Our values

At Initium, we want the work we do to have a positive impact in three distinct areas. These are as follows:

Clients

We want to help those who work with us to maximise value in their companies, and exceed their expectations before, during and after a transaction. Because we build such strong relationships with clients, we know a sale has impact far beyond financial security – it delivers opportunities, better work/life balance, and freedom to pursue new goals.

Colleagues

Initium is an employee-owned business, and every single member of staff has a genuine stake and say in how our company is run. We are determined to make a career at Initium more fulfilled, varied, meaningful and enjoyable than anywhere else – and we were recognised as one of The Sunday Times Best Places To Work in 2024.

Community

In 2002, our founders established our own charitable organisation, The Snowdrop Foundation, active in the UK and India. Additionally, we have a dedicated Community Team, through which we support a wide range of charities important to us. Our goal as a business is to commit 30% of profits to impact causes by 2030.

Team image with value wording overlaid

Value 1: Putting People First

We care deeply: people first – relationships before transactions, acting beyond self. We celebrate our diversity, different voices and unique value. We listen and challenge assumptions, with a humble confidence and courage.

Value 2: Pursuing the Exceptional

We’re all about the relentless pursuit of excellence. We make proactive, informed decisions throughout our relationships – our destination is in the detail. We learn, adapt and thrive through adversity and challenges.

Value 3: Thinking Big

We inspire and empower each other to think bigger, harnessing our full potential. We collaborate all the way for success, supporting each other’s dreams and ambitions. We do what we say we will do, we do the right thing – with integrity and authenticity – giving our all, all the time.

How our clients see us

We have an impressive Net Promoter Score (NPS) of 78. Here’s a selection of our clients’ survey responses 

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
Initium Corporate Finance - Impact beyond the deal