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 […]

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 […]

Our client, a senior executive of a publicly listed company, held a substantial portion of personal wealth in a single listed shareholding accumulated through long-term incentive plans. The concentration limited flexibility when personal liquidity was required to support a prime residential purchase. Million Plus Private Finance reviewed the shareholding, trading liquidity, volatility profile, and the […]