Direct Investing

Our clients want to invest directly in businesses and assets as well as investing in investment management products. We offer two services: managed directs and direct advisory.

Managed Directs

We source, evaluate and underwrite select compelling direct investment opportunities to offer our clients. We ensure that these direct investments come with fully aligned management and monitoring arrangements. These managed directs mean that our clients can gain direct exposure to attractive businesses and assets whilst also knowing that professional management is in place.

Direct Advisory

We offer an advisory service to help our clients with their direct investment interests. We offer due diligence, advisory and execution support services for clients considering making direct investments. We can monitor investments including board representation. And we can advise on and execute sale transactions. In all situations, we are advisers to shareholders and business owners; we never act for company management. This means our clients can be sure that our only interest is in serving them.