What Heligan Group does

Heligan Group is a Birmingham-headquartered, intelligence-driven financial services firm founded in 2015 that operates four integrated divisions: Heligan Investments (private equity in security technology), Heligan Strategic Advisory (risk intelligence and investigations), Heligan Corporate Finance (mid-market M&A advisory), and Heligan Wealth Management (private banking). The firm serves mid-market business owners, high and ultra-high net worth individuals and family offices, law firms, multinationals, sports organisations, and security technology companies, with a distinctive sector focus on National Security, Crime Prevention, and Public Safety. The company employs 40+ professionals across offices in Birmingham and London and claims operating coverage across the UK, Europe, and Five Eyes markets (US, Canada, Australia, New Zealand).

The firm's underlying technology platform combines proprietary AI-driven data fusion tools, digital forensics capabilities, open-source and deep web research infrastructure, and dark web monitoring, developed and led by CTO Dr Simon Allan (PhD in Computer Science/AI) and Head of Engineering George Davies. Heligan publishes a steady cadence of sector intelligence including Primers, Spotlight reports, and quarterly market commentaries covering UK Healthcare, Infrastructure, IFA, Real Estate, and defence M&A. The firm is FCA-regulated across its investments and wealth management entities, ICAEW-regulated for corporate finance activities, and holds Cyber Essentials certification; team members hold Developed Vetting security clearance from HMG, enabling access to classified defence procurement channels.

Heligan's revenue model blends professional services fees (M&A advisory across six sectors, debt advisory for £5m–£150m tickets, and risk intelligence engagements), recurring wealth management fees on £150m+ AUM, and private equity returns from a portfolio of 9 security technology companies with typical £5m–£20m deal sizes. The firm has completed £1bn in cumulative deal value, executes 15+ transactions per year, and recorded a £20m exit of Landguard Systems to Chemring Group. Distribution is partner-led across corporate finance and strategic advisory, supported by a global network of sector specialists, while wealth management is delivered through dedicated relationship managers and private banking-style service.

Name

Heligan Group

Legal name

Heligan Investments LLP

Website

https://heligangroup.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Heligan Group is a Birmingham-based, intelligence-driven financial services firm operating private equity, M&A advisory, wealth management, and risk intelligence divisions for mid-market businesses, HNW individuals, family offices, and security technology companies across the UK and Five Eyes markets.

Ownership category

akta.pro rank

Product category

Investment Banking and Financial Advisory Services

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Mid-market M&A advisory
• Private equity investment
• Wealth management services
• Risk intelligence investigations
• Corporate finance advisory

Headquarters

HQ city

Birmingham

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Private Equity Investment Returns: Returns from equity investments in high-growth security technology businesses across National Security, Crime Prevention, and Public Safety sectors. Investment scope typically £5m–£20m per deal, with exits generating returns. Portfolio includes 9 companies.
2. M&A Advisory Fees: Mid-market M&A advisory revenue from business sales, acquisitions, capital raising, and complex transactions. Services include strategic insight, market intelligence, and execution expertise across Healthcare, Infrastructure, Real Estate, IFA, Security Technology, and Industrial sectors.
3. Wealth Management Fees: Private banking and wealth management services for high and ultra-high net worth individuals, including investment management, wealth structuring, liquidity management, and financial family office services. Assets under management of £150m+.
4. Risk Intelligence & Strategic Advisory: Specialist intelligence, investigations, and sector insight services for law firms, family offices, multinationals, sports organisations, and governments. Services include due diligence, cross-border investigations, digital forensics, and market entry risk analysis.
5. Debt Advisory Fees: Debt financing advisory services for SMEs, mid-corporates, and property developers seeking between £5m and £150m in funding. Covers structured debt solutions, acquisition financing, and recapitalisation.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Heligan Group is an intelligence-driven financial services firm operating four integrated divisions: Heligan Investments (private equity in security technology, £5m–£20m deals), Heligan Corporate Finance (mid-market M&A advisory across six sectors), Heligan Strategic Advisory (specialist intelligence, investigations, and digital forensics), and Heligan Wealth Management (private banking for HNW/UHNW individuals with £150m+ AUM). The firm combines traditional financial advisory with proprietary intelligence-led research and proprietary digital forensics/OSINT capabilities. It is FCA-regulated and operates from Birmingham and London.

Product overview

Heligan Group is an intelligence-driven financial services company offering four integrated divisions: Heligan Investments (private equity for security technology), Heligan Strategic Advisory (investigations and intelligence), Heligan Corporate Finance (M&A advisory across multiple sectors), and Heligan Wealth Management (private banking services). The company operates at the intersection of finance and security technology, with a distinctive focus on National Security, Crime Prevention, and Public Safety sectors. The Strategic Advisory division includes Heligan Risk Intelligence (due diligence, digital forensics, litigation support) and Heligan Strategic Insights (sector intelligence and analysis). Corporate Finance covers six vertical sectors including Security Technology, Healthcare, IFA, Real Estate, Infrastructure, and Industrial. Wealth Management provides investment management, wealth structuring, liquidity management, and family office services. The group is FCA regulated and serves clients including businesses, family offices, law firms, and government organisations.

Differentiator

Problem solved

Functional benefit

Products and services

• Heligan Investments Private equity division investing in high-growth security technology businesses in National Security, Crime Prevention, and Public Safety sectors. Provides equity investments typically ranging from £5 million to £20 million per deal, with exits generating returns. Currently holds 9 portfolio companies including Landguard Systems (exited to Chemring Group for £20m), CCL Solutions Group (KPMG alliance partner), Arquebus Solutions, DeterTech, Scanwel, and Projectina.
• Heligan Corporate Finance Mid-market M&A advisory division supporting business sales, acquisitions, capital raising, management buy-outs, and complex transactions with strategic insight and execution expertise. Covers six core sectors: Security Technology, Healthcare, Independent Financial Advisors (IFA), Real Estate, Infrastructure, and Industrial Products and Services. Has completed £1bn total deal value with 15+ annual completions.
• Heligan Strategic Advisory Specialist intelligence, investigations, and sector insight division delivering evidence-led advisory to support decision-making in complex, high-risk environments. Serves ultra-high net worth individuals, family offices, multinationals, law firms, and sports sector organisations with services spanning Heligan Risk Intelligence and Heligan Strategic Insights.
• Heligan Risk Intelligence Intelligence-led investigations service covering corporate intelligence, due diligence, litigation support, digital forensics, dark web monitoring, cross-border investigations, asset mapping, profiling, and cyber threat assessment for high-stakes situations. Targets law firms, multinationals, family offices, sports organisations, and governments.
• Heligan Strategic Insights Sector-specific intelligence and analysis capability focused on defence, security, and advanced technology landscape. Produces Primers (5-minute concise articles), Spotlight reports (in-depth briefings), and commissioned intelligence covering National Security, Crime Prevention, and Public Safety sectors. Identifies emerging security and technology priorities to inform advisory recommendations and investment decisions.
• Heligan Wealth Management Private banking and wealth management services for high and ultra-high net worth individuals, offering bespoke portfolio management, tax planning, and family office solutions. Operates with £150m+ Assets Under Management and is FCA authorised and regulated. Spans investment management, wealth structuring, liquidity management, and financial family office services.
• Investment Management Tailored investment management services exploiting inefficiencies across asset classes with dynamic asset allocation to maximise returns and mitigate risks for HNW and UHNW clients.
• Wealth Structuring Tax-efficient wealth structuring services including multi-jurisdictional planning, inheritance tax mitigation, and succession management for HNW individuals, families, and family offices.
• Liquidity Management Cash management services treating cash as a distinct asset class with access to premier deposit opportunities through a unified multi-bank platform for HNW clients.
• Financial Family Office Services Comprehensive family office services combining investment management, tax advice, private equity, legal services, and global consolidated reporting for families and family offices.
• Debt Financing Advisory Debt advisory and fundraising services helping clients raise debt or equity, connecting SMEs, mid-corporates, and property developers seeking between £5m and £150m in funding with appropriate lenders. Covers structured debt solutions, acquisition financing, and recapitalisation.
• Private Equity Advisory Advisory service connecting entrepreneurial businesses with ideal private equity funders for growth capital, minority cash-outs, or management buy-outs across the mid-market.

Quantifiable outcome

• £1bn total deal value completed to date
• +4 more outcomes

Named customers9 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• KPMGcoreChannel Partner/ Reseller/ DistributorCCL Solutions Group, a Heligan portfolio company, was introduced to KPMG and named one of only 20 KPMG alliance partners globally, providing digital forensics and cyber security services within KPMG's professional services ecosystem.
• IdemiaminorStrategic or Co-development PartnerArquebus Solutions, a Heligan portfolio company, has a commercial relationship with Idemia for presentations to key commercial partners and potential strategic acquisition discussions.
• Five Eyes Intelligence NetworkcoreStrategic or Co-development PartnerHeligan's team operates at the highest levels of security clearance across the Five Eyes intelligence network (UK, US, Canada, Australia, New Zealand), enabling access to government priorities and procurement frameworks in national security.
• Defence Primes (BAE Systems, etc.)coreChannel Partner/ Reseller/ DistributorHeligan Investments actively supports portfolio companies in partnering with larger defence primes as part of £1m+ contracts, including facilitating introductions to major UK defence contractors for capabilities such as Landguard Systems.
• UK Government & Law Enforcement AgenciescoreStrategic or Co-development PartnerHeligan's team includes former senior officials from the National Crime Agency, Security Service, police forces, and UK government departments, providing deep connections to UK law enforcement and government procurement.
• Financial Conduct Authority (FCA)coreOthersHeligan Wealth Management (Hay Hill Wealth Management Ltd) and Heligan Investments LLP are authorised and regulated by the FCA. Firm Reference No. 453682 (Wealth Management) and 967118 (Investments).
• OfwatminorOthersOfwat is the water sector regulator whose AMP8 investment period (£104 billion) drives M&A activity in Heligan's infrastructure services sector. Heligan publishes reports tracking deals within this regulated market.

Scale indicators11 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Houlihan Lokey: Global investment banking firm specialising in M&A, capital markets, and financial restructuring — broader scale peer serving many of the same mid-market advisory use cases as Heligan, but with global reach.
• Control Risks: Global specialist risk consultancy offering political, security, and integrity due diligence — overlaps with Heligan Strategic Advisory's risk intelligence and investigations capabilities at larger scale.
• Rathbones Group: UK wealth manager providing investment management, wealth planning, and financial advice to HNW/UHNW individuals — comparable wealth management franchise to Heligan Wealth Management, though at significantly larger AUM scale.

Direct peers

• Panmure Gordon: UK boutique investment bank providing mid-market M&A advisory, equity capital markets, and research — closely comparable to Heligan's Corporate Finance division in scale, sector breadth, and client profile.
• Peel Hunt: UK mid-market investment bank offering M&A advisory and capital raising to growth companies — directly comparable in target client (mid-market business owners) and advisory services to Heligan Corporate Finance.
• BDO UK Corporate Finance: Mid-market M&A and debt advisory practice serving UK SMEs and mid-corporates — overlaps directly with Heligan's mid-market M&A advisory and £5m-£150m debt advisory range.
• Grant Thornton UK Advisory: Mid-market transaction advisory and corporate finance services to UK growth businesses — directly comparable in deal size, advisory model, and sector diversification.
• Cenkos Securities: UK specialist small-mid cap investment bank with corporate finance and broking — comparable boutique mid-market positioning with similar transaction volumes and target client base.
• Shore Capital: UK-based investment bank with corporate finance, equity capital markets, and asset management — directly comparable boutique multi-division structure (advisory + wealth/AUM) to Heligan.
• Hakluyt & Company: London-based strategic intelligence advisory firm serving corporates, investors, and government clients — directly comparable to Heligan Strategic Advisory in intelligence-led services and elite client base.

Market position

Strengths2 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@HeliganGroup
• LinkedInlinkedin.com/company/heligan-group-llp.

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles28 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Heligan Group