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. […]

Our client was a senior executive holding a meaningful equity position in a late-stage technology company preparing for a potential public listing. The shares were subject to transfer restrictions and lock-up provisions, and the client’s income profile did not reflect the underlying value of the holding, limiting access to conventional credit. Million Plus Private Finance […]

Our client, a founder and majority shareholder of a profitable UK-based private company, held a significant proportion of personal wealth in unlisted shares following sustained reinvestment in the business. He required liquidity to support a prime residential property acquisition while maintaining ownership ahead of a potential medium-term transaction. Million Plus Private Finance reviewed the company’s […]