The SBS Later Stage EIS Fund invests in companies where there is evidence of a strong customer acceptance of the product and service offered by the company, and where we believe we can add substantively to the knowledge and experience of the founder and the team as they prepare to move from scale up to commercialisation.
We often provide our finance in tranches which are progressively made available to the companies as they achieve their pre-agreed objectives. This approach is made possible because of the reporting which is provided by companies on a regular basis as well as the regular operations meetings that the Side by Side Partnership commits to each Portfolio Company.
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Mark has over twenty years’ experience in financial services and prior to his current position he was Head of Research and Development at Mazars, a leading UK financial planning firm. Mark is highly qualified being a Certified Financial Planner, Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society and previously sat on the Chartered Institute of Securities and Investments Accredited firms committee and TISA’s Distribution Policy Council. Mark’s involvement with EIS began eight years ago and he has since championed EIS investing within a financial planning context and is extremely passionate about promoting the industry, increasing its effectiveness and ensuring the private sector continues to drive much needed funding to small companies.
The AIF Manager is headed by Boyd Carson, who has a considerable breadth of knowledge in the financial sector. Boyd has nearly 30 years’ experience in the accounting and corporate finance markets, having worked as a Director for PwC LLP’s mergers and acquisitions group in New York. Boyd is a Fellow of the institute of Chartered Accountants and was the 2015 winner of the EISA Rising Star Award. Boyd is currently completing a master’s degree in finance at Harvard University.