), a cloud platform and cyber security solutions business.

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Evolution Funding

Acquisition of Click Dealer, an automotive software and services provider to the independent car market, by Evolution Funding Group Limited.

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Acquisition of Dri-Pack

Acquisition of Dri-Pak, a leading UK manufacturer of cleaning, laundry and dishwasher salts, by a consortium of serial entrepreneurs.

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SmartWater Group

Acquisition of SmartWater Group, a market leading forensic and perimeter intrusion detection group offering technology-led security risk management.

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CambridgeHOK

Sale of CambridgeHOK, a specialist engineering horticultural group focused on vertical farming and glasshouse solutions, to Atrium Agri and Management.

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Invalifts

Sale of Invalifts, a specialist provider and installer of inclined and vertical platform lifts in both public and domestic environments, on its sale to an international trade buyer, the Swedish headquartered, Aritco Group.

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