Our Services
Enterprise Private Equity undertakes multi-dimensional work across a number of sectors and we receive a stream of diverse and interesting investment proposals from a network of new and existing clients. We offer expert advice for both the companies and corporate parties for whom we raise funds as well as the IFAs and their clients looking to invest. EPE works in close partnership with the EIS Association to ensure that we are at the forefront of all developments regarding tax regulation and the Enterprise Investment Scheme (EIS). We aim to be the "one stop solution" for companies, advisers and their clients in relation to their investments with us.
Capital Raising and Promotion |
Over 25 years, the Enterprise team have raised in excess of £500m as lead promoter, equivalent to approximately £20m per year. Historically, we raise equity for corporate clients via:
Independent Financial Advisers (IFAs)
Wealth Managers
Family Offices
Specialist Funds
EIS, VCT and smaller company funds
Lending houses and other specialist sources of finance
Corporate Venturing and trade alliances
With over 20 years' experience in managing EIS, VCT and smaller company portfolios, the Enterprise management team offers unparalleled expertise in the EIS sector and specialist understanding of smaller, unquoted business requirements. We have a proven track history of success, which we ascribe to our unique and highly defined strategy.
We work closely with an extensive network of industry and forensic experts who assist in conducting valuable and cost-effective due diligence. This enables us to make more intelligent investment decisions and to manage projects successfully through to exit.
We seek opportunities backed by strong management teams who are passionate about their business, really understand it and have the drive and intelligence to succeed. Such individuals are able to react quickly to changing market conditions, perceive new opportunities, steal a march on competitors and inspire their teams.
We deploy only experienced members of our team to work with investee companies. Our policy is to invest experienced human resources in conjunction with cash input to ensure the proper allocation of funds and development of the business plan.
We address particular industries offering superior returns frequently because they are undergoing a change and offer strong growth patterns. We utilise the experience of investee management and our network of industry experts to gain deep insight into the market and to understand specific trends that affect investment opportunities.
We keep legal, accountancy and due diligence costs to a minimum. Through our experience in investment transactions and operations, the Fund Management team are adept at containing such costs in order to maximise the cash being put to work within the investee companies
Enterprise Corporate Finance provides support services to EIS companies as follows: |
We provide support services to EIS companies including:
EIS clearance
General EIS advice
Monthly EIS status monitoring service
Liaising with HMRC's Small Companies Enterprise centre for technical queries.
We tend to focus our M&A activities on areas where we have detailed sector knowledge, which includes:
Leisure including pubs, clubs & restaurants
Financial Services
Media
We approach each M&A project individually and do 'whatever it takes' to get the job done. Our technical activities include:
Drafting offer documents and investment memoranda
Authorising financial promotions
Assisting with the marketing of financial offers
Negotiating investment terms
Corporate finance advice
Generic company law advice
Corporate restructuring
Incorporating new companies with compliant articles of association
EIS clearances
Due diligence
Verification
Enterprise Administration Ltd |
We provide the following administrative services:
Company Incorporations with compliant Articles for EIS
Receiving agents and share certificate issuance
EIS 3 tax certificates
Statutory services
Company Secretarial
Share register maintenance
Annual Returns
Ad hoc statutory advice