Introduction
Our 20+ years of experience as an independent corporate finance advisory firm helping mid-market private companies grow and realise value, led us to founding our own investment fund.
The purpose of the Partners Fund is to invest in and support businesses, taking them on the next phase of their growth journey and enabling owners to realise value, where perhaps more traditional routes are not available.
The Fund is sourced from our own private capital as well as Partners from a variety of industries, many of whom have previously built and sold their own businesses.
The Business Owner’s Challenge
For many owners and shareholders who begin to plan the sale of their business or map their own exit – be that due to retirement, succession planning or other reasons – there is a realisation that scale, reliance on particular individuals, customers, suppliers or some other reason, is getting in the way.
Our Solution
We have developed a unique approach via the Rockworth investment Partners Fund to support the owners of SMEs in this situation.
Simply put, we love working with management teams in a hands-on way to help grow businesses. We know what it takes to grow and realise value, and we enjoy applying these lessons to smaller companies. So rather than simply offer advice, we raised a fund to put our money where our mouth is, thus enabling an immediate realisation of value for shareholders, in order to help our investments take the next step on their growth journey.
What are the benefits to business owners?
As a business owner, we hope to help you maximise value. In the short-term we invest both for cash out and into the business, and in the medium-term we help you realise the remaining value either during the course of a structured transaction or via another deal at a point further down the path.
Rockworth as your Investment Partner: what we bring to the partnership
We work alongside you and your management team in a proactive and respectful way, choosing situations where our combined skills are complementary. We enable ownership change, bring best practice to bear from a range of industries, and invest in the growth of your teams and your business operations.
Rockworth brings not only investment but a passionate approach towards operational and financial improvements, marketing excellence and creative development. We love to get involved and help solve the problems in order to unlock a company’s growth.
Lawrence Price, Rockworth Management Partners
The 3 Stage Process
The Partners Fund invests in your business. We are flexible on the percentage of our investment, which will immediately crystallise a portion of value to existing shareholders.
Over the next 3-5 years, we work alongside you and your existing management team, helping the company to grow. We build a written plan for the longer-term, making sure we achieve the overall aims and the best outcome for the vendors.
We enable the complete exit of the current owners and continue to grow the business with the management team, or we work together to achieve a further sale to a strategic buyer at that later stage.
Key Individuals managing the Partners Fund
Dominic Riley – Experienced owner, Investor and Chairman of Private Equity-backed and family businesses.
See Dominic’s full bio here.
Lawrence Price – MD of Rockworth Management Partners, Investor, non-executive director.
See Lawrence’s full bio here.
History of Success
We have worked with business owners, management and investors for over 20 years and completed more than 200 transactions. We hold a range of non-executive positions and have various current and realised investments in UK-based private companies.
Long-term relationships
We believe in building partnerships – enabling a business to achieve a transition (typically exit of the current shareholders or a step-change in the operations), working hands-on alongside management to optimise the business.
Interested to find out more?
If you would like to hear more about the Partners Fund and have an initial informal conversation about your personal situation, call us on 01865 784 896.