Vivup

Innovating at the Intersection of Wellbeing and Fintech

Vivup is a leading provider of employee health and wellbeing benefits, supporting more than 1.5 million employees across over 550 public and private sector organisations. The business delivers bespoke benefits programmes designed to support employees mentally, physically and financially.

At the core of Vivup’s offering is proprietary fintech software that enables secure transactional flows between employees, employers and contracted partners. The platform generates diversified revenue streams including eStore sales (covering products from electronics to holidays), annual SaaS income from its Reward App, FCA-regulated insurance products and Employee Assistance Programme (EAP) charges per employee. This robust B2B2C model has positioned Vivup as a dominant force within the public sector market.

Unlocking Further Growth in Employee Wellbeing

Having built and scaled the business over several years, shareholders Jane Davis and Simon Moyle engaged KBS Corporate Finance to explore options that would accelerate Vivup’s next stage of growth. The objective was to secure a partner capable of supporting innovation, broadening the service offering and expanding market penetration.

“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 MBO will allow us to further enhance our offering and continue to transform work cultures through impactful benefit programmes.”

Simon Moyle, CEO, Vivup

A Technology-Led Wellbeing Platform

Vivup operates in a market experiencing structural growth, driven by increased employer focus on staff engagement, wellbeing and retention. Its disruptive B2B2C model, combined with proprietary fintech infrastructure and recurring SaaS revenues, provides strong competitive differentiation.

The company’s leading position within the public sector, coupled with diversified income streams and regulatory credentials, made it highly attractive to both trade buyers and private equity investors.

Delivering a Competitive PE-Backed MBO

Led by Managing Director Julian Coy alongside Anne Pritchard, KBS Corporate Finance undertook a detailed analysis of Vivup’s B2B2C operating model and growth trajectory. The business was positioned as a scalable, technology-enabled platform operating in a resilient and socially impactful sector.

KBS introduced a wide range of UK and international private equity firms and trade buyers to the shareholders and management team. The process generated significant interest, creating competitive tension and multiple strategic options.

KBS focused on delivering a transaction that aligned with management’s long-term ambitions while ensuring robust legal and commercial protections for the shareholders. The creation of a competitive bidding environment ultimately resulted in a management buyout backed by Omni Partners LLP.

The structure enabled continuity of leadership empowered the existing management team and provided access to growth capital and strategic support.

Empowering Leadership for the Next Chapter

Vivup successfully completed a management buyout backed by London-based private equity firm Omni Partners LLP. The investment provides the capital and expertise required to accelerate product innovation, expand the service offering and drive further penetration into both public and private sector markets.

The transaction delivered multiple options for shareholders and concluded with a partner aligned with Vivup’s mission to transform workplace wellbeing.

“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

Why Omni Backed Vivup

Omni Partners was attracted to Vivup’s strong market position, proprietary technology platform and exposure to long-term growth drivers in employee engagement and wellbeing. The company’s recurring revenue model and established client base across the public sector provided additional investment appeal.

Omni’s strategy of backing best-in-class management teams aligned closely with Vivup’s experienced leadership and ambitious growth plans.

“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, Managing Director, KBS Corporate Finance: