“Britain's ageing population is leading to a boom in business owners selling up to retire.” – This is Money, Dec 2014
With a lack of succession planning an increasing number of well established and profitable businesses are coming onto the market for sale.
Grow your wealth by investing money that you would otherwise pay in tax.
The Enterprise Investment Scheme or "EIS" offers an attractive package of tax savings to enhance returns and reduce risk for investment in smaller UK companies. Instead of paying income and capital gains tax today, you could put your money to work in private companies and benefit from potential gains free of tax.
Our unique approach of partnering with strategic investors who have the skills and experience of operating businesses in a wide range of industries; combined with our experience in redesigning processes and using technology to improve operational efficiency allow us to create custom business portfolios that deliver superior long term returns. We carefully evaluate the businesses we purchase as well as the investor partners we accept into each business. Our approach allows you to:
Take Control: As a partner you decide which investments to participate in and the level of investment, enabling you to build custom portfolios that match your interests and risk/return profile.
Direct Change: As an active partner you have a significant opportunity to utilise your skills, experiences, and networks to direct strategic change and enhance the value of your investment.
Diversify: Get exposure to a new asset class and different sectors / geographies
Superior risk adjusted returns: We aim to invest in businesses targeting an 18-30% per annum return for our value fund and 50%+ return on the distressed fund.
Cash flow: We aim to provide semi annual dividend payments to provide investors with flexibility. Those wanting steady cash flow are able to retain regular dividends while those looking for capital growth can elect to re-invest at their own discretion.
Security: Businesses are purchased directly in the name of investors or nominated companies. The only cash held by us are nominal deposits to determine fair and equitable allocations.