Structure your growth investment for long-term success
Funding your long-term growth plans with a well-structured
mezzanine or quasi-equity funding package can offer some
significant benefits and underpin your future success.
“Funding your long-term growth plans with traditional debt isn’t
always the right option. Even the best business plan can be
thwarted by an unsuitable funding package,” explains new
investments manager, Mike Owen. “Turning your growth plans
into reality needs careful thought to secure the investment you
need and often the way it’s structured can also be crucial. This is
where mezzanine can come into its own.”
Focus on creating real business value
Matching your business plan with the right funding package from
the start means you can concentrate on building a sustainable and
We’re an experienced SME investor, so we don’t just think about available security. We can structure our investment creatively and consider your ability to service any repayments based on your growth forecasts. Flexibility really is the key.
Mike OwenFinance Wales' new investments manager
A mezzanine structure can free-up much-needed capital to help
you achieve your forecast growth plans.
“A sensible ‘stepped’ repayment profile or repayment holiday
could be the answer. Alternatively, we could ‘roll up’ an element
of the interest costs in the early days. In certain cases we could
offer you a profit sharing arrangement where our return would be
based on how our investment has contributed to your growth,” Owen
Take the long view
For many businesses, one funding round isn’t always enough, so a
number of properly structured investment rounds from a supportive
long-term investor can make a major contribution to your future
“Above all, it’s important to be realistic about the funding
levels you need and how long it will take you to achieve your
plans. This should influence the type of investment structure you
choose,” Owen concludes.