Explore opportunity from a unique vantage point.
The EPIC view.

Our team have spent their careers in financial services and have built highly successful businesses in investment, advisory and administration through a combination of organic growth and acquisition.

Financial services is a strategic sector of the UK economy, but is challenging for private owners as a result of increasing regulation and associated costs. 

Coupled with pressure on fees, this has impacted both efficiency and profitability – but is driving innovation as companies look to technology to recover lost margin. This creates opportunity for more dynamic operators, who are also able to take advantage of the fragmented nature of the market to accelerate growth by acquisition. 

We focus in particular on the following sub-sectors:

  • Financial Administrative Services
  • Banking and Capital Markets
  • Insurance Services
  • Financial Data
  • Wealth and Asset Management
  • Payments
  • Leasing
  • Fintech

Key contacts: