Umbra Capital Partners
is a modern merchant bank,
advising, improving and
investing in UK-based SMEs.

What we do

Modern, aligned and flexible merchant banking.

We combine our investment and advisory background with a fintech approach, making us uniquely placed to help drive UK-based SMEs forward.

We are primarily corporate finance advisors with an ability to invest. We want to have skin in the game and we typically co-invest and roll a portion of our fees into each transaction. We believe that this alignment is crucial in offering best-in-class advice and developing longstanding relationships.

We are backed by families and long-term investors. We focus on private capital and invest across the capital structure. Our management investment vehicle, managed account structure and global network enable us to be flexible, fast-moving and long-term investors.

We offer qualifying entrepreneurs, founders, owners and families the opportunity to co-invest alongside us and gain exposure to our proprietary deal flow.

Find out more about our offering

What we offer

Advisory

Primarily corporate finance advisers.

Capital

Invest across the capital structure.

Wealth

Direct private capital deal flow.

Our approach

We advise

We improve

We invest

Advisers with an investor mindset.

We are event-driven, and work with entrepreneurs seeking to sell, refinance or raise capital for their companies.

Our team has successfully completed hundreds of corporate finance transactions across different jurisdictions, industries and company sizes in both an advisory and investing capacity. Our investor mindset enables us to understand what investors look for and having skin in the game increases alignment and deal certainty.

Data-driven decision making.

We have a strong track record of bringing efficiencies and improving businesses by delivering growth and cost savings to our clients, borrowers and portfolio companies, as advisors, lenders and owners respectively.

We provide strategic guidance and implement appropriate technologies to identify, capture and analyse key data, which in turn facilitates better decision making.

Backed by families and long-term investors.

We invest private capital in the smaller end of the UK mid market. Our management investment vehicle and managed account structure enables us to take a long-term view, move quickly when required, and closely align ourselves with our like-minded clients.

We are experienced investors with proprietary deal flow access to capital and a global network.

Opportunity

We are relevant to companies, funds and investors

4,100+

Companies

Entrepreneurs, founders, owners, and management teams of profitable, ambitious UK-based SMEs operating across a wide array of sectors.

450+

Funds

Investment managers investing in and raising capital for the UK’s mid market across private equity and private debt

1,525+

Investors

Institutional investors such as insurance companies, pension funds, fund of funds and family offices investing via UK mid-market funds or directly into UK companies.

Source: Umbra Intelligence Platform™

Modern

We are integrating the traditional merchant banking model with a new, tech-enabled and data-driven approach.

Modern
Modern

Aligned

We are advisers and investors with skin in the game. We create value by aligning our interest with the client and acting with integrity and transparency.

Aligned
Aligned

Flexible

We adapt to each opportunity and are agnostic about the role we play. We move fast, with conviction and deliver creative, bespoke and simple solutions to clients.

Flexible
Flexible

Umbra in numbers * (in £ millions)

0

equity
invested

0

debt
invested

0

equity
raised

0

debt
raised

0

AUM

* £m invested/raised relate to private capital as of Nov 19 - see definitions

Testimonials

"It’s been a pleasure working with Umbra, who have worked tirelessly to secure a great debt facility for our unique needs. Having also invested in our equity, they are fully aligned in trying to achieve the best possible outcome." James Herbert – founder & CEO of Hastee
"Umbra brought value-add by leveraging both their experience and network and have consistently gone above and beyond what would normally be expected of an advisor." James Herbert – founder & CEO of Hastee
“Umbra Capital is the ideal partner for rapidly scaling technology businesses – a high energy, fully engaged merchant bank to help you make it happen.” Steven Potter – founder & CEO of HotelMap
“I am delighted to be part of the Umbra family and invest directly in well-structured private equity and debt opportunities. As an active investor, I am able to get involved and work side by side with the team.” Fadi E Hallak
“Umbra’s expertise provided us with the commercial nous to scale projects like hearO. Their involvement also allowed us to focus on our core business of designing and developing special projects.” Richard Moss – founder & CEO of Rogue Projects
“Umbra’s creativity and speed allowed us to get the deal done – not only did they provide capital, but invaluable strategic and structuring advice.” Peter Goodman – founder of When You Move

News Press

Umbra portfolio company Hastee removes all fees for businesses.

Read more