Universal Partners, together with the Investment Manager, will seek to invest in companies that demonstrate the following important attributes:

  • A robust, easily understood business model
  • Clear competitive advantages, typically provided by an enhanced customer experience, a lower cost base and/or technological leadership
  • Strong and sustainable profitability, combined with a high cash conversion ratio
  • High quality, experienced management who demonstrate a strong cultural fit with Universal Partners and its Investment Manager
  • The acquisition of a meaningful shareholding (generally 25% or more, independently or in a consortium) in the investee company, so that Universal Partners is able to influence and monitor the strategy and performance of the investee company
  • Appropriate alignment of interests and incentives between Universal Partners, its Investment Manager and the management and staff of the investee company
  • Long term growth potential
  • Investment opportunity between GBP 10 million – GBP 30 million

 

Universal will look at investments in the following sectors:

  • Manufacturing
  • Distribution, supply chain management and logistics
  • Cellular industry and related activities
  • Financial services
  • Retail
  • Property