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Investment Policy

We have clear and simple criteria for mezzanine investment:

  • companies whose principal place of business is the European Union, North America or Asia Pacific (Hong Kong, South Korea, Singapore, Taiwan, Australia and New Zealand)
  • companies requiring at least €15m of mezzanine finance
  • established companies with strong market positions and a good record of cash generation
  • companies with proven, experienced management teams

It is our policy to make investment decisions quickly. Every proposal is discussed and approved by our Investment Committee which comprises the Managing Directors of ICG PLC. Once we make a decision, we stick to it.

When we have agreed terms, we commission accountants or other specialists to perform due diligence. When there is a bank or private equity involvement in the transaction, we work alongside our partners in this process.

We hold the investment as a principal on our own balance sheet and within our managed funds, although in larger transactions we may syndicate part of the facility to other financial investors.

In either case, an ICG executive will be your main point of contact and over the life of the investment will build a close working relationship with you.

We regard ourselves as long-term partners in the transactions we undertake. We will often attend board meetings at our investee companies – not to interfere, but to provide help and advice when necessary.

By playing an active role in the businesses in which we invest, we are in a better position to provide further funding for future acquisition or development, should the need arise.