A £5m fund enabling investors to build a portfolio of investments with the potential for attractive returns and tax relief benefits, by focusing on the UKs buoyant second city and wider region.
Midven has been investing in Midlands SMEs for more than 25 years and our team of experienced investment professionals has realised more than £40m for institutional investors.
We are regional experts. Our demonstrable track record and highly-publicised new mandate for the Midlands Engine Investment Fund for the West Midlands, reinforces our capabilities to continually see the region’s best entrepreneurs and companies.
The objective of the Birmingham EIS Fund is significant capital growth, aiming to deliver a minimum of 2x capital growth for investors (excluding tax advantages) over a 3-5 year window whilst yielding a full return of initial investment by year 4.
Please be advised the EIS benefits are dependent on individuals tax treatment and independent tax advice should be sought. EIS qualifying status can be amended or withdrawn dependent on individual investee company circumstances and/or legislative requirements.
At the heart of our investment strategy is a deep understanding that when working with SMEs, proximity to portfolio companies is key. This approach, paired with our extensive hands-on operational expertise, drives value creation and generates satisfactory returns for both entrepreneur and investor.
Since 2003, the Midven approach has helped 30 entrepreneurs to become cash millionaires within the Midlands region.
Birmingham’s rapid development in recent years has spurred the city’s recognition as an epicentre for business, culture, education and entertainment. Growth in the region has been accelerated through extensive, city-wide investment, which has created exciting opportunities for both established businesses and high-growth start-ups in the region.
The region is underserved for equity investment – the West Midlands contains 7.4% of the UK’s highest growth businesses, but only 2.6% of equity funds raised in the UK
We would be delighted to answer any queries you have and welcome you to register to receive a copy of our Investment Memorandum.
Important information: The information provided in relation to the Birmingham EIS fund is for the main purpose of undertaking market research to establish potential interest in the fund and is for information purposes and is not a solicitation or an offer to invest in any fund, nor shall it or any part of it form the basis of or be relied on in connection with any contract. The prospective fund is likely to be an Alternative Investment Fund (AIF’s) and are classified as higher risk investments and are therefore not suitable for all types of investors and in particular are prohibited to retail investors and are subject to further participation restrictions contained within COBS 4.12 of the Financial Conduct Authority handbook. Furthermore, it should be noted that this market research is speculative and the fund launch is subject to regulatory approval as well as interest received and may not come to fruition if investor appetite so dictates or regulatory approval is declined.