Welcome to
Capital and Trust

Our Services

When to crystalise the value of your business is one of the most important and challenging decisions you will face as a company owner.

Based opposite Lloyds of London, we are perfectly placed for owners of insurance companies to discuss their options in person.

Whether it is acquiring or selling your business, Capital and Trust operate on a success only basis.

About us

Capital and Trust is a leading business intermediary. Our team has completed more than 500 transactions, with deal sizes ranging from £250k to £300m in sectors ranging from conventional financial advice to general insurance and discretionary fund management. We operate throughout the UK, mainland Europe, Middle-East, and Asia and provide everything from consultancy services, to assist in creating and rolling out comprehensive acquisition models. We have a deep understanding of the sectors in which we operate, and this is reflected in the strong relationships we build with both buyers and sellers.

Whether you’re buying or selling a company, your strategy will determine your future success. Capital and Trust offer a unique insight into market trends along with common pitfalls and how to avoid them. We offer a full range of consultancy services from initial consultations, to valuations to implementation plans structured to help you achieve your short, medium and long term objectives.

Resources for Sellers

We identify the main key features of your business and the drivers behind your decision to sell to help you to find the right buyer.

There are a number of stages to consider when selling a company….

Our breakdown of the selling process essentially highlights the things to watch out for.

“Making decisions based on the right information is fundamental to success, no matter what the situation.”

Resources for Buyers

There are a number of stages to consider when buying a company…

We can help with acquisition models, advise on acceptable caveats / buyer protection and help structure transactions that work for all parties.

Whether you are a national consolidator or someone setting out to acquire for the first time, our breakdown of the acquisition process highlights the things to watch our for.


See what our clients have to say

Sam Motia and Capital and Trust’s service have been exceptional. They have listened to our needs, requirements and goals and delivered on the target acquisitions that we have asked for. They have assisted through the acquisition process and enabled the transactions to run smoothly from the outset. We’ve been a client for a number of years and the acquisitions that C&T have collaborated on have made a significant impact on our company.

Jamie Philip

Saltus Financial Planning Limited

When I was looking at exploring my potential options, Capital and Trust provided me with the detailed knowledge, insight and expertise of the different propositions available to me. They guided me through from beginning to end, introducing me to the buyers that not only fitted my personal needs, but the needs of my staff and most importantly the needs of our clients. They gave me support throughout the deal process and were always available if I had any questions. For anyone looking to sell their business or even buy a business, I would strongly recommend getting touch with the guys at Capital and Trust.

Craig Gibson

AGL Wealth Management Ltd

We have worked alongside Capital and Trust for several years because we have always valued their expertise and extensive connections in the sector. Our recent experience of working with them on a transaction has consolidated this view – they helped us find a buyer that was the perfect fit in terms of deal structure and company culture. Their approach was superb; the team was professional and knowledgeable, maintaining excellent lines of communication throughout. Expert negotiators, they helped us to achieve the best possible outcome. Based on our experience we wouldn’t hesitate to recommend Capital and Trust, and particularly Sam Motia, to anyone considering a business move.

John Hughes

Omnium Capital Limited

Ready to start?

If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.