Finance Your Future with William Marshal plc
William Marshal plc is involved in helping innovative startups reach their full potential. Our investment in your business is more than just financial. When we commit to working with a client, we become partners and lend our full support behind their efforts to move their company forward. Contact us to learn more about our investment portfolio and latest success stories.
William Marshal plc was founded after years of working in the business and investment industry. Our goal is to help entrepreneurs turn their own ideas and visions into successful companies with fundraising and networking guidance. As a results-driven organization, we are constantly looking for ambitious and visionary partners with the drive and flexibility to take their company to the next level. For details about our investment process as well as our level of involvement, get in touch with us.
Case Study 1 - Oil & Gas Market
William Marshal has executed a share purchase agreement for investment into a US based resources company. This company has access to distressed assets in the form of oil fields and wells that can become income producing within a short time frame. The baseline strategy for this company is to acquire the relevant oil resources to begin production, become revenue producing and list onto a North American Stock Exchange. Exit from this investment is likely to be by way of a placing of shares at the time of an IPO.
The Opportunity and Company Highlights
• The Company: A San Antonio, Texas based Exploration and Production (E&P) oil and gas company that is acquiring and developing good quality and undervalued producing and near-production assets in Colombia and Argentina, opportunistically from owners in distress. The previous cyclical downturn created a buyer’s market that allows the Company to acquire these assets at a discount to their intrinsic value.
•Strong Management Team: With more than 85% of its team from Colombia and Argentina, the Company is uniquely positioned with exceptional production expertise across the Americas, a deep knowledge of the geography, success within the regulatory processes, and extensive ties to the national governments, the hydrocarbon agencies, and the major oil & gas companies. The management team consists of seasoned senior executives and managers with backgrounds including public oil company CEOs and department heads at major global upstream and oil service companies. The team averages 20+ years experience operating and drilling over 8,000 wells and closing over 30 acquisitions in Colombia, Argentina, and other South American oil producing countries.
Window for Oil & Gas Investments in Colombia & Argentina
•The rapid decline in oil prices begun in early 2014 and the subsequent low-price environment has been disruptive for Latin American oil producing countries and their state-owned oil companies with limited capacity to fund capital spending needed to sustain production volumes. This lack of capital in these markets creates an environment favorable to buyers with cash.
•E&P Investments in the South American market are erroneously perceived to be a higher risk investment environment. This perception combined with strong US Dollar purchasing power lowers the all-in cost of production and operations (drilling, labor, transportation, materials, and professional services) by about $10 or more per barrel lower in South America than the United States.
•Concrete Investment Opportunities: Significant and highly visible upstream investment opportunities in Argentina and Colombia have been identified by the Company, pre-analyzed and pre-negotiated. Acquisition of these undervalued producing and near-production assets enables the Company to be cash flow positive very quickly after acquisition, with substantial upside through fundamental operational execution and scale premium through consolidation.
Case Study 2 - Bioscience & Pharmaceutical
William Marshal has executed a share purchase agreement for investment into a UK based bioscience and pharmaceutical company. This company has carried out extensive research for treatment of autoimmune diseases and enhanced oncology treatments, and it now holds 10 drug patents with a further 10 patents in the application process. It is most likely that the exit from this investment will be following a trade sale within the pharmaceutical sector or a main board stock exchange listing.
The Opportunity and Company Highlights
We believe the company is an innovative leader in the biopharma sector with a focus on developing and optimising treatments in autoimmune disease and cancers.
The company’s studies are focusing on two strands of work. First, the company has shown that the drug is capable of modifying the expression of proteins found on immune cells, and by interacting with these, the drug is able to modify immune function in patients. This has far-reaching potential for the drug as a modifier of immune based diseases. Therefore, the first avenue of the company’s work has been to examine and explore the effects the drug has on the function of immune effector cells.
Secondly, the company’s work has shown the drug is capable of modifying the gene expression in cancer cells resulting in an increased sensitivity to a number of chemotherapy agents. Work in this area has therefore focused on identifying the most suitable drug partner, and to determine the optimum schedule by which to use the drug.
Numerous patent filings
Notice of allowance granted on two patents USPTO USA
Two peer-reviewed articles in scientific journals
Successful completion of dosing on Phase I clinical study
Currently the Clinical Study Report (CSR) is being completed and will be published shortly
The company is continuing to increase IP protection across the portfolio
The company continues to review a strong pipeline of additional new data
A potential offering and listing is under consideration
Case Study 3 - Technology & Services - Under Review
William Marshal plc has received heads of terms to acquire shares in a US based peer to peer car sharing platform, which is currently experiencing high levels of growth in driver demand driven by the success of firms such as Uber. In addition to the share purchase, William Marshal will also hold warrants in the investment, adding further potential value to the investment opportunity.
Case Study 4 - Fintech; Cryptocurrency & Real Estate Investment Platform - Under Review
William Marshal plc has received a term sheet with a financial services company which owns both a peer to peer investment platform specialising in US Real Estate Investment and a real estate backed cryptocurrency launching from these activities. In addition to its proposed investment in shares, William Marshal plc will also hold warrants.
Case Study 5 - Financial Services
William Marshal plc has executed a convertible loan note agreement with a NASDAQ OTCQB exchange listed US based firm whose strategy is the acquisition of financial advisory firms in the UK & Offshore financial services market, with a view to acquiring significant assets under management. The loan note converts to stock in 366 days, giving an uplift on the price of the holding at the conversion date.
The target firm is pursuing an aggressive acquisition plan to acquire substantial assets under management, generating healthy long term recurring revenues. The first acquisition was made into a UK based Financial Advisory Firm with several more lined up for takeover. This covers financial advisory firms in the UK, Hong Kong & Singapore, giving the target firm a global footprint in the advisory world.
The management is very strong, having previously executed a similar plan in the past with great success, leading to a firm that had £2 billion of assets under management.