Investing with Traditum
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The Future of Traditional Private Equity
Traditum proudly provides flexible, tax-efficient investment opportunities designed around your individual investment philosophy and long-term objectives. Our approach centres on providing patient, strategic capital across three core areas: agriculture and property, established family businesses, and high-growth venture enterprises.
By focusing on sectors where long-term stewardship and active partnership create value, we aim to deliver resilient and sustainable returns. Each mandate is designed specifically for your family, allowing us to create a bespoke investment strategy aligned with your risk appetite, time horizon, and legacy goals. Our structure is also designed with tax efficiency in mind, including the potential utilisation of Business Relief for inheritance tax purposes and, where appropriate, Enterprise Investment Scheme (EIS) benefits.
Our Private Equity Platform
We invest in more than just equity. We back ambitious people with flexible funding to fuel growth. We are looking to make long-term investments and add value to the Board.
Discretionary
Our tailored discretionary service offers investment choices across Asset-backed, Traditional Private Equity and High Growth opportunities.
Execution Only
The Execution Only service (EO), enables our clients to invest on a deal-by-deal basis, alongside experienced entrepreneurs who know how to identify companies that have the potential to grow rapidly and realise value.
How We Choose to Invest
At Traditum we carefully select investment opportunities which match the interests of our investors. The first step in that process is relatively informal and we call it a Sniff Test. We consider the basic opportunity, deciding whether it fits with our ethical standards, and whether it’s a sector that we feel we have sufficient investors to fulfil the needs of this opportunity. We then move into a more detailed assessment of the market to ensure it is likely to grow and deliver the returns that we would expect.
Our diligence process has been designed to ensure we fully understand the business, both to enable us to work effectively with that business post-investment and also, crucially, to be able to confidently assure our investors that we rigorously understand how the business operates.
We believe in building trust, relationships and partnerships so clients and businesses can be assured that we always work to high safety standards with total transparency. We want businesses we invest in to be successful and their success is what drives our investors too.
Our Investment Classes
Traditional
Investments in more mature companies with proven management teams and a track record of sustainable revenue and profit growth, but may need help to fund major expansions, acquisitions or other investments. We provide essential growth equity.
Traditional
Investments in more mature companies with proven management teams and a track record of sustainable revenue and profit growth, but may need help to fund major expansions, acquisitions or other investments. We provide essential growth equity.
High Growth
High Growth investment is where we take an equity investment in a young company, usually in a less mature sector with exceptional potential. Typically, this kind of investment helps entrepreneurs commercialise a proof of concept by investing in people, overheads and/ or equipment to quickly bring a business to profitability. Early-stage investment demands specific ongoing support, and although the risks are higher, so too are the potential returns.
High Growth
Early-stage investment demands specific ongoing support, and although the risks are higher, so too are the potential returns.
We will consider most deal types including:
- Management Buyouts (MBOs) where a management team is backed by Private Equity to acquire their business.
- Management Buy-ins (MBIs) where an experienced business leader can buy into a business alongside the existing management team with the support of Private Equity;
- Bolt-on acquisitions or mergers for our existing investments.
Agri
Traditum’s Agriculture and Rural Assets offering falls within the Private Equity, Investment Management element of the business. We seek to make long-term investments in rural assets and agriculture-related businesses through a tax-efficient structure. Through our Taxation and Private Advisory businesses, we also advise and assist landowners in navigating the journey of owning and investing in rural assets.
Agri
Our areas of interest include:
- Niche segments of agricultural production
- Agricultural industries which are amenable to being automated and controlled
- Integrated food and drink value chain businesses
- Poultry and related industries
While we will look at non-farm diversification, such as development and renewables, sustainable food production is generally at the centre of each acquisition we make.
