Case Study 2min(s)

The Superbia Group acquires Headley Financial Services with support from Shawbrook

The Superbia Group has expanded its reach in the South East by acquiring Headley Financial Services Ltd. This strategic move enhances the group's commitment to client-centric financial services and is the second financial advisory firm to recently join the business.

At a glance

  • The Superbia Group is a collective of financial services companies.
  • The Superbia Group has expanded its reach in the South East by acquiring Headley Financial Services Ltd.
  • Shawbrook has supported Superbia Group, with a day-one credit facility worth £6.7m for Headley Financial Services.

The Superbia Group has expanded its reach in the South East by acquiring Headley Financial Services Ltd, with new funding from Shawbrook.This strategic move enhances the group's commitment to client-centric financial services and is the latest financial advisory firm to join the business. 

Established in 2019, The Superbia Group is a collective of financial services companies including Asset Intelligence Research, Asset Intelligence Portfolio Management and Financial Advisers, Furnley House. 

Shawbrook had provided funding for previous acquisitions and has now further supported the group with a flexible solution that delivered a day-one credit facility worth £6.7m with an additional committed facility.  This will enable the acquisition of Headley and support the management team to continue its growth strategy via future acquisitions.

 

Stefan Fura, Managing Director at The Superbia Group:  

" The Superbia Group has ambitious growth plans with a particular focus on expanding in the Midlands and South East." 

Shawbrook understood our strategy and structured a package that combined the funding immediacy for our first acquisition in the South East with a committed facility for our longer-term plans.

Stefan Fura Managing Director at The Superbia Group

Matt Croker, Corporate Finance Director at Heligan Group, added:

“It was a pleasure to work with the team at Superbia and Shawbrook to help deliver Superbia’s 5th acquisition in less than twelve months. The acquisition provides Superbia with a scalable platform in the South East for further bolt-on acquisitions and Shawbrook’s team had the sector and regional knowledge to deliver the funding for the overall strategy and this transaction in the timescales required.”

 

Steve Armstrong, Director at Shawbrook, said: 

“The Superbia Group’s immense development over the past few years is a testament to the strength of its growth model. We overcame some tight deadlines to get them the funding when they needed and we’re very pleased to be working alongside the strong management team as they continue to expand and capatalise on further opportunities.  We look forward to being part of their future success.” 

Heligan Group provided debt advisory and buyside support to The Superbia Group, and Clarion provided legal services for Shawbrook. RSM and Magma provided financial due diligence support for Shawbrook.

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