Umbra Capital Partners
is a private merchant bank,
advising, improving and
investing in mid-market companies.

What we do

Private, modern, aligned merchant banking.

We founded Umbra as a private merchant bank, to help solve the biggest problems facing entrepreneurs, management teams and owners. 

Our offering comprises of three distinct pillars: Advisory, Capital and Wealth. 

Our advisory function exists to offer sophisticated, unbiased, and quality advisory services for companies of all sizes. We always want to have skin in the game, so typically co-invest and roll our fees into each transaction. 

For principal investing, we invest across the capital structure in situations where we can drive value. Our family-backed, investment vehicle allows us to be flexible, fast-moving and long-term investors. 

Our wealth management offering is focused on providing a comprehensive offering at a fair cost. Our unique, tri-focus structure allows our wealth management clients exclusive access to our private capital deal flow. 

Find out more about our offering

What we offer

Advisory

Corporate finance advisers.

Capital

Invest across the capital structure.

Wealth

Advisors aligned with client interests.

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 at the smaller end of the 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 ( in thousands )

We are relevant to families, entrepreneurs and investors

67.1+

Families

Successful individuals and families across the generations of wealth creation residing in relevant jurisdictions.

12.4+

Entrepreneurs

Founders, owners, entrepreneurs and management teams of profitable, mid-market companies operating across a wide array of sectors.

8.5+

Investors

Single-family offices and institutional investors such as insurance companies, pension funds, fund of funds investing in mid-market 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

Private

We bring confidentiality, trust and experience across public and private markets. A one-stop shop private banking offering for entrepreneurs and families.

Private
Private

Umbra in numbers * ( in £ millions )

0

equity
invested

0

debt
invested

0

equity
raised

0

debt
raised

* £m invested/raised relate to private capital as of Mar 21 - see definitions

Testimonials

"We make a great team Umbra Capital Partners. Looking forward to helping even more people over the coming months and years".  Ross Tomkins – director of Normedica
"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 – partner of Umbra Wealth
“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 Deals

Umbra advises Stanley Capital on its acquisition of Noden Pharma.

Read more