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.
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.
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.
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.
Successful individuals and families across the generations of wealth creation residing in relevant jurisdictions.
Founders, owners, entrepreneurs and management teams of profitable, mid-market companies operating across a wide array of sectors.
Single-family offices and institutional investors such as insurance companies, pension funds, fund of funds investing in mid-market companies.
Source: Umbra Intelligence Platform™
* £m invested/raised relate to private capital as of Mar 21 - see definitions
