K3 Capital Group

What K3 Capital Group does

K3 Capital Group PLC is a UK-based, publicly listed (LSE: K3C) professional services group headquartered in Bolton, founded in 2007 and operating with 1,001-5,000 employees. The group provides M&A advisory, tax, recovery, technology solutions, and financial services to corporate clients, SMEs, and professional service firms, primarily across the United Kingdom. Its M&A advisory franchise was ranked the most active financial adviser in both Yorkshire and the Humber (33 deals) and Wales (14 deals) in 2025 by Experian Market IQ.

The group operates a platform-plus-modules architecture. Its core is direct M&A advisory delivered to enterprise clients on a transaction-fee basis. The K3 Hub platform, anchored by the March 2022 acquisition of JE Consulting (Professional Insight Marketing), distributes specialized advisory capabilities to UK law firms and professional service firms. The June 2024 acquisition of HMA Tax added a capital allowances advisory business with proprietary claims-processing software that has supported over 7,500 claims and £500M+ in tax relief since 2014, addressing an SME customer segment distinct from the enterprise M&A core. Further inorganic expansion includes the Quantuma acquisition (August 2020), randd uk (June 2020), and most recently Pinnacle (October 2024).

Revenue is generated through transaction fees on M&A mandates and professional services fees from acquired brands, including capital allowances advisory for SMEs and enablement services for professional service firms. The group's go-to-market combines enterprise field sales for advisory mandates with a B2B distribution model via K3 Hub. Governance is led by CEO John Rigby, founder and Executive Vice Chairman Tony Ford, and CFO Andrew Melbourne. Pricing is not publicly disclosed. The group is funded by a combination of public equity and a ~£21.2M HSBC facility arranged in 2021.

Name

K3 Capital Group

Legal name

K3 Capital Group PLC

Website

https://k3capitalgroupplc.com

Company type

Public

Founded year

2007

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

K3 Capital Group is a UK-listed professional services group providing M&A advisory, tax, recovery, and financial services to corporate clients, SMEs, and professional service firms via its K3 Hub platform and acquired brands including HMA Tax and JE Consulting.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• M&A advisory services
• Capital allowances advisory
• Corporate finance advisory
• Business sales advisory
• Tax relief services

Headquarters

HQ city

Bolton

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. M&A Advisory Services: K3 Capital Group generates revenue by acting as a financial adviser in M&A transactions. The company has been ranked as the most active financial adviser in Yorkshire and the Humber (33 deals) and Wales (14 deals) in 2025, indicating consistent advisory fee revenue from deal transactions.
2. Professional Services - Capital Allowances Advisory: Following the acquisition of HMA Tax, K3 Capital Group provides capital allowances advisory services to SME clients, helping them claim tax relief. HMA Tax has claimed over £500 million in tax relief across more than 7,500 claims since 2014.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels1 record

Core offering

K3 Capital Group is a UK-based professional services firm that provides M&A financial advisory, corporate finance and business sales services to corporate clients. It complements these advisory services with the K3 Hub platform for professional service firms and acquired subsidiaries including HMA Tax (capital allowances advisory with proprietary software) and JE Consulting (professional insight marketing). The group also offers Tax, Recovery, Technology Solutions and Financial Services.

Product overview

K3 Capital Group is a financial advisory firm operating a platform-plus-modules architecture. The core offering includes the K3 Hub platform for professional service firms, supplemented by acquired brands: HMA Tax (capital allowances advisory services with proprietary software) and JE Consulting (professional insight marketing). The group specializes in M&A advisory services, having led financial advisers with 33 deals in Yorkshire and Humber and 14 deals in Wales during 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• K3 Capital M&A Advisory M&A financial advisory services for corporate clients, including business sales and corporate finance transactions. Ranked most active financial adviser in Yorkshire and the Humber (33 deals) and Wales (14 deals) in 2025.
• K3 Hub Platform designed to expand services for professional service firms, providing enhanced support and resources, including access to specialised advisory capabilities.
• HMA Tax Capital Allowances Advisory Capital allowances advisory service for UK SMEs, supported by proprietary software. HMA Tax has claimed over £500 million in tax relief across more than 7,500 claims since 2014.
• JE Consulting (Professional Insight Marketing)

Quantifiable outcome

• Over £500 million in tax relief claimed across 7,500+ claims since 2014
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• TLT LLP (Law Firm)minorImplementation/ SI/ Consulting Partner · 15 March 2022Law firm TLT supported K3 Capital Group in the £4.57 million acquisition of Professional Insight Marketing (trading as JE Consulting). TLT provided legal advisory services for the transaction, assisting K3 in expanding services via the K3 Hub platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO UK: Top-tier UK accounting and advisory network offering M&A advisory alongside audit, tax, and consulting. Competes with K3 on mid-market transactions but from a much broader service portfolio.
• Grant Thornton UK: Major UK accounting and advisory firm with established corporate finance and restructuring practices. Competes for the same mid-market clients as K3 but from a broader, more diversified platform.
• RSM UK: Mid-tier UK accounting and advisory firm offering corporate finance, restructuring, and tax services. Overlaps with K3 across M&A, recovery, and tax advisory from a larger platform.

Direct peers

• Alantra: European investment banking and asset management firm with a mid-market M&A advisory practice. Comparable for cross-border and UK mid-market M&A advisory overlap with K3.
• FRP Advisory: UK-listed restructuring, recovery, and advisory firm. Comparable through its restructuring advisory overlap with K3's Quantuma-linked Recovery segment and similar UK mid-market positioning.
• Cavendish Corporate Finance: UK mid-market M&A advisory firm serving similar corporate clients with sell-side and buy-side advisory services. Highly comparable business model and customer profile to K3 Capital Group's core M&A advisory practice.
• Dow Schofield Watts: UK mid-market M&A and corporate finance adviser operating across regions. Competes directly with K3 in mid-market deal advisory with similar deal size focus and regional UK footprint.
• Begbies Traynor: UK-listed professional services firm focused on insolvency, recovery, and corporate advisory. Comparable through K3's recovery/restructuring work and shared UK SME/corporate client base.
• Clearwater International: European mid-market corporate finance adviser with strong UK presence. Directly comparable as a transaction-focused M&A adviser serving mid-market corporates and PE clients.

Emerging players

• Nair & Co Corporate Finance: Smaller UK corporate finance advisory firm operating in the regional mid-market. Comparable to K3 at a smaller scale, particularly in regional M&A advisory engagements.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/k3-capital-group-plc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about K3 Capital Group