Expert support for business owners navigating expansion, sale or succession.
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Corporate Finance Referral Service
Unlock strategic growth or exit opportunities
Whether you're planning to expand your business, preparing for a sale or seeking to realise financial value from your ownership — expert advice is paramount.
The Coutts Corporate Finance Referral Service connects you with leading independent corporate finance advisers, each specialising in mid-market transactions across diverse sectors and geographies.
Businesses with a minimum value of £10 million.
Owners exploring growth, succession, or divestment opportunities.
Entrepreneurs looking to monetise all or part of their ownership.
Clients seeking introductions to trusted third-party advisers.
Existing and prospective Coutts clients.
How it works
Our in-house specialists take time to understand your business ambitions and personal aspirations. Based on this insight, we introduce you to a curated selection of at least two external corporate finance firms, chosen for their relevant sector expertise and proven track record.
Benefits include:
- access to domestic and international buyers
- connections across trade sectors and private equity
- personalised introductions facilitated by Coutts’ specialists
- ongoing support as a discreet and trusted sounding board.
No fees are payable to Coutts. We may receive referral fees from third-party providers.
A trusted network
Our panel of leading mid-market corporate finance firms is rigorously vetted and regularly reviewed to ensure you receive the most relevant and effective advice. Each firm has a strong track record of delivering successful outcomes for Coutts clients.
Beyond the transaction
A corporate finance transaction often marks the beginning of a broader wealth journey. Coutts is here to support you and your family through every milestone — from business transitions to personal aspirations.
Subject to terms, conditions and eligibility criteria. Product and advice fees may apply.
Wealth Management
Comprehensive investment services, retirement and succession planning, as well as philanthropic strategies. We partner with you to optimise your wealth — today and for generations to come.
Private Banking
Tailored lending solutions, lifestyle-enhancing cards and bespoke mortgage offerings. Enjoy exclusive benefits as well, including a prestigious rewards programme and a property finder service to help you secure your ideal home.
Further resources
We provide a host of services to support business owners on every step of their entrepreneurship journey.
Our Business Exit Programme, for example, provides specialist guidance and a powerful network of key contacts to support you when you decide to leave your enterprise.
Join Coutts
Whether you’re a private individual, a business owner or a company, we could help you manage your wealth, your way.