Moneybox

Investor: Apis Global Growth Fund III

Digital wealth management platform Moneybox has successfully completed a £45 million secondary share sale through the London Stock Exchange’s Private Securities Market. This transaction confirms Moneybox’s valuation at approximately £800 million, making it a unicorn, and saw existing shares transferred from employees to institutional investors, primarily Apis Global Growth Fund III and Salica Fulcrum Venture Capital LP. Summary of transaction details: Value: £45 million Sector: Fintech Advisor: Crowdcube Key Entities: Moneybox (Target), Apis Global Growth Fund III (Lead Investor), Salica Fulcrum Venture Capital LP (Investor) Location: United Kingdom Note: This secondary share sale enabled Moneybox employees to cash in on their holdings and allowed institutional investors to increase or establish stakes in the rapidly growing fintech firm. No new capital was raised by Moneybox itself in this specific transaction, but it reinforces institutional confidence and supports the company's future growth strategy, leveraging its strong operational performance and market position.

Fintech innovator Moneybox has successfully completed a £45 million employee share sale, leveraging the London Stock Exchange’s Private Intermittent Securities and Capital Exchange System (PISCES). This transaction, which values the company at £800 million, represents a significant liquidity event for its employees and marks the first use of the PISCES platform by a UK fintech.Summary of transaction details:Value: £45 millionSector: FintechAdvisor: Not specifiedKey Entities: Moneybox (Target Company), Undisclosed Investors (Acquirer/Investor), London Stock Exchange's PISCES (Platform)Location: London, UKNote: This employee share sale highlights the growing momentum behind the PISCES framework, designed to bridge the gap between venture capital funding and public listings by offering liquidity to shareholders of private companies and encouraging high-growth firms to remain in the UK market rather than pursuing overseas IPOs.

Moneybox, a digital wealth management platform, is set to become a unicorn in a secondary share sale worth up to £45 million, valuing the company at £800m.Summary of transaction details:Value: £800mSector: FintechAdvisor: CrowdcubeKey Entities: MoneyboxLocation: UKNote: This secondary share sale represents a significant milestone in Moneybox's growth journey, giving long-serving employees the opportunity to realise some of the value they have helped create. The company has experienced rapid growth, with over £23bn in assets under administration and more than 1.9m customers.

Investor: Fidelity International Strategic Ventures, Polar Capital

Investor: Oxford Capital Partners and Samos Investments

Investor: Oxford Capital Partners

Investor: Samos Investments