What we Do – BThree Global

Overview: BThree provides structured private capital services tailored to sophisticated clients. In essence, we help you structure, deploy, and grow your capital in ways that standard financial services cannot. Our offerings span two main areas: Bespoke Financing Solutions and Private Investment Opportunities. All our services are delivered with a focus on strategic alignment, risk management, and discretion

Bespoke Financing Solutions

We understand that traditional funding sources (like high-street banks or public markets) don’t always fit the needs of entrepreneurs and businesses with unique circumstances. BThree steps in to fill that gap with creative, bespoke financing arrangements. If you are a business owner or investor seeking capital, we can structure funding solutions that are customised to your situation. This might involve raising private debt or equity, arranging mezzanine finance, or structuring a loan through an SPV – all without mentioning specific “products,” but rather by engineering the right deal for you.

Flexible Capital for Growth

We help growing companies and ventures access private capital to fuel expansion, acquisitions, or new projects. Unlike one-size-fits-all loans, our solutions are tailored to your business model and cash flows. We can introduce private lenders or co-investors, or arrange special financing facilities, structured in a way that aligns with your goals and repayment capabilities.

Liquidity & Refinancing Strategies

For established business owners or asset-rich individuals, we create strategies to unlock liquidity when needed. Whether you want to refinance existing obligations, release funds from your business or investments, or consolidate holdings, we craft innovative structures (often using holding companies or trusts) to achieve liquidity while preserving ownership and control.

Corporate Structures & Jurisdictional Planning

Because we operate globally, we can assist in setting up and managing the corporate structures that often go hand-in-hand with bespoke finance. Need a special purpose vehicle (SPV) in a certain jurisdiction for a joint venture or a specific investment? Looking to utilize a personal holding company to invest surplus cash? We have the expertise to incorporate and administer these structures across multiple jurisdictions, ensuring they align with your overall strategy . Our goal is to make complex financial engineering feel seamless and robust, so you can focus on results, not red tape.

All our financing solutions are delivered with an emphasis on compliance, clarity, and fairness. We don’t promise magic or shortcuts – instead, we offer solid, well-structured arrangements that stand up to scrutiny and serve your interests over the long term.

Private Investment Opportunities

The second pillar of BThree’s service is giving our clients access to exclusive private investment opportunities. We recognize that many successful individuals want to diversify beyond public stocks and funds, but sourcing quality private deals can be challenging. Through our extensive network and diligent research, we curate a select pipeline of opportunities across different industries and asset classes – from emerging ventures and growth companies, to real estate projects or niche investment funds. These are opportunities not typically available on public markets , requiring careful vetting and structuring

Range of Services

Curated Deal Flow

We act as your gateway to the private markets, bringing you hand-picked deals that match your interests and criteria. Every introduction is intentional; we focus on quality over quantity. For each opportunity, we perform thorough due diligence and structure it with clarity and alignment, ensuring that the investment proposition is sound. Our approach is to position each opportunity with long-term value in mind, so you can invest confidently alongside us or our network .

Exclusive & Qualifying Investors Only

Our private opportunities are not public offerings – they are offered discreetly to a select group of qualifying investors. Typically, this means you must meet certain financial suitability criteria (such as being a high-net-worth or sophisticated investor under relevant regulations). By limiting access, we maintain exclusivity and adhere to all regulatory requirements. The result is a trusted environment where opportunities can be shared openly and evaluated thoroughly, without the noise of mass market speculation. (If you’re unsure about your eligibility, please contact us to discuss – we’ll guide you through the qualifying criteria.)

Tailored to Your Goals

Importantly, we don’t believe in a “one-size-fits-all” portfolio. When you work with BThree, we consider your overall strategy first. We’ll discuss questions like: Are you seeking growth, income, or capital preservation? What is your time horizon and risk tolerance? Only then do we match you with opportunities that fit those parameters. For example, a successful limited company director might be interested in co-investing in another business within their industry, whereas a time-pressed professional might prefer a more passive private fund opportunity. In each case, we align the investment structure – whether it’s direct equity, private credit, or a convertible instrument – with what makes sense for you. We also coordinate with your tax and legal advisers when implementing investments to ensure everything is structured optimally (without ever crossing into aggressive tax schemes or non-compliant tactics).

Through our Private Investment Opportunities service, clients have helped fund innovative startups, participated in private equity-style deals, and taken stakes in real assets – all under the guidance of BThree’s seasoned team. These investments can offer diversification and growth potential beyond the public markets, but they also come with different risks. We make sure you understand those risks and only proceed when it’s right for your situation. Our role is as much about educating and advising as it is about access. In the end, our clients value the peace of mind that comes from having a trusted partner sift through the complexity of private deals and present only the opportunities that truly fit.

(To learn more about current private opportunities or our vetting process, please enquire for more details if you meet the qualifying criteria. All investment opportunities are subject to status and availability, and will be discussed on a one-to-one basis.)

Private Clients

Solutions for Private Individuals – BThree works with a select number of private clients, including high-earning professionals, executives, and wealthy individuals who often manage their wealth through personal companies or family offices. We understand the unique challenges you face: maintaining your lifestyle today while planning for tomorrow, navigating complex financial decisions, and finding investments that go beyond the generic offerings for retail investors.

Our Private Clients service is all about tailored private wealth solutions. We act as your discreet financial partner, helping you structure and deploy your wealth in line with your goals and values. Here’s what you can expect as a private client of BThree:

Holistic Wealth Strategy

We take a comprehensive view of your wealth. This means reviewing your corporate structures (e.g. personal service companies), trusts, or holdings and ensuring each element is optimized as part of a cohesive strategy. We’ll identify opportunities to restructure or reallocate assets if it benefits your long-term plan (for example, using an SPV for a specific investment), but we’ll always explain the pros and cons in plain English. Our aim is to simplify complexity and give you a clear roadmap for your financial future.

Exclusive Opportunities & Advice

As a private client, you gain priority access to BThree’s curated investment opportunities. Whether you’re interested in venture investments, private credit, or niche funds, we can source and evaluate options suited to your profile. We never pressure you into an investment – instead, we act as an informed filter and advisor, presenting you with only those deals that make sense for your risk appetite and objectives. You can also tap into our insight for second opinions on opportunities you’re considering independently. Think of us as a sounding board for major financial decisions, from business ventures to estate planning moves (working alongside your legal/tax advisors as needed).

Capital Preservation & Growth

We know that wealth preservation is just as important as growth. Our strategies emphasise risk management and capital preservation – we want to protect what you’ve built, then help it grow sustainably. By leveraging private capital strategies (like uncorrelated investments or asset-backed financing), we seek to enhance your returns without taking unnecessary risks. There are no guarantees in investing, but there are smart ways to tilt the odds in your favor. BThree will introduce you to ideas and structures that aim to deliver solid, consistent performance over the long term, rather than chasing quick wins.

White-Glove Service & Discretion

As a BThree client, you receive high-touch, personalised service. Need us to coordinate a conference with your accountant and lawyer? Consider it done. Prefer quarterly in-person reviews of your portfolio? We’ll be there. And if you require support with the administrative side of wealth (for example, setting up a new investment vehicle or handling documentation), our team will handle it efficiently and discreetly. We operate with a low profile; your privacy is fiercely protected. Many of our private clients appreciate that we can serve as a single point of contact for various financial needs, acting almost like a “personal CFO” for your family’s wealth – yet always behind the scenes.

Above all, our Private Clients service is about peace of mind. You’ve worked hard to accumulate your wealth; now let us help you manage, protect, and enjoy it with a strategic, level-headed approach. If you are a high-net-worth individual or believe you meet our client profile, we invite you to reach out. BThree typically works with private clients on a referral or invitation basis – please enquire confidentially for more details if you meet the qualifying criteria.

Business Owners

Empowering Business Owners and Entrepreneurs – BThree has a special focus on clients who are business owners, founders, and company directors. We understand that your personal wealth is often intertwined with your company’s success. You might have significant retained profits sitting in your limited company, or perhaps you’ve just sold a business and now face the challenge of investing the proceeds wisely. Maybe you’re still in growth mode, seeking capital to expand, but want to do it in a way that doesn’t jeopardise what you’ve built. These scenarios are common among our business owner clients, and our services are designed to address them.

What BThree Does for Business Owners:

Strategic Deployment of Retained Capital

Many business owners find themselves with substantial cash reserves in their companies – profits that have not been drawn out. Rather than letting that capital idle (or drawing it all out and facing hefty taxes), we help you put your company’s cash to work in a strategic manner. This could mean investing through your company into private opportunities (to potentially earn returns within the corporate structure), or using corporate funds to co-invest alongside others in ventures that interest you. We’ll guide you on structuring these investments (often via holding companies or SPVs) so that they remain efficient and compliant with regulations, while aiming for growth. You remain in control, and you’ll feel confident that your company’s money is working as hard as you do.

Financing Growth and Transitions

If your priority is to grow your business (or a new venture), BThree can assist in raising bespoke finance. We arrange private capital for a variety of needs – be it expansion capital, acquisition financing, management buy-outs, or bridging finance for short-term projects. Because we operate outside the traditional banking model, we can often structure deals with more flexibility. For example, we might help secure a private investor or debt facility that understands your industry and is willing to offer patient capital on terms aligned with your cash flow. Our role is to find financing partners who can fuel your growth without onerous conditions or loss of control, whenever possible. And if you’re planning an exit or succession, we can also advise on preparing your business for sale and what to do afterward, connecting you to experts for legal/tax advice and helping manage the proceeds for your next chapter.

Post-Exit Wealth Planning

Selling a business is a milestone – it often brings a significant influx of wealth and a host of decisions to make. We work with entrepreneurs before and after a business sale to ensure that this transition is handled optimally. Prior to sale, we can help identify holding structures or reliefs to consider (in partnership with your tax advisers) to maximize the value you retain from the sale. Post-sale, we assist in reinvesting the proceeds in line with your new goals, which might include creating passive income streams, diversifying into new investments, or perhaps funding philanthropic ventures. Our private capital opportunities can be attractive for former business owners because they allow you to invest in other growing businesses or assets, keeping you in the game but with less hands-on responsibility. Essentially, we help turn your one-time liquidity event into a sustainable financial strategy for the long run.

Integrated Personal and Business Financial Advice

One thing that sets BThree apart is our ability to straddle the line between personal wealth management and corporate finance. As a business owner, your personal and business finances are deeply connected. We take an integrated approach – for instance, if you have a personal holding company or family trust that owns shares in your business, we consider the implications for both when advising you. Or if you plan to pass the business to the next generation, we’ll think through both the company’s capital needs and your family’s estate planning. This 360-degree perspective ensures that decisions aren’t made in a vacuum. By coordinating with your accountants and solicitors, we aim to create a cohesive plan that covers all bases – from protecting the business’s interests to securing your family’s wealth.

In every interaction with our business owner clients, confidentiality and practicality are key. We know you’re busy running your enterprise, so we come to you with clear, actionable recommendations rather than jargon. Many of our team members have backgrounds as entrepreneurs or corporate financiers, so we speak the language of business. Our goal is to become a valuable extension of your team – the behind-the-scenes advisor who ensures your capital is managed as shrewdly as your business.

If you are a company director or entrepreneur looking for a discreet yet proactive partner to enhance your financial strategy, BThree is here for you. Please get in touch to explore how we can assist – enquire for more details if you meet the qualifying criteria. We thrive on helping business owners like you strike the ideal balance between business success and personal financial security.

Partner With Us (Introducers & Professionals)

BThree values partnerships with accountants, lawyers, wealth managers, and other professional advisers. We recognise that you, as a trusted adviser, often have clients who could benefit from bespoke private capital solutions – whether it’s a corporate client with surplus cash or a high-net-worth individual seeking unique investments. By partnering with BThree, you can enhance your service offering and help your clients achieve more, all while maintaining your important relationship with them.

Why Partner with BThree:

Extend Your Expertise

As an accountant or financial consultant, you might sometimes encounter client needs that fall outside your in-house expertise – for example, a client asking about private investment opportunities or complex financing solutions. By collaborating with BThree, you gain a partner who specializes in these areas. We can act as an extension of your team, providing the niche knowledge and solutions your client requires. This allows you to say “yes” to client inquiries that you might otherwise have to turn away, strengthening your position as a comprehensive adviser.

Client-First, Always

We approach partnerships with a “client-first” philosophy. If you introduce a client to us, we handle them with the utmost care, professionalism, and discretion – reflecting well on you and your firm. Our team will keep you as involved as you wish to be; some introducers prefer to remain in the loop on all discussions, while others are happy for us to take the lead. Either way, we ensure that your client’s best interests remain central. There is never any hard sell or unwanted approach – we engage only with your client’s consent and tailor our recommendations carefully. Our success stories with partners often involve enhancing the client’s outcomes while you retain your role as their primary trusted adviser.

Discreet and Compliant Process

We know that when you refer a client, your reputation is on the line. Rest assured, BThree adheres to the highest standards of compliance and ethics. Any solutions we propose will be fully within regulatory boundaries (we avoid any aggressive schemes or dubious investments). We are also happy to work under NDAs or confidentiality agreements if required. In short, we act with discretion and professionalism at every step, so you can feel confident referring clients to us.

Mutual Success & Recognition

We believe in win-win partnerships. When you introduce clients to BThree, not only do you add value to your client relationships, but you can also benefit from our referral arrangements. We offer fair and transparent introducer terms to acknowledge the role you play in our growth. While specifics can be discussed one-on-one, our philosophy is to share success – when a referred client engages in a successful strategy with us, we make sure our introducers share in the positive outcome. This might take the form of referral fees or reciprocal referrals where appropriate (always structured in line with relevant regulations). Our goal is to build long-term alliances that are profitable and rewarding for all parties involved.

Collaborative Networking

Beyond individual referrals, partnering with BThree plugs you into an exclusive network of professionals across the UK, Middle East, and Asia. We regularly engage with our introducers through informal knowledge-sharing sessions, joint events, and updates on market trends in the private capital space. As our partner, you’ll be kept abreast of new services or opportunities that could benefit your clientele. We find that this kind of collaboration often leads to new ideas and opportunities for everyone – for instance, co-hosting a seminar on private wealth strategies, or jointly serving a family office client in complementary ways.

Who Can Become a Partner: We welcome interest from accountancy firms, financial advisers, boutique consultancies, legal practices, and even private banks or multi-family offices. Essentially, any organisation or individual adviser who has relationships with high-earning professionals, business owners, or companies and wants to offer them additional value could be a good fit. If you’re unsure, we encourage you to reach out and start a conversation.

Getting Started: Partnering with BThree typically begins with a meeting or call where we learn about your practice and client base, and you learn about our services in depth. If there’s a fit, we can establish a simple introducer agreement outlining how referrals and communications will work. From there, it’s about identifying clients who meet our qualifying criteria and would appreciate what BThree has to offer. Even if you have just one client in mind right now, feel free to enquire for more details. We are open to one-off introductions as well as ongoing strategic alliances.

Together, we can deliver exceptional outcomes for those clients who expect and deserve the very best in private capital strategy. BThree is committed to making you look good by making your clients happy. Let’s partner to elevate the level of service and solutions you provide – all in a spirit of trust, collaboration, and shared success.