Project Optimus

August Equity has added fast-growing financial services firm The Superbia Group to its portfolio, in a deal supported by our Corporate Finance team.

Headquartered in Leicester, The Superbia Group (Superbia) is a leading vertically integrated financial advisory group. Founded in 2019 and led by CEO Stefan Fura, it provides high-quality, independent financial advice to over 2,500 clients across the UK. The business brings together financial advice, discretionary fund management (DFM), and in-house investment solutions under one group.

As a certified B Corp, Superbia also upholds a strong commitment to ESG principles and community impact, while also investing in the development of its people through industry-leading training and development.

The new investment from private equity firm, August Equity, will support Superbia’s ambitious growth strategy, accelerating both organic expansion and targeted acquisitions to broaden its national footprint and enhance its client proposition. It also marks the third investment from August Equity VI, a 2024 vintage fund, as part of its strategy to back high-quality management teams in services, software and technology businesses with high organic growth and inorganic potential.

Our Corporate Finance team was appointed by August Equity to support its latest investment. The team acted as the lead buy side corporate finance adviser and we helped August Equity to build its investment case and successfully execute the deal. This included advising on valuation, market mapping, investment analysis and commercial negotiations, helping to deliver a smooth investment process and a great outcome for all parties.

Financial services and wealth management firms like The Superbia Group are continuing to attract a high level of interest from private equity investors. Their recurring revenues, favourable market growth dynamics and strong buy-and-build potential make them an exciting prospect for firms looking to deploy their capital. This investment is the beginning of an exciting new period for The Superbia Group. We believe that the company will be able to accelerate what is already an impressive growth trajectory with the support and expertise of August Equity.