Alternative assets
If you are considering private equity, both for its potential returns and 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 attracting the attention of investors and advisers looking to mitigate the effects 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 comprehensive portfolio.
Few mainstream private equity managers are able to offer access to the wide range of deals needed to build a broad-based portfolio. Maven’s co-investment model allows you to invest on a low-cost discretionary basis, with access to well-researched, attractive single company investment opportunities. It is of interest to High Net Worth individuals, family offices, pension funds (such as SIPPs and SSASs) and institutional investors.
The opportunity
We offer modest exposure to SME opportunities across the UK, generally for amounts over £25,000.
As a co-investor you can access our private company deals directly, investing alongside the Maven VCT funds on a discretionary basis. You choose whether to invest on a deal-by-deal basis, avoiding sectors or businesses you don't like.
Maven completes on average 6 to 10 private company deals each year across the UK, deploying around £25-35m in capital, and on each deal there is limited availability for co-investment 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 co-investor 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.
Please note
These opportunities are clearly only suitable for sophisticated investors. If you are considering a private equity investment and have any doubt about whether it is suitable, you should seek independent financial advice. You should also be an investment professional or able to certify that you are a high net worth individual (for the purposes of the Financial Services and Markets Act 2000) on the basis of having annual income of £100,000 or more, or net free assets (excluding value of main residence or any main or dependant pensions) of £250,000 or more. An investment in private equity carries a higher risk than many other forms of investment, as private company shares are not publicly traded and may therefore be difficult to realise. Investments in such companies are substantially riskier than in larger companies.