Legacy Funding

Family Business Legacy Funding​

Why Legacy Funding?

The Family Business Community have created Legacy Funding to
support our growing businesses.

Legacy Funding invests capital in private businesses from our community to fund the
barriers to growth in sales, operations and people. It will fund through and across
generations and invest in your business’s strategic development with flexible equity
structures, mindful of family legacy and ownership, yet still providing investment and
sharing risk.

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What is Legacy Funding?

Private equity is not usually utilised by family businesses due to its culture, lack of flexibility and short termism. The Legacy funding we have designed addresses those concerns and can provide flexible, patient capital to our community. It will use a collaborative approach, partnering with ambitious families and management teams who have the opportunity and desire to take their businesses forward. It will focus on businesses with sustainable growth prospects in established and growing markets.

Barriers to growth require funding which prevent companies from achieving their next phase of evolution. For example, new sales being delivered by diversification, funding for plant and equipment and working capital. People investment in your team and supporting succession. Operations investment, with IT systems, logistics and improvements in margin. It will provide patient capital to a segment of the market that we believe is underserved by mainstream private equity and debt.

Combined with the capital investment will be the contacts and network of the Family Business Community and the strengths that network can provide. Specific to the investment, successful Family Business entrepreneurs who have invested, will provide mentoring and strategic support should it be desired, as part of the investment.

‘Legacy Funding’ is a marketing term used by the Family Business Community, passionate about supporting family businesses and is not a regulated fund for investment. Should you be interested in seeking investment, professional advice should be taken, and you can approach Traditum, our strategic partners, for supporting family businesses. The Family Business Community does not arrange investments.
 
Should you be interested in making an investment, you should read the disclosure below:
 
3W Equity is a trading name of Traditum, regulated by the Financial Conduct Authority (FRN 944664). Traditum’s services are only available to professional investors and sophisticated high net worth retail clients as identified by the rule of the FCA, and we cannot offer these services unless we are satisfied that investors are such persons for whom private equity is suitable. 

Have a question not answered here? No problem, just get in touch.

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Investment size and process

Legacy Fund will consider investment across all sectors in profitable established businesses, with a strong
management team, and investment amounts will range from £500,000 – £2,000,000.

The process will be bespoke and personal to you and your business.

  1. An initial conversation with our investment team will explain further about the process and be an opportunity for
    you to explain your requirements, investment size and the growth plans.
  2. An outline business plan will be reviewed and face to face meetings take place to understand the business, giving more detail over your requirements. Your current advisors will be involved, or we can suggest one of our partners to assist in the submission of your professional business plan. This will be with one of the investment team responsible for assessing the opportunity and working with you in the future.
  3. You can meet one of the potential mentors who could work with you alongside the investment team helping you get the most from the capital and implement your business plans with experience of family business growth challenges.
  4. The investment committee considers the opportunity independently, and if the business plan and investment case is successful, legal investments documents are executed and the investment completed. Similarly with the accountant advisors, our legal partners can advise members of the community if your company wishes.
  5. Regular meetings take place to support your company with its growth plans and the use of the new share capital.

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If you are interested in learning more, please contact us and we can arrange an initial call and meeting.

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