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Equity Linked Investments: £100k to £2.5m

Read about Architects Bond Bryan

Sheffield-based Bond Bryan agreed a 75 per cent management buyout in a multi-million pound deal.

South Yorkshire Investment Fund provides equity linked investments from £100k to £1m and mezzanine loans (with equity options or redemption penalties) from £150k to £1.5m.

As we are able to offer a mix of both loan and equity linked investments we are looking to back businesses, management teams and entrepreneurs who are seeking an investment of up to £2.5m.

We can also invest in much larger transactions alongside other finance providers.

The size of the equity share will depend on a number of factors including the size of the investment, the perceived level of risk and the valuation of the company.

As shareholders, we have a vested interest in ensuring that the company succeeds, as we share in the company's success, generally achieving our principal return through a capital gain by means of an "exit". As part of the investment, we may appoint a non executive director to work with the company.

We Can Help Your Business If You Are:

  • An SME* paying business rates in South Yorkshire or those wishing to re-locate.
  • A start-up or early stage and growing business
  • A manufacturing or service sector business (some restrictions apply)
  • A business with growth potential
  • And you have a gap in funding where conventional sources of finance are insufficient or unavailable.

Example Equity Linked Investment Deals:

  • Acquisitions
  • MBO's and MBI's
  • Expansion
  • Start Ups
  • Relocation

Equity Linked Investment Details:

Loan with Equity Options: £100k to £1.5m
Equity Investment: £100k to £1m
Joint Equity Linked Package: £100k to £2.5m
Effective Fixed Annual Interest rates: Each investment is dealt with on a bespoke basis
Exit: Exit targeted within 5 years

An integral part of the way SYIF helps businesses is through Mentorbank which provides mentoring and support to help management teams grow their businesses.

How to Apply

1. Check Your Eligibility and Send an Enquiry

  • Use our online application enquiry form check your eligibility and send a brief summary of your business and your funding requirements to SYIF. A SYIF investment manager will contact you to discuss your application. It is usually best to make an online enquiry before you fill out the detailed application form.

2. Ready to Submit a Detailed Application?

If you have any questions or wish to talk to someone about making an application phone 01709 386 377 or email application@syif.com

*An SME (small or medium-sized enterprise) is a business employing less than 250 employees, with an annual turnover of less than 50m Euros (approx. £36m) or balance sheet net assets of less than 43m Euros (approx. £31m). The business cannot be part of a larger group employing more then 250 employees where the group owns at least a 25% share of the business.