Apis Global Growth Fund III and Salica Fulcrum Venture Capital LP completed the acquisition of shares in Moneybox on July 23, 2026. The transaction involved a £45 million secondary share sale through the London Stock Exchange's Private Securities Market (PSM).

AcquirerApis Global Growth Fund III, Salica Fulcrum Venture Capital LP
TargetMoneybox
Deal Value$60m (approx. £45 million)
Type of DealSecondary Share Sale
Date AnnouncedJuly 23, 2026
Date ClosedJuly 23, 2026
Financial Advisors Buy-SideNot disclosed
Financial Advisors Sell-SideNot disclosed
Legal Advisors Buy-SideNot disclosed
Legal Advisors Sell-SideNot disclosed

Deal Mechanics

The transaction did not involve the raising of new capital by Moneybox but rather the transfer of existing shares from employee shareholders to institutional investors. The deal increased the stake held by institutional investors and supported Moneybox's long-term growth strategy.

Strategic Rationale

Institutional backers, including Apis and Salica Investments, raised their stakes in Moneybox through a secondary share sale on July 23, 2026. The deal reflects the growing institutional support for Moneybox’s business performance and strategic direction.

Financial Context

The completion of this transaction has reaffirmed Moneybox's valuation at approximately £800 million (US$1.1 billion), marking a significant increase from its previous valuation achieved in 2024. The deal underscores the success of Moneybox, which has grown to over 1.9 million customers and more than £23 billion in assets under administration.

Advisors

The transaction was managed exclusively by Crowdcube, but buy-side and sell-side financial advisors were not disclosed. Similarly, legal advisors for both sides of the deal remain undisclosed.

Outlook

This secondary share sale marks a milestone in Moneybox's growth journey, providing long-serving employees with liquidity options while reinforcing institutional confidence in its management team and future prospects. The increased valuation also signals continued demand from private equity firms for high-growth financial services platforms like Moneybox.