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Case Studies, Growth Funding

£5m raised for Specialist Financial Services

We are delighted to report that we have raised £5million for our client who operates in the financial services sector. 

For reasons of confidentiality we unfortunately cannot disclose the exact nature of the business of this client. While we cannot provide our usual in-depth case study, we are pleased to have raised this £5million as a loan facility to this successful group.

Having introduced our client to our investor, we acted in a corporate advisory capacity negotiating and constructing a set of terms that suited both parties. With a strong and growing demand for its product, we anticipate a second trance of £5million being invested later in the year.

We’re delighted to have acted as corporate advisor – we were actively involved throughout the negotiation process and it is great to see both parties so happy with the terms we recommended. We foresee more of this type of activity as we move through 2017 – more opportunities for our private investors to place capital into similar projects that offer substantial investment returns.

Nick Young
Beer & Young Director

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