We advise. We lend. We invest.

Excellion Capital is a unique boutique, a merchant bank for the 21st century.
We combine the best of old-world finance with modern technology in streamlined processes. We have years of experience in traditional advisory and investments. What sets us apart is the way we leverage technology to achieve repeat results for our clients and partners, whilst also bringing our unparalleled relationships and expertise to the fore.

A specialist in niche areas

Over the past nine years we have dedicated ourselves to a few specific market niches. We have committed significant resources to gain a thorough understanding of the market landscape within them. We then either built our own platform within those niches or we have partnered with leading operators to pursue opportunities within them. One example for this is marketplace lending, where we have set up Fintex. Another example is UK Ground Rents, where we have transacted in repeat fashion with an operating partner. A further example is co-working (think: WeWork), where Excellion Investments invested with a majority equity position to support an established operator.

Innovate. Replicate

Innovation is core to our business. Whether that’s in developing a unique platform to do ‘the same thing over and over again’, or in creating new financial products capable of replication: from the very outset, our approach is to innovate, then replicate. Hence, where we see opportunity for repeat business, we invest as much time as necessary to prepare documents, create systems and design processes that will support repeat transactions.

Time is our most valuable commodity. We therefore seek to use it efficiently. We are prepared to invest energy upfront to achieve longer term gain through ease of replication. In this way, we innovate not just for today’s investments, but for tomorrow’s too.

Enabling digital business

Technology evolves at an ever accelerating rate.
Big data, analytics, algorithms, machine learning, artificial intelligence, cognitive learning systems play an ever-growing role in commerce. This brave new world creates opportunities. We believe this will also render many existing industries and business practices obsolete. By embracing technology, we will not become obsolete.

Our team shares a passion for adopting new ways of doing business. We use technology to streamline our processes, create databases and automate systems to enable our team to take decisions backed by relevant data, which they have at their fingertips.

Our focus

We primarily work within real estate, renewables and alternative finance. We have executed scores of private equity and capital markets transactions in these and other sectors. Founded in 2007 in London, our work has spanned the globe and we have advised companies based in or with interests in the UK, Germany, Switzerland, Austria, France, Poland, the Middle East, and South East Asia.

Our team is as international as our client base, has a combined 100+ year professional track record, gained in the world’s leading investment banks and institutions, including JP Morgan, Cazenove, Citi, Morgan Stanley, UBS and AXA. The diversity of our team’s backgrounds and experiences is invaluable and helps us forging close and meaningful long-term relationships, both within our company and with our clients and partners.These relationships very much lie at the heart of our business. We give our all to our clients and partners and have built our business on the mantra that we only succeed when our clients succeed.

Core values

  • Professionalism – Integrity and excellence are core to our business
  • Risks are identified and measured in calculated fashion, disclosed with integrity and pro-actively managed
  • Excellence – Excellion Capital operates with integrity, determination and perseverance to deliver results
  • Complexity doesn’t scare us; we distil complex situations to deliver elegant, simple solutions
  • Independent – free of conflicts of interest that prevail in larger organisations, we avoid conflicts where possible
  • Selective – We only get involved where we believe we can add substantial value
  • IT is key – we leverage technology to automate processes and achieve repeat success
  • Optimistic – ‘Only those who attempt the absurd can achieve the impossible.’ (Albert Einstein)
  • No tolerance for behaviour that is inconsistent with these Core Values

These values express how we believe our business should be run.
By spelling out these principles, we hold ourselves accountable to deliver results with integrity and excellence.

Meet our senior team