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FINANCE | Asset/Financial Management
investec.com

Investments

73

Portfolio Exits

23

Funds

3

Partners & Customers

10

About Investec

Investec (LON: INVP) is an international specialist banking group and asset management firm that provides a range of financial products and services. It provides corporate and investment banking, private banking, securities trading, asset management, property trading and management and trade finance services. The company was founded in 1974 and is based in London, U.K.

Headquarters Location

30 Gresham Street

London, England, EC2V 7PG,

United Kingdom

27 (11) 286 7000

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Latest Investec News

Investec Takes Majority Stake in Boutique M&A Firm Capitalmind

Jun 7, 2023

UK House Prices Post First Annual Drop Since 2012, Halifax Says Lira Drop Accelerates In Sign Turkey Government’s Loosening Grip Investec Takes Majority Stake in Boutique M&A Firm Capitalmind China Exports Drop More Than Expected, Adding to Economic Risks Equity Futures Point to Gains in Asian Benchmarks: Markets Wrap China’s Fatal Heat Shows Risks of Another Scorching Asian Summer Storm That’s Delaying India Monsoon Will Become Severe Cyclone China Posts Robust Commodities Imports Despite Stuttering Growth Top-Performing Fund Favors China Stocks as Bearish Tide Grows Rishi Sunak Seeks Closer Economic Ties in First White House Visit BlackRock’s China Head Tang Resigns Just as Competition Heats Up World Bank Sees Kenya’s Economy Growing 5% This Year Hindenburg-Inflicted Losses Still Weigh Heavily on Adani Stocks India’s MRPL Shelves Refinery Growth to Focus on Chemicals Bet Germany Is Running Out of Workers, Putting Growth in Jeopardy Cathie Wood Boosts Coinbase Stake as SEC Crypto Crackdown Widens Exxon CEO Tells Europe to Follow US Approach to Climate Action Australia’s Economy Cools as Aggressive Rate Hikes Take Toll Oil Steadies as Concerns Over Demand Overshadow Saudi Output Cut Ballooning debt takes the highest toll on home equity borrowers: Dale Jackson How to invest globally without taking on a world of risk: Dale Jackson How improving your financial literacy can help ease stress in a tough economy Considering tenant insurance? Here's what you need to know first How to be the model driver, and get a break on car insurance Pattie Lovett-Reid: Protecting yourself financially from the risks of dementia Fixed income investors can breathe easier as inflation recedes: Dale Jackson Summer on a shoestring budget: Tips for surviving summer break as camp costs rise Why re-investing your tax refund is the smart option Owe money to the CRA this tax season? Here are some repayment options PSAC: Will Canada's tax deadline be moved due to the strike? How claiming income from side gigs can lower your tax bill Paper filing is dying but free income tax software lives on: Dale Jackson Tax deadline: Strike not a major issue for most Canadians, expert says 'Give yourself time and space': How to manage your finances during times of grief Experts explain how to cope with money stress Experts share effective ways to tackle student debt As thousands flock to day trading during lockdown, experts urge caution Dual income, no kids: Why some young Canadians are choosing this lifestyle

Investec Investments

73 Investments

Investec has made 73 investments. Their latest investment was in Ortivity as part of their Loan on April 4, 2023.

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Investec Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/18/2023

Loan

Ortivity

Yes

3

1/26/2023

Loan

Hecate Energy

$250M

No

2

1/26/2023

Line of Credit

Hecate Energy

$300M

Yes

2

11/18/2022

Debt

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$99M

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10

10/24/2022

Line of Credit

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$99M

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10

Date

4/18/2023

1/26/2023

1/26/2023

11/18/2022

10/24/2022

Round

Loan

Loan

Line of Credit

Debt

Line of Credit

Company

Ortivity

Hecate Energy

Hecate Energy

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Amount

$250M

$300M

$99M

$99M

New?

Yes

No

Yes

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Co-Investors

Sources

3

2

2

10

10

Investec Portfolio Exits

23 Portfolio Exits

Investec has 23 portfolio exits. Their latest portfolio exit was Investec - UK Wealth Business on April 04, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

4/4/2023

Divestiture

Investec - UK Wealth Business

$99M

1

8/19/2022

Merger

$99M

4

5/16/2022

Acq - Fin

$99M

1

11/19/2021

Acquired

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$99M

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10

10/14/2021

IPO

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$99M

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10

Date

4/4/2023

8/19/2022

5/16/2022

11/19/2021

10/14/2021

Exit

Divestiture

Merger

Acq - Fin

Acquired

IPO

Companies

Investec - UK Wealth Business

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

1

4

1

10

10

Investec Acquisitions

8 Acquisitions

Investec acquired 8 companies. Their latest acquisition was Murray Asset Management on August 01, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

8/1/2022

$99M

Acquired

1

1/3/2018

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$99M

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10

9/23/2016

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$99M

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10

7/9/2013

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$99M

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10

3/1/2012

Other

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$99M

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0

Date

8/1/2022

1/3/2018

9/23/2016

7/9/2013

3/1/2012

Investment Stage

Other

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

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Sources

1

10

10

10

0

Investec Fund History

3 Fund Histories

Investec has 3 funds, including Investec Emerging India Credit Opportunities Fund I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

10/2/2022

Investec Emerging India Credit Opportunities Fund I

$155M

1

2/4/2019

Investec Emerging Companies Fund I

$99M

10

INVC

10

Closing Date

10/2/2022

2/4/2019

Fund

Investec Emerging India Credit Opportunities Fund I

Investec Emerging Companies Fund I

INVC

Fund Type

Status

Amount

$155M

$99M

Sources

1

10

10

Investec Partners & Customers

10 Partners and customers

Investec has 10 strategic partners and customers. Investec recently partnered with Proparco on January 1, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

1/20/2023

Partner

France

South Africa: Proparco partners with Investec to scale up climate investments

`` After a thorough process of engagement , we are delighted to announce this partnership with Proparco , which enables us to make a meaningful advancement in our joint climate ambitions , '' says Tanya Dos Santos-Ford , Investec 's head of sustainability .

1

1/17/2023

Vendor

France

Proparco partners with Investec Bank to scale-up climate investments in South Africa

Tanya Dos Santos-Ford , Head of Sustainability , Investec : `` After a thorough process of engagement , we are delighted to announce this partnership with Proparco , which enables us to make a meaningful advancement in our joint climate ambitions .

1

1/13/2023

Partner

Italy

Global Trade Review (GTR) Investec, UniCredit partner on €225mn Angolan hospitals deal

Investec , UniCredit partner on € 225mn Angolan hospitals deal .

1

12/7/2022

Vendor

Canada

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10

9/20/2021

Partner

United Kingdom

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10

Date

1/20/2023

1/17/2023

1/13/2023

12/7/2022

9/20/2021

Type

Partner

Vendor

Partner

Vendor

Partner

Business Partner

Country

France

France

Italy

Canada

United Kingdom

News Snippet

South Africa: Proparco partners with Investec to scale up climate investments

`` After a thorough process of engagement , we are delighted to announce this partnership with Proparco , which enables us to make a meaningful advancement in our joint climate ambitions , '' says Tanya Dos Santos-Ford , Investec 's head of sustainability .

Proparco partners with Investec Bank to scale-up climate investments in South Africa

Tanya Dos Santos-Ford , Head of Sustainability , Investec : `` After a thorough process of engagement , we are delighted to announce this partnership with Proparco , which enables us to make a meaningful advancement in our joint climate ambitions .

Global Trade Review (GTR) Investec, UniCredit partner on €225mn Angolan hospitals deal

Investec , UniCredit partner on € 225mn Angolan hospitals deal .

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Sources

1

1

1

10

10

Investec Team

8 Team Members

Investec has 8 team members, including , .

Name

Work History

Title

Status

Kurt Taylor

Founder

Current

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Name

Kurt Taylor

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Work History

Title

Founder

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Status

Current

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