INVESTMENT YEAR
2006
REALISATION YEAR
2013
SECTOR
Services
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Global professional services provider

Equiom is an Isle of Man-based provider of bespoke, end-to-end wealth protection and business support services to private clients, corporate clients and funds. The business has a diverse customer base that includes large corporates as well as high net worth individuals. In addition to its core trustee and company services, which account for 70 per cent of its business, Equiom also operates niche business lines.

We invested in Equiom to support build and deliver an M&A strategy, while guiding the business through the separation of business functions and developing the IT infrastructure.

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The right tools for growth

Customer acquisition & retention
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We agreed on an action plan with the team which covered areas such as the separation of functions from the parent company and rebranding of the business to increase the company’s value proposition and acquire new, highly engaged customers.

Tech enablement
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We worked with the business to build out their own compliance and IT functions, guiding the team to innovate their internal processes and increase tech efficiency.

M&A
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We supported several successful acquisitions including Intertrust’s Isle of Man yachting and aviation business in January 2011, Jersey-based Andium Trust in October 2012 and City Trust, an Isle of Man independent corporate and trust service provider, in April 2013.

Equiom timeline

2006 Livingbrige invests
2011 Acquires Intertrust’s Isle of Man Yachting
2011 Acquires aviation business
2012 Acquires Andium Trust
2013 Acquires City Trust
2013 Livingbridge realises investment