Solus Wealth is a private investment office focused on preserving and growing capital through disciplined allocation across private and public markets.
At Solus Wealth, we invest with intent and hold with patience, concentrating on resilient cash flows, robust balance sheets and partners whose interests genuinely align with ours.
We maintain structures that are simple by design: documentation that is precise, communication that is measured and decisions that withstand both time and scrutiny. Our approach rests on concentration rather than diversification for its own sake. We hold positions we understand deeply, test assumptions rigorously and adjust when circumstances change – not when sentiment shifts. Stewardship matters more than scale, evidence more than narrative and substance more than spectacle.
Solus Wealth allocates across private equity, private credit and public equities, employing real assets selectively for stability rather than growth. We concentrate capital where economics prove durable and improvement levers remain within our influence.
We acquire positions in established B2B services, software platforms with contracted revenues and healthcare services where pricing power and demand predictability are demonstrable. Buy-and-build strategies proceed only when fragmentation economics and integration capabilities are proven rather than assumed. Our ownership centres on governance excellence, disciplined capital allocation and leadership development.
Solus Wealth emphasises senior secured and asset-backed lending, prioritising tangible collateral, protective covenants, adequate coverage ratios and sponsor quality. Credit provides portfolio ballast—reliable income first, structural protection through cycles and documentation that functions when markets fail. We avoid complexity that adds cost without compensation.
We maintain concentrated positions in quality compounders and carefully selected special situations. Position sizing, liquidity parameters and review schedules are established at entry. We exit when investment theses reach completion or when discipline demands it. Risk management precedes return optimisation.
Our portfolios span three distinct sleeves: core compounders for steady appreciation, income-generating assets for cash yield and opportunistic positions for asymmetric returns. Concentration limits and liquidity tiers are explicit and observed. Pre-mortems precede every commitment; post-mortems follow divergent outcomes. Independent reviews periodically validate our processes and controls.
Principles
01
Capital preservation precedes growth. Quality compounds over time. We concentrate where we understand the business, hold long enough for our thesis to mature and exit when discipline requires it.
Standards
02
We stress-test every downside before considering upside. Cash flows, balance sheets and governance quality matter more than growth projections. Complexity that cannot be priced is avoided.
Risk Management
03
Explicit concentration limits, liquidity requirements and position sizing reflect conviction whilst preserving optionality. Independent verification and periodic reviews validate our approach.
Partnership
04
We invest alongside managers whose interests align with ours. Governance participation focuses on strategy and leadership, not operational interference. We prefer substance over narrative, evidence over promise.
Date: November 2024
Industry: Healthcare Software
Transaction Type: Minority Growth Investment
Date: January 2024
Industry: Logistics & Distribution
Transaction Type: Senior Secured Credit Facility
Date: September 2023
Sector: B2B Professional Services
Transaction Type: Management Buyout
Initial Investment: €35m
Solus Wealth supports focused initiatives in education and entrepreneurship where progress can be measured and outcomes genuinely improved. Our commitment extends beyond capital allocation to meaningful partnership with organisations that compound impact over time.
Working across the North of England, SHINE transforms educational outcomes in secondary schools serving areas of high deprivation. The initiative removes barriers to learning and ensures educational outcomes are not determined by economic circumstances. Since inception, it has invested over £40 million in projects helping more than one million children.
This secondary school programme operates across England and Wales, equipping young people to tackle social issues in their communities. Since 2014, the programme has empowered over 234,000 students to engage with local charities, combining social consciousness with practical experience in evaluation, decision-making and community engagement.
Operating across Scottish secondary schools, this programme helps young people identify community social issues and support local charities addressing these needs. Each participating school receives £3,000 grants determined by student presentations, fostering civic engagement whilst providing direct charitable impact to OSCR-registered organisations.
Date: November 2024
Industry: Healthcare Software
Transaction Type: Minority Growth Investment
Description:
Acquisition of a 35% stake in a UK-based healthcare software provider serving NHS trusts and private hospitals. The business operates on 3-5 year contracted revenues with 95% renewal rates and provides critical patient management systems.
Initial Investment: £45m
Current Performance: Expected EBITDA growth of 28% annually through operational improvements and selective acquisitions.
Date: January 2024
Industry: Logistics & Distribution
Transaction Type: Senior Secured Credit Facility
Description:
Five-year facility to a UK logistics operator backed by a portfolio of distribution centres under long-term leases to investment-grade tenants.
Facility Amount: £75m
Terms: 7.5% coupon with quarterly amortisation and first-lien security
Loan-to-Value: 1.8x property asset coverage
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Date: September 2023
Sector: B2B Professional Services
Transaction Type: Management Buyout
Initial Investment: €35m
Overview: Acquisition of a German engineering consultancy with blue-chip automotive and aerospace clients. Transaction provided succession planning for founding shareholders whilst preserving management incentives.
Current Performance: 22% revenue growth over 18 months through digital transformation and geographic expansion