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Announced

20 Aug 2025

Completed

20 Aug 2025

K3 Capital completed the acquisition of a minority stake in Pareto and Luna.

Synopsis

K3 Capital, a professional services firm providing advisory services to SMEs, completed the acquisition of a minority stake in Pareto, a provider of financial planning services, and Luna, an investment management solutions provider. Financial terms were not disclosed.

Principals

target

Pareto Financial Planning

bidder

K3 Capital Group

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Market Context

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Seller Team (2)

paul stones

Managing Director at PARETO FINANCIAL PLANNING

Manager

target

Deal

n/a

Total Value

alex brandreth

Chief Investment Officer at LUNA INVESTMENT MANAGEMENT LTD

Manager

target

Deal

n/a

Total Value

Bidder Team (7)

stephen moorcroft

Transaction Services Associate Director at BDO

Accountant

bidder

Deals

£ 73 M

Total Value

justin jones-clewley

Assistant Manager at BDO

Accountant

bidder

Deals

n/a

Total Value

marcello alberto

Corporate Finance Trainee at BDO

Accountant

bidder

Deals

n/a

Total Value

chris heatlie

Partner at BDO

Accountant

bidder

Deals

£ 245 M

Total Value

phillip duma

Partner at BDO

Accountant

bidder

Deals

n/a

Total Value

robert basu

Executive at BDO

Accountant

bidder

Deals

n/a

Total Value

michael cauter

CEO at K3 CAPITAL GROUP PLC

Manager

bidder

Deal

n/a

Total Value

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