OFFERING EASY ACCESS TO THIS REWARDING ASSET CLASS
Private companies offer great value and deserve a place in every balanced portfolio. We offer access to this unique asset class to financial advisers, wealth managers, family offices, private banks and directly to investors. Choice and transparent communications are at the heart of what we do. Whether you’re interested in finding out how to add private companies to your clients’ portfolios or your own, please get in touch or register now to find out more.
We find companies run by proven and passionate management teams, dedicated to making the businesses reach their potential. We negotiate attractive terms and hold management to account. You or your clients can benefit from a range of tax reliefs and tax-efficient ways to invest, including EIS, Business Relief, Investors’ Relief, IFISA and SIPP.
Paid to investors
FOCUSING ON “TRANSFORMERS”
OFFERING GREAT VALUE FOR INVESTORS WITHOUT THE RISK LEVELS OF START-UPS.
Transformers are profitable and growing businesses, typically with annual revenues of £5m-£30m – not large enough to attract traditional private equity funds or strategic buyers, but ready to embark on the journey to get there. They need patient capital and some help to professionalise.
Thorough in our approach
Our team of investment experts spend thousands of hours getting to know each management team, delving into every detail of the business and conducting thorough due diligence.
OFFERING CHOICE AND FLEXIBILITY
Invest in well-established businesses aiming to grow rapidly for capital gains of around 300% over a 5-year period.
These sessions provide an opportunity to put questions to our Head of Investment about the merits of investing in private companies, to find out more about our approach and our open investment opportunities.
Next dates are: 26th September 2018 10th October 2018 24th October 2018
Detailed information on private company investments opportunities and services.
Access established, profitable private companies and invest in growth equity (with tax reliefs) and high yield loans.
Tax-efficient ways to invest, such as the Rockpool SIPP and the Rockpool IFISA.
Your capital will be at risk and there is no guarantee of any investment return. The value of investments may go down and you could lose all of your investment. Private company investments are not listed on any market and this means that you may not be able to sell them when you want to do so. This sort of investment does not provide a reliable source of income. The tax benefits of private company investing depend on your personal circumstances and on compliance with the relevant rules. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.