Our client, a high-net-worth investor, sought £2 million to fund a private equity acquisition without liquidating her diversified securities portfolio. Traditional lenders were reluctant due to the combination of equities, bonds, and offshore holdings.
Million Plus Private Finance structured a bespoke Lombard loan using the clients securities as collateral. We compiled detailed portfolio valuations, income streams, and investment forecasts, presenting a full wealth picture to specialist lenders and private banks experienced in multi-asset lending.
We obtained a £2,000,000 Lombard facility with 70% LTV and a hybrid repayment structure. This enabled our client to preserve their investment capital, optimise cashflow, and act swiftly on the acquisition.
