TAVI

Tavistock Investments PLC

Financial Services First-pass screen £16m

390/1000 Overall fit

AI beneficiary 35% 42

Operating leverage 25% 38

Valuation 25% 30

Downside protection 15% 46

First-pass take

Financial advisory platform pivoting to mass-market retail; AI is supporting rather than core to strategy. Adjusted EBITDA fell to £1.76m (5.4% margin) despite £22m disposal proceeds. Titan litigation unresolved (court 2027) and LEBC impairment offset modest net-cash position.

Flags

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