Long-term, aligned private equity

EPE Special Opportunities (“ESO” or the “Company”) is an investment company which trades on the AIM market of the London Stock Exchange.

The Company’s primary objective is to provide long-term return on equity for its shareholders by investing between £2m and £30m in small and medium sized companies.

The Company targets growth capital and buy-out opportunities, special situations and distressed transactions, deploying capital where it believes the potential for shareholder value creation to be compelling. ESO has the flexibility to invest in public as well as private companies and is also able to invest in Special Purpose Acquisition Companies (“SPACs”) and third party funds.

ESO will consider most industry sectors including business services, consumer and retail, financial services and the industrials sector.

The portfolio is likely to be concentrated, numbering between two and 10 assets at any one time, which allows the Company to allocate the necessary resource to form genuinely engaged and supportive partnerships with management teams. This active approach facilitates the delivery of truly transformational initiatives in underlying investments during the Company’s period of ownership.

The Investment Advisor to the Company is EPIC Investment Partners.

7.4x

Portfolio current money multiple

26.7%

Portfolio current IRR

67.7%

Premium to NAV on last three exits

948.72%

10 year share price growth

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