Credentials

Selected Credentials: FIG Wealth Management

Wealth Management

Sale of £900m Cantab Asset Management to Canaccord Genuity

Sell Side M&A

Wealth Management

Investment in Finli IFA consolidator and its subsequent two acquisitions

Buy Side M&A

Wealth Management

Sale of Novia Financial to AnaCap

Sell Side Board Advisory

Wealth Management

Acquisition of Parmenion from Standard Life Aberdeen for £102m

Buy Side M&A

Wealth Management

Sale of NLP FM to Truinvest

Sell Side M&A

Wealth Management

Acquisition of HBFS and Neba businesses, AIM IPO and subsequent equity raise

Buy Side M&A/
Capital Raise

Wealth Management

Strategic advice relating to combined company’s next steps following £17bn merger

Merger

Wealth Management

Sale of Myddleton Croft Investment Management to Charles Stanley

Sell Side M&A

Wealth Management

Sale of Danske Bank’s Northern Irish Wealth Management business to Davy

Sell Side M&A

Wealth Management

Sale of TruStone Wealth to EQ Investors

Sell Side M&A

Wealth Management

€50m acquisition of ABN Amro's UK private banking business by SG Hambros Private Bank

Buy Side M&A

Wealth Management

£165m sale of Bestinvest to 3i

Sell Side M&A

Selected credentials: Real Estate

Real Estate

Canary Islands Development

Advised on financing for a 64-house development in the Canary Islands

Capital Raise

Real Estate

Advised Ingenious real estate debt fund on financing options

Capital Raise

Real Estate

Recycling Business

Advised on carve off of real estate

Carve-out

Real Estate

Private Owner

Advised on the sale of a £12m residential property in London

Sell Side M&A

Real Estate

Advised on a bid for two Spanish hotels

Buy Side M&A

Real Estate

U.K. logistics centre

Advised on the £15m acquisition, letting and sale of a U.K. logistics centre

Buy Side M&A

Real Estate

Advised the developer on equity finance for Scotch Corner Designer Village

Capital Raise

Real Estate

Barcelona Residential Complex

Advised on €4.5m financing on residential complex in Barcelona

Capital Raise

Real Estate

Heathrow Industrial Estate

Debt advisory for the acquisition of an industrial estate near Heathrow Airport

Debt Advisory

Real Estate

London & UK Property

Refinancing of a 520 bed student accommodation

Refinancing

Real Estate

UK Land Asset

Advised on the acquisition and subsequent £250m refinancing of a 635 acre land asset in the UK

Buy Side M&A/ Refinancing

Real Estate

Barcelona marina

Advised on the sale of Barcelona marina

Sell Side M&A

Selected credentials: Others

SaaS

SaaS Business

Advising UK based search fund on the dual acquisition of £3m and £15m businesses

Buy Side M&A

FinTech

FinTech Business

£4m investment from a UK investor

Capital Raise

SaaS

SaaS Business

£6m investment from a UK and US investor

Capital Raise

FinTech

UK Based SME lender

c.£30m

Sell Side M&A

FIG: Insurance

European Insurer

Sale of a closed book portfolio

Sell Side M&A

Wealth Tech

Bi-lateral acquisition of New Access

Buy Side M&A

FIG: Bank

European Bank

Acquisition of a bank from the Single Resolution Board under the framework of the BRRD

Buy Side M&A

FIG: Bank

Acquisition of Bank Audi Egypt

Buy Side M&A

Why Choose Us

Your Trusted, Independent Partner in the Mid-Market

Proven Success

A track record of delivering exceptional outcomes for clients

Deep Expertise

c.70 years of combined experience across top Wall Street banks and Big 4 firms

Tailored Approach

We will tailor our strategies to align with your unique needs, fostering effective collaboration and delivering exceptional results

Collaborative Process

We will work closely with you to ensure alignment and flawless execution

Client-Centric Philosophy

We will prioritize your goals in every decision, building trust and fostering long-term success

Long-Term Partnerships

We aim to build enduring relationships that drive sustained value for our clients

Database Access

We leverage cutting-edge databases to deliver dynamic solutions tailored to your needs

Cost effective

We maintain minimal fees while delivering optimal results for you

Want to Take Your Business Further?

Connect with our Founder & Managing Director to discover how HSA’s expertise can advance your business objectives

Wealth Management

Sale of £900m Cantab Asset Management to Canaccord Genuity

Sell Side M&A

Wealth Management

Investment in Finli IFA consolidator and its subsequent two acquisitions

Buy Side M&A

Wealth Management

Sale of Novia Financial to AnaCap

Sell Side Board Advisory

Wealth Management

Acquisition of Parmenion from Standard Life Aberdeen for £102m

Buy Side M&A

Wealth Management

Sale of NLP FM to Truinvest

Sell Side M&A

Wealth Management

Acquisition of HBFS and Neba businesses, AIM IPO and subsequent equity raise

Buy Side M&A/ Capital Raise

Wealth Management

Strategic advice relating to combined company’s next steps following £17bn merger

Merger

Wealth Management

Sale of Myddleton Croft Investment Management to Charles Stanley

Sell Side M&A

Wealth Management

Sale of Danske Bank’s Northern Irish Wealth Management business to Davy

Sell Side M&A

Wealth Management

Sale of TruStone Wealth to EQ Investors

Sell Side M&A

Wealth Management

€50m acquisition of ABN Amro's UK private banking business by SG Hambros Private Bank

Buy Side M&A

Wealth Management

£165m sale of Bestinvest to 3i

Sell Side M&A

Real Estate

Canary Islands Development

Advised on financing for a 64-house development in the Canary Islands

Capital Raise

Real Estate

Advised Ingenious real estate debt fund on financing options

Capital Raise

Real Estate

Recycling Business

Advised on carve off of real estate

Carve-out

Real Estate

Private Owner

Advised on the sale of a £12m residential property in London

Sell Side M&A

Real Estate

Advised on a bid for two Spanish hotels

Buy Side M&A

Real Estate

U.K. logistics centre

Advised on the £15m acquisition, letting and sale of a U.K. logistics centre

Buy Side M&A

Real Estate

Advised the developer on equity finance for Scotch Corner Designer Village

Capital Raise

Real Estate

Barcelona Residential Complex

Advised on €4.5m financing on residential complex in Barcelona

Capital Raise

Real Estate

Heathrow Industrial Estate

Debt advisory for the acquisition of an industrial estate near Heathrow Airport

Debt Advisory

Real Estate

London & UK Property

Refinancing of a 520 bed student accommodation

Refinancing

Real Estate

UK Land Asset

Advised on the acquisition and subsequent £250m refinancing of a 635 acre land asset in the UK

Buy Side M&A/ Refinancing

Real Estate

Barcelona marina

Advised on the sale of Barcelona marina

Buy Side M&A/
Capital Raise