Overview

Since its inception in 2007, the Excellion group applied its balance sheet to invest as principal, either to back new ventures or to invest in more mature businesses. We have, for example, made a series of early-stage investments in the P2P lending arena, principally in connection with auxmoney, which has since become Germany’s #1 P2P marketplace for consumer loans. In 2013, the Excellion group enhanced its principal investment offering when our management team established its first discretionary investment fund.

Since then, Excellion Investments has made more than 30 investments, with typical investment amounts ranging from £1 million to £10 million. As a rule, our group always has investment funds available for immediate investment, ‘on balance sheet’. As a result, we can move extremely quickly. Moreover, given the lower-for-longer interest rate environment we are in, our investment team is heavily incentivised to invest. We are in active capital deployment and get excited by attractive investments. If you have an interesting opportunity at hand, please speak to us.

Property & Asset-Backed Private Equity

We have made a number of ‘active’ investments in businesses where we either exercised a majority control position or an active minority position with a large minority stake and board seats. More often than not, this has involved property businesses or asset-backed private equity.
As a lead investor, we are looking for active investments in the following areas:

Value-add commercial property
Examples: Lease renewals. Vacant assets. Portfolio break-ups. Special situations

UK Freehold acquisitions
We work closely with specialist partners to identify value in ground rents

Asset-backed Private Equity
Specific experience with: Co-working assets (think: WeWork). Trade counters (think: Howdens). Tenanted Pubs. Resi developments under PD


What we look for:

  • Operator with skin-in-the game
  • Demonstrable track-record
  • Strong growth potential
  • Asset backing
  • Strong alignment of interests

Other Private Equity

The Excellion team is dedicated to originating and executing private equity, growth capital and venture capital investments, applying a flexible mindset and a patient approach. Depending on the situation, we lead, co-lead or co-invest alongside reputable institutions, management teams and dedicated funds.

More often than not, our investments are preferred equity investments. Geographically, our focus is the UK and continental Europe. The companies we invest in range from small to medium size. We are free to provide development or growth capital and will consider buy-outs of existing shareholders.

We take long-term views to value creation and only invest where management’s interests are suitably aligned. Unlike other investors in private equity, control is not a must. Our portfolio includes companies where we exercise majority control and others where we have meaningful minority stakes with board representation. We have also made several private minority investments without board participation.

What we look for:

  • Operator with skin-in-the game
  • Demonstrable track-record
  • Strong growth potential
  • Solid cash flows
  • Strong alignment of interests

  • What we look for

    Operators with skin-in-the game and a demonstrable track-record. Investments with strong growth potential and asset backing. A close alignment of interests.

  • Co-invest with us

    Where we have existing long-standing relationships, we regularly offer opportunities to co-invest on a deal-by-deal basis.