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. Direct access to 600 UHNW clients including Premier League footballers and musicians, with 81% compound annual growth and £800K operating profit.

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

    Watch the overview video

    The Opportunity

    Direct Access to 600 UHNW Clients Across Sports, Entertainment & Luxury

    A rare opportunity to acquire a fast-growing, profitable concierge business serving elite athletes, entertainers and entrepreneurs.

    Direct access to 600 UHNW clients across sports, music and entertainment
    81% compound annual growth rate since 2022
    £800K operating profit with 11.4% margin and operating leverage
    Less than 5% client churn; 3,000 historical client relationships
    Tech-enabled hybrid model: WhatsApp plus iOS app with 732 users
    Scalable lending and subscription revenue models
    Primed for UK, UAE and US market expansion
    Transaction Rationale:

    Founder seeking strategic partner with infrastructure to accelerate international expansion and scale technology platform. Business has reached inflection point where institutional backing can unlock exponential value in untapped UHNW markets.

    Service Categories

    27%
    Travel
    17%
    Holidays
    15%
    Events
    11%
    Fashion
    16%
    Lending
    14%
    Other

    Transaction Process

    A straightforward process to explore this opportunity

    Review Teaser(Current)

    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

    Timeline: Early engagement recommended. Target completion Q1 2026.

    About the Business

    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.

    Ideal Acquirer Profiles

    This opportunity aligns with strategic buyers across multiple sectors. Click each profile to see tailored benefits.

    Private Banking & Wealth Management Firms

    Luxury Brands & Conglomerates

    Hospitality & Members Clubs

    Concierge Platforms

    Sports & Entertainment Agencies

    Family Offices & Private Equity

    Refer a Buyer for Project Apex, Earn £14,000

    Know someone interested in acquiring this business? Share Project Apex with qualified buyers in your network. When your referral successfully completes the acquisition, you'll receive a £14,000 commission.

    Learn more about referral terms

    What You'll Receive After Signing the NDA

    A two-stage data room designed for thorough due diligence

    Stage 1: Information Memorandum Package
    20-page detailed Information Memorandum
    3-year month-by-month financials provided by chartered accountant
    3-year financial model with projections
    Valuation indication and rationale
    20-question FAQ document
    Management team bios (anonymised)
    Tech stack overview
    Customer segmentation analysis
    Market opportunity assessment
    Stage 2: Due Diligence Materials
    (Available to serious buyers)
    Full financial statements (FY23-FY25)
    Customer contracts and retention data
    Supplier agreements
    IP and technology documentation
    Legal and compliance records
    Detailed cap table and ownership structure
    Management interview transcripts

    Project APEX M&A Team

    Experienced M&A professionals guiding this transaction

    Sam Pouyan - Senior M&A Advisor

    Sam Pouyan

    LinkedIn
    Senior M&A Advisor

    10 years across buy-side and sell-side M&A. Former investment banking analyst. Expert in financial modelling and deal structuring for premium services sectors.

    Sam@dealflowagentpartners.com
    Joe Lewin - Founder & Lead Advisor

    Joe Lewin

    LinkedIn
    Founder & Lead Advisor

    Exited entrepreneur and M&A advisor who has guided 20+ business owners through successful exits. Built and sold first company after scaling to 80,000+ users. Founded DealflowAgent to combine traditional M&A expertise with AI technology.

    Joe@dealflowagentpartners.comContact via WhatsApp
    Operating from Battersea Power Station, London

    Express Interest

    Complete the form below to receive priority updates and access to detailed materials.

    Alternatively, email us directly: joe@dealflowagent.com

    You'll receive an email with due diligence questions and next steps.

    Your information will not be shared without your consent.

    Frequently Asked Questions

    Common questions about Project Apex

    DealFlow Agent

    AI-Enhanced M&A Advisory

    London, United Kingdom

    enquiries@dealflowagent.com

    This page contains confidential information about Project Apex. By accessing this page, you agree not to disclose any details without written permission from DealflowAgent. All materials are provided under strict confidentiality and are intended solely for qualified buyers engaged in legitimate M&A processes.

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