Initium® Corporate Finance
Initium is an employee-owned corporate finance advisory firm that helps ambitious privately owned business owners sell their companies, maximise value pre-exit, and thrive post-sale.
They offer three core services:
1) Pre-sale consultancy, including valuation and growth strategy
2) Fully managed sales processes to trade buyers, Private Equity, employee ownership and more
3) Post-sale support. Initium’s commitment to impact beyond the deal is reflected in its exclusive Fellows Community, a network of more than 250 former clients who continue to engage in peer learning, personal development and purpose-led initiatives long after completing a transaction.
Jonathan brings over 25 years’ experience in UK and international M&A. He joined the business in 2010, founding the Corporate Finance team to lead larger, more complex UK and European transactions.
Appointed CEO in 2018, he led the employee buy-out in 2022. Previously a Director at EY, he trained at BDO. A Chartered Accountant (FCA) with the CF qualification, he advises entrepreneurial clients on trade sales and private equity deals across sectors.
Andy leads the client journey, mentoring the Initium deal team and advising entrepreneurs on value creation, exit preparation, deal strategy and negotiations.
Since joining in 2002, he has led over 70 transactions, including company sales to UK and international strategic buyers. His sector experience spans IT services, software and SaaS, TICC, healthcare, financial services and industrials, alongside PE-backed management buy-outs and growth capital transactions.