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Fund Management

New Model’s Evergreen Discretionary Asset Management Scheme is open to eligible investors looking to invest £50,000 to £3 million. For investors looking to invest more than £3 million, New Model offers bespoke Managed Accounts Services. New Model also offers bespoke services for family offices.

New Model’s services leverage the Manager’s unique deal flow of off-market investment opportunities and access to high-growth companies.

New Model Managed Accounts

The Evergreen Discretionary Asset Management Scheme (EDAMS) is an investment scheme for Professional and Elected Professional Clients.
It is the Managed Account service for clients investing between £50,000 and £3 million.

The EDAMS invests primarily in companies qualifying for the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS).

Larger Managed Account Services are bespoke to clients, offering Venture Debt allocations alongside equity management. Managed Accounts can also comprise New Model Fund positions alongside direct investments that attract Investor’s Relief (IR).

New Model Investor Relief

The New Model Investor Relief Fund is an investment fund for Institutional, Professional and Elected Professional Clients.

The Fund looks to provide liquidity for fatigued investors in high growth businesses. Offering an exit for existing investors and providing further growth capital to the target companies.

The Fund is the first of its kind to offer Investor Relief tax advantages to UK tax payers – capping the first £10m of Capital Gains Tax at 10%.

Corporate Finance

New Model’s Corporate Finance Advisory activities provide the highest quality independent financial advice encompassing mergers, acquisitions & disposals, with a specific expertise in transactions involving sales to private equity and venture capital funds, debt and equity raising, strategic and general corporate finance advice.

We provide financial advice and insight at every stage of a transaction – from consideration of the strategic options to transaction execution, be it an IPO, acquisition, divestment or restructuring. New Model’s team has more than 50 years’ experience in global transactions with expertise across many sectors. We pride ourselves in being able to offer our clients senior level advisers throughout all phases of a transaction. A selection of recent activity is highlighted on the deals page of the website.

M&A

  • Research and target identification
  • Due Diligence co-ordination
  • Transaction management
  • Refinancing and Debt structuring
  • Investor communications and corporate governance advice

New Model offers a full suite of M&A services, from target identification and due diligence, to negotiation and transaction management.

New Model is retained by individuals, Public companies and Family Offices with search mandates but also accepts discrete search and transaction mandates.

Exit strategy consultancy

  • IPO preparation
  • Floatations
  • Exit planning and execution
  • Transaction management
  • Service provider selection and management

New Model has a wealth of experience working with founders and key stakeholders to negotiate and provide liquidity events. In the past 20 years New Model’s management has completed over 120 exits in the form of Trade Sales, MBOs and IPOs across a wide variety of industries.

Debt & Equity

  • Capital raises
  • KOL identification and engagement
  • Due Diligence co-ordination
  • Negotiation and Deal structuring
  • Investor communications and corporate governance advice

New Model has extensive experience of arranging debt and placing equity into private companies as well as establishing and managing bespoke vehicles for clients.

New Model also accepts mandates to raise capital from sources external to funds under management.

SERVICES

 View our Fund Management and Corporate Finance services

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