DealFlow Agent
    Confidential Listing | Vetted Opportunity

    PROJECT APEX

    Premium Lifestyle Concierge Business

    Serving 600 Ultra-High-Net-Worth Clients Across Sports, Entertainment and Luxury Sectors. Exclusive opportunity to acquire a fast-growing, profitable concierge business serving elite athletes, entertainers and entrepreneurs.

    Confidential Acquisition Opportunity | Luxury / Concierge | United Kingdom

    £7.0M
    TTM Revenue
    11 Years
    Established
    600
    Active Clients
    81%
    CAGR Since 2022

    Investment Highlights

    Direct UHNW Access

    Direct access to 600 UHNW clients across sports, music and entertainment

    Explosive Growth

    81% compound annual growth rate since 2022

    Strong Profitability

    £800K operating profit with 11.4% margin and operating leverage

    Low Churn

    Less than 5% client churn; 3,000 historical client relationships

    Tech-Enabled Model

    Hybrid model: WhatsApp plus iOS app with 732 users

    Scalable Revenue

    Scalable lending and subscription revenue models

    International Expansion

    Primed for UK, UAE and US market expansion

    Business Available for Acquisition

    Project Apex is a premium lifestyle concierge business serving 600 ultra-high-net-worth clients across sports, entertainment and luxury sectors. Founded in 2013, the business has built an exceptional reputation serving elite athletes, entertainers and entrepreneurs.

    The company provides white-glove concierge services including travel, events, fashion, holidays, and exclusive lending products. With a tech-enabled hybrid model combining WhatsApp-first communication with a dedicated iOS app, the business delivers personalized experiences at scale.

    The client base includes Premier League footballers, chart-topping musicians, and successful entrepreneurs who value discretion, exclusivity, and exceptional service. With less than 5% client churn and 3,000 historical relationships, the business benefits from strong word-of-mouth referrals and repeat business.

    Transaction Process

    Professional M&A execution with clear milestones

    Review Teaser

    • Watch the video and review overview
    You're here

    Express Interest

    • Complete a simple form to proceed

    Sign NDA

    • Access the full Information Memorandum

    Due Diligence

    • Management meetings and Q&A

    Submit Offer

    • Present Heads of Terms

    Review Teaser

    You're here
    • Watch the video and review overview

    Express Interest

    • Complete a simple form to proceed

    Sign NDA

    • Access the full Information Memorandum

    Due Diligence

    • Management meetings and Q&A

    Submit Offer

    • Present Heads of Terms

    Early engagement is encouraged to allow adequate time for thorough due diligence.

    Who This Opportunity Suits

    Ideal buyer profiles for this acquisition

    Private Banking & Wealth Management Firms

    Direct access to 600 UHNW clients with existing lending synergy

    Cross-sell wealth management through established trust relationships

    Luxury Brands & Conglomerates

    600 high-spending clients with proven luxury purchasing

    VIP access, first collections, co-branded services

    Hospitality & Members Clubs

    600 pre-qualified UHNW members spending £11,667 annually per head

    Immediate member acquisition accelerates club growth

    Concierge Platforms

    Instant acquisition of 600 active and 3,000 historical clients

    Elite sports positioning creates market differentiation

    Sports & Entertainment Agencies

    Embedded lifestyle service deepens talent relationships

    Premium concierge becomes competitive edge in signing talent

    Family Offices & Private Equity

    Strong margin with significant leverage as scale increases

    Recession-resistant UHNW segment, replicable roll-up playbook

    Refer a Buyer, Earn Up to £14,000

    Warm Introduction

    You personally know and introduce us to a qualified buyer

    £14,000

    About DealFlowAgent

    DealFlowAgent is a London and New York-based M&A advisory firm serving business owners with revenues between £500K and £20M. We're highly selective: accepting only 5% of the businesses that inquire each month.

    London & New York Based

    Serving business owners with revenues between £500K and £20M

    Highly Selective

    We accept only 5% of businesses that inquire each month

    Expert Shareholders

    Former MDs of investment banks, partners at law firms, and senior bankers

    AI-Powered Matching

    The world's first conversational AI matchmaker for M&A

    Your Deal Team

    Experienced M&A professionals dedicated to a smooth transaction.

    Joe Lewin

    Joe Lewin

    Founder & Lead Advisor

    London
    • Built and sold first company after scaling to 80,000 users in 18 months
    • Raised £2m+ funding, built 12,000+ buyer network
    • Worked on 20+ transactions
    Sam Pouyan

    Sam Pouyan

    Senior M&A Advisor

    London
    • 10 years across buy-side and sell-side M&A
    • Former investment banking analyst
    • Expert in financial modelling
    Tim Armoo

    Tim Armoo

    Partner & CMO

    London
    • Founded Fanbytes, exited at multi-eight-figure valuation
    • Advises on multiple M&A deals
    • Built 700,000+ follower community
    Sage

    Sage

    AI Deal Concierge

    Global
    • Trained on thousands of M&A transactions
    • Coached by investment banking veterans
    • 24/7 availability
    Sterling

    Sterling

    AI Buyer Intelligence

    Global
    • World's largest buyer relationship graph
    • Direct relationships with hundreds of acquirers
    • 400+ conversations daily

    Request the Information Memorandum

    Get access to the full CIM, detailed financials, and an introduction to meet the founder.

    What you'll receive:

    Full CIM

    Confidential Information Memorandum

    Financial Statements

    Historical & projected

    Meet the Founder

    Direct introduction arranged

    Priority Access

    Management presentations

    We will respond within 24 hours.

    Your information will not be shared without your consent.

    Questions?

    Contact the sell-side team directly

    DealFlow Agent

    AI-Enhanced M&A Advisory

    London, United Kingdom

    enquiries@dealflowagent.com

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