You and the Board own the business and need investment to take the business to the next level - true Brittelstand status
Are you wary of having your shareholding diluted?
Are you contemplating an acquisition but are unsure that you have the money and people to drive it through to a successful conclusion?
Are you looking for an investment partner for the long term?
We invest in the Brittelstand.
We are activist investors and adhere to a well rehearsed template when deciding in which companies we wish to place investments
We use the extensive contacts we have around the world to grow the companies in which we invest.
Simon Greenly is passionate about the creation of a more vibrant cadre of developing Brittelstand companies. He sees this as a central plank in developing the UK economy post Brexit. His role as Chairman of the Gateway project is central to achieving this ambition. Gateway is about persuading institutional investors to invest in this new asset class called the Brittelstand. Carefully chosen and nurtured investments in this asset class are capable of producing attractive returns. A portfolio of Loan Notes produces a satisfactory yield of some 6.5% after expenses. A portfolio of share holdings can produce more exciting returns. He uses his extensive experience of both large public companies, mid cap companies and unquoted businesses to help nurture Brittelstand companies in which investments are made. Central to this activity is the strategic relationship developed over a decade with LGB (Lesmoir Gordon & Boyle and Co). He has seen how talented and motivated teams perform and observed the behaviours and failings of others. He has acted in the role of both chairman and independent non executive director of quoted and unquoted companies. He has been investing since 1973 and has survived and thrived through 4 major recessions.
Simon has surrounded himself with talented individuals. Whilst not employees of Greenly's he has developed relationships with these like minded and motivated people to help choose and foster Greenly's chosen Brittelstand companies.
All investments are made by adhering to a strict template based around a company's ability to achieve mature Brittelstand status. Simon insures no deviation from this template.
I was first introduced to Greenly's by a local accountant that I knew well, as I was coming to the conclusion that my family founded and owned business would thrive better with easier access to larger financial resources. In a resource hungry manufacturing business with large potential export markets, cash is difficult to accumulate organically and we can now see what happens to companies who over extend themselves at the bank.
Two years later, the business is thriving under new ownership, sales are expanding and the ability of the expanded team to manufacture world class marine hovercraft is greatly increased. The family is extremely happy with this outcome. I feel that the company my father started and I developed into a British engineering company of which we are immensely proud, will now achieve really significant critical mass, particularly in vital export markets.
He initiated many commercially sound ideas which have proved to be winners. He was always brilliant at focusing on the things that really mattered and showed great tenacity of purpose in seeing something through to a conclusion. As a business advisor, his actions were always based on sound principles with 'doing what's right for the business' and 'experimenting in order to learn' being conspicuous examples. He was resolute and brave in making some tough decisions that put the company on sound, sustainable footing.
Simon exhibited two parallel talents; an intimate understanding of financial matters and what makes a business tick with a deep appreciation of peoples' motivations and feelings. In my experience, this is a rare example of multiple intelligences emanating from one man to the benefit of all concerned.
Probably the best money I have ever spent.
Simon Greenly has been instrumental in creating a realistic longer term plan for the business which we are now implementing as a team. He has been round the block a few times and this experience shows through. There have been a number of occasions where his previous experience in parallel situations has proved to be invaluable. For instance, he has also made a significant contribution to the successful bedding down of an acquisition we made of a competitor. The relatively easy bit is making the acquisition. Much more onerous is making a success of the business afterwards and growing shareholder value. This is where his help, direction and sage counsel has proved so relevant.