Financial planner hits acquisition trail with £6.7m funding deal

Leicester-based financial planner, the Superbia Group has extended its presence in the South East through the acquisition of Headley Financial Services.

The deal was backed by £6.7m of funding from Shawbrook.

Established in 2019, The Superbia Group includes various financial services companies, including Asset Intelligence Research, Asset Intelligence Portfolio Management, and Financial Advisers, Furnley House.

Stefan Fura, managing director at The Superbia Group, said: “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.”

Matt Croker, corporate finance director at Heligan Group, said: “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 they needed, and we’re very pleased to be working alongside the strong management team as they continue to expand and capitalize on further opportunities. We look forward to being part of their future success.”