Initium Corporate Finance

It's almost here – the much awaited Autumn Budget will land tomorrow. We can't remember a Budget that has created more anticipation and concern than this one in recent years. Instead of guesswork today, we will be unpacking the reality on a webinar with Rathbones Group Plc on the 6th of November at 10am. Simon Bashorun, Co-Head of Private Client Advice, Rathbones Group Plc, will delve into the financial and tax implications, particularly around CGT and pensions, while Initium Corporate Finance's CEO Jonathan Dunn will cover the potential effect on entrepreneurs considering their business sale and exit strategies over the next five years. 𝗧𝗼 𝗯𝗼𝗼𝗸 𝗼𝗻 𝗮𝗻𝗱 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲, 𝗰𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲: https://lnkd.in/eJH-uPMs Liz Jackson MBE, Andy Denny, Debbie Henderson, FCIPD, Mark Bentley, Hana Glanville, Simon Glover, Rob Goulding, Stuart Aldred, Jim Whitaker, Andrew Sims, Ian Dembinski, Rebecca Tunstall, Kate Palmer

Extremely proud to announce our latest completion – the sale of Taylor Defence Services Ltd (TDS) – leading specialists in liability insurance and indemnity cover for dentists and dental care professionals in the UK - to listed Swedish group LIFCO AB (PUBL). Read more: https://lnkd.in/euj2kPbH Many congratulations to all involved, including Apeksha Tanna, Andy Denny, Stuart Aldred, Simon Glover, Rob Goulding, Duncan Cathie, Brodies LLP, Lorna Mendelsöhn and most of all, our client Neil Taylor 

We’re absolutely delighted to announce our client Roch Valley – the leading UK manufacturer, wholesaler and online retailer of high-quality dancewear, gymnastics clothing and accessories - has made the transition to employee ownership. Read more: https://lnkd.in/eqJYYAdt Huge congratulations to Donna Golding, Ria O’Neill and the whole Roch Valley team – alongside all advisors involved Stuart Aldred, Chris Ross and team at Mills & Reeve; Greg Doran and Imogen Cummins at Barclays Corporate Banking As an employee-owned business ourselves, we’re passionate about the benefits of employee ownership - this is such a positive step! eoa, Lesley Robinson

Can you help the wonderful charity Simon Says Child Bereavement Support?   In 2024, Initium Corporate Finance proudly partnered with Simon Says Child Bereavement Support, a charity dedicated to supporting Hampshire children and young people up to 18 years old who have a significant person in their life who has died or is dying.    As we look to 2025, Simon Says Child Bereavement Support is seeking new corporate partnerships to help them continue their vital work. This is a fantastic opportunity for businesses to make a real difference in the community.   If your company is interested in partnering with Simon Says Child Bereavement Support, please reach out to them directly: https://lnkd.in/etE23Fna Liz Jackson MBE, Sarah Bates, Jim Whitaker, Chisom E., Mark Bentley, Rhian Sewell

We’re absolutely delighted to announce our latest transaction: the sale of water infrastructure asset management specialist Veriflo Limited to Celnor Group – another deal in the Testing, Inspection, Certification and Compliance (TICC) sector. Read more: https://lnkd.in/ekq5MdqK Jim Whitaker, Andy Denny, Liz Jackson MBE, Jonathan Dunn, Jaydon Softly, Rob Goulding, Neil Scott, Kirsty Scott, Simon Parrington, Malin Svanberg Larsson, Freeths #compliance #testing

On occasion, we find ourselves at Initium Corporate Finance talking to a prospective client, who is also considering potentially appointing a corporate finance company that specialises in their sector. I thought I'd share my thoughts on this subject here. https://lnkd.in/eVR3RUbw

We're extremely proud to be supporting Learn and Thrive's Oarsome Maths Mission fundraiser, teaching key foundational maths skills for little learners. What an incredible initiative! Laura Powell Nikki Walker Johanna Aiyathurai Liz Jackson MBE Sarah Bates Stuart Collins Chisom E. Jonathan Dunn Mark Bentley https://lnkd.in/e2QXscJa

💙Sending a big #ThankYouThursday to Initium Corporate Finance for their sponsorship at the Oarsome Maths Mission💚 👉 If you'd like to join in their support of the Down's syndrome community, please donate today: https://lnkd.in/em2BvAhT Johanna Aiyathurai Liz Jackson MBE Sarah Bates Jim Whitaker #Donate #Corporate #ThankYou #LearnAndThrive

As an employee-owned business, we took the big decision to change our name from BCMS to Initium together - thanks so much to the eoa for sharing our news! Liz Jackson MBE, Jonathan Dunn, Sarah Bates, James de le Vingne, Francine Tyler