Helping You Achieve Your Goals.
Trusted Partner Of Our Extensive Client List.
Delivering Financial Solutions For You.
Company Acquisitions
Planning and executing your company acquisition, to enable you to scale your operations or move into a new industry or sector.
Corporate Disposals
Providing and supporting you throughout the sale of your company, so that you can remain focused on its operation.
Management Buy-Outs
Whether vendor or management led, we support you with advice and feasibility, and take you through valuation, negotiation, structuring, and funding.
Management Buy-Ins
Complex in nature, Management Buy-Ins require structured support and specialist advice, not least for raising debt and Private Equity funding.
Development Capital & Refinancing
Whether additional funding is required as working capital, to scale and expand, or to refinance existing debt facilities, we can access finance to suit your needs.
Company Valuations
When you need a valuation of your business, it needs to be created by a person, not a computer programme. Our service is based on real-life experience and factors in all the commercial aspects of your business.
Employee Ownership Trusts
Selling your controlling stake in the business to create an EOT has many benefits for you, as the business owner, and for your employees. Our expert advice will guide you through the whole process.
Who we Are...
With decades of extensive experience, Castle Square Corporate Finance is a leading mid-market independent, corporate finance advisory firm, trusted amongst our quality clientele for deal after deal.
See what's been going on...

Castle Square Corporate Finance Service Just Motors!
Northern based car dealership, The Just Partnership Limited (Just Motor Group), has been partially sold by its Shareholders to an Employee Ownership Trust (EOT) in a transaction advised on by Castle Square Corporate Finance and Taylor Emmet. With an annual turnover approaching £60 million in its last reported annual accounts after a period of impressive

Northern-Based Private Medical Care Group Expands into in the Midlands
After well over a decade of providing top quality patient-centred private medical services based in the North of England, Pall Mall Medical decided the time was right to expand further south. With already thriving locations in Greater Manchester, Merseyside, and West Yorkshire, the acquisition of Kat & Co Healthcare Limited sees the business expand its

Spencer Civil Engineering breaking new ground with development capital investment
West Yorkshire based, Spencer Civil Engineering has secured new investment for development and expansion in a deal supported by Yorkshire advisers.
Established in 2018 by MD, Ben Williams, the company has become a sought-after and trusted specialist contractor to the likes of Aldi and the NHS and many principal contractors.

External Insulation Company Transfers Ownership to Employees
With three decades of experience behind him in the heating industry, entrepreneur Dave Smith realised there must be smarter and simpler solutions to external insulation than were available at the time.
Primary Pro and Condensate Pro were created to provide a total solution to challenges faced when insulating external heat pumps and condensate pipework.

The UK’s only Commercial Titanium Investment Castings Company Secures New Equity Investment – deal supported by prominent advisers
A South Yorkshire based Titanium Castings Foundry has secured new Private Equity investment in a deal supported by Castle Square Corporate Finance, the same Yorkshire advisers who advised them on a MBO four years ago.
Castings Technology, established over 100 years ago, has completely turned its fortunes around since the Management Buy-Out, completed in 2021,

South Yorkshire Veterinary Practice Expanding Throughout The UK Following Investment
Established in 2011, Doncaster veterinary practice, The Pet Vet, was such a hit when it launched that over the next ten years it opened a further three practices in Barnsley, Rotherham, and Lincoln.
Spurred on by continued success and popularity, in 2022 it acquired The Vet (Quality Pet Care Limited) with established, purpose-built, surgeries in
Read what our clients have to say...
When they explained about an EOT and how it would work for me and my team, it made complete sense.
From the very first day, Joe has been there at every point. Not only keeping me updated and taking calls out of office hours, but he really made me feel that he was invested into the process and my business as much as I was. I cannot recommend Joe and Castle Square highly enough.”