Direct client relationships
The business advises yacht owners, buyers or charterers directly and can show how those relationships are maintained.
Investment thesis
Our strategy is to acquire specialist yacht businesses that clients already trust.
We focus on profitable, asset-light brokerage and owner-services companies with direct client relationships, capable teams and a credible path to growth as part of NumiNova Yachts.
Why yachting
In yachting, relationships drive the business.
Owners, buyers and charterers return to advisers whose judgement they trust. Those relationships are carried by brokers, managers, captains and technical specialists, supported by the company name and its record.
Our job as an owner is to preserve that trust while giving the business more capacity: capital, financial discipline, technology and support for further acquisitions.
Acquisition criteria
What we look for in an acquisition.
A company has to stand on its own merits. We look for sound economics, durable client relationships, a team that can continue and a transition both sides can deliver.
Sound standalone economics
The company must make sense on its own earnings, cash needs and risks before any wider Group benefit is considered.
Leadership continuity
Client knowledge and commercial judgement cannot sit with one departing owner alone.
Trusted market position
A trusted name, repeat clients, referrals or recognised specialist standing should survive a change of ownership.
Services that can grow
Brokerage, charter, management, central agency, technical work and owner services can become stronger with focused investment.
A workable transition
The owner, leadership team and NumiNova must be able to agree what changes, what stays and who is responsible after completion.
Each investment decision rests on the quality of the business, the people who can carry it forward and a transition both sides can execute.
After acquisition
The transition plan is agreed before completion.
Before completion, the company and NumiNova agree what will change, who owns each decision and how clients and employees will be informed. Leadership continuity, financial control and retention of key people come first.
Technology, reporting, recruitment and subsequent acquisitions follow the written investment plan. We measure progress against the reasons for buying the business.
A private first step
Considering succession?
If you own a specialist yacht business, a short private conversation is enough to see whether it makes sense to continue.