Founded in 2012 to provide in-house specialist investment and transaction support services, and integrated strategic advice.
We partner with management teams to help create, plan, and execute M&A and investment strategies.
We work closely with family offices and UHNWIs to improve decision-making and drive returns within private capital markets.
Since 2012, our London-based team has completed over 100 engagements and transacted over £2 billion of deal value globally.
We partner with management teams to help create, plan and execute M&A and investment strategies.
Support can be provided strategically or tactically, a light touch assignment or deeper engagement, all focused on the robust, professional delivery of a client’s transaction objectives.
M&A & investment screens
Investment origination, appraisal and structuring
Management of portfolio investments / transaction pipeline
Value creation opportunities
Exit analysis
Process readiness (capital raising / IPO)
Financial modelling, valuation / returns analysis
Debt and equity raisings
Transaction negotiation and documentation
e-2-e project management and reporting
Post acquisition financial reporting integration
Project management of synergy programmes
Budgeting, forecasting and financial planning
Corporate Development / CFO / NED role
We help family offices and UHNWIs to execute and manage investments across private capital markets.
We drive long-term value creation.
Fund investments
Co-investments
Direct equity
Direct debt
Establishing investment strategies
Origination, filtering, and diligence
Investment committee / capital deployment
Ongoing portfolio management
through the lifecycle of an investment or transaction
by providing clarity of thought and analytical precision
to ensure investment and transaction outcomes deliver their objectives
of longstanding relationships providing access to highly differentiated opportunities and industry insights
for management teams and family office principals so that focus can be aligned on where they can most effectively impact the delivery of their core objectives
Corporate development and investment specialists, with substantial experience transacting as principal and advisor.
20+ years transacting experience as principal and advisor
Chairman, Michelmersh Brick Holdings Plc
Former NED, Summerway Capital Plc
Former Associate, Marwyn Capital LLP,
and Leveraged Finance, Barclays Bank plc
16+ years corporate finance experience
NED, RazorSecure Limited
Former CFO, Celadon Pharmaceuticals Plc
Former CFO, Oxford BioDynamics Plc
Former Investment Manager, Marwyn Capital LLP
ACA, passed CFA II
10+ years private and public company principal investing experience
Former executive, Marwyn Capital LLP and Senior Analyst at Oceanrock
Advisor, Zing Toothpaste
Advisor, Tenwest Music
Corporate Finance Qualification, passed CFA II
14+ years private and public company transacting and principal investing experience
Former Associate, Marwyn Capital LLP, and private equity executive at Gaja Capital
Corporate Finance Qualification, passed CFA I
If you would like to learn more about how we work and have helped other companies and family offices achieve their investing and transaction objectives, please do not hesitate to get in touch for an in-confidence discussion.
