INVESTMENT OPPORTUNITYPROJECT WOLF (“the Company”)
Kroll has been retained to seek an investor and/or a purchaser for the business and assets of the Company. All communications, enquires andrequests for information should be addressed to the following professionals:
Robert Armstrong

Robert Goodhew

Laura Bullock

Robert.Armstrong@kroll.com
M: +44 (0)7824 560491
D: +44 (0)207 0890959

Robert.Goodhew@kroll.com
M: + 44 (0)7989 343093
D: + 44 (0)207 089 4736

laura.bullock@kroll.com
M: +44 (0)7879 589598
D: + 44 (0)207 089 0879

To find out more about Kroll Advisory Ltd and other businesses available for sale visit www.kroll.com/en-gb/services/restructuring-advisory

OPPORTUNITY DESCRIPTION
An exciting opportunity exists to acquire a highly regarded leading independent corporate finance business which specialises in raising capital fromsophisticated institutional investors and family wealth offices for its customers, Private Equity, Real Estate, Real Assets, Credit fund managers (GeneralPartners). The Company provides full fundraising, targeted marketing and advisory services across primary, secondary and direct transactions.
The Company started trading in 2001 and has advised on more than 95 successful capital raises in the EMEA region, raising more than €76b for its EMEA
products. It also has an extensive database of more than 2150 active global Limited Partners (LPs) (investors), with which it has many long-standingrelationships.
The Company is authorised by the Financial Conduct Authority (FCA) and holds permission under the license for professional and retail (investment)
customers (although it does not currently deal with retail customers). The Company also holds a license for Australia and Japan.
The Company is the principal member of a wider group of companies undertaking similar activities, which collectively has advised on over 210 fundraises
globally, to include directly owning 100% of the shares of its subsidiary situated in the USA.
It’s USA subsidiary which started trading in 2004, is authorised by the Financial Industry Regulatory Authority (FINRA) and has advised on more than 70
successful capital raises (including South America) and raised more than $100b from North American LPs.
It owns and trades under an established trade mark in the UK and USA.

KEY INVEST MENT HIG HLIG HT S
UK Parent Company and 100% owned US subsidiary
Customer Relationships•

Pipeline of opportunities of private equity, funds and asset manager clients;•

Extensive database of sophisticated institutional investors, such as
insurance companies, pension funds, endowments, family wealth offices.

Experienced Team of Professionals•

Experienced team bringing diversified backgrounds across the Private
Equity space, currently employs c.11 members of staff in the UK and 8 inUSA;•Ongoing market coverage means the team has deep insights into changing
programmes of LPs.

Premises & Technology

BUSINESS HIG HLIG HT S

c.£6.7m
UK Revenues
FY22c.$5m
US Revenues
FY22Over 95
Successful
capital raises
in EMEAOver 70
Successful
capital raisesin America

Over €72b
Raised fromEMEA LPs

Over €76b
Closed for
EMEA product•

The UK business operates from a leased premises in London;•The US business operates from a leased premises in New York;Over 850 active•

Modern Customer Relationship Management system.

EMEA LP
Relationships

Over 950
active North
American LP
relationships

Over 350
active APAC LP
relationships

EX PRESSIO NS O F INT EREST
Initial expressions of interest invited by 5pm on Wednesday, 23 August 2023.
Further information and introductions to the business owners will then be
facilitated on the signing of Non-Disclosure Agreements

Private & Confidential

Disclaimer: The purpose of this document is to assist the recipient in deciding whether to investigate the possibility of acquiring or funding the Company, or business andassets of the Company. It is not intended to form the basis of any decision. The recipient must make its own independent assessment of the business, rely on its owninvestigations and should obtain independent professional advice. The information in this document has not been verified by Kroll Advisory Ltd., which does not give, nor
has any authority to give, any representation or warranty (express or implied) as to its accuracy or completeness. If you no longer wish to receive information from Kroll
Advisory Ltd in relation to opportunities or any other marketing information, or would like to amend your contact details or know of any other person or entity who would
like to receive this information, please email dp.marketing@kroll.com