Private Acquisition — South East England

Held with care.
Built to last.

Carta Trust is looking to acquire a well-run B2B services business and look after it properly. I am one privately funded individual buyer making a serious, long-term commitment to a business and the people in it.

15+
Years of senior B2B commercial leadership, building and protecting complex client relationships at a global financial technology company
Funded
Privately funded through personal capital and commercial acquisition lending. No committees, no co-investors, no delays. Ready to move on the right deal.

For many business owners, a sale is not simply a financial transaction. It is a question of what happens to the team you have built, the clients who depend on you, and the reputation you have spent years earning.

Carta Trust exists for exactly that moment. I work directly with founders and owners, take the time to understand how a business truly operates, and make commitments I follow through on. I want to hear the story of what you have built. Whether you are thinking about a clean exit, a transition period, staying involved for a while, or simply curious about what your options look like, I am genuinely interested in that conversation.

The thing that matters most in any ownership transition is that clients stay, that the team holds together, and that the culture which made the business worth acquiring does not quietly disappear. That has been the central challenge of my professional life for fifteen years. I know how to step into an established relationship and earn trust from scratch. That is what I will bring to every relationship I inherit.

Even if you are not sure yet whether selling is right for you, a quiet conversation costs nothing and commits you to nothing.

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For founders and owners who have spent years building something of real value, the question of what comes next is one of the most important they will ever face. It deserves a careful, personal answer from someone who will still be there in five years.

Why Carta Trust is a serious buyer for a business that matters to you.

Client relationships that hold through a transition
When a business changes hands, clients leave. That is the risk that matters most. I have spent fifteen years at a global financial technology company managing senior B2B relationships that held through difficult conversations, competitive pressure, and significant change. I know how to inherit a client relationship and strive to earn the right to keep it. That is the skill I will bring to this from the first day.
Funding in place, ready to move
I am privately funded through personal capital and commercial acquisition lending. I do not need additional approvals or sign-offs to proceed on a deal. When the right business comes along, I can move. For business owners, brokers, and intermediaries alike, that means straightforward conversations and no wasted time.

B2B services, South East England, owner-managed.

Business type
B2B services with a reliable client base and a team in place. Sectors I am particularly interested in include IT managed services, health and safety, fire and security, compliance testing, facilities management, and similar. If your business serves other businesses, get in touch.
Geography
South East England, within roughly two hours of Orpington, Kent. This covers Kent, Surrey, Essex, East Sussex, and Greater London. Some flexibility for the right business slightly outside this area.
Size and structure
Owner-managed and independently trading, with a team that can continue to operate after a handover. Revenue broadly between £500k and £3m. If in doubt, just reach out.

A buyer who
means what
she says.

Carta Trust is not a firm, a fund, or a platform. It is one person, with a professional background, personal capital, and a clear purpose: to find an excellent business and look after it properly for the long term.

I grew up watching my father run a business for over thirty years. He was good at it. He cared about his clients and his team. And when the time came, he wound it down because there was no one to pass it to. No buyer who understood what he had built. No one who would carry it forward with the same values.

That stayed with me. It is the reason Carta Trust exists.

My professional background is in senior B2B commercial roles at a global financial data and information company, where I have spent fifteen years responsible for complex, high-value client relationships. The kind where trust takes years to build and confidence can be lost quickly. I have led those relationships through difficult conversations, organisational change, and competitive pressure. I understand what it takes to earn a client's confidence, hold it through uncertain moments, and make sure it does not depend on any single individual.

That experience shapes directly how I think about an acquisition. The greatest risk in any ownership transition is that clients leave when the founder does. Knowing how to walk into an inherited relationship and earn the right to keep it is not a generic skill. It is something I have practised professionally every day.

I also hold a law degree, which means I can engage directly with contracts, deal structure, and legal process without adding friction or delay on my side of a transaction.

I am based in Orpington, Kent, and I am actively searching. I speak with business owners, brokers, and intermediaries, and I am ready to move when the right opportunity comes along.

What you can expect

Honesty
Straight answers. If it is not the right fit, I will say so directly and not waste your time.
Confidentiality
Every conversation treated with complete discretion. Nothing shared without your permission.
Patience
I work at your pace. There is no pressure on my side to rush a conversation or a decision.
Follow-through
I say what I mean and do what I say. Every commitment I make is one I stand behind.
For brokers and intermediaries
Funded, decisive, and straightforward to work with. I understand the process, respect your role, and respond promptly.

Let's have an
honest conversation.

Whether you are a business owner thinking about the future, a broker with a listing that might be a fit, or an intermediary who wants to register Carta Trust as a buyer, please get in touch. No obligation, no pressure.

Fill in whatever you are comfortable sharing. Even just a name and a number is enough to start.

Thank you — Ursula will be in touch personally within one working day.

Prefer to call or email?

Mobile
07305 772054
Email
ursula@cartatrust.com
LinkedIn
linkedin.com/in/ursula-o-green
Based
Orpington, Kent, United Kingdom
Response
Within one working day

Everything you share is treated in strict confidence. I will never pass your details to anyone else or contact you without your permission.

Thinking about the future of your business?

No pressure, no obligation. Just an honest conversation with someone who genuinely cares what happens next.

Get in touch