Ep 40: Building Ultra-Successful Companies in the Financial Services Sector - James Kaberry [Chairman: SME Capital, Titan Wealth Holdings]

This week, we speak with James Kaberry, Founder and Chairman of SME Capital, a bespoke SME lender; and Chairman and Co- CEO of Titan Wealth Holdings.

James is an entrepreneurs’ entrepreneur. After executing a successful buy and build with Pantheon Financial in the early 2000’s, James exited just before the financial crisis. James then happened to buy it back a couple years later, but after struggling to find suitable lending options, James decided to set up SME Capital.

We get into the challenges in setting up an alternative lender, the various characteristics that make SME Capital such a compelling option for acquisition entrepreneurs, and how to best prepare yourself before applying for funding.

We also discuss James’ latest buy and build, Titan Wealth Holdings, where they are building an integrated solution for investment managers, and have already acquired over £7Bn in AUM.

Enjoy the episode!