Our client, an international investor, held a substantial single-name equity position alongside a diversified listed portfolio. He required liquidity to support opportunistic investments while retaining exposure to the core holding.
Million Plus Private Finance reviewed the client’s balance sheet, including asset concentration and jurisdictional considerations. A blended facility was arranged in which the diversified portfolio provided stability, while the single stock exposure was incorporated at an adjusted valuation reflecting volatility and concentration. Lender engagement and documentation were coordinated to private bank standards, delivering flexible access to capital while preserving long-term portfolio intent.
