4 | Investment Excellence Awards 2025 Best Strategic M&A Advisory Firm 2025 – UK Building Wealth and Securing Futures: The Primera Ventures Approach Every entrepreneur dreams of building wealth and leaving a legacy. At Primera Ventures (PV), we make that possible. As the Founder and CEO, I lead a boutique M&A consultancy dedicated to helping visionary entrepreneurs achieve sustainable growth and strategic exit success. We partner with startups, scaleups, and stepdowns across industries, guiding them through the complex journey of building shareholder value and realising their company’s full potential at exit. Turning Vision into Value It is often said — and supported by multiple studies — that as many as 80% of private business owners hold the majority of their personal financial wealth inside their companies. While the exact percentage varies depending on the study or size of the business, the core truth remains the same: for most founders, their company represents not just a livelihood, but their single greatest asset. This concentration creates both opportunity and risk — making the question of business exit and wealth diversification one of the most important, and most challenging, decisions an entrepreneur will face. At Primera Ventures, we recognise that a transition of ownership is inevitable — and far better orchestrated when shaped by a clear vision of the end goal from the outset of the entrepreneurial journey. That is why the cornerstone of our approach is our proprietary methodology, the D.R.E.A.M. Exit Strategy™. This framework enables entrepreneurs to align growth with a desirable exit from the earliest stages, ensuring they can leave their businesses on their own terms. Whether the outcome is attracting a strategic buyer, scaling through investment readiness, or transforming the company into a future-proof asset, the D.R.E.A.M. Exit Strategy™ equips founders with clarity, choice, and control. By combining the rigour of the traditional M&A playbook with forwardlooking consultancy, we help entrepreneurs unlock maximum value and understand their options well before negotiations begin. At Primera Ventures, we believe that success is a team sport. Our multidisciplinary model unites a network of certified advisors — including Certified Directors, Certified M&A Advisors, Certified Growth Advisors, and Certified Value Builders — with specialists in leadership, corporate finance, strategy, governance, sustainability, operations, and technology. This breadth of expertise allows us to design a truly holistic pathway to growth and exit planning. Equally important are the values that guide how we work. Integrity, transparency, and collaboration are not simply words to us — they are principles we live by. We build long-term, trust-based relationships founded on mutual respect and open, honest communication. And because we are committed to the highest standards, our advisors bring diverse expertise and uphold industry best practices, ensuring every engagement is delivered with precision, care, and excellence. From Market Complexity to Clarity: M&A as a Service In today’s market — defined by shifting valuations, sector consolidation, and evolving buyer priorities — the absence of a clear exit strategy can be costly. Without an understanding of both your industry’s current position and its future trajectory, it is easy to miss the optimal window: whether that means holding and growing to maximise value, or exiting early to capture strategic demand. At Primera Ventures, we see digitisation as a powerful ally in addressing this challenge. Far from being a passing trend, digitisation is reshaping the foundations of the M&A and investment landscape. By embracing technology as an enabler, we make complex processes more transparent, data-driven, and accessible — giving ambitious entrepreneurs the clarity and control they need to act decisively. This is why our approach blends the art of strategy with the science of data — helping founders anticipate shifts, align growth with opportunity, and capture value at precisely the right moment. And to ensure that high-level M&A expertise is accessible to all ambitious entrepreneurs, we have pioneered M&A as a Service (MAAAS) — a flexible delivery model designed to meet founders wherever they are. • Do-It-With-You: Our subscription-based services — SmartStart™, NextStep™, ScaleLab™, and ACEyourDEAL™ — pair founders directly with an advisor who walks alongside them through every stage of the D.R.E.A.M. Exit Strategy™. It’s a guided journey, providing the right support at the right moment — from defining goals to enhancing value, activating the market, and monetising success. • Do-It-For-You: For founders who need targeted solutions, we offer modular, one-off services. From valuations and pitch deck reviews to transaction support, these can be plugged in at any stage to sharpen outcomes and accelerate results. Transforming M&A into a Catalyst for Global Success At Primera Ventures, we believe every business has the potential to become a high-value, future-proof, and truly investable asset — if it is built with intention. Yet too many founders delay planning for their dream exit until it’s too late, missing out on millions in potential value. Our mission is to change that by equipping entrepreneurs with the frameworks, insights, and execution support to build not just businesses, but enduring wealth. Looking ahead, 2025 will be a pivotal year for Primera Ventures. Our priorities include: expanding our Certified Advisor network, licensing our frameworks to trusted partners who can extend our reach; hosting thought-leadership events and strengthening our role in entrepreneurial communities across the USA and Europe. Beyond 2025, our vision is to make world-class M&A advisory accessible to every ambitious founder — not just those at the top of the mid-market. We are honoured to have been recognised with the Investment Excellence Awards 2025 as Best Strategic M&A Advisory Firm 2025 – UK – a testament to our commitment to helping entrepreneurs convert growth into wealth and secure the future. If you are part of the professional services community supporting visionary entrepreneurs, we invite you to explore partnership opportunities with us at advisor@ primeraventures.com or visit us at www.primeraventures.com. Company: Primera Ventures Web Address: www.primeraventures.com Primera Ventures Advisory is home to a diverse team of experienced professionals who deliver specialist M&A advice every day. Recognised for the third consecutive year, by us at Wealth & Finance International, we are proud to hear more from Irina D’Amore, Founder and CEO of Primera Ventures, as the company is awarded in our Investment Excellence Awards 2025.
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