Connection Capital
UK-based alternative investment platform founded in 2010, providing vetted high-net-worth individuals and family offices with access to institutional-grade private equity, private debt, and co-investment opportunities on a deal-by-deal basis.
General Information
Connection Capital is a UK-based alternative investment platform founded in 2010 by four investment professionals, one of whom is Bernard Dale (Founder and Managing Partner). The firm states its mission is to provide private investors — primarily vetted high-net-worth individuals and family offices — with access to institutional-grade private market opportunities that are otherwise difficult to access.
The company operates out of the UK and presents itself as active in marketing deal-by-deal alternative investments as of 2024, according to its own materials.
Important regulatory and legal details are not present in the provided materials: no Financial Conduct Authority (FCA) registration number (FRN), legal entity name, assets under management (AUM), or formal regulatory category were found in the supplied research documents. These items are therefore marked unverified and would require direct confirmation from Connection Capital or the FCA register.
How it works
Connection Capital curates and structures alternative investment opportunities on a deal-by-deal basis, targeting vetted high-net-worth individuals and family offices who commit capital per opportunity rather than into a blind-pool fund. The firm describes a sourcing and due-diligence process that covers financial, commercial, legal and management aspects, and it commonly uses pooled vehicles or structured instruments (for example, secured loan notes) to implement investments. The platform states a typical minimum commitment of £25,000 per opportunity.
What do they offer?
According to the company's materials, Connection Capital offers access to the following categories of alternative investments:
- Direct Private Equity: Lead investments into established UK SMEs, the company states these targets typically have EBITDA ≥ £1m and enterprise values often in the £10–30m range. The firm presents target outcomes of c.3x+ net returns over a 3–6 year hold period and in some cases targets an annual yield of 5–10% from the outset.
- Private Debt: Structured debt opportunities in mid-market companies, often using secured loan notes intended to provide income and downside protection.
- Co-investments: Single-asset co-investments across private equity, private debt and commercial property with stated target returns typically between 2.0x and 4.0x over 2–8 years. The firm references past co-investments with companies such as Thought Machine, Modulr, Wagamama, and Crosta & Mollica.
- Alternative Asset Funds: Selection of third-party specialist funds (examples cited include Barwood Capital Regional Property Growth Fund IV, DN Capital Global Venture Capital III, and Connection Therium No2 LLP).
Fee arrangements, specific fund-level historical performance (realised IRRs, aggregate returns), and the existence of a secondary market for investors to exit positions are not detailed in the company materials supplied and are therefore unverified.
Who is it for?
The platform is presented as being tailored to vetted high-net-worth individuals and family offices who can commit at least £25,000 per opportunity and who are willing to accept the higher risk and illiquidity associated with private market investments. The company materials emphasise capital-at-risk and long investment horizons appropriate to private equity and private debt strategies.
Track record and examples
Company-originated materials state that Connection Capital has acted as lead private equity investor in around 25 UK SMEs (employing between c.20 and 1,300 people) and that the average investee company doubled its EBITDA during the investment relationship; these assertions are presented on the firm's materials and were not corroborated by independent third-party sources in the provided research.
The firm also lists examples of co-investments or participations in deals alongside other private equity and growth investors, naming companies such as Oxbury, Essential Pharma, Thought Machine, Crosta & Mollica, Modulr and Wagamama in its marketing materials. These examples are cited from the company's own content and lack independent verification in the supplied dataset.
Regulatory & disclosure notes
The materials reviewed do not include an FCA registration number (FRN), a legal entity name suitable for searching the UK Companies House or FCA register, nor any published assets-under-management figures or audited historical performance data. Consequently, claims about regulatory status, FRN, AUM, or fee schedules should be treated as unverified until confirmed directly via the FCA register, Companies House, or Connection Capital itself.
No regulatory actions, investigations, warnings, or public controversies were identified in the supplied materials, but the absence of evidence in company-supplied sources does not constitute independent clearance.
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Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice and should not be considered as such. In particular, it does not constitute personal advice — please consult a qualified financial adviser to address your particular personal requirements. Other is not regulated by the Financial Conduct Authority (FCA), its authors are not financial advisers and it is therefore not authorised to offer financial advice. This article is not intended as an offer, invitation or solicitation for the purchase or sale of any investment, nor is its issuance intended to give rise to any other legal relations whatsoever and must not be relied upon for the purposes of any investment decision. The information contained in this article is subject to updating, revision and amendment.
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