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Equity Linked Investments: £100k to £2.5m
Sheffield-based Bond Bryan agreed a 75 per cent management buyout in a multi-million pound deal.
South Yorkshire Investment Fund provided equity linked investments from £100k to £1m and mezzanine loans (with equity options or redemption penalties) from £150k to £1.5m.
As we were able to offer a mix of both loan and equity linked investments we are looking to back businesses, management teams and entrepreneurs who are seeking an investment of up to £2.5m.
We could also invest in much larger transactions alongside other finance providers.
The size of the equity share depended on a number of factors including the size of the investment, the perceived level of risk and the valuation of the company.
As shareholders, we had a vested interest in ensuring that the company succeeded, as we shared in the company's success, generally achieving our principal return through a capital gain by means of an "exit". As part of the investment, we may have appointed a non executive director to work with the company.
We Could Help Your Business If You Were:
- An SME* paying business rates in South Yorkshire or those wishing to re-locate.
- A start-up or early stage and growing business
- A manufacturing or service sector business (some restrictions apply)
- A business with growth potential
- And you have a gap in funding where conventional sources of finance are insufficient or unavailable.
Example Equity Linked Investment Deals:
- MBO's and MBI's
- Start Ups
Equity Linked Investment Details:
|Loan with Equity Options:||£100k to £1.5m|
|Equity Investment:||£100k to £1m|
|Joint Equity Linked Package:||£100k to £2.5m|
|Effective Fixed Annual Interest rates:||Each investment is dealt with on a bespoke basis|
|Exit:||Exit targeted within 5 years|
An integral part of the way SYIF helps businesses is through Mentorbank which provides mentoring and support to help management teams grow their businesses.
How to Apply
Finance Yorkshire has now taken on responsibility for providing gap finance in Yorkshire and the Humber.
Please click here to be redirected to the Finance Yorkshire website where you can complete an equity linked finance online enquiry form.
If you have any questions or wish to talk to someone about making an application phone 0845 649 0000 or email firstname.lastname@example.org
*An SME (small or medium-sized enterprise) is a business employing less than 250 employees, with an annual turnover of less than 50m Euros (approx. £36m) or balance sheet net assets of less than 43m Euros (approx. £31m). The business cannot be part of a larger group employing more then 250 employees where the group owns at least a 25% share of the business.