Advisers with an investor mindset.

Umbra offers sophisticated corporate finance advisory services to UK-based SMEs. We are event-driven and our team has completed hundreds of transactions across different jurisdictions, industries and company sizes in both an advisory and investing capacity.

Each transaction is different and we offer unbiased, quality advice. We approach each opportunity with an open mind, and align ourselves with our clients to achieve exceptional results. We are selective in taking on engagements and our success-based model, and willingness to roll a portion of our fees into every deal, ensures true alignment.

Our access to capital gives us a significant edge and a head-start over traditional advisers. It enables us to be opportunistic and move quickly when the situation requires. We can also underwrite transactions and provide short-term funding to provide execution certainty.

Our investor mindset helps us understand what investors are looking for and our data-driven approach allows us to identify the right partner for each opportunity.

Backed by families and long-term investors.

Umbra invests private capital in a wide array of opportunities. We invest in situations where we can add value; we are sector and instrument agnostic and can invest across the capital structure.

We focus on established companies in growing markets, with good revenue visibility, strong profit margins and ambitious management teams with a clear vision. We can take direct majority or minority positions; we are typically the lead investor but often co-invest alongside funds or other investors, we can also invest in funds. We have a direct origination strategy, but also source opportunities from intermediaries via a large network of regional corporate finance advisors, accountants and funds.

Our management investment vehicle and segregated managed account structure allow us to structure bespoke solutions, be opportunistic and have a long-term investment horizon without the constraints of a fund mandate and consequences of the fundraising cycle.

Our capital comes from ourselves, other families and like-minded investors. Additionally, we have access to a global network of institutions and limited partners that want long-term exposure to our direct private capital opportunities.

Comprehensive cost-effective offering.

We have created a wealth management service providing fully tailored investment advice and wealth planning supported by enhanced technology all at a lean total cost.

Our comprehensive offering utilises relationships with multiple custodians, enabling our clients to benefit from spreading counterparty risk, global booking centre access, efficient fees and the optimised product and financing strengths of each custodian, all via the Umbra team.

Umbra Wealth clients benefit from access to our proprietary private capital deal flow and are given the opportunity to co-invest in each Umbra deal.