Access to private investments
that would otherwise be out of reach.
Private companies raising capital generally prefer a single holder on the register to a large number of individual shareholders. That preference sets a minimum commitment most private investors cannot meet.
Working with private clients since the 1980's
Regulated advice through Wilcox Young
Working alongside your existing advisers
What it is
How a private syndication works
A company raising capital will often prefer a single name on its share register to a large number of individual shareholders. Syndication places one vehicle on that register, and allows a number of investors to participate through it.
The issuer
Allocates a block of shares, and wants one name on the register.
Participants
Each commits a portion of the total, rather than the whole allocation.
A single holding vehicle
Takes the whole allocation and holds it on behalf of everyone participating.
Our role
How we facilitate it
Sourcing
We identify allocations as they arise and assess whether syndication is workable.
Structuring
We arrange the vehicle that holds the allocation, with our regulated partners.
Administration
The structure is administered for the life of the holding, including reporting.
Realisation
Sale is handled through the same structure, and proceeds distributed.
Eligibility and risk
Investments of this kind are available only to investors who meet the relevant eligibility criteria, and are not suitable for everyone. Capital is at risk. Holdings are illiquid, there is no established market for the shares, and the timing of any realisation cannot be predicted. Full details, including risks and charges, are provided in writing before any commitment is made.