We work in partnership with management teams, leveraging our breadth of experience and seeking to add value to investee businesses through the lifetime of our investment, ultimately with the goal to support a successful exit. We invest in businesses according to our investment ethos:
ALIGNMENT – Our two principals commit a minimum of £250k alongside our HNW investors and management teams (together our ‘partners’) into each transaction.
‘ENTREPRENEURIAL INSTITUTIONALISM’ – All team members have entrepreneurial backgrounds; however, the principals also have deep experience with multiple blue chip private equity houses and adopt a rigorous approach for investment appraisal.
VALUE ADDED PARTNERSHIP – We back management teams to run their businesses. We purposefully look to make a small number of investments and bring broad experience to help shape strategy and introduce deep expertise where required, with the aim to support continuous improvement and to generate shareholder value for our partners.
EMPATHY – We understand what it takes to be an entrepreneur; we emphasise the importance of EQ and building trusting, enduring relationships with our partners.
If you would like to speak with us about your business and your capital requirements please contact us.
“Julian understood our business model from the outset and encouraged us to lift our horizons which has already seen us surpass our original goal of growing to 16 tracks over 5 years. As with any smaller company, we have had to jump a number of hurdles and Julian has been incredibly supportive throughout with advice and guidance in growing the business and in developing the management team and the strategy”
Dominic Gaynor, CEORead case study
“Julian has always provided dynamic and commercial support to the business and to me as CEO. I have previously described him as a ‘fire hose’ in referencing in the best sense; he never seeks to run the business but I have been able to use his energy to get things done when on occasion I have run out of hours in the day and I have enjoyed our partnership”
Sam Pemberton, CEO Read case study
“This investment marks our confidence in this market and the company’s continued growth story. Above all, the investment and support will help us to continue to provide our customers with the best heating solution whilst providing our people with a bright future firmly anchored in the origins of the business.”
David Roberts, CEO Read case study
“Julian has always understood the business from a customer perspective, appreciated the challenges the people in our business face, embraced the unique culture we have created here at Virgin Wines and brought a marketing based appreciation to the Board rather than one purely based on the numbers which has been both refreshing and invaluable for everyone involved”
Jay Wright, CEORead case study
The case studies are investments led by the Principals of the firm since 2013.