Our Offering

Our unique hybrid solution allows business owners to receive capital but retain control. We define hybrid capital as a financing solution that blends features of private equity and private credit products and is more flexible than traditional debt or equity alone.

We offer an evergreen capital solution that is ideally suited to fund MBOs and buy-and-build strategies. Business owners make monthly cash payments out of operational cash flow over the long-term, meaning business owners are not faced with large and punitive principal repayments and are in control of any re-financing timing. This results in a single-sourced financing package that eliminates re-financing risk and where we are truly aligned with your business.

For our shareholders, we are focused on generating attractive risk-adjusted returns while providing an attractive dividend and have a track record of achieving these objectives across market cycles.

Investment Criteria

Management desire to continue with the business

Business with EBITDA of £2m-£10m

Duke typical loan sizes of £10m-£30m

Long-standing private, family / owner-operated businesses

Sector agnostic

History of successful operations

Use of Proceeds

Management buyouts (MBOs)

We allow experienced management teams to become majority owners, backing people who created equity value to keep strategic control.

Buy & build strategies

Our flexible financing model enables multiple drawdowns to be used for bolt-on acquisitions.

Shareholder restructuring

Owner equity sell-downs or minority buyouts.

Debt refinancings

Our long-dated corporate mortgage is often seen as preferable by business owners in replacing their incumbent short-term debt.

Use of Proceeds

Management buyouts (MBOs)

We allow experienced management teams to become majority owners, backing people who created equity value to keep strategic control.

Buy & build strategies

Our flexible financing model enables multiple drawdowns to be used for bolt-on acquisitions.

Shareholder restructuring

Owner equity sell-downs or minority buyouts.

Debt refinancings

Our long-dated corporate mortgage is often seen as preferable by business owners in replacing their incumbent short-term debt.

Eliminating refinancing risk

Our long-dated, low-amortising debt offering empowers business owners to get off the refinancing treadmill, and should an owner choose to exit, they can trigger the timing of this sale on their own terms.

Innovative direct lender to the lower mid-market

Our bespoke approach is ideally positioned for the unique needs of an underserved segment of the SME market.

Strong partnerships

Our highly experienced team works closely and transparently with business owners to deliver a capital solution tailored to the organic growth incentives of each business.

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