Our client was a founder who retained a significant listed shareholding following a partial exit from a public company. While the position represented long-term conviction, the concentration constrained liquidity for broader investment activity.
Million Plus Private Finance assessed the equity position alongside the client’s property holdings and liquid investments. A bespoke single stock facility was structured with appropriate concentration buffers and a repayment profile aligned to anticipated portfolio rebalancing. The facility provided controlled liquidity without requiring immediate disposal of shares, supporting capital efficiency and portfolio flexibility.
