The Allia C&C team is a leading advisor to the education and heritage sectors, delivering tailored strategic advisory and funding services to schools, universities, heritage organisations, and student accommodation providers.
Sector knowledge
The Allia C&C team has been raising finance for independent schools, both charitable and commercial, and education charities for over a decade. In recent years, the sector has faced significant challenges, including the Covid-19 pandemic, shifts in the international market and, more recently, the introduction of VAT on school fees.
Heritage charities often rely on a diverse range of income sources, including visitor revenue. While a charity’s assets may be priceless, they can hold little or no value in the conventional sense, making raising finance particularly challenging. The Allia C&C team has extensive experience in raising funding in both private and public markets for heritage charities of all sizes, demonstrating to investors the robustness and reliability of their income streams.
Our work in education & heritage
We have a proven track record of raising funding for schools and are increasingly supporting them through wider strategic change. This may involve mergers, modernising their estate, changes in the business model or raising more innovative sources of funding.
Higher education organisations operate within distinct funding and regulatory frameworks but are facing growing financial pressure. We support management teams by improving financial efficiency, managing risk and strengthening long-term sustainability.
Heritage charities are often highly individual in nature. One of our greatest strengths is introducing investors to unique opportunities, underpinned by detailed credit analysis. This includes assessing the charity’s income sources and quality, governance arrangements, and the social and educational impact it delivers.
Education & heritage expertise
- Over a decade of experience advising schools, universities, colleges, and heritage organisations, delivering a detailed understanding of the financial model and business dynamics of the sector
- Proven ability to structure and develop business plans and secure capital demonstrating practical capability, not just theoretical advice
- Access to a broad range of funding sources, from bank lending and public bonds to private placements and alumni/supporter bonds
- Specialists in helping organisations articulate their social impact alongside financial strength – an increasingly important factor for attracting lenders and investors
- Detailed credit risk analysis, assessing income streams, governance structures, and impact delivery and advice on obtaining third party credit ratings if required.
Our solutions
Advice & funding
Allia C&C’s Advice & funding team has unrivalled expertise advising and arranging debt finance solutions for charities and responsible businesses of all shapes and sizes.
Allia Bond Services
ABS is a subsidiary of Allia C&C, providing tailored outsourcing solutions for bond issuers, special purpose companies and other legal entities.
Brokerage
Allia C&C has a long-established broking business specialising in fixed income with a wide range of institutional and other professional clients.
