A family-owned, private company investing in UK-based businesses.
Who we are
Offer Partnership is a Bristol-based private investment company. We're searching to acquire and operate great businesses in the UK that fit our investment criteria.
We operate a portfolio of businesses across several sectors with a mission to acquire, strengthen operations, and operate long-term.
We provide fellow entrepreneurs with the opportunity to exit their companies and transition ownership while preserving their legacy and protecting their employee base.
Joshua Offer MSc
joshua@offerpartnership.com
Coming from investment firm Hargreaves Lansdown, Joshua has primary responsibility for the marketing and sales side of the business. He is always on the lookout for ways to grow market share.
Jordan Offer BA ACA
jordan@offerpartnership.comStarting corporate life in accountancy at Deloitte, Jordan oversees all financial aspects of the business. She is adept at spotting opportunities to unlock the dormant potential within companies.
Investment Criteria
Investment Principles
We're seeking to buy companies whose owners have outgrown the business, are looking to retire, or have just reached their ideal opportunity to exit and are eager to proceed with the transition. Offer Partnership directly operates the businesses we acquire and commits to their long-term success.
Financial Attributes
- Three or more years of profitable operations and cash flow.
- Net Profit margins of at least 15%.
Industry/Company Characteristics
- Fragmented, large and growing industry.
- Strong potential for organic growth and/or industry consolidation.
- Significant component of reocurring revenue preferred.
- Diverse customer base with high retention rates.
- Clear customer value proposition.
- Unique and distinct competitive advantage.
Management Profile
- Owner seeking liquidity and ownership transition.
- Owner willing to be involved during the transition period.
- Strong middle management team eager to remain with the company.
