Our client, an international investor, held a diversified portfolio comprising listed securities alongside a substantial unlisted shareholding in a private operating company. He required flexible liquidity to support opportunistic investments while retaining existing assets and maintaining portfolio balance.
Million Plus Private Finance reviewed the client’s balance sheet, including asset concentration, liquidity profile, and jurisdictional considerations. A blended facility was structured in which the listed portfolio provided stability, while the unlisted shares were incorporated at an adjusted valuation reflecting liquidity considerations. Lender engagement, valuations, and legal documentation were coordinated to private bank standards, delivering controlled access to capital while preserving ownership across asset classes.
