About us
The corporate version...
Initium is a specialist sell-side corporate finance firm. We support the shareholders of ambitious privately owned businesses with company valuation and consultancy services, succession/exit planning advice, and business sale transaction services.
An employee-owned advisor, based near Newbury, UK, Initium specialises in working on sale transactions with a typical Enterprise Value from £10m to £100m. Our extensive track record of completed deals includes full company sales to strategic trade acquirers in the UK and overseas, growth capital transactions, cash-out deals with Private Equity investors, Employee Ownership Trust (EOT) transactions and more.
We advise clients across multiple sectors, but have noted expertise in the Healthcare, Telecoms, Media and Technology (TMT), Testing, Inspection, Certification and Compliance (TICC) and Industrials sectors.
We specialise in helping clients with their next-stage strategies via our unique network of former clients, The Fellows, which assists shareholders to unlock personal and professional development opportunities post sale.
The ‘plain English’ version...
We’ll help you identify the value and potential in your business. We’ll help you build your business for sale. Then, when the right time comes, we’ll help you sell your business.
But we’ll do much more than that. We understand that this is a big, big decision, so we’ll guide and support you throughout, going above and beyond to secure the best possible outcomes. That’s not just for you personally, but for your company, its legacy, and your team – the people who have helped make your business great.
As an Initium client, you’ll become a part of our unique community of Fellows, former clients (and now friends!) who have unlocked new opportunities and work/life balance post sale.
Initium: at a glance
- Established 1989; employee owned from 2022
- Specialist in private company growth and sale transactions
- £10m-£100m typical deal value
- Unlocked over £3bn of value for client businesses
- Increased company values by 2.5x within 36 months on average*
- Unique post-sale network of 250+ former clients
- Sunday Times Best Places To Work 2024 & 2025
- Profits distributed to community causes, with a goal of 30% by 2030
- 100% committed to impact beyond the deal
*For clients using our Value Maximiser consultancy service
What makes us different
- We’re employee owned – every single one of us is a stakeholder in your success
- We’re independent and unbiased – we have no hidden agenda or obligations to other parties
- Our ethos – it's not just about the transaction. You as a human being, really matter to us
- Our Fellows network – 250+ former clients can't be wrong
- You can have life-long membership to this exclusive community, unrivalled in size and vibrancy
Our history
We were first established as BCMS Tradeplan by the entrepreneurial Rebbettes family, initially specialising in business intelligence and research
The company launches a pioneering business sale advisory service, dedicated to SME clients
Rebbettes family establish The Snowdrop Foundation, supporting charitable causes in the UK and India
BCMS awarded the prestigious Coutts Family Business of the Year (£5m to £25m turnover category)
BCMS establishes dedicated Corporate Finance division, focused on higher-value transactions, with the appointment of current CEO Jonathan Dunn
Completes largest transaction to date – the $485m sale of Allworld Exhibitions to UBM plc
Current premises acquired; Rebbettes family launch Kingsbrook – a separate entity owned entirely by the Rebbettes family, and focused on business sale transactions under £10m
Unique Fellows community of former clients established by director Liz Jackson MBE
BCMS celebrates 30th anniversary with major fundraising campaign for impact causes
Covid-19 prompts significant restructuring; current leadership team become legal directors of the business
In a groundbreaking move for the corporate finance sector, business becomes employee owned under the Employee Ownership Trust (EOT) model
Having completed the £80m sale of Geotek to Judges Scientific plc, BCMS continues to advise on high-profile larger transactions
BCMS is recognised as one of The Sunday Times Best Places To Work
With new structure, new services, and average deal size now three times higher than pre Covid, BCMS rebrands to Initium, focused on creating impact beyond the deal
Initium wins the Industry Award for the Financial Services sector in the official Sunday Times Best Places To Work