CASE STUDY
Helping an entrepreneur raise liquidity
Client Need:
A technology entrepreneur wanted to realise some of the wealth which had been accumulated in their business.
They did not want to divest their shareholding but required liquidity to acquire real estate and build a diversified liquid investment portfolio.
Our Approach:
We had previously managed a modest sum of money for the client; we created a much broader solution by partnering with a global investment bank.
A secured borrowing facility was established using a proportion of the private company shareholding, without requiring them to divest ownership.
This facilitated an international property purchase, and the creation of a liquid portfolio designed to service the loan interest cost, which the bank maintained a charge over.
The Outcome:
- Enabled access to significant liquidity without selling equity
- Supported the purchase of a real estate asset.
- Built a diversified liquid investment portfolio aligned to long-term goals
- Created an efficient structure to service ongoing loan costs
The result was a strategic solution that allowed the client to unlock liquidity without compromising business ownership while preserving long-term equity value for the future.
