• Our approach

    • Flexible structuring
    • Supportive financing partner
    • Added-value investor

    Flexible structuring

    We believe that each company that we look to support has its own unique set of aspirations and requirements.

    Wherever possible - and within the framework of our assessment of risk and return - we therefore adopt a flexible and customised approach to structuring each of our investments to ensure these needs are met. 

    This enables us to structure financing solutions for a very broad range of potential situations:

    Buyout financing:

    • Supporting private equity sponsors with tailor-made financing packages

    Expansion capital

    • Funding expansion into new products, markets or geographies by providing financing for capital investment or working capital 
    • Financing accretive bolt-on acquisitions where equity is unduly dilutive or in short supply

    Refinancing and recapitalisation

    • Creating equity value release events for shareholders
    • Providing additional cash headroom into financing structures and addressing looming debt maturities
    • Replacing uncooperative lenders 

    Shareholder restructuring

    • Facilitating changes in ownership structure, generational change, succession planning and management incentivisation without recourse to equity funding

    Supportive financing partner

    We aspire to be a supportive and constructive partner to the entrepreneurs, families, private equity sponsors and management teams that we support.

    We have a long-term, partnership-oriented approach - reflecting our heritage as a family business with more than 200 years of investing history - and we believe that this mind-set provides us with a perspective that is truly distinct from our competitors.

    We are committed to acting in a transparent, efficient and responsive manner in order to provide a high-quality service offering that meets the needs of the transaction situations that we are addressing.

    Added-value investor

    We believe that as part of the Rothschild & Co group we are uniquely well-positioned to make a real difference to our investment partners.

    We have the capability - within of course the context of strict adherence to client confidentiality - to draw upon the privileged market intelligence, industry insight and unparalleled contact networks available within the firm, and to share this knowledge and these connections with our partners where relevant.