Client testimonials

Selling your business is a complex, challenging process, and it’s essential to have someone you trust in to guide and support you at all times. Here, our former clients offer first-hand insights on working with the team at Initium

“In considering the sale of my business, it was important for me to feel a connection with the team who would be supporting me on this journey.

I wanted to work with people who were experienced and professional, down to earth and honest, supportive and caring, and who were also able to have a bit of fun along the way. I found these qualities and more in the whole team, who supported me throughout”

– Louise Sharp, Makara Health, sold to Precision Value & Health

“We thoroughly enjoyed working with you and were impressed with your professionalism, depth of knowledge and continuous enthusiasm.

Your support during the identifying opportunity stage, preparation and transaction work was first class, making navigating a challenging process manageable and transparent at all times. You really were the ideal partner, leading to an excellent deal for all parties.”

– Tony Bosley and Peter Schultheiss, Geotek, sold to Judges Scientific plc

“Your hands-on support and expertise throughout the transaction – and indeed for years beforehand – has been excellent. Timing is everything, and the wise counsel we received from your team was a big part of the decision on when to come to market and seek the right acquirer for our business. You are a very impressive collective; a great team has to be a ‘Ministry of Talents’, and that’s you, for sure.”

– Russell Caldwell and Neill Crone, OWM, sold to Normec

“You brought not only the M&A expertise we required to negotiate a ‘once in a lifetime’ transaction to the best possible conclusion – but also provided extensive support in so many other ways to take on much of the work and minimise disruption to the business during the sale process. I have no doubt that this deal would not have happened if we had not been working with you.”

– Dan Melhuish, LMS, sold to DocGo

“We’re so happy with the outcome, and, as our advisor, you made it all possible. We were totally in the dark about how a business sale works, and most certainly could not have achieved this without your calm, professional advice”

– Gerry McDonagh, RSL, sold to IPCOM

“For anyone considering their business sale options, we would most certainly recommend Initium. They have the experience, knowledge, expertise, and the track record to get you the best outcomes and, perhaps most importantly, they are supportive, brilliant, friendly people to deal with.”

– John Shanahan, EHM, sold to Bunzl plc

“It has been such an amazing and satisfying experience having you guide us through the journey and complexities of finding a buyer for our business.

We did not know what to expect from a sale process at the outset, but the team were always there to support and advise us, providing strong partnership and leadership from preparation through to completion.”

– Melissa and John Nicholson, Kettlewell Colours, sold to Refined Brands Group

“The advisory team were superb in helping us navigate what was an incredibly complex sale process.

This was a challenging process and we could not have done it without the teamwork and purpose displayed by our team. The advice was solid and collaborative, but the manner of working was superb: calm and considered, yet firm when it was required.”

– Rob Naybour, CEO, Weston Williamson + Partners, joins EGIS

“You managed the sales process superbly. We were impressed at your depth of knowledge, the depth of the team and how people were brought in at the appropriate time, also the hand holding, if it was necessary, and the reassurance.”

– Michael Spencer, Tew Engineering, sold to LB Foster Inc

“We could not have hoped for a more suitable buyer for our business – namely an international player looking for a UK footprint and with the ambition and resources to significantly grow our business. You found that buyer, and helped us every step of the way.”

– Chris Gorton, Heads Recruitment, sold to Proman

“My experience with [a previous M&A transaction] was horrific, so this time I wanted to hire an advisor good at selling businesses.

I had expertise in my area of business, but didn’t have any expertise in knowing the kinds of companies who might want to buy – or could buy – my business. Coming to a third-party advisor, who is an expert in multiple sectors, and where to look, seemed sensible.”

– Guy Mills - GBUK Healthcare, received investment from H2 Equity Partners

“Choosing an advisor we could trust and who would support us was critical. Honestly, I don’t think we could have made a better decision – you not only supported us throughout the entire process but advised on a lawyer partner and both were right by our side whenever we needed.

If I had to go through the whole process again, I’d choose you in a heartbeat.”

– Phil O’Brien – Concise, sold to PSAV (now Encore)

“You understand the pressure a sale process places on business owners and you expertly managed that process for us every step of the way”

– Charlie Shaw and Alison Turney, joint founders of Gold-Vision, sold to Volaris

“We’ve secured an ideal outcome, and a little bit of history for our sector. None of this could have been achieved without your support and expert advice. You were in our corner, always”

– Matt Boland and Simon Stoll, Audiologic, sold to EAV Group

“We valued and relied on your support and expert advice throughout the preparation and sale phases, and your hands-on partnership approach as our advisor was crucial. Particularly pleasing was the amount of interest you generated from acquirers both in UK and Europe. This created a genuinely competitive process. You gave us choice.”

– Adam Beattie and Paul McKenna, Evolution, sold to Phenna Group

“We chose you to act for us based on what you told us you would do, and you exceeded our expectations in every respect. I have nothing but praise for your organisation and professionalism, and above all you were a fantastic bunch of people to work with”

– Bill Mayne, MSS Group, sold to RSK

“We would never have got this deal over the line without you. The team we had was outstanding”

– Ben Harrington, Dawbarn, sold to Shur-Co®

“You have been with us every step of our sale journey. Your deal-making expertise and commitment has ensured a great outcome and secured an exciting future”

– Mark Garrison, Premier Components, sold to AutoCirc AB

What is impact beyond the deal?

Impact Beyond The Deal means providing a lived experience to our clients and our colleagues that is beyond expectations and unrivalled in our industry – delivering real and enduring impact way beyond a business sale transaction itself.