K3 Deal Advisory advised on Vivup’s management buyout backed by Omni Partners, delivering growth capital and continuity of leadership for the next phase of expansion.
The client
Vivup is a leading provider of employee health and wellbeing benefits, supporting more than 1.5 million employees across more than 550 public and private sector organisations.
The business combines bespoke benefits programmes with proprietary fintech software that supports secure transactional flows between employees, employers and contracted partners. Its diversified revenue model includes eStore sales, SaaS income from its Reward App, FCA-regulated insurance products and Employee Assistance Programme charges.
Having built and scaled the business over several years, the shareholders engaged advisers to secure a partner capable of supporting innovation, widening the service offering and accelerating growth in a market shaped by rising demand for employee wellbeing and engagement.
What we did
Led by Julian Coy alongside Anne Pritchard, K3 Deal Advisory undertook a detailed analysis of Vivup’s B2B2C operating model and growth trajectory, positioning the company as a scalable, technology-enabled platform in a resilient and socially important sector.
The team introduced a wide range of UK and international private equity firms and trade buyers, generating strong interest and multiple strategic options through a competitive process.
K3 Deal Advisory focused on delivering a transaction aligned with management’s long-term ambitions while ensuring robust legal and commercial protections for shareholders. That process ultimately resulted in a management buyout backed by Omni Partners.
The outcome
Vivup successfully completed a management buyout backed by Omni Partners, providing capital and expertise to support product innovation, broader service capabilities and deeper market penetration across both public and private sectors.
The transaction delivered multiple options for shareholders and concluded with a partner aligned with the company’s mission to transform workplace wellbeing through technology-enabled benefits.
The deal also empowered the existing leadership team and established a platform for continued expansion in a structurally growing market.
Times are changing and now more than ever employers are focused on the welfare of their staff and fostering a work environment which engages and empowers their people. We are committed to providing world-class employee health and wellbeing benefits and this management buyout will allow us to further enhance our offering and continue to transform work cultures through impactful benefit programmes. Thank you, Julian, and K3 Deal Advisory for all your hard work and making sure we had a bulletproof agreement – we appreciate everything you have done for us.
Simon Moyle, CEO, Vivup
We are excited to be supporting Simon and his team at Vivup in continuing the exceptional growth they have achieved in recent years. Employee engagement and wellbeing are more important than ever and Vivup is leading the way in providing innovative offerings in support.
Charles Gallagher-Powell, Head of Private Equity, Omni Partners
Our investment in Vivup continues our theme of backing best-in-class management teams to further execute on their vision. We look forward to partnering with the Vivup team as they continue with their mission of revolutionising employee benefits.
Steven Clark, Founder, Omni Partners
Vivup’s disruptive market approach and leading software mean that they dominate the public sector market at a time when staff recruitment, retention and motivation are critical. The investment by Omni Partners will allow them to continue to innovate, widen the service offering and accelerate growth.
Julian Coy, K3 Deal Advisory
