The power of our network is also an important resource. There is an enormous variety and depth of business experience amongst the individuals who make up our network. Access to this can help inform our investment decisions and strengthen management teams.
How to build a portfolio of private company investments Our range of services are designed to make it easy for your clients to build a diverse portfolio of companies across a choice of strategies. |
Transformer companies offer value
Our focus is on small founder-led companies which are profitable, growing and have annual revenues of £5m or more.
With the support of our experts and the investment from our network, these companies can transform into professionally managed stars, positioned to attract private equity funds and trade buyers.
Building a portfolio
Building a blended portfolio of loan and equity investments can help your clients achieve a balance of risk and reward. Using different investment vehicles such as a company, SIPP and Innovative Finance ISA can also help enhance returns through tax-efficiency.
After investment
We offer access to your clients’ investment information via our online platform and report regularly on all the companies in your portfolio. Our investment team monitor the companies during the lifetime of the investment.
Equity portfolio service Build a portfolio of equity investments for growth. Target returns of 2 – 4 times over 3 – 5 years. can build and protect wealth. |
Loan portfolio service Build a portfolio of loans to private companies for income generation. Loans pay interest of 8 to 10% p.a. |
Risks
Capital at risk and there is no guarantee of any return. This sort of investment does not provide a reliable source of income. Tax benefits of investing in private companies depend on investors’ personal circumstances, on the circumstances of each company and on rules and regulations. All of this could change removing tax benefits investors expected to enjoy. Private company investments are illiquid and it’s rarely possible for an investor to sell at the time of their choosing. Instead investments are realised by an exit arranged by the company or manager acting for all investors or a repayment of loan capital.
For investment professionals only. Capital invested will be at risk and there is no guarantee of any return.
