Case Studies

Real Capital. Proven Results.

CASE STUDIES

From growth-stage investments to multi-million-pound acquisitions, Zenith Partners has consistently delivered measurable outcomes for clients across the UK, Europe, and the US.
Each success story reflects our commitment to connecting strategic capital with visionary leadership — driving sustainable, cross-border growth.

Free 2 – Powering Equity Release Growth in the UK

Sector: Financial Services / Equity Release
Capital Raised: £52M (Roundshield Partners, 2019)
Follow-on Funding: £400M Debt Facility (NatWest)

Overview:
Zenith Partners advised and structured the capital raise for Free 2, one of the UK’s leading equity-release providers. Through a tailored funding strategy, Zenith secured £52M from Roundshield Partners, catalyzing business expansion and market penetration. The company’s rapid success attracted an additional £400M debt facility from NatWest — establishing Free 2 as a major player in the UK later-life lending market.

Result Highlights:

 

  • £452M in combined equity and debt raised

  • Expanded national operations

  • Strengthened institutional lender relationships

Tier 1 & Tier 2 Investor Programme – Channeling Global Capital into the UK

Period: 2017–2023
Partnership: Invest UK
Impact: 40+ Investor Visas Facilitated

Overview:
Between 2017 and 2023, Zenith Partners emerged as the #1 introducer to Invest UK, facilitating high-net-worth investment into British businesses. Through our strategic partnership with Invest UK, over 40 Tier 1 and Tier 2 visas were successfully issued to global investors — supporting economic activity, business creation, and innovation across the UK.

Result Highlights:

  • 40+ HNW clients gained UK residency

  • Millions in FDI channelled into UK SMEs

  • Reinforced Zenith’s reputation in global investor migration

IDC Acquisition – Structuring a £50M Buyout in the UK Food Sector

Year: 2018
Sector: Food Wholesale & Retail
Transaction Value: £50+ million

Overview:
Zenith Partners led the financial structuring and debt arrangement for the acquisition of IDC, one of the UK’s largest food wholesalers and retailers. The transaction was underpinned by a flexible £50M debt facility, providing the headroom required to complete the acquisition and enable operational expansion post-buyout.

Result Highlights:

  • Successful buyout of a national market leader

  • Debt facility with expansion flexibility

  • Enhanced confidence from lenders and investors

Fund I – Mobilizing Polish Capital for Global Growth

Entity: Zenith Partners Spółka Z.o.o.
Year: 2022
Focus: Polish Capital Deployed into UK & US Businesses

Overview:
In 2022, Zenith Partners launched Fund I through its Polish entity to leverage Poland’s economic stability and growth potential. The fund focused on deploying Polish private and institutional capital into established and emerging companies across the UK and US — bridging markets and strengthening transatlantic investment ties.

Result Highlights:

  • First cross-border Polish investment fund of its kind

  • Capital mobilized from a robust local economy

  • Established platform for Fund II’s international expansion

Fund II – Institutional Expansion Across the US & EU

Year: 2023 – Present
Focus: Institutional & Professional LP Capital
Sector Focus: AI, Healthcare, and Deep-Tech

Overview:
Building on the success of Fund I, Fund II aims to deploy institutional and professional LP capital into high-growth sectors across the US and EU. The initiative reflects Zenith Partners’ evolution into a multi-jurisdictional fund manager, driving capital toward scalable innovation in frontier industries.

Result Highlights:

  • Groundwork established for institutional LP onboarding

  • Diversified international investment pipeline

  • Reinforced Zenith’s position as a cross-border venture and private equity enabler

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Zenith Partners

Zenith Partners Trading is a company registered in England and Wales, No: 11115840, whose registered office is at 7 Bell Yard, London, WC2A 2JR, VAT No: 432 956 088"

Zenith Partners

Zenith Partners is a company registered in Poland, ul. Montażowa 3, BIELSKO-BIAŁA, kod 43-300. KRS Numer 0000989013

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