Heligan Group

Heligan Group was founded in 2015 by Dr Tim Grasby and is headquartered in Birmingham, with a second office in London. The group has since developed from an advisory business into a broader platform spanning Corporate Finance, Investments, Strategic Advisory and Wealth Management.

Its Corporate Finance team advises business owners, investors and management teams on acquisitions, disposals, debt financing and private-equity transactions. Heligan Investments focuses on high-growth security-technology companies across national security, crime prevention and public safety, while Heligan Wealth Management serves high- and ultra-high-net-worth individuals and families.

The firm is particularly differentiated by its sector focus and the backgrounds of its advisers, which include corporate finance, investment, intelligence, law-enforcement, military and technology experience. Its private-equity strategy typically invests £5 million to £20 million in majority or significant minority stakes, and its Corporate Finance graduate programme provides ACA training and direct exposure to mid-market transactions.