About Us

We help business owners grow, acquire and exit

Our focus is on ensuring that you maximise every opportunity available to you

CapEQ has the experience and the knowledge to help you deliver excellence.

Approach

Our approach is driven by the highest levels of integrity and honesty, putting our clients first whilst always treating them as people, not just another transaction.

Focus

Our focus is on finding the right outcome for clients, considering ethos, fit and value whilst delivering the right advice at the right time.

Belief

We firmly believe that business exists both to make a profit and as a force for positive change in the world and we are proud to be undertaking B Corporation certification.

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Our Values

We are different

CapEQ exists to advise clients on long term growth, ongoing value creation and a maximised sale price. We improve business strategy and operations; optimise departments and competencies; seek investment; review markets; acquire new businesses; and value, prepare and sell businesses effectively.
This guiding philosophy is underpinned by hard-won professionalism and the experience gained in advising more than 200 client organisations.

Our clients’ interests come first

Every transaction should be led by the client’s personal needs & preferences

People are more important than numbers

Transactions depend on relationships

Insights are driven by data and smart software

Achieving the best deal is vital, but not at the expense of ethical considerations

All stakeholder needs should be considered

Financial focus should not eclipse social and environmental impact

Long term is more important than short term

"Simply put, James is one of the best corporate finance advisers I have worked with. With his tenacity, energy and genuine commitment to his clients, you always want him on your team.”

Rebecca Leask, Partner (Corporate) at Harrison Clark Rickerbys