August Equity is pleased to announce its investment in Superbia. This marks the third investment from August Equity Partners VI, continuing the firm’s strategy of investing in high-quality businesses in attractive markets.
August Equity has announced its investment in Superbia Holdings Limited (“Superbia”), a leading vertically integrated financial advisory group headquartered in Leicester. The investment, made alongside the existing management team, marks the first institutional equity capital into the business since its formation.
Founded in 2019 and led by CEO Stefan Fura, Superbia provides high-quality, independent financial advice to over 2,500 clients across the UK. The business brings together financial advice, discretionary fund management (DFM), and in-house investment solutions under one group. As a certified B Corporation, Superbia upholds a strong commitment to ESG principles and community impact, while also investing in the development of its people through industry-leading training and development.
The investment will support Superbia’s ambitious growth strategy, accelerating both organic expansion and targeted acquisitions to broaden its national footprint and enhance its client proposition. It marks the third investment from August Equity VI (“AEP VI”), a 2024 vintage fund. The investment strategy remains consistent, with AEP VI focused on backing high quality management teams in services, software and technology businesses with high organic growth and inorganic potential.
Stefan Fura, CEO of Superbia Group, commented: “We’ve built Superbia with a clear mission: to provide expert financial advice that empowers clients to live the lives they want – while also doing the right thing by our people and communities. Partnering with August Equity marks a pivotal step in our journey. Their experience, network and cultural alignment make them the ideal partner to help us accelerate our growth, expand our national presence, and continue delivering first-class outcomes for our clients. We are excited about what the future holds.”
Kishan Chotai, Partner at August Equity, commented: “We are delighted to be partnering with Superbia. We have been searching for the right platform in the IFA space for the last two years and were incredibly impressed from our first meeting with Stefan with the vertically integrated business that he and the team have created – providing high quality financial advice to clients through alongside their own investment proposition and platform. At August, we have a long-standing history of investing in businesses that provide regulated services to clients and our investment will allow Superbia to expand its impressive financial advisory model into new geographies throughout the UK.”
David Lonsdale, Managing Partner at August Equity, added: “The investment in Superbia is an another on-plan investment for AEP VI – backing an entrepreneur with a clear vison in a market which is continuing to consolidate as a result of regulatory drivers. We are excited to support the team as they look to further accelerate their growth organically and through strategic M&A.”
August Equity was advised by FRP (Corporate Finance), DLA Piper (Legal), PwC Strategy& (Commercial), Eight Advisory (Financial and Tax), TCC Group (Compliance), Crosslake (Technology), and Lockton (Insurance).
Superbia was advised by Hill Dickinson (Legal), Syon Tax (Tax), and Cortus Advisory (Financial).
