Founded 1989, first regional investment mgmt co North East England. Employee-owned fund manager providing tailored debt & equity solutions for SMEs via mission-led impact investing. £18m Growth Capital & £9m Small Loan Funds (combined £27m AUM). Team of 19 professionals. 34 investments in 2025 (record year). Portfolio: EV Smart (charging infra), Advantex (IT/security/comms), The Sole Guyy (trainers). 200+ yrs combined team experience; ex-bankers, PE, corporate finance, audit backgrounds.
Investment Focus
Investment Thesis
Northern England regional focus, embedding deeply within geography to identify opportunities supporting local SMEs. Specialises in senior secured debt finance with financial covenants providing inflation protection. Sector-agnostic investment approach across wide range of sectors to minimise risk. Targets profitable SMEs with £20-25m turnover generating, above public sector interventions but below traditional mid-market. Actively seeks female-led and minority business proposals. Avoid: London focus, early-stage only, formulaic underwriting.
Interested in connecting?
Visit their website or reach out directly.