• Overview
  • Why Westbrooke
  • Funding solutions
  • Transactions
  • overview

    Over the last several years, we have arranged and invested in over £500m lending transactions across a variety of sectors.

    We are a solutions-driven lender, that aligns with our clients by investing our own capital. The approach underpins a partnership-led investment strategy, focused on achieving mutual goals.

    We offer a range of financing solutions for corporate entities and sponsors including senior debt, mezzanine finance and preferred equity. Our solutions are highly flexible and are tailored to meet the needs of each partner, with capital provided on either a standalone or integrated basis.

  • why westbrooke


    Holistic offering

    We invest across the capital structure.


    Bespoke

    We are solutions-led in our approach, tailoring our funding to meet each client’s requirements.


    Speed and deliverability

    We focus on making quick decisions with short lines of communication to decision-makers.


    Commercial approach

    We are curious and embrace complexity to create simple yet creative solutions.


    Commitment to terms

    We aim to deliver on quoted terms with no changes to facilities once credit is approved.


    Committed capital

    We invest from committed funds limiting execution risk.

  • funding solutions

    Senior and unitranche funding facilities

    • EBITDA of £2m – £10m
    • Funding range of £5m – £30m
    • Leverage up to a maximum of 4x structuring EBITDA
    • Flexible capital and return profiles
    • Term up to 5 years
    • Cash-generative businesses
    • Track record of profitability

    Hybrid funding facilities

    • Minimum EBITDA of £5m
    • Funding range of £5m – £15m
    • Highly flexible capital solutions
    • Mezzanine and preferred equity instruments
    • Term up to 5 years
    • Bullet repayment, ability to PIK toggle
    • Combination of debt together with upside participation
  • example transactions

    Preferred equity for a nursery buy-and-build
    Preferred equity facilities to support a buy-and-build strategy in the UK nursery sector.

    Senior facilities for a leading driving school
    Senior term-debt for an independently-run UK driving school.

    Acquisition finance for real estate search provider
    Warranted secured, unirate financing to support Aurelius’ acquisition of TM Group in a CMA process.

    Recapitalisation of an early-years training provider
    Warranted secured, unirate financing for early-years apprenticeship training provider.

    Acquisition finance for a specialist fire door manufacturer
    Senior unirate debt for Novastone Capital’s acquisition of a regulated fire door manufacturer.

    Preferred equity for a SEND buy-and-build
    Preferred equity facilities to support ICP’s buy-and-build strategy in the special education school sector.

    Mezzanine facilities for specialist distributor
    Mezzanine finance to support H2 Equity Partners’ delisting and corporate carve-out of Acal BFI.

    Senior facilities for logistics group
    Senior finance to support growth ambitions of a UK tech-enabled logistics aggregator.

    Growth capital for specialist manufacturer
    Senior-term debt to support the growth of an entrepreneur-led mobile device protection manufacturer.

    Acquisition facilities for nursery schools’ group
    Growth and acquisition finance to support ICP’s buy-and-build strategy in the nursery school sector.

our latest news

×