Dowgate Capital

Dowgate Capital is delighted to have acted as Joint Broker to Onward Opportunities on their £1.0 million subscription. The Board and Portfolio Manager continue to believe that there are compelling structural factors underpinning the Company's investment strategy. Prevailing market conditions create an environment in which the Portfolio Manager has the ability to generate aggregated portfolio returns in excess of 15.0 per cent per annum over the long term which Onward Opportunities has so far exceeded since its launch. The net proceeds of the Subscription will provide the Company with additional resources with which to pursue its stated investing policy.   Laurence Hulse, Lead Fund Manager of Onward Opportunities Limited, commented: "It is encouraging that new investors are recognising that Onward Opportunities has the capacity and capability in place to accept new investment on an ongoing basis, and investors are now directing inbound interest to the Company, even in the current backdrop to UK equity markets. The capital raised adds additional dry powder heading into the UK budget at a time of market outflows, drawdowns and depressed smaller company valuations. Our core strategic objectives are to invest in attractive investment ideas and scale the company to maximise efficiencies. This raise is another step onward in both of these objectives." Congratulations to Laurence Hulse and the team! Read more: https://lnkd.in/ed9TYxqe

The Autumn Edition of our ‘Dowgate Digest’ newsletter has just been published. Click on the link below to get the latest news and updates on corporate transactions, new joiners, events and our outlook for Q4. https://lnkd.in/ex9hpSbR For further information or if you would like to be added to our distribution list please email: welcome@dowgate.co.uk Dowgate Capital x Dowgate Wealth #newsletter #dowgatecapital

Congratulations to Mark Braund, Shaun D D., Spencer Dredge and the team at REACT Group Plc. on the successful acquisition of 24hr Aquaflow Services Limited.   Dowgate Capital is pleased to have acted as Joint Broker to React Group on their £1.1 million Placing to provide the Company with additional working capital.   The Directors believe the Acquisition will:   - Provide sought after and complementary services that the Company's Facilities Management (FM) customers demand;   - Introduce new and strong relationships with FM customers to the Company;   - Enable the Company to offer another lead-in service for organic growth within the FM sector, especially in London and the South East; and   - Enhance earnings per share (EPS) immediately with the Acquisition expected to be 31% accretive to adjusted EPS in its first full year of ownership (year ending 30 September 2026).   Shaun Doak, Chief Executive Officer of REACT, commented:   "We are delighted to welcome Sherry Mundy, Paul Mundy, Neil Holmes and the Aquaflow team into the REACT group. Over the last 20 years they have established a very strong reputation for consistently delivering high-quality services and solutions greatly valued by customers. "The Acquisition is expected to be immediately earnings enhancing and contribute significantly to the future profitability of the Group. This is REACT's third acquisition and further demonstrates the Company's stated inorganic growth strategy. We are excited by the opportunities that lie ahead as we continue to invest in profitable growth and offer our complementary services across the broadening customer base of the enlarged business." Read more: https://lnkd.in/eabZy7Tf https://lnkd.in/epj2WaMS #EquityCapitalMarkets

A terrific deal positioning REACT Group Plc. as a strong consolidator of exceptional specialist businesses supporting the facilities management (FM) sector. #facilitiesmanagement #investornews

#ONDO has increased production capacity at its UK facility in light of significant increasing demand for LeakBot across key markets, particularly in the US 🔹Advanced discussions with large US insurance companies & significant expansions of existing partnerships Click here to read: https://lnkd.in/d2HcVzpc

🚀 Beating the Fade: Drawing parallels between investing & Ultra Running In a recent conversation with Alex Sweet, CFA, an investment analyst and ultra-runner, Jeremy McKeown and Adam Rackley explored a powerful theme - "Beating the Fade." Whether it's ancient empires or great companies, staying resilient in the face of entropy is key to long-term success. Alex’s fascination with Backyard Ultra, and his upcoming 300-mile race, mirrors his investment approach: identifying companies that can withstand competitive pressures and thrive over time. His strategy? Find "Sweet Stocks" - businesses that defy market trends, showing long-term growth, much like Amazon’s historic rise. 🔑 The Lesson: Patience and deep analysis reveal companies that are more resilient than the market perceives. And growth isn’t the opposite of value - it's another determinant of it.   You can read more in the latest edition of The Curious Investor here: https://lnkd.in/gQtxYukf #GrowthInvesting #Resilience #Investing

The Dowgate Capital and FTI Consulting Digital Transformation Conference has officially wrapped up for this year! A huge thank you to our incredible speakers and panellists, and to everyone who braved the downpour to attend. Mark your calendars for next year's event on 9 September—we're hoping for sunny skies for networking drinks on the terrace in 2025! Paul Richards Melanie Treacy Emma Hall (née Appleton); Dwight Burden

Well done Laurence Hulse. Onwards..!

One week to go until our 4th Annual Digital Transformation Conference in partnership with FTI Consulting. In our universe of growth businesses, there has been plenty to navigate and debate of late, and this is only likely to continue – conversations both positive and negative! We look forward to welcoming our guests and hearing from a broad line-up of speakers and panellists. STOP PRESS: There are still a very limited number of spaces left, so if you’re interested in attending, please email us at events@dowgate.co.uk Bjorn Conway, Sir Martin Sorrell, Craig Foster, Imogen O’Connor, Terry Walby, Laurence Hulse, Catherine Wright, Kathryn Jacob OBE, Gemma Doyle, Paul Richards, James Serjeant, Emma Hall (née Appleton); Dwight Burden, Charles Palmer

Hats off to Laurence Hulse. His Onward Opportunities fund has just posted its half-year update this morning, which makes impressive reading; extending its investment performance since launch 18-months ago to +28%. #ONWD #UKSmallCap #InvestmentTrust