Investment Banking

Market-facing corporate advice

The strong, long-term, relationships with our clients that we have built up help us to achieve their goals by providing proactive, market-facing advice. The Investment Company team’s collaborative approach allows corporate advice to be well-informed based on investor feedback from the sales team and industry perspective from the research team.   

Having raised over £10bn of capital for Investment Companies, we have experience of a full range of corporate transactions, including primary and secondary fund raisings, with the ability to access all of the key markets in London, such as the LSE, including Main Market, Specialist Fund Segment and AIM. 

We advise 51 retained clients and seek to maintain an open dialogue with Board members. We regularly attend Board meetings and provide a formal quarterly report for the Board on all aspects of an investment company’s interaction with the capital markets, including monitoring share price movements, volume, discounts and compliance with regulatory obligations. We seek to be a trusted partner to a Board, assisting in meeting long-term growth ambitions and objectives.

 
Global
Edinburgh Worldwide
Keystone Positive Change
Miton Global
RIT Capital Partners
Scottish Mortgage
UK
Henderson Smaller Companies
JPMorgan Claverhouse
Sherborne Investors B
Sherborne Investors C
Troy Income & Growth
Trian Investors 1
US
JPMorgan US Smaller Companies
Asia Pacific
Aberdeen New Thai
JPMorgan Indian
Schroder Asia Pacific
Schroder Oriental Income
VinaCapital Vietnam Opportunity
Emerging Markets
Georgia Capital
JPMorgan Russian
Infrastructure
Aquila European Renewables
Bluefield Solar Income
International Public Partnerships
VH Global Sustainability Energy Opportunities
Property
Custodian REIT
Phoenix Spree Deutschland
Primary Health Properties
Raven Property
Schroder European Real Estate
Stenprop
Sector Specialists
Baker Steel Resources
CatCo Reinsurance Opportunities
International Biotechnology
Menhaden Capital
Riverstone Energy
Syncona Limited
Third Point Offshore 
Private Equity
Chrysalis
Hg Capital Trust
ICG Enterprise Trust
Princess Private Equity
Debt
EJF Investments
Fair Oaks Income
SME Credit Realisation
NB Global Monthly Income
TwentyFour Income
TwentyFour Select Monthly Income
UK Mortgages

Our Investment Banking Team