CASE STUDY

Purdie & Swan

A Winchester lettings portfolio sold to Belgarum, with Atomic Consultancy supporting a discreet and well-managed local transaction.

Business Name:
Purdie & Swan

Location:
Winchester

Years in Business:
Established 2015

Size of Business:
60 fully managed properties

Services Offered:
Residential lettings and property management

Challenges & Goals of Selling the Estate Agency

Purdie & Swan built a strong reputation as an independent lettings and property management business in Winchester, known for its personal service, high levels of communication, and close landlord relationships.

Led by Katherine Treseder-Griffin and Kate Wakeling, the business had developed a loyal client base and a respected presence in the local lettings market. With 60 fully managed properties, the priority was to find a buyer who could protect the quality of service clients had come to expect.

Belgarum was identified as a strong local fit. As a long-established Winchester agency with a significant presence in the city’s lettings market, they were well placed to take on the portfolio and maintain continuity for landlords and tenants.

Atomic Consultancy’s Approach

Atomic Consultancy supported the transaction from instruction through to completion, helping the sellers position the business correctly and secure the right buyer.

The opportunity was handled discreetly and professionally, with clear communication throughout the process. Belgarum moved quickly once the opportunity came to market, recognising the quality of the Purdie & Swan portfolio and the local value of the acquisition.

Atomic managed expectations on both sides, supported negotiations, and helped keep the process moving efficiently so the deal could be completed quickly and quietly.

buyer Feedback

“Seeing a local lettings and property management business advertised Belgarum Estate Agents were quick to act and had initial dealings with Sam who was excellent and a credit to Atomic. On finding out that the business was Purdie and Swan Lettings and one, that would be very sought after, Lucy acted in a very professional manner with us as buyers and we managed to get the deal done quickly and quietly! Would use and recommend.”
— John Leeson, Belgarum Estates

Key Takeaways

Winchester-based lettings and property management business
Portfolio of 60 fully managed properties
Sold to local independent agency Belgarum
Strong buyer fit due to shared values and local market presence
Atomic Consultancy supported the process from instruction to completion

Feedback

“Atomic provided exceptional service from all members of the team from instruction to completion, they obtained the best result, managing our expectations throughout the process.”

Katherine Treseder-Griffin, Purdie & Swan

Final Thoughts From Atomic

Purdie & Swan was a strong example of a local lettings business where buyer fit mattered. With long-standing client relationships and a respected local reputation, it was important to find a buyer who could continue that personal approach. Belgarum was a natural match, and we were delighted to support a smooth, discreet and successful transaction.

Lucy Noonan, Owner & Founder – Atomic Consultancy