Name: Simone Masterson (Investment Manager)

Investment company name: NorthEdge Capital

AUM: £570m NAV, £900m in commitments

No. of Portfolio companies: 28 Active, 47 total

No. of Portfolio companies in the North of England: 13 Active, 29 Total (North West, North East, Yorkshire)

Average no. of deals per year: 3 - 4

Team size: 25 – 30 Total

Website: https://northedge.com/

Location(s): Manchester, Birmingham

Name three notable portfolio companies: Cezanne HR, Qodea, Correla

Fund name: NorthEdge Capital Fund III

Investment ticket range: £12.5m - £60m

Stage: Buy out / development capital

Sectors: Tech, Healthcare, Business Services

Location: Manchester, Birmingham

Other investment criteria: Typically £0.5m EBITDA minimum, however for Technology businesses we would invest in businesses that are breakeven generating £4m ARR as a minimum.

What do you look for in an investee business? 🔗

• Founder led
• Based in the regions
• Operating in a growing market
• Strong management team in place
• Ambitious growth plan with clear plan to execute on growth initiatives

Why founders choose you as an investor?🔗

• Partnership approach
• Our understanding of the entrepreneurial journey
• People centric investors
• Commitment to ESG
• Sector expertise
• Cultural alignment

How to get in touch with you?🔗

Reach out via linked in or send an e-mail to simone.masterson@northedge.com