VELIA
PARTNERS
Strategy and M&A advisory

What We Do

Depth and breadth of counsel across the entire value lifecycle — from strategy design and deal thesis, to transaction process design and execution, to synergies realised.

Where We Work

Strategy consulting and M&A advisory.
In one practice.

We advise on a defined set of strategic issues, and we go deep in the sectors where our judgement is worth paying for.

Expertise

  • Corporate & business strategy
  • Growth and market entry/exit
  • M&A advisory and execution
  • Commercial due diligence
  • Integration, separation/carve out, synergy design and delivery
  • Value creation and restructuring
  • Portfolio reorganisation
  • Commercial and customer proposition design

Sectors

  • Insurance & retirement
  • Wealth & advice
  • Asset & investment management
  • Banking & lending
  • Financial infrastructure
  • Private capital
A ship's compass, made in England
Practice Areas

Expert Advisory across the full value lifecycle

01

Growth & Market Strategy

Organic and inorganic growth, market entry and exit assessments, group and business strategy, and vertical and horizontal integration strategies.

02

M&A Advisory & Commercial Due Diligence

Preparation, design and execution of M&A transaction process. Commercial due diligence for acquisitions, disposals and investments, plus start-up acquisition and integration within large corporates.

03

Integration, Separation/Carve out, Synergy

Integration planning, post-merger and acquisition integration, and the design and disciplined execution of synergies.

04

Value Creation & Restructuring

Margin, productivity and capital-investment strategies; business restructuring; portfolio reorganisation; and commercial, customer and ecosystem design.

Our AI Promise

Transparency, Honesty and Ingenuity are values that will earn and conserve our clients' Trust

What we do with AI

  • Research topics.
  • Analyse large amounts of data.
  • Condense vast amounts of information.
  • Challenge and brainstorm our own ideas and thinking.
  • Improve design of client presentations.

What we don't do with AI

  • Write, author and conceive recommendations, counsel and presentations specific to our clients.
  • Respond to our clients' enquiries for help and direction.
  • Replace human ingenuity and thinking effort with gen-AI.
  • Validate core assumptions.