OptiGrowth M&A Investment Opportunity.

Powered by AI and Offshoring Strategies


 

City Estate Partners is proud to introduce our OptiGrowth M&A Strategy, designed to capitalize on the immense growth potential in the property management industry. By acquiring underperforming or undervalued SMEs, we focus on increasing profitability through AI integration, streamlining processes, and leveraging our offshore hubs.

Investment Highlights

Fixed Income Investment

  • Minimum Investment: £5,000

  • Fixed Terms and Returns:

    • 18-month term: 12.5% annual return

    • 36-month term: 15% annual return

  • Distribution Schedule: Returns will be distributed quarterly after an initial 6-month holding period. The principal investment will be repaid in full at the end of the fixed term.

Equity Investment:

  • Minimum Investment: £100,000

  • Target Returns: 2-3x Equity Multiple.

  • Investment Structure: Equity investment is made through the purchase of shares in the acquired entity.

Raise

The funds will be allocated to acquire SME property management companies, implement technology-driven efficiencies, and expand operations. This target raise is for Phase One of our strategic plan. While the full amount will enable us to accelerate our acquisition and growth strategy, it is not a requirement to begin operations. We will be executing deals and progressing with our strategy as we raise funds, ensuring that investor capital is effectively utilised from the outset.

Investment Strategy

Our focus is on acquiring property management businesses and integrating them into our proven operational model, which is designed to increase efficiencies, reduce costs, and enhance profitability. By leveraging our offshoring operations, AI-driven efficiencies, and leadership team, we provide significant upside potential to investors.

Ready to Invest?

If you’re interested in learning more about the OptiGrowth M&A Strategy, please review our investment presentation and book a consultation with one of our directors.

Documents


Frequently Asked Questions (FAQ’s)

  • Fixed-Income Investors receive their interest payments on a quarterly basis following an initial 6-month holding period. The annual return is fixed at either 12.5% for an 18-month term or 15% for a 36-month term. The invested capital will be repaid in full at the end of the fixed investment term.

  • We utilise a combination of AI, automation, and offshoring to optimise operations and reduce costs. Our offshoring strategy can reduce wage bills by up to 60%, while AI-driven tools and streamlined processes further lower operating costs and improve margins.

  • Interested investors can express their interest in several ways: click the "Invest Now" button at the top or bottom of the page, schedule a call through the "Book a Call" button to discuss your investment options, or simply contact us using the details provided on the Contact Us page. Our team will guide you through the investment process and answer any further questions you may have.

  • Yes, international investors are welcome to invest, provided they meet the eligibility criteria for self-certified sophisticated investors, high-net-worth individuals, or other qualifying categories as defined by the Financial Conduct Authority (FCA). Please be aware that investments may be subject to additional regulatory requirements and tax implications based on your country of residence.

  • No, the loan note offer is not regulated by the Financial Conduct Authority (FCA). It is classified as an unregulated investment and is only available to eligible investors who meet specific criteria. These include:

    • Self-Certified Sophisticated Investors: Individuals who meet certain experience and knowledge requirements, such as having made investments in unlisted companies or having relevant business or financial decision-making experience.

    • Certified High Net Worth Investors: Individuals with an annual income of £100,000 or more, or net assets of at least £250,000 (excluding primary residence, pensions, and life insurance policies).

    • Certified Sophisticated Investors: Investors who have been certified by an FCA-authorized firm based on their investment experience.

 Get in Touch

We’re here to answer any questions and guide you through the process. To start your investment journey with City Estate Partners, please fill out our Invest Now interest form or schedule a call today.

 

 Disclaimer:

This communication is not an offer to sell or a solicitation of an offer to buy any securities. Offers will be made only through official Offering Documents, which may be updated or amended from time to time with the most recent Offering Documents.

The loan note offer presented is not regulated by the Financial Conduct Authority (FCA) and is only suitable for eligible investors. Eligible investors include Self-Certified Sophisticated Investors , Certified High Net Worth Investors, Certified Sophisticated Investors, and Professional investors. This offer is not available to the general public and is intended only for individuals who meet the specific criteria outlined above.
In other jurisdictions, investment opportunities may only be available to eligible investors in accordance with local laws and regulations.
Past performance is not indicative of future results. All investments involve risk and may result in partial or total loss. Any projected returns, estimates, or forward-looking statements are hypothetical and may not reflect actual future performance. Investors should carefully consider their investment objectives, risks, and charges before making any investment decision.
International Investors: The content of this communication may not comply with the specific regulatory requirements of your jurisdiction. It is your responsibility to ensure that viewing or acting on any content complies with the laws and regulations applicable to you. City Estate Partners does not provide legal, tax, or investment advice to international investors, and you should consult with appropriate professionals for advice specific to your circumstances.

For further information, please contact us for the most up-to-date Offering Documents.