Kepler Partners LLP

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Kepler was formed in April 2008 and has been established with the sole aim of helping investment companies access institutional and private client fund managers through processes that are entirely complementary to existing IR and Broker activities. The partners and employees of the business have over 27 years of combined experience in the closed and open ended fund market. We have an unparalleled breadth and depth of contacts amongst UK investors with particular focus on private client fund managers who control over £320bn of capital.

Kepler acts as an independent advisor for a wide range of funds and specialise in providing a complete service to clients who are looking to broaden their shareholder base or raise capital. Kepler is entirely independent and is exclusively driven to provide the best level of service for its clients. We are directly accountable for the work we undertake. Our fee structure and contractual obligations mean that, unlike the commission based system, we provide a complete marketing service over the year. In addition, our research writing capability brings a client to wider attention and provides even higher visibility through targeted distribution to our proprietary contacts list.

Distribution and Marketing

Kepler specialises in marketing investment companies to private client fund managers (PCFMs). A large proportion of these professionals around the UK are overlooked by the broking community. Kepler has the broadest network of PCFMs and IFAs who buy investment companies of any UK advisors. These relationships will enable our clients to both diversify their shareholder base and raise capital effectively and efficiently. We organise focused roadshows through Kepler’s proprietary database of contacts which is continually updated and monitored. Kepler has relationships with over 400 offices in 20 cities and channel islands across the UK.

We believe that one-on-one meetings are the most effective way of marketing a proposition. We ensure that clients only meet the most relevant individuals in an organisation and we actively manage the roadshow process to ensure that a day of marketing is used as efficiently as possible. Kepler provides detailed itineraries and reports before and after roadshows with comprehensive information on the potential investors and then an in depth feedback report post any such event.

Kepler maintains regular communication with interested PCFMs on client newsflow as well as gathering market feedback. The company’s board, manager and broker are all kept up to date with market intelligence gained through this regular communication. Importantly, we have no secondary market ambitions to distract the team from focussing firmly on delivering contractual obligations to investment company clients.

Research

Most Investment Companies are under-covered in terms of research written on them. Investment Banks are becoming ever more selective over the companies that they cover and the investment professionals and institutions that receive their research.

Our paid-for research is designed to complement the marketing campaigns organised for clients. We aim to set a client into context relative to peers in a clear and understandable format and to provide an impartial view which potential investors can use as part of their due diligence process.

Kepler can undertake to distribute commissioned research to our own proprietary contacts, as well as the clients contacts around the UK, complementing and enhancing existing factsheets and other communications from the company and manager.

Fundraising

Each of the team at Kepler Partners has been involved in fundraisings in their previous careers. As Kepler Partners we are able to access a wide range of potential investors typically outside the reach of the larger investment banks. As such we aim to provide to clients a differentiated fundraising capability, whether for new issues or follow-on fundraising such as C-shares.

We are able to work with clients in their fundraising ambitions from pre-marketing and book building through to after-market sales which will be entirely complementary to the work of an existing broker. We believe a detailed research report should play an integral part of any IPO or fundraising.

Board Services

Collectively the individuals at Kepler Partners have considerable experience in helping boards reach the correct solutions to routine and specific problems or issues. As such we are happy to provide boards with regular market insight for their board meetings, as well as conduct ad-hoc statistical or market research for their consideration.

T: +44 (0)20 7297 5283
E: E-mail us

Kepler Partners LLP
Heathcoat House,
20 Savile Row,
London W1S 3PR