Whatever we do, we do with care

Drawing on extensive relationships and expertise, we can invest on a discretionary or advisory basis across the full range of the private equity asset class. No two clients have identical investment aims so we adapt our investment approach for each client.

Our investment management services include:

Whether you want to access a diversified pool of high performing private equity managers or to invest in dynamic private businesses in the UK, we always ensure that full diligence is done on your behalf in the quest for attractive long-term returns.

Long term, flexible partnerships

Direct investments

What we look for

We focus on investing in UK centric businesses which are valued between £10-100m.
We typically seek to make equity investments of £5-50m, in buy-outs and development capital opportunities.
We like strong and engaged management teams that are willing to work with us to form strong partnerships.
We look for established businesses which have sustainable competitive advantages and significant growth potential.
We have previously invested in businesses in Healthcare & Education, Business Products & Services, Software, Technology & Media and Leisure & Consumer.

What we offer

We provide long term flexible capital.
We do not have the constraints typical of traditional private equity funds and we prefer conservative leverage.
We have extensive experience of working collaboratively with management teams.
We can add value by aligning incentives and by advising on financing, growth initiatives, geographic expansion and M&A.
We are hands on investors, when required, but back our management teams to run their businesses.

Enhancing family wealth through private equity

Funds & co-investments

Whether we are utilising in–house investment expertise or working with outside managers, we will always choose what is right for the client. Our services include:

Fund investment focusing on Europe and the US
Co-investments alongside those fund investments
Portfolio construction and management
Monitoring, reporting and analysis of your investments

What we look for

We have experience of over 200 fund investments in Europe, the USA and Asia.

We look to back experienced managers with well-established teams who have a strong track record.
We prefer to invest in managers who have one or more of a deep sector focus, strong operational improvement capability and, where appropriate, buy and build strategy expertise.
We will consider investing in co-investments alongside these managers or on a deal by deal basis.

What we offer

We look to develop long term relationships with private equity fund managers.
Those relationships are led by one of our partners.
We have a clearly defined investment process.
We are experienced co-investors.

Delivering our promise, achieving your goals

Advisory & structuring

We have originated, structured and advised on numerous private equity investments and investment vehicles and offer the following services:

The investment team can advise clients seeking direct access to private equity investments and a more focused exposure to the asset class.
The structuring team can advise clients looking to restructure their current portfolio for example to release liquidity, increase or reduce allocations, reduce risk profile or enhance returns.
We can also advise on the creation and management of listed private equity investment vehicles.

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