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Family Office Adviser

Reference: RGYPFB

Deal Value

£600K

Asset value

£750K

UK-based HNW with £50m RE portfolio needs lender for Jersey Commercial Property transaction Professional RE investor with extensive Commercial and Residential property portfolio valued c£50m, sub-20% LTV and £3m income p.a., seeks Jersey-based bank lender to support an initial portfolio investment in Jersey, Channel Islands. Property is in St Helier, value £0.75m, will be subject of modernisation and refurbishment, and held in a company wholly-owned by the investor; will form the basis of a wider portfolio on the island over time. Source is regulated lending broker with existing professional relationship with the client.

High Value Mortgage

Open to bids

Beneficiary net worth $60M

Undisclosed Source

Reference: RMW5T8

Deal Value

£1.2M

Owner of UK manufacturer seeks lending line for acquisition opportunity, secured against commercial real estate Successful UK business with £30m turnover and leader in manufacturing in sale of household materials with x25 acquisitions to date, seeks initial £1.2m funding line to acquire competitor (£2.5m cash price, £0.9m on balance sheet, putting in £1.3m cash and seeks £1.2m lend). Security against high quality industrial premises, wholly owned and current lend 15% LTV), and clear evidence of cashflow to service the loan. Currently banked with major high street bank and seeking alternative source of financing at competitive rate.

Sellside

Open to bids

Beneficiary net worth

Official STAK Submissions » Other Profession

Reference: RTDQZP

Deal Value

£1M

Novel LSE-listed pharmaceutical company focused on pain relief: raising £10m of CLN’s Novel LSE-listed pharmaceutical company focused on pain relief: raising £10m of CLN’s and/ or equity to meet contractual commitments in UK/ EU and target US dual IPO in next 12~18 months. Expression of interest for £5m CLN paying 10% with terms, warranties/ options to be negotiated, also £1m of equity (already drawn). Strong demand for product – ~£80m of LOIs (diverse) with initial contracts signed and supply underway. $8bn of global opportunity today; projected $50bn by 2027, with high barriers to entry. Extensively licensed by UK Government – GMP, MHRA and Home Office Licencing; early mover in highly regulated market. Listed on London Stock Exchange @ £100m valuation (outperforming AIM All Share index by 33% since IPO)

Sellside

Open to bids

Beneficiary net worth

Head of Operations » Capital Markets

Reference: RDEWT9

Deal Value

€8M

Club Deal opportunity in Poland for professional investor, to close by YE 2023. Full occupancy yield 15% and IRR 30%+ A group of European investors is looking for one or more professional/ sophisticated co-investor(s) for a very attractive property transaction in Poland whereby an income producing asset (approx. 10% initial yield, 15% on full occupancy) can be bought at a very significant discount to replacement costs. In total there is a gap of approx. EUR 8-10m to be filled. This deal is urgent as the seller needs to get it done before YE, hence the attractive pricing. **STAK does not verify deal credentials you are responsible for your own due diligence, and opportunities are not accessible to retail investors**

Sellside

Open to bids

Beneficiary net worth

founder » Family Offices & Private Expert Investors

Reference: R3EPDT

Deal Value

£1M

£35m funding line available for purchase of Student Accommodation development opportunities in UK Client is looking for opportunities in the UK to buy student accommodation sites or BTR schemes which are part built, distressed or in administration Large funding line up to £35m to deploy for Developers looking to exit existing finance arrangements that have come to an end

Sellside

Open to bids

Beneficiary net worth

Official STAK Submissions » Other Profession

Reference: R2JBVR

Deal Value

£500K

Co-investors sought for Biotech with commercialised infection prevention products for pre-listing funding **Sophisticated investors only, enquiries via members please** Firm is the only company in the world to have registered a patent on a finished Hypochlorous Acid (HOCL) product, removing the need for alcohol-based sanitising products. They have created a formulation that not only has excellent shelf life but additionally maintains efficacy in the presence of serum (blood, saliva, dirt etc). Up to £5m capital is currently being raised at a pre-money valuation of £58m (EIS shares and/or (ii) non-EIS convertible debt investment). This represents a 71% discount to the initial listing valuation of >£200m targeted by management at the Company’s planned IPO on the London Stock Exchange. To date >£14m invested in development of licensed technology into commercially viable products that meet an unmet public health need (funds raised via CLN) Two non-alcohol sanitising products already commercial, in active use in NHS. **Sophisticated/ Professional Investors ONLY** **Further details available within, verified members only**

Sellside

Open to bids

Beneficiary net worth -

Official STAK Submissions » Other Profession

Reference: RMZYSE

Deal Value

$5M

EU regulated fund 10Yr record raised USD500m, 3x returns, requires 3yr bridge at 20% coupon but min 1.3x The fund has a >10yr track record and has raised approx. USD 500m to-date with robust return prospects for investors (>2-3x). Invests in mining for rare earth minerals in EMEA Ideally bridge for 3yrs at 20% PIK interest but a min of 1.3x. Fund is exposed to mining but their commodities are sought after renewables commodities. Regulated fund with blue chip western investors (endowments, family offices etc.) Ideal investors are UHNW’s and Family Offices.

Sellside

Open to bids

Beneficiary net worth -

Official STAK Submissions » Other Profession

Reference: R2CENT

Deal Value

PoA

Invoice Discounter with £1.5bn financed to date, offering simple funding for SME's with 3 day turnaround *Introducers Welcome* Invoice Discounter with £1.5bn financed to date, offering simple funding for SME's with 3 day turnaround. Selective invoice discounting allows you to forward fund invoices against quality counterparties. Lender has funded invoices for SME's against Pfizer, Apple, Aviva, BUPA and many others across 45 OECD countries. Credit policies will apply. $1.5bn, 120,000 invoices financed, across 1,800 debtors. $50k to $5m funding lines with no PG's, Liens, Debentures. Invoices financed via proprietary technology in GBP/ USD/ CAD/ EUR among others. Process is simple: load confirmed invoice, invoice verified by payer against bank account IN YOUR NAME, invoice paid to you and when payment received you are immediately paid invoice net of fees. This is non-recourse: invoice financier takes the risk.

Sellside

Open to bids

Beneficiary net worth -

Official STAK Submissions » Other Profession

Reference: R5U2WM

Deal Value

$1M

FCA Regulated Adviser with USD20bn of transactions completed looking to provide clean-up/ liquidity solutions before year-end It’s the time of the year when investors realize that they might have a need for a clean-up transaction before year end. Adviser can look at anything that needs to be sold/traded/transferred etc. before year end (such as fund interests, claims, property, corporate holdings, etc.). All major currencies considered but typically GBP, USD, EUR, CHF. Could also take positions onto a Family Office’s own book and have an upside sharing agreement with the seller/transferor in cases where the seller/transferor doesn’t want to incur another set of fees if not sold before year end (such as admin or custodian fees, legal, reporting, accounts etc.) but at the same time believes there is more value to it than what can be achieved with an outright sale. *Credentials and examples within* *Subject to contract and due diligence*

Sellside

Open to bids

Beneficiary net worth

CEO » Banking

Reference: RUSA5Q

Deal Value

€10M

Factoring company seeks partner for 10m-50m EU/USD debt line; 10% yield for credit insured blue chip corporate receivables Established business delivers working capital solutions through a proprietary cloud-based platform that provides non-recourse, flexible, secure and scalable funding to clients. Firm has discounted c. €1.5 billion invoices to date for over 450 clients based in the UK, USA, Canadian and European markets. Model transfers the credit risk from its clients to highest quality buyers/debtors based in circa 45 OECD countries where the receivables are credit insured, verified and payable directly by the buyer/debtor. First level risk covered; institutional grade due diligence and reporting. Require €10-50m debt line paying 10% to facilitate demand, with the aim of funding €2 billion of receivables annually by 2025. **Detailed deck attached within** ***Professional Investors Only*** MINIMUM CRITERIA and CONDITIONS APPLY

Sellside

Open to bids

Beneficiary net worth

Managing Director » Investments and Pensions

Reference: RD8CVE

Deal Value

£500K

Jersey and UK lender seeking direct loan portfolios for outright acquisition/ phased exit or professional management Opportunity for Jersey private funders, holding direct lending portfolios, to sell or transfer their position in favour of a Schedule 2 registered programme, with diversification, regular coupon of 8% and a partial first loss guarantee, supported with institutional-grade reporting and independently audited by a major practice. Single loans or multi-lend books considered, as well as mildly non-performing or overrunning debt. Typical book size £2m-£10m however smaller/ larger portfolios will be considered by negotiation.

Sellside

Open to bids

Beneficiary net worth -

Undisclosed Source

Reference: RN3ZEL

Deal Value

£36M

Property fund seeks highly rated bank for 12 month GBP Cash deposit Channel Islands based property fund, having realised large capital sum from property sale, wishes to identify Crown Dependencies-based bank(s) for £36m cash deposit. Cash is planned for distribution within 12 months, and the Directors wish to achieve best outcome for investors with highest grade risk and yield.

Specialist Wealth & Family Office Services

Open to bids

Beneficiary net worth $100M

Official STAK Submissions » Other Profession

Reference: RLQ5N6

Deal Value

£100M

Adviser seeks aggregator and reporting solution for multi-asset securities portfolios Adviser to UHNW seeks single platform for consolidated reporting and aggregation of portfolio positions held with multiple discretionary investment managers in the Crown Dependencies and Switzerland. Respondees must be able to demonstrate a strong track record of delivering reporting solutions including detail at individual position and consolidated reporting level.

Specialist Wealth & Family Office Services

Open to bids

Beneficiary net worth $100M

Managing Director » Investments and Pensions

Reference: R6CXJH

Deal Value

£500K

Family office-backed asset manager seeks co-investors for proven residential loan note generating 8% yield on professionally-managed residential lending Sophisticated Private Lending: 1st charge security against Crown Dependencies and UK&I property with institutional-grade oversight, independent audit, reporting and exposure management. Generate the equivalent yields and access deal-level insight of private lending, but with the comfort of professional oversight, guaranteed first-loss protection, transparent 6 year track record and managed diversification. **£500k minimum. Not accessible to Retail Investors**

Sellside

Open to bids

Beneficiary net worth -

Official STAK Submissions » Other Profession

Reference: RTC49D

Deal Value

£14M

Jersey residential rental property portfolio generating over £1m income per annum 🏡🏠🏘️ 117 properties across 9 freeholds, held in Jersey registered SPV's. Gross rent pa £1,145,320 and 6% management fee covering all management and maintenance factors (optional). 100% occupancy and steady demand due to Jersey housing regulations and demographic. All properties certified for lodging and required fire & safety certification.

Sellside

Open to bids

Beneficiary net worth -

Chairman » Funds and Trusts

Reference: RENTDU

Deal Value

$150M

Jersey Administrator seeks operational bank account for institutional Middle Eastern CRE investor Regulated Administrator in Jersey seeks Crown Dependencies-based multi-currency bank account with highly rated banking institution for onboarded Dubai-based institutional investor using Jersey as a springboard for Commercial Real Estate investments into property in UK and EU, typical ticket size $30m equivalent and fund in excess of $150m.

Specialist Wealth & Family Office Services

Completed

Beneficiary net worth $150M

Trustee

Reference: R42AFZ

Deal Value

$1M

Asset value

$8.8M

Short term loan £1m required with 1st charge security and personal guarantee against £8.8m value properties in Isle of Man Borrower wishes to raise £1m against unencumbered property valued at £8.8m, max 12 months, repayment from sale of properties and secondary litigation finance income. Personal guarantee against individual with unencumbered properties in Isle of Man, UK and France valued at c£5.4m.

High Value Mortgage

Open to bids

Beneficiary net worth -

Company Director » Banking

Reference: R2ZCNW

Deal Value

£5M

Seeking placement agent(s) for Senior Notes issued by managed "club deal" SPVs Seeking placement agent(s) for Senior Notes issued by managed "club deal" SPVs for packaged asset-based financings (lease or hire-purchase) of municipal "smart cities" technology and infrastructure to cities in various OECD and emerging markets globally. Package sizes range from £5 to £100m. Minimum investment / ticket size TBD case by case, but could range from e.g. £250k - £5m. DRAFT teaser for sample transaction attached. Initial pipeline of similar deals approx. £300m 🔖 Structure location: 🇯🇪 Jersey 💰 Deal size: £5M 💰 Net worth: £5M

Sellside

Open to bids

Beneficiary net worth -

Official STAK Submissions » Other Profession

Reference: RPTXV5

Deal Value

£33.1M

Family Office requires Jersey law firm to review English Law legal contracts and terms of business Family Office requires Jersey law firm to review English Law legal contracts and terms of business relating to the provision of a regulated cash management service involving Jersey nominee and liquidity administration services for a collateral-backed repo solution. Preferred provider will evidence a track record in providing advice for similar services for Jersey entities.

Specialist Wealth & Family Office Services

Completed

Beneficiary net worth -

Undisclosed Source

Reference: R3SJ2V

Deal Value

$5M

Buyer seeks £250m-£1bn AuM investment manager in Channel Islands Owners of well capitalised £5bn+ AuM Wealth Management firm seek Discretionary Manager/ IFA businesses as merger & acquisition targets in Channel Islands. £250m-£1bn AuM. Offices and distribution UK and RSA, buyer is operating a 5 year strategy to grow through organic and acquisition of business that represent new distribution or consolidation opportunities. The owners have identified the Channel Islands as a strategically attractive location for their international clients. We are tasked with identifying prospective merger/ acquisition targets that meet the buyer's criteria. STAK will present a longlist of potential parties, at which point the buyer's identity will be disclosed.

Sellside

Open to bids

Beneficiary net worth -

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