This Masterclass featured a live interview with David Murray of Charlotte Capital and, amongst other topics, he presented his views on succession issues in family business, building businesses of scale, the funding market in Scotland and what Charlotte Capital look for when making an investment.
Here are some key comments/tips taken from delegates who attended this event:
"Tips taken -
various incentives can be offered to staff and team members
Planning for applying for investment is not simply a case of asking for money, it should be looked on more as a partnership.
Not to be scared of investment or investing"
"David was honest and genuine, used plain English, easily understandable and clear in message"
"Interesting to hear what an investor is looking for"
"Excellent insight into the mind of the speaker"
"Good to get the "inside track" on how a diversified Group had changed its portfolio and was continuing to do so and how it was tackling the key succession issue"
"This was a fantastic event, very much to the point with no messing around!"
"Quite simply an excellent event"
"A fund like David's is less driven by investment return and more by synergies with other businesses within his portfolio"
"David was open and gave straight answers to direct questions"
"The value I got was meeting new people who are key decision makers before and after the session and hearing in real terms how an organisation works with its people and investments without going into too much jargon"
"Understanding "family office" which I had never heard about"
"Value of creating more generous mutual ownership plans to incentivise senior management"
"Invest in areas you understand and have expertise, there is no rush to invest until correct opportunity comes along, also be sure you can work with management team"
"Interesting insight into how Charlotte Ventures/The Murray Family Office operate, what they look for in investments etc."
Mr John Anderson, Entrepreneurial Exchange
21212 - 29 May 2012
Focus Dinner
Speaker: Alan Bonner, Pinnacle Telecom Group, www.pinnacletelecomgroup.co.uk Alan Revie, National Tyre & Autocare, www.national-tyres.co.uk
Howard Hotel - 14 June 2012
Focus Dinner
Speaker: Derek Louden, Scotch Frost of Glasgow, www.scotchfrost.com Ann Rushforth MBE, ScotNursing, www.scotnursing.com
Scotch Malt Whisky Society, Edinburgh - 28 June 2012
Supper Club
Speaker: Iain Stewart, US Booking Services
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