Great financial service, scaled
About us
We partner with owners of financial businesses ready to move upmarket — to become more scalable, more valuable, and more acquirable.
They know growth takes more than capital alone. They seek a partner who brings financial rigour and product imagination — one who understands the quality of service that makes their business exceptional, and builds the systems of brand, product and technology to command and scale it.
criteria
- SectorFinancial Services
- EBITDA£0-5m
- ModelB2B, B2B2C
- MarketsUK, EU
- SectorFinancial Services
situations
We earn returns the same way our company’s do: creating more value for customers
Not by engineering the balance sheet. Not by slavishly cutting costs to manufacture a margin. By taking what makes a business great and building it into products, technology and brands - so that the service scales, the business grows, and the value reflects what you’ve built.
Who we are
We were taught change at the world’s largest transformation companies, and put to work in the engine room of financial behemoths. We broke and honed those lessons investing and operating in entrepreneurial fintech companies. We now apply our capabilities at the shoulder of founders working to take their companies upmarket.
team
- ->james dickerson[managing partner]
- ->tom hollis[value creation partner]
- ->james wilder[operating partner]
- ->alex partington[director]
- ->mark ransford[advisor]
- ->markus boehme[advisor]
previous
- ->witheld[pe]
- ->accenture[consulting]
- ->ubs[bank]
- ->credit suisse[bank]
- ->deloitte digital[consulting]
- ->lloyds banking group[bank]
- ->stc pay[bank]
- ->fca[regulator]
- ->goldman sachs[bank]
- ->mckinsey & co[consulting]
- ->11fs[consulting]
What we do
‘Expert advice’ is now £16.99 a month. If you’re bringing on a co-owner, they need to bring something more. We deploy experienced practitioners directly into your business to add momentum to the projects that need doing.
We bring the financial and M&A skills you’ll find in many Private Equity partners - alongside hands-on product, design and technology skills you won’t. If we can't point to something we built for your customers or your team, we haven't done our job.
capabilities
- -> win deals beyond your balance sheet[m&a]
- -> get plans off the page[strategy]
- -> cut the admin. keep the people[operations]
- -> technology that kills spreadsheets[technology]
- -> charge what you're worth[pricing]
- -> less product, more traction[product]
- -> from old school to new world[brand]
- -> an exit that reflects what you've built[exit planning]
Latest writing
What we see, what we think, what we do. We write to be useful beyond a deal, gather our thoughts, and find people we want to work with. Read a few, then decide if we are a fit.
working with you
We take co-ownership seriously. It means turning up, doing the pre-read, and washing up the coffee cups. It means knowing when to get out the way and when to get out and push.
If you’re thinking about how to take your business upmarket, and we sound like a partner that could help, we invite you to learn about us and how we work and, when the time is right, get in touch. We’d be happy to talk about whats next.