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Clare Flanagan
Head of Client Development
Specialism: Private Investment Offices Multi-family office
Company: Capital Generation Partners
Location: London, England
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2017
Clare Flanagan currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: No
Capital Generation Partners, Berkeley Square House, Berkeley Square, London, W1J 6BX
T: +44 (0)20 7543 1500
F: +44 (0)20 7543 1520
E: info@capgenpartners.com
W: http://www.capgenpartners.com
Number of offices globally: 1-5
Capital Generation Partners, Berkeley Square House, Berkeley Square, London, W1J 6BX
T: 020 7543 1500
F: 020 7543 1520
Clare Flanagan is currently in no lists
Peer review:
Peer review:
Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com
Clare Flanagan currently has no reviews
Due diligence for family office client for Silicon Valley investment
I work with an offshore trustee advising on the liquid portfolio of one UK family member’s trust. The beneficiary came to the trustee with an investment opportunity outside of our mandate to take part in a fund-raising effort for $20m growth capital for a tech company in Silicon Valley. The trustee did not have the in-house expertise to validate the opportunity and so we offered our services at zero cost. From a standing start, I turned the due diligence around in a few days in order to provide the trustee and the beneficiary with an extensive report detailing the company’s industry overview, underlying business model, funding history, comparison with parallel public and private companies and research on the management team. Not only did this equip the trustee and beneficiary with the information needed to make their investment decision but served as a great training tool for the beneficiary on how to approach the direct investment conversation and a framework for due diligence in the future.
Peer review:
27 Apr 2018
Peer review:
07 Feb 2018
Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com