--- title: "PROJECT APEX - Confidential M&A Opportunity" description: "Confidential acquisition opportunity. Premium Lifestyle Concierge Business" lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "@id": "https://www.dealflowagent.com/#organization", "name": "DealFlowAgent", "alternateName": "DealFlow Agent", "url": "https://www.dealflowagent.com", "logo": { "@type": "ImageObject", "url": "https://www.dealflowagent.com/media/a8c3dd54-ab81-40f5-995e-50fda69ec528.webp", "width": 512, "height": 512 }, "image": "https://www.dealflowagent.com/og-image.webp", "description": "DealFlowAgent is the leading specialist M&A advisor for building services and facilities management businesses, including fire and life safety, electrical, water hygiene and Legionella, lift and elevator maintenance, HVAC, plumbing and security, plus specialist healthcare clinics and care homes across the UK and US. £500K–£100M.", "foundingDate": "2024", "founders": [ { "@type": "Person", "name": "Joe Lewin", "jobTitle": "Founder & Managing Director" } ], "address": { "@type": "PostalAddress", "streetAddress": "Battersea Power Station", "addressLocality": "London", "addressCountry": "GB", "postalCode": "SW11" }, "contactPoint": [ { "@type": "ContactPoint", "telephone": "+44-20-7293-0327", "contactType": "sales", "availableLanguage": [ "English" ] }, { "@type": "ContactPoint", "email": "joe@dealflowagent.com", "contactType": "customer service" } ], "sameAs": [ "https://www.linkedin.com/company/dealflowagent", "https://twitter.com/dealflowagent" ], "areaServed": [ { "@type": "Country", "name": "United Kingdom" }, { "@type": "Country", "name": "United States" } ], "knowsAbout": [ "Mergers and Acquisitions", "Business Valuation", "Exit Planning", "M&A Advisory", "Business Sale", "Private Equity", "Building Services M&A", "Facilities Management M&A", "Fire and Life Safety M&A", "Electrical Contracting M&A", "Water Hygiene and Legionella Compliance M&A", "Lift and Elevator Maintenance M&A", "HVAC Business Sales", "Plumbing Business Sales", "Testing, Inspection and Certification M&A", "Healthcare Clinics and Care Home M&A" ], "slogan": "The specialist M&A advisor for building services, facilities management and healthcare." }, { "@context": "https://schema.org", "@type": "WebSite", "@id": "https://www.dealflowagent.com/#website", "url": "https://www.dealflowagent.com", "name": "DealFlowAgent", "description": "Specialist M&A advisory for building services, facilities management and healthcare business owners in the UK and USA", "publisher": { "@id": "https://www.dealflowagent.com/#organization" }, "potentialAction": { "@type": "SearchAction", "target": { "@type": "EntryPoint", "urlTemplate": "https://www.dealflowagent.com/blog?q={search_term_string}" }, "query-input": "required name=search_term_string" }, "inLanguage": "en" } ] --- [DealFlow Agent ](/)Express Interest 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 Request Info Memo ## 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. Read More ## 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 Share on WhatsAppShare via EmailCopy Link [Learn more about referral terms](/docs/dfa-referral-agreement.pdf) ## 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. Read More About DealFlowAgent ### 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](/assets/joe-lewin-BSqoYwSF.webp) ### Joe Lewin Founder & Lead Advisor [](https://www.linkedin.com/in/jp-lewin/) London - • Built and sold first company after scaling to 80,000 users in 18 months - • Raised £2m+ funding, built 13,000+ buyer network - • Worked on transactions across building services and healthcare ![Sage](/assets/sage-avatar-ZCGsJYPl.webp) ### Sage AI Deal Concierge Global - • Trained on thousands of M&A transactions - • Coached by investment banking veterans - • 24/7 availability ![Sterling](/assets/sterling-profile-D8TSq_mZ.webp) ### 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 name \* Work Email \* company \* role I have reviewed the teaser and would like to receive the full Information Memorandum Request Info Memo We will respond within 24 hours. Your information will not be shared without your consent. ## Questions? Contact the sell-side team directly [ ### Email joe@dealflowagent.com ](mailto:joe@dealflowagent.com)[ ### WhatsApp Message the team ](https://wa.me/442072930327?text=Hi%2C%20I'm%20interested%20in%20PROJECT%20APEX) [DealFlow Agent ](/) AI-Enhanced M&A Advisory London, United Kingdom [enquiries@dealflowagent.com](mailto:enquiries@dealflowagent.com) This page contains confidential information intended solely for qualified prospective acquirers. Unauthorized distribution or reproduction is prohibited. © 2026 DealFlow Agent. All rights reserved. ### Get Full Access Submit your details to receive: Confidential Information Memorandum Detailed financial statements & projections Invitation to meet the founder Request Info Memo Deal Team ![Joe Lewin](/assets/joe-lewin-BSqoYwSF.webp) Joe Lewin Founder & Lead Advisor [](https://www.linkedin.com/in/jp-lewin/) [joe@dealflowagent.com](mailto:joe@dealflowagent.com)