Equity finance for businesses in Wales

A top 5 UK equity investor*, we can provide equity up to £5 million to businesses based in Wales or planning to move here.

What sets us apart

equity finance
Top 5

Equity investor in the UK

  • Equity investment up to £5 million
  • Flexible funding structure suitable for your growth plans
  • Dedicated local portfolio team with experience of growing and exiting businesses
  • Value-add investor with a strong network of non-executive directors and advisers
  • Established network of co-investors and other funders

What is equity finance?

Equity finance is a way of raising capital by selling shares in your business. Unlike loans, you don't have to worry about making repayments, so all the finance you raise can be put towards achieving your growth plans.

Why should your business consider equity?

  • Allows you to quickly take advantage of opportunities which you might otherwise miss by self-funding your business
  • Can be an effective way of enabling faster growth and long-term value creation
  • Carries no repayment obligation 
  • Investors will bring added value in the form of expertise, knowledge and contacts

Finding the right investors

With years of experience and a track record of delivery, we back companies in all sectors and at all stages of development. We're a funding partner who can provide follow-on investment as your business grows, and will work with you to help your company succeed. 

We can combine equity and loans to deliver a bespoke funding package for your business. We also co-invest and work closely with a range of intermediaries including banks, other funders, and company advisers, to ensure that you get the complete funding you need. 

What can equity support?

An effective way of growing your business can be to sell more in your current market. To achieve this, you may need to:

  • Increase marketing and advertising
  • Expand distribution channels 
  • Improve operational efficiency 

Equity finance can enable you to develop your infrastructure and expand resources, helping you to gain a bigger piece of an existing market.

If you want to grow your business by selling into new geographic areas or targeting new customer segments, you'll need capital to cover the costs. These can include:

  • Marketing and sales resources 
  • Production and distribution 
  • Modifying or updating products

We can provide the financial support and know-how to help you develop and implement your expansion strategy successfully. 

Product development can help you to stay current and drive your business forwards. It may involve:

  • Improving your products for existing markets
  • Developing new product lines for existing markets
  • Introducing new products to enter new markets
  • Updating products to meet new legislation or regulations

Equity investment can be the ideal funding option in these cases, giving you capital and expertise to pursue your product development strategy. 

Are you looking to buy a business or cash out? We provide equity finance to support a range of transactions, including:

  • Management buy-outs
  • Management buy-ins
  • Partial exits 

We have a wealth of experience in structuring finance for such transactions and empowering management teams to succeed.

An effective way of growing your business can be to sell more in your current market. To achieve this, you may need to:

  • Increase marketing and advertising
  • Expand distribution channels 
  • Improve operational efficiency 

Equity finance can enable you to develop your infrastructure and expand resources, helping you to gain a bigger piece of an existing market.

If you want to grow your business by selling into new geographic areas or targeting new customer segments, you'll need capital to cover the costs. These can include:

  • Marketing and sales resources 
  • Production and distribution 
  • Modifying or updating products

We can provide the financial support and know-how to help you develop and implement your expansion strategy successfully. 

Product development can help you to stay current and drive your business forwards. It may involve:

  • Improving your products for existing markets
  • Developing new product lines for existing markets
  • Introducing new products to enter new markets
  • Updating products to meet new legislation or regulations

Equity investment can be the ideal funding option in these cases, giving you capital and expertise to pursue your product development strategy. 

Are you looking to buy a business or cash out? We provide equity finance to support a range of transactions, including:

  • Management buy-outs
  • Management buy-ins
  • Partial exits 

We have a wealth of experience in structuring finance for such transactions and empowering management teams to succeed.

Ready for equity?

We invest in businesses with the potential to grow, who can demonstrate the following:

  • Ambitious management teams
  • Operating in a growing market
  • Have a competitive advantage
  • Have a strong business plan and clear business model 

We'll need to see:

  • Business plan summary (growth and exit strategy) 
  • Historic accounts (up to two years if available)
  • Monthly Integrated Forecast (three years inc. profit and loss, cash flow and balance sheet)
  • Up-to-date management information

What if I don't have all of these right now?

Not to worry. You can either start your application and save your progress for later, or submit and send us the supporting documents when you're ready. 

Once we have everything we need, we'll make a decision as quickly as possible. You can find out more on our process and timescales page. 

We provide equity for businesses at all stages of growth - so whether you're a start-up, early stage or established company, we can support you with the funding your business needs.

For pre-revenue tech start-ups based in Wales, we have specific funds and a dedicated Technology Venture Investments (TVI) team. 

Want to know more?

If you are interested in equity for your business but want to know more, get in touch and we will put you in contact with one of our equity specialists.

*Based on a Beauhurst report, The Deal: Equity investment in the UK 2017