STAK Openlist reflects all recent opportunities from our membership where submitters have agreed to publication. STAK Openlist opportunities are only available to verified members of the STAK Community. STAK is a free-to-use, ethics-first resource designed to provide a central exchange for leading private client professional advisers.
Only live and public opportunities will show on this list. Only Verified Members of STAK can view underlying details. This is not a Financial Promotion, not accessible to Retail Investors.
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
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 -
Entrepeneur
Reference: RRABLY
Deal Value
$10M
FO-backed Fintech seeks lender/ co-investor for £10m-25m ethical low risk lending @SONIA+10%
A well funded UK based and FCA registered consumer credit fintech provides technology which optimises how consumers manage their revolving credit lines on their credit cards. The app is live and in use. We are launching a credit refinancing facility for the 50%+ of our customers which are prime or super-prime borrowers and require a credit facility of between £10m and £25m offering first loss protection, the ability to customise the underlying customer credit quality, SONIA+10% yields and potentially equity participation in the FinTech.**Further detail within, available to Verified STAK Members**
Sellside
Open to bids
Beneficiary net worth -
Official STAK Submissions » Other Profession
Reference: RR6K7Q
Deal Value
PoA
**EXCLUSIVE** Trust company available for outright purchase
[SHORTLIST SELECTED: CLOSED TO NEW APPLICANTS] Outright owner of Jersey-headquartered trust company with revenues in excess of £4.5m seeks expressions of interest for outright sale of the business. All relevant licences for provision of Fund Administration, Trust & Company, Company Secretarial and related services. Verified STAK Members can view further info within, outlining the tender and sale process, summary of underlying business and register an expression of interest or nominate a third party (subject to Verification). Subject to regulatory approval.
Sellside
Open to bids
Beneficiary net worth -
Private Trustee, Family office Director and MD/Shareholder of Private Lending firm
Reference: RALMNU
Deal Value
$1M
Family Office seeks business banking for high growth portfolio business.
£1m business banking required for FO portfolio business.
Specialist Wealth & Family Office Services
Completed
Beneficiary net worth -
Family Office
Reference: R7NET5
Deal Value
$10M
Substantial family office seeking forward funding commercial property opportunities in UK
200 year old family business with property investments throughout Europe. Significant liquidity to forward fund commercial property opportunities (£5-£10m) in UK.
Specialist Wealth & Family Office Services
Open to bids
Beneficiary net worth -
Family Offices & Private Expert Investors
Reference: RPEUHQ
Deal Value
PoA
Project Team sought for Residential Development
UHNW seeks proven full service project team to deliver private residential building project. (£10 - 15m GDV).
Specialist Wealth & Family Office Services
Completed
Beneficiary net worth -
Family Office
Reference: R3CZ2X
Deal Value
PoA
Financial DD for corporate tenants
Private commercial property owner seeks long term partner for due diligence on all new corporate tenants across property portfolio, c 50 tenants annually.
Specialist Wealth & Family Office Services
Completed
Beneficiary net worth -
Intermediary Lender
Reference: RLNX4U
Deal Value
$13M
Asset value
$26M
Property Debt Restructure
Property portfolio owned under one company offering security at less than 50% LTV to be refinanced.
High Value Mortgage
Completed
Beneficiary net worth -
Company Director
Reference: RM3YHZ
Deal Value
$23.5M
Lending Facility required for Trust
Refinance required for current loan against several properties held in a trust. Debt outstanding: GBP 9.2mil. Collateral value GBP 23.5mil. Looking for 10 year fixed rate Interest Only facility.
Trust & Corporate
Completed
Beneficiary net worth -
Company Director
Reference: R82VWY
Deal Value
$3.4M
UK Development Finance
Development finance required for converting an existing barn into several dwellings. Underlying client is an experienced developer, borrowing via an established UK registered company.
Specialist Wealth & Family Office Services
Open to bids
Beneficiary net worth -
Chief Executive Officer @ Single Family Office - holistic family office advisor & investor
Reference: RZLKN6
Deal Value
PoA
Global Security Firm Required
Family Office seeks a reputable global security firm to carry out specific asset security review and ongoing support to protect the family when traveling or at home.
Specialist Wealth & Family Office Services
Completed
Beneficiary net worth -
Intermediary Lender
Reference: RQFEPR
Deal Value
$7M
Asset value
$15M
Commercial Property Refinance
Partial refinance of £7m against first charge security of an increasing asset valuation, presently sitting at £15m.
High Value Mortgage
Open to bids
Beneficiary net worth -