Our partners have over 80 years’ fund management expertise within the UK lower mid-market. Through our experience, track record and specialist teams we understand the key principles of running a fast growing, successful company and the pitfalls to avoid.
Our straight-talking, down-to-earth approach is valued by owner managers who tell us how much they appreciate our integrity and honesty.
From pre deal stage we work with management teams and their advisors to assess the growth strategy, identify profit activities and agree where further investment and resource is required. It is important to us that all parties share the same vision. We gain transparency and openness and collectively do the right thing which drives results and achieves great returns.
Our approach to every investment is underpinned by our value creation plan. The VCP is a road map that details key profit activities, milestones and develops key metrics and dashboards for tracking performance. The VCP is used as an ongoing part of the board agenda.
Value Creation Approach
Value creation roadmap
Collaborative working on priorities
Robust business action plan
During the deal process we will identify the key priorities to create value and accelerate growth.
Value Creation Areas
Board input & effectiveness
Working with management teams we provide tools, resources, insight, methodology and network introductions to help execute the value creation priorities throughout the investment lifecycle.
Value Creation Areas
Digitisation / IT
Sales, Pricing & Procurement
Environment, Social & Governance (ESG)
The board uses the value creation plan to monitor results and to identify where improvements can be made.
Network of Contacts
We manage an extensive network of senior executives who have significant experience in leading successful businesses across a range of industries.
We align these executives to the relevant investee company to provide guidance, insight and support. A member of our network will often join the board in a non-executive director or chairman capacity. These leaders have experience across a broad spectrum including; sector expertise, international expansion, digitisation, human capital planning, acquisitions and integration. We draw upon this expertise to meet the needs of the team and key growth drivers of the business.