Our Private Markets Advisory team advises clients on directly held private equity investments, known as Direct Investments. The team also provide independent corporate & family business advisory services to shareholders and companies at every stage of the business lifecycle.
Private markets investing is an established cornerstone of family office portfolios, historically outperforming public markets. It offers the potential for higher capital return/yield, with lower price volatility than public markets and can act as a diversifier within a client’s portfolio.
Through Direct Investments, you can leverage your experience and network to deploy your intellectual, social, cultural and financial capital to create a tailored portfolio according to your preferences.
Direct Investments typically have a shorter average investment period than private fund commitments, along with greater visibility on the underlying investments. For all these reasons, clients are working with us to gain direct exposure to Direct Investments as part of their overall wealth management strategy.
Overview
Overview
Overview
Overview
*with a 4.4 years average hold period across all realised investments to date.
Our expert advisers provide independent Corporate & Family Business Advisory services to shareholders and companies at every stage of the business lifecycle – from business development and fundraising to acquisitions, disposals and liquidity events.
Offering trusted advice with an entrepreneurial mindset, our highly experienced team specialises in helping clients make the right decisions for their businesses, on the right terms.
As a group we specialise in working with families, individuals, and entrepreneurs.
We draw on the experience of our client who have been successful in growing and exiting their businesses.
Bespoke and independent; no lending, trading or capital markets activities.
We approach every deal from the principal's perspective.
Our focus is on long-term relationships and value creation.
Our clients are our partners.
Operate within the wider SF group to offer a holistic service to entrepreneurs.
We harness the SF network to access capital, partners, and specialist insight.
Being sector non-specific is our focus – there’s a strong commonality across all our deals – Richard Hill
View MoreAaron talks about our 'Dragons' Den' task
View More