Buy and Build

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

Jun 13, 2022

48:56

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Episode notes

Introduction

2min

How to Raise Debt Capital From a Lender Like SME Capital

3min

The Importance of Education in the SME Space

6min

The Optimists Meet Pessimists in the Credit Space

5min

The UK Is a Bad Place to Be in the Business World

4min

The Conservative Nature of Credit

2min

What Makes a Good Deal in the Eyes of a Lender?

5min

The Importance of a Good Relationship With Management

2min

The Importance of Understanding the Market

2min

10.

The Genesis SME: A Unique Approach

4min

11.

Titan World-Holding

4min

12.

Titan's Core Business: A DFM Platform for External News and Institutions

3min

13.

JP Morgan's High Yield Fund

2min

14.

Titan's Scale of SME Capital

5min

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!

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