Equity in private businesses
Taking and holding shareholdings in privately owned businesses, as a minority or majority owner, where the business and the terms make sense.
Services
Six areas of activity, all serving one purpose: owning interests well.
Areas of activity
Taking and holding shareholdings in privately owned businesses, as a minority or majority owner, where the business and the terms make sense.
Acquiring and holding interests in property, and managing those holdings on the company's own behalf.
Governance, reporting and regular review of each held interest, so its position is known and decisions about it are made on current information.
Conversations with owners who are thinking about selling all or part of a business or property, or bringing in a new shareholder.
Keeping the records, documents and company obligations attached to each interest in order.
Accountants, lawyers and agents acting for an owner are welcome to make an introduction on their client's behalf.
Making contact
There is no application form and no fee to make contact. An enquiry is a conversation, and it starts in writing so both sides have a record.
Nothing on this website is financial product advice, a recommendation, or an offer of securities or any other investment.
Email [email protected] with what the business or property is, where it is, and what you have in mind.
The company reads the outline and replies, either with questions or to say it is not a fit.
If there is a fit, the next step is a direct conversation and, where appropriate, an exchange of information under a confidentiality agreement.
A few paragraphs is enough to start.