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Pivotal Growth

Our Proposition - How We Help Brands

Leading Financial Teams
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How We Work

Helping Financial Firms Realise Their Full Potential

Pivotal Growth aims to effectively buy, build and grow the businesses under its care by creating operational enhancements, strategic guidance and growth initiatives.

In its simplest form, Pivotal Growth purchase your business at a level which suits you and create an enhanced offering by bringing like-minded entrepreneurial business owners in niche markets to form a comprehensive offering for your clients and an ability to grow your remaining share.

The main benefits of the proposition are therefore pooled resources, shared risk, improved operational expertise and economies of scale.  These factors all increase the bargaining power of the group and the cross sales opportunity. 

These elements combine well to create faster growth and better exit potential for those in the group.

As well as these sizeable additional benefits and resources, the main advantage is shared expertise of both those running the group and the Senior Leadership Teams of the businesses within the group and their shared business ideas, after all those in the group no longer compete against each other, they work alongside and assist each other. 

And this is a huge driving factor for business owners to join, after all it can be a lonely existence for a sole managing director.

Market Growth

Our mortgage brokers have not only increased their recurring income from remortgages and product transfers but have also boosted sales of protection and life insurance by hiring and training specialist brokers to advise their clients. Similarly, our brokerages can create a profitable client base by offering general insurance, such as buildings and contents coverage, which can be managed by a team member or outsourced to a third party.

The flexibility of commission terms—whether taken upfront for immediate cash flow or earned over time—offers an additional opportunity to enhance business value and long-term profitability.

Back Books

We’re eager to partner with dynamic firms ready to expand but are also interested in acquiring back books with a proven track record of recurring income. Our ideal candidates are larger firms operating in the prime residential mortgage market, including refinancing through remortgages, product transfers or new builds.

We’re also keen to connect with businesses in niche areas like later life lending, buy-to-let, shared ownership, and protection. By joining our portfolio, you'll benefit from enhanced cross-pollination of products and lead generation opportunities across our group.

Uniting the Industry’s Leading Brands to Create Unmatched Synergy and Innovation

"Now we are post 2 years since our acquisition date, it is fair to say that Simon and the team have been true to their word, we have still retained control of our business and continue make the day to day decisions. We have been encouraged to use our skill sets to continue to grow, whilst benefiting from corporate relationships that we would have never accessed. We now share best practices with other Pivotal Business leaders and are benefiting tried and tested processes that already exist within other group companies that will help us on our growth journey. Not a decision regretted"
Daniel Mumford Grange Mortgages
Daniel Mumford
Managing Director, Grange Mortgages
"Joining Pivotal has transformed the First2Protect business within just 12 months! Partnering with likeminded firms within group, sharing best practice & ideas has enabled F2P to identify new opportunities & distribution. Simon & the team encourage an entrepreneurial mindset and have been supportive of new investment to support our exciting growth plans."
Mark Batten First 2 Protect
Mark Batten
Director, First2Protect

Interested in doing business?

Get in touch

Discover how Pivotal Growth can help you unlock the full potential of your business through strategic investment, shared expertise, and collaborative growth. Get in touch with our team today to explore tailored opportunities designed to accelerate your success and maximise your future exit potential.