At Maven we recognise the importance and benefits of bringing both maximum investment firepower and breadth of business experience to bear throughout the investment process. That’s why we’ve developed Maven Investor Partners, a network of over 100 like-minded sophisticated investors, including family offices, successful entrepreneurs, UK business leaders and fellow fund managers, who can access Maven private company deals directly. Maven’s co-investment model offers Investor Partners the opportunity to invest alongside Maven client funds on each private company transaction, which brings considerable levels of additional capacity to each deal and their experience offers an invaluable extra level of scrutiny to what is already a rigorous selection and diligence process. Maven Investor Partners have access to high-yielding later stage investment opportunities on the same terms as our client funds, with the ability to invest on a discretionary deal-by-deal basis.
Alternative assets – the opportunity
For investors and advisers considering private equity, whether for its potential returns of its merit as part of a diversified portfolio, co-investing with Maven is an attractive low-cost option. High-yielding alternative asset classes are increasingly appealing as a means of mitigating the effect of over-exposure to the traditional main asset classes. Private equity is largely uncorrelated to prevailing main market volatility, and is now recognised as an important component of any portfolio.
We offer investors modest exposure to well-researched private company deals directly, for investments over £25,000 per transaction on a discretionary basis, investing alongside the Maven VCT funds.
Few mainstream private equity managers are able to make available the wide range of deals needed to build a broad-based portfolio. Our team enjoys UK-wide coverage, with 15 investment executives in six key regional centres being introduced to on average 400 deals per annum through corporate finance contacts across the regions, and offers a multi-sector private equity capability, including a market leading position in the buoyant energy services sector through our long-standing presence in Aberdeen.
Maven completes on average five to eight private company deals each year across the UK, deploying around £25m in capital, and on each deal there is limited availability for Investor Partners to participate alongside our client funds. After a prospective investment has been through our full analysis process to identify potential for significant returns, we send detailed investment proposals at an early stage for each Investor Partner to consider and – if interested – indicate commitment. We do everything else associated with the transaction, from analysis to execution. Thereafter we fully manage the investment through to ultimate exit, giving investors quarterly reports throughout.
The potential return
For each investment we target a return of 2x to 5x money over the holding period, and typically a transaction is structured as 90% loan stock, on which we seek an annual paid yield for investors of 10% to 12%.
Please contact Steve Marshall, Sales and Marketing Manager, if these opportunities are of interest to you