INVESTING IN UK BASED SMALL BUSINESSES
Trevelyan Capital was established to acquire and operate high quality small businesses in need of succession
Its aim is to preserve and build on founder legacy, by investing for the long term in Great British businesses
For a confidential conversation please get in touch
OUR MISSION
Traditional private equity investment can be breathless, based on short term profit maximisation and an early exit strategy. This can leave little room for patience or long term compound improvement. Trevelyan believes otherwise: that the key to successful investment is to buy, support, and hold great businesses you never intend to sell.
WE AIM TO
Acquire controlling interests in high quality UK based small businesses in need of succession
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Invest with a truly long-term investment horizon, rather than for a short term “exit”
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Work with investee businesses, leading and operating alongside existing management
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Provide support via management services and consultancy
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Invest in employee development and partnership
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Commit to responsible ownership and good governance
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Compound capital at high rates of return over the long term
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Investment criteria
Treveylan seeks to acquire businesses with established track records of profitability and cash generation, from owners planning to retire
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Trevelyan offers a long term succession solution, considerate of your legacy and delivering ongoing business continuity
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Trevelyan is sector and opportunity size agnostic, though will look for a number of the business traits listed here
No two businesses or owners are alike; if you share some, but not all, of the characteristics listed here, we would still love to hear from you
Contact us if you are considering retirement and would like to divest the majority of your business
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Stable and diversified client base
Experienced non-owner management team
Established business with trading history
Closely held ownership looking to retire
Record of profitability and cash generation
Strong reputation within niche expertise
Positive culture
ABOUT
Michael Hogg
Founder
Prior to founding Trevelyan Capital, Michael worked within the financial industry for over twenty years. He has experience within investment consultancy, equity analysis, corporate finance due diligence and accountancy.
Most recently, he served as Investment Committee Chair and Deputy CIO at Stamford Associates, an investment consultancy to the wealth management industry, advising on over £80bn of assets in listed markets. Prior to this, he assessed companies for investment for the JO Hambro UK Opportunities Fund, and performed financial due diligence on small, private UK based businesses across various sectors.
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He is a CFA charterholder and a Fellow of the Institute of Chartered Accountants in England and Wales. He holds a PhD in Physics from St Catharine’s College, Cambridge University, and an MSci in Physics from Imperial College.
PORTFOLIO
Custom Labels Ltd is one of the UK's leading manufacturers of Asset Labels, supplying businesses in the UK and worldwide.