Direct Investments

Codex Capital sources, evaluates, executes and monitors direct investments on behalf of its Investment Partners, Codex Capital co-invests in every deal

We act as a hub between the supply of capital and the demand for that capital from companies. Our deal flow is sourced from an extensive private and public network built up over the last 25 years as well as deals introduced by our Investment Partners.

Whilst there are no fixed deal criteria, we have extensive experience in small & mid market buyouts/ins, provision of growth capital and turnarounds. Deal experience ranges from start ups through to FTSE100 companies across a full range of sectors.

Why the Codex Capital model appeals to our Investment Partners:

  • Co-investment in every deal results in aligned approach
  • Private equity exposure outside constraints/costs of a typical fund structure
  • Off-market deal opportunities
  • Discretion to invest on a deal-by-deal basis
  • If desired, a degree of ongoing involvement in investments

Why the Codex Capital model appeals to investee companies:

  • Informed and like-minded investors that can add strategic value
  • Investment decisions unrestricted by constraints of fund structures
  • Flexible patient alternative source of capital
  • Reduced fees and regulatory reporting vs. traditional capital raising solutions
“We invest in companies with demonstrable growth prospects, good visibility of revenues, high barriers to entry and strong, highly competent management.

“Codex Capital takes the lead funding position in every deal on behalf of one or more of our Investment Partners. We have no fund imposed time limits and align the interests of our funding partners with our own and those of the companies we invest in.”

Our Investment Partners: are UHNW individuals, multi-family offices, as well as select institutions typically with a minimum of £25 million to invest

Our Investment Partners generally prefer complete privacy and so we do not publicise their details nor the investments they have made without their consent.

Our Investment Partners work with Codex Capital for a variety of reasons – all see professional deal flow, alignment and a turnkey approach.

The Codex Capital Investment Framework (Click to enlarge)

Why Codex?

Codex quoteWe invested with Codex Capital based around 3 key factors: (1) the co-invest approach - the partners put their own personal capital into every investment, (2) their experience and long track record of investing, (3) we like the deal flow they bring.

Codex Capital Investment Partner
Codex quoteWe trust the team and liked the deal put forward to us, especially the fact it was structured such that all investor interests are aligned with such a powerful counterparty. The fact Codex Capital put a significant amount of their own capital in alongside ours sealed it for us and gave us confidence to invest.
Codex Capital Investment Partner