Our Impact

The support we offer our companies extends well beyond the capital we provide. TDR invests in a small number of portfolio companies, making returns for our investors by investing time, energy and expertise into successfully growing these businesses.

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In for the long haul

The average holding period of our current portfolio is six years, but many of our investments we have owned for much longer.

For example, we have held Stonegate for 11 years, as we continue to see opportunities to drive growth in the business.

Our Portfolio

Capital protection

We look to invest in businesses that have strong foundations and which we believe will be resilient through different economic cycles.

We typically inject low levels of debt into our portfolio companies and are focused on appropriate debt structuring in order to maintain strong cash flow generation to fund top-line growth.

Our Portfolio

Funding to fuel growth

We are always on the lookout for opportunities to deploy additional capital across our portfolio to accelerate growth – this may be capital to fund transformational add-on acquisitions, new strategic growth priorities or major capital expenditure programmes.

We also support our companies defensively when the going gets tough: during the Covid pandemic we provided additional equity to support a number of our impacted companies

Our Portfolio

Attentive employers

Our businesses are major employers and are recognised for being good employers.

Stonegate has launched an award-winning "bar to boardroom" employee training programme for its 16,700 employees. Meanwhile, David Lloyd, with c.8,000 staff, has consistently been named in the Sunday Times’ Top 25 Best Companies to work for in the UK. LeasePlan was recognised by the FT’s Diversity Leaders Ranking of Europe’s most inclusive companies, coming top 5 in the banking and financial services sector and number 21 overall in Europe. During the pandemic, we set up hardship funds at David Lloyd and Stonegate, enabling more than 1,000 employees and their families to benefit.

Our Portfolio

Working with TDR I have seen a genuine care for the businesses that they support. This is evident through the focus on reinvesting profits to enable growth, creating new jobs and helping us regenerate the places that we operate within. When a difficult decision is required, TDR have always done what I considered to be ‘the right thing’ when it comes to the full range of stakeholders in our business, with integrity and a genuine desire to maximise the long-term value of our business.

Tim Beale, Keepmoat Homes CEO

With TDR’s operational and data science support we have transformed the way we operate and think about our business. Working alongside the NKD team, TDR has enabled us to enhance the efficiency and quality of our decision making through data based and AI-driven solutions, designed to support our strategy. We have been able to dispel preconceptions and deliver on our value creation plan in ways we thought would not be possible before. It’s been a truly eye opening and rewarding experience.”

Ulrich Hanfeld, NKD Group CEO

What's Next?