Numis at a glance

Latest Transactions
London Stock Exchange Group PLC
£1.4bn
Co-global coordinator on the £1.4 billion sell-down of the London Stock Exchange Group PLC
March 2024
Custodian Property Income REIT
£237m
Sole financial adviser, sponsor and corporate broker
January 2024

Our Strategic Priorities

We operate in a highly competitive market featuring rapid change, mounting cost pressures and a diverse range of players. With our distinctive strengths and integrated approach, we are uniquely positioned to grow and succeed in the market.

Alex and Ross

To focus the effort and energy of the firm we have five key strategic priorities.

Strategy diagram

We successfully put our strategy into action through 2019. Here are a few highlights.

Building an international private markets business

Over a number of years, we have built a strong relationship with both the major shareholders and the management team of Klarna – a Swedish-based global payments and banking provider. This relationship, alongside our insights into the private fund raising market, ensured we were the natural partner for Klarna to select ahead of their latest fundraising transaction. 

We were able to leverage our global network of growth-orientated investors and secure $460m of capital at a valuation of $5.4bn – ranking Klarna as one of the largest private fintech businesses globally. 

This transaction demonstrates our commitment to building a highly credible private markets business capable of executing transactions outside our traditional UK market.

Developing long-term partnerships

We have been broker and adviser to Primary Health Properties plc for more than 17 years. During that time, we have advised the company on numerous strategic matters, and acted on many capital markets transactions to support their growth ambitions. Through the course of this longstanding relationship, we have become a trusted adviser to the Board. When the opportunity to acquire a listed business in the same sector arose, we were well positioned to be appointed as financial adviser in relation to the £390m transaction. Deals such as these demonstrate the value of our commitment to long-term partnerships.

Leveraging our sector knowledge to capture M&A opportunities

We were appointed by AJ Mucklow as financial adviser for their £415m acquisition by London Metric, despite not being their corporate broker. Our industry knowledge, institutional relationships and execution capability were considered highly valuable to the Board in guiding the company through this pivotal event. Growing our M&A revenues is an important feature of our strategy. Acting on transactions such as these, which are sourced independently to our corporate client base, are important in developing our reputation in M&A.

Creating innovative solutions for our clients

We were appointed as the sole investment bank on the IPO of AJ Bell which proved to be one of the most successful UK IPOs of the year. Rather than a standardised approach to the transaction, the client required a bespoke process to accommodate their wider stakeholder base.
Our innovative thinking and engagement with the client throughout the transaction was a critical factor in our ability to secure a positive outcome for all participants and forms the basis of a successful long-term partnership going forward.

Investing in the next generation of great Numis people

To develop the next generation of talented leaders across the business we make sure we have sustained investment and focus. Over the last three years we have hired a total of 26 graduates, representing a significant investment in the future of our business. Many of these graduates were participants on our successful summer internship programmes which provide an excellent opportunity for us to identify talented individuals aligned with our culture and values. Diversity continues to be an important aspect of our graduate hiring initiative as we aim to increase the breadth of experience and backgrounds contributing to the future of Numis.

Interested in Learning More?

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