8 completed transactions spanning 2021–2025 · 6 industries
Supported Leonard Curtis Group (in which Areté was a co-investor) in acquisition of Newsource Commercial Finance Ltd (October 2024). Platform add-on acquisition in professional services/specialty finance sector.
Advisory on Forward Travel Group's acquisition and expansion as part of growth platform consolidation in travel and hospitality services sector.
Served as financial adviser and restructuring specialist on Troika Media Group's strategic Chapter 11 filing and asset sale to Blue Torch Finance. Grant Lyon, Managing Partner at Areté, served as Interim CEO of Troika during the restructuring process, overseeing operations, stakeholder negotiations, and the court-supervised auction. Consumer engagement and customer acquisition platform.
Co-invested £15m with SVELLA Plc in Leonard Curtis Group (August 2021) to support post-pandemic growth and operational expansion. Exited investment via acquisition by Pollen Street Capital (August 2025) with significant value appreciation. Professional services firm with operations across UK.