|
Finance
required is £1m - £5m, Early stage investment, Consumer
related, Geographical trading location UK- all areas
3i
|
Company
details:
|
|
Investment
executives:
|
120
(UK), 180 (Outside the UK)
|
|
Total
funds invested:
|
£5.2
billion (Globally)
|
|
Total
funds managed/advised:
|
£6.2
billion (Globally)
|
|
Sources
of funds:
|
Banks,
Insurance companies, Own, Parent, Pension funds, Institutional
investors, Private investors
|
|
Funds
managed/advised:
|
Invests
own capital and in addition manages several co-investment
funds in all sectors investing in MBOs and MBIs in the UK and
a range of businesses in Continental Europe and Asia Pacific.
|
|
Current
portfolio size:
|
1000
|
|
Investments
as lead investor:
|
Examples
include: Hobbs, Crown Media, Interflora, Microsulus, The Cloud
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£2
million
|
|
Maximum
investment:
|
£100
million
|
|
Average
current investment size:
|
-
|
|
Stage
of investment:
|
All
stages considered
|
|
Industry
preferences:
|
All
sectors considered
|
|
Geographical
preferences:
|
UK
and Western Europe, USA/Canada, Asia
|
|
Contacts:
|
Michael
Queen, Chris Rowlands, Jonathan Russell, Jo Taylor, Paul
Waller
|
ALLIANCE FUND MANAGERS LTD
|
5th
Floor, Cunard Building, Pier Head, Liverpool, L3 1DS
|
|
Telephone:
|
0151-236
4040
|
Email:
info@msif.co.uk
|
|
Facsimile:
|
0151-236
3060
|
Website:
www.msif.co.uk
|
|
|
Company
details:
|
|
Investment
executives:
|
8
(UK)
|
|
Total
funds invested:
|
£30
million
|
|
Total
funds managed/advised:
|
£70
million
|
|
Sources
of funds:
|
Banks,
Government, Pension funds
|
|
Funds
managed/advised:
|
Merseyside
Special Investment Fund
|
|
Current
portfolio size:
|
60
|
|
Investments
as lead investor:
|
45
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£250,000
|
|
Maximum
investment:
|
£3
million
|
|
Average
current investment size:
|
£1
million
|
|
Stage
of investment:
|
Seed,
Start-up, Other early stage, Expansion/development,
Refinancing bank debt, Secondary purchase/replacement capital,
Rescue/turnaround, MBO, MBI, Mezzanine
|
|
Industry
preferences:
|
All
sectors considered except Retail, Property, Financial services
|
|
Geographical
preferences:
|
North
West
|
|
Contacts:
|
Matt
Allen, Akshay Bhatnagar, Mark Fuller, Darren Gowling, Malcolm
Jones
|
BRAVEHEART VENTURES
|
Company
details:
|
|
Investment
executives:
|
4
(UK)
|
|
Total
funds invested:
|
£15
million (UK)
|
|
Total
funds managed/advised:
|
Not
disclosed
|
|
Sources
of funds:
|
Corporate
investors, Government, Own, Parent, Private investors
|
|
Funds
managed/advised:
|
|
|
Current
portfolio size:
|
22
(UK)
|
|
Investments
as lead investor:
|
Biopta
Ltd, Dimensional Imaging Ltd, Spiral Gateway Ltd, MicroStencil
Ltd, Quantum Filament Technologies Ltd
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£200,000
(or £50,000 as part of the SMART Equity Scheme only)
|
|
Maximum
investment:
|
£2
million
|
|
Average
current investment size:
|
£500,000
|
|
Stage
of investment:
|
Other
early stage, Expansion/development, Bridge finance,
Refinancing bank debt, Secondary purchase/replacement capital,
Rescue/turnaround, MBO, MBI, Institutional BO, Leveraged Build
Up, Mezzanine, Public to private, Other - Seed and start-up
ONLY via SMART Equity Scheme with participating universities
|
|
Industry
preferences:
|
All
sectors considered except hotels and films. Limited interest
in drug development companies.
|
|
Geographical
preferences:
|
UK
|
|
Contacts:
|
Carolyn
Smith, Geoffrey Thomson
|
BRIDGES COMMUNITY VENTURES
LTD
|
Company
details:
|
|
Investment
executives:
|
9
(UK)
|
|
Total
funds invested:
|
N/A
|
|
Total
funds managed/advised:
|
£40
million (UK)
|
|
Sources
of funds:
|
Government,
Institutional investors, Private investors
|
|
Funds
managed/advised:
|
Bridges
Community Development Fund A LP, Bridges Community Development
Fund B LP
|
|
Current
portfolio size:
|
19
(UK)
|
|
Investments
as lead investor:
|
SimplySwitch,
Bison Bede, HSAtec, The Office, Cope & Timmins
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£150,000
|
|
Maximum
investment:
|
£2
million
|
|
Average
current investment size:
|
Not
applicable
|
|
Stage
of investment:
|
All
stages considered
|
|
Industry
preferences:
|
All
sectors considered
|
|
Geographical
preferences:
|
East
Midlands, London, North East, North West, South West, West
Midlands, Yorkshire and The Humber
|
|
Contacts:
|
Philip
Newborough, Michele Giddens, Carolyn Maddox, Antony Ross,
Anne-Marie Harris, Sam Archer, Lisa Barclay, Charlotte
Goldsmith, Matt Scott
|
|
Other
information:
|
Bridges
Community Ventures Ltd is the UK's first community development
venture capital company, established to invest in ambitious
businesses in the most under-invested parts of England. To see
if your business is located in a qualifying area please visit
www.bridgesventures.com
|
CATAPULT VENTURE MANAGERS LTD
|
Company
details:
|
|
Investment
executives:
|
8
(UK)
|
|
Total
funds invested:
|
£10.5
million
|
|
Total
funds managed/advised:
|
£50
million
|
|
Sources
of funds:
|
Banks,
Government, Pension funds, Institutional investors
|
|
Funds
managed/advised:
|
East
Midlands Regional Venture Capital Fund. Advantage Enterprise
and Innovation Fund
|
|
Current
portfolio size:
|
34
|
|
Investments
as lead investor:
|
34
new investments including Intamac Systems Ltd, Applied
Multilayers Ltd, Stadia Sports Holdings, Stribbons Ltd, Mood
Concepts, RDM Ltd
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£100,000
|
|
Maximum
investment:
|
£2
million
|
|
Average
current investment size:
|
£250,000
|
|
Stage
of investment:
|
Start-up,
Other early stage, Expansion/development, MBO, MBI
|
|
Industry
preferences:
|
All
sectors considered
|
|
Geographical
preferences:
|
East
Midlands, West Midlands
|
|
Contacts:
|
Clive
Austin, Rob Carroll, Jonathan Earl, Caroline Green, Ray
Harris, Robin Jones, Pete le Noury, Graham Mold
|
CLOSE VENTURE MANAGEMENT
|
Company
details:
|
|
Investment
executives:
|
9
(UK)
|
|
Total
funds invested:
|
£150
million
|
|
Total
funds managed/advised:
|
£235
million
|
|
Sources
of funds:
|
Private
investors
|
|
Funds
managed/advised:
|
Close
Brothers Venture Capital Trust PLC, Close Brothers Development
VCT PLC, Close Brothers Protected VCT PLC, Close Technology
& General VCT PLC, Healthcare and Leisure Property Fund
PLC, Bamboo Investments PLC, Close Income & Growth VCT PLC,
Crown Place VCT PLC
|
|
Current
portfolio size:
|
60
(UK)
|
|
Investments
as lead investor:
|
Careforce
PLC, Grosvenor Health Ltd, Xceleron Ltd, Peakdale Molecular
Ltd, Lowcostbeds Ltd
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£500,000
|
|
Maximum
investment:
|
£8
million
|
|
Average
current investment size:
|
£2
million
|
|
Stage
of investment:
|
All
stages considered
|
|
Industry
preferences:
|
All
sectors considered
|
|
Geographical
preferences:
|
UK
|
|
Contacts:
|
Patrick
Reeve, Robert Whitby-Smith, Henry Stanford, Emil Gigov, Will
Fraser-Allen, Ed Lascelles, David Gudgin
|
CREATE PARTNERS LTD
|
Company
details:
|
|
Investment
executives:
|
2
(UK)
|
|
Total
funds invested:
|
£1.5
million (UK)
|
|
Total
funds managed/advised:
|
£20
million (UK)
|
|
Sources
of funds:
|
|
|
Funds
managed/advised:
|
Create
East of England Fund
|
|
Current
portfolio size:
|
8
|
|
Investments
as lead investor:
|
Daisy
Limited, Tissuomics Limited, Screens at Work Limited, Ettondoo
Limited Camrivox Limited
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£100,000
|
|
Maximum
investment:
|
£2
million
|
|
Average
current investment size:
|
|
|
Stage
of investment:
|
Start-up,
Other early stage, Expansion/development, MBO, MBI
|
|
Industry
preferences:
|
All
sectors considered except EU and DTI exclusions
|
|
Geographical
preferences:
|
East
of England
|
|
Contacts:
|
Boyd
Mulvey, Mattheus Pieterse
|
ELDERSTREET INVESTMENTS LTD
|
Company
details:
|
|
Investment
executives:
|
7
(UK)
|
|
Total
funds invested:
|
£75
million (UK)
|
|
Total
funds managed/advised:
|
£80
million (UK)
|
|
Sources
of funds:
|
Academic
institutions, Banks, Corporate investors, Pension funds,
Institutional investors, Private investors
|
|
Funds
managed/advised:
|
Elderstreet
Capital Partners, Elderstreet Venture Capital Trust, TriVen
Venture Capital Trust, Elderstreet Millennium Venture Capital
Trust, Adviser to private investors
|
|
Current
portfolio size:
|
56
(UK)
|
|
Investments
as lead investor:
|
Micromuse
Inc, Berkeley Scott Group plc, Computer Software Group plc,
Edenbrook Limited, weComm Limited
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£400,000
|
|
Maximum
investment:
|
£3
million
|
|
Average
current investment size:
|
£1
million
|
|
Stage
of investment:
|
Other
early stage, Expansion/development, Refinancing bank debt,
Secondary purchase/replacement capital, Rescue/turnaround, MBO
|
|
Industry
preferences:
|
Industrial
products and services, Manufacturing, Software and computer
services, Internet technology, Leisure and entertainment,
Other consumer related, Services
|
|
Geographical
preferences:
|
UK
|
|
Contacts:
|
Paul
Frew, William Horlick, Michael Jackson, Vin Murria, David
Taylor, Barnaby Terry
|
|
Other
information:
|
Elderstreet
Capital Partners provide early stage and development capital
to growing businesses within the European Software and
Computer Services sector.
The Venture Capital Trusts finance buy-outs and provide
development capital to VCT qualifying businesses in all
sectors within the United Kingdom.
|
FINANCE CORNWALL LTD
|
Company
details:
|
|
Investment
executives:
|
3
(UK)
|
|
Total
funds invested:
|
£6
million (UK)
|
|
Total
funds managed/advised:
|
£20
million (UK)
|
|
Sources
of funds:
|
Banks,
Local authorities, Own
|
|
Funds
managed/advised:
|
|
|
Current
portfolio size:
|
16
|
|
Investments
as lead investor:
|
Advanced
Oxidation Limited, Castle Granite Limited, Furniss Limited,
Locally Limited, Select Gauges & Calibration Limited
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£50,000
|
|
Maximum
investment:
|
£1
million
|
|
Average
current investment size:
|
|
|
Stage
of investment:
|
Start-up,
Other early stage, Expansion/development, Rescue/turnaround,
MBO, MBI, Institutional BO, Mezzanine
|
|
Industry
preferences:
|
All
sectors considered except Primary agriculture
|
|
Geographical
preferences:
|
South
West
|
|
Contacts:
|
Victoria
Holroyd, Robert Seymour, Mike Wall
|
FINANCE WALES INVESTMENTS LTD
|
Company
details:
|
|
Investment
executives:
|
9
(UK)
|
|
Total
funds invested:
|
£38
million (UK)
|
|
Total
funds managed/advised:
|
£60
million
|
|
Sources
of funds:
|
Banks,
Government
|
|
Funds
managed/advised:
|
|
|
Current
portfolio size:
|
100
(UK)
|
|
Investments
as lead investor:
|
|
|
Investment
preferences:
|
|
Minimum
investment:
|
£100,000
|
|
Maximum
investment:
|
£1.5
million
|
|
Average
current investment size:
|
|
|
Stage
of investment:
|
Start-up,
Other early stage, Expansion/development, MBO, MBI, Mezzanine
|
|
Industry
preferences:
|
Biotechnology,
Life Sciences, Medical/health related, Chemicals and
materials, Energy, Construction and building products,
Industrial automation, Industrial products and services,
Manufacturing, Engineering, Transportation, Communications,
Media and photography, Information technology hardware,
Software and computer services, Internet technology,
Electronics, Nanotechnology, Leisure and entertainment, Other
consumer related, Services
|
|
Geographical
preferences:
|
Wales
|
|
Contacts:
|
David
Staziker, Paul Lee
|
|
Other
information:
|
| |