Private Equity Investment

Private Equity Investment

Our Private Equity investment supports management teams and owners of established businesses looking to undertake a management buy-out, realise a portion of their shareholding (equity release), undertake an acquisition, or looking to accelerate growth in the business. We can also support Management Buy-Ins

Private Equity investors take a stake in your business in return for a cash investment. Such investment is often used as part of a larger funding package alongside other forms of finance, including bank loans. It does though tend to be a more patient form of funding in the servicing it requires, generating returns from the growth in the value of the business and hence aligning with the success of other shareholders. 

We look to support high quality management teams in established businesses which are usually (but not always) profitable. We typically invest between £500k – £2m in return for a shareholding in the business. This shareholding is then sold further down the line, typically in 4-7 years time.

As well as funding, we look to be a long term partner for you and your business and are keen to add value and the benefit of our expertise. Our Private Equity backed businesses benefit from an additional layer of support, particularly in the area of strategic issues. We look to leverage our experiences in supporting numerous other businesses to increase your chances of success, and complement this with a strong support network which can include for instance potential Non Executive Directors who can add further value to your business.

Key Takeaways
of Private Equity
Investment

Private Equity investors buy a part of your business. They become co-owners alongside management

Private Equity is a long term financial solution, with most firms planning for an exit within 4 to 7 years

To provide the investor with an exit, you will generally need to either sell your company (to another company or another investor) or to list it on the stock market

The funding is complementary to other forms of finance, and likely more patient in the servicing it requires

Meet our Private Equity Team:

Mark Borzomato

CEO and Head of Private Equity
0151 236 4040

Mark Borzomato

CEO and Head of Private Equity

mark.borzomato@rivercapitaluk.com

0151 236 4040

What is my role?

I am CEO of River and have been involved in private equity and investing for over twenty years. I am passionate about working with and supporting entrepreneurs/management of teams/SME’s to successfully deliver their aspirations. I am responsible for the strategic direction and vision of the business and maintaining our key stakeholder relationships, including with our investors. I am proud to lead a team at River who share this vision.

 

Hobbies or interests outside of work?

  • I manage a local football team
  • I am a sporadic golfer
  • A regular quiz go-er
  • And full-time sufferer in the pain of being a Middlesbrough FC supporter!

 

Favourite album?

Rattle ‘n’ Hum by U2.

Jerry Mobbs

Portfolio Director
0151 236 4040

Jerry Mobbs

Portfolio Director

jerry.mobbs@rivercapitaluk.com

0151 236 4040

What is my role?

As part of my role at River, I monitor investee companies, attend boards as an observer and facilitate the appointment of NEDs and an on-going analysis of management teams. In addition to this, I advise and influence investee company boards in areas of strategy, financial management, recruitment, remuneration policies, as well as providing assistance in external fund raising for portfolio companies, by debt, equity or grant. Also, I guide and influence portfolio companies to deliver profitable and timely exits.

 

Hobbies or interests outside of work?

  • Music
  • Race Horses
  • Sport.

 

Favourite album?

Dusty in Memphis by Dusty Springfield.

Marion Savill

Portfolio Director
0151 236 4040

Marion Savill

Portfolio Director

marion.savill@rivercapitaluk.com

0151 236 4040

What is my role?

I manage a portfolio of equity investments mostly in the Merseyside Loan and Equity Fund. In addition to this, I work with the boards of our investee companies to help them achieve their strategic goals and ultimately to maximise the value of our investment via a sale or flotation.

 

Hobbies or interests outside of work?

  • I enjoy outdoor sports and activities
  • I play hockey for Chester Ladies
  • I am a regular runner and enjoy hill walking
  • I also love travelling and skiing.

 

Favourite album?

21 by Adele.

Dave Furlong

Investment Director
0151 236 4040

Dave Furlong

Investment Director

dave.furlong@rivercapitaluk.com

0151 236 4040

What is your role: I’m responsible for our private equity fund, investing in high quality businesses across the North West looking for help with accelerating their growth, change of ownership (management buy-out etc), succession planning, partial de-risking of owners stakes in businesses and acquisition strategies.

Hobbies outside of work. I’m a keen (but very lapsed!) guitarist who’s moved into the ‘all the gear and no idea’ phase of life. I’m also a Liverpool FC season ticket holder, and lover of rugby, cricket and ice hockey. I’m also a listening volunteer for Samaritans. I also love walking our Labrador with my wife and two daughters. When I can keep up with them….

Favourite Album: Tough choice in a crowded field, but In Rainbows by Radiohead.

Ben Gregory

Investment Manager
0151 236 4040

Ben Gregory

Investment Manager

benjamin.gregory@rivercapitaluk.com

0151 236 4040

What is my role?

I am an Investment Manager investing from our flagship Private Equity fund across the North of England. The best part about my job is meeting and learning from ambitious Management teams who have genuine passion for their craft. In my opinion, there are lots of exciting businesses in the market who have aspirations of going on a growth journey but often do not meet the financial criteria set by typical PE funds, which is the gap we are looking to bridge.

Hobbies or interests outside of work?

Outside of work you will usually find me in the gym, playing golf or complaining about Everton.

What is your all-time favourite album?

Frequently Flying by Sonny Fodera.