Financial Services: K3 Capital Group’s investment in Pareto and Luna
Armstrong provided full-suite commercial due diligence to K3 Capital Group (K3 Capital) on its investment in Pareto Financial Planning (Pareto) and Luna Investment Management (Luna), two leading Manchester-based financial advisory firms.
The investments mark the launch of K3 Capital’s new Financial Services division, which will focus on delivering high-quality financial advice and investment management to a growing client base.
Pareto is one of the UK’s leading independent advisory businesses, providing holistic financial planning, pensions advice, employee benefits and broader wealth management services to both individuals and SMEs.
Luna provides specialist discretionary fund management services, offering bespoke investment solutions to high-net-worth individuals, charities, and trusts. With a dedicated team of experienced investment managers, Luna has established itself as a trusted partner for clients seeking tailored investment strategies and robust performance.
Armstrong delivered comprehensive commercial due diligence, covering market analysis and benchmarking, competitive positioning, integration considerations, customer referencing, and an assessment of the growth opportunity. This helped validate the platform potential of both businesses and their fit within K3 Capital’s broader strategy.
Michael Cauter, CEO of K3 Capital Group, said “Armstrong provided comprehensive and insightful diligence, combining thorough analysis with clear perspectives. Their work gave us real confidence in this investment, and it was a pleasure working with Solomon, Rupert and the Armstrong team.”
Solomon Ishack, Head of Financial Services at Armstrong, said: “We are delighted to have supported K3 on the launch of its Financial Services division through this investment. Pareto and Luna are high-quality firms with strong reputations, clear growth potential and well-established market positions. We look forward to seeing them thrive under K3 Capital Group’s ownership.”
If you are interested in talking to Armstrong about similar opportunities in this space, please contact:
Solomon Ishack
sishack@armstrong-ts.com
+44 7943 036 633
Rupert Cookson
rcookson@armstrong-ts.com
+44 7983 110 150