Mason is a global investment firm that provides financing, consulting and administration services.
As a capital provider, Mason focuses on secured debt, private equity and special situations. As a partnership, we are owner-managed so we can move quickly and be creative on structure and terms; we meet our clients' needs when traditional capital providers are not willing or able to do so. Mason also has a track record of internal entrepreneurship and is committed to supporting economic development and creating equitable employment.
About
Mason
Founded in 2019, Mason is an agile provider of specialty lending and investment solutions. Mason is run by the founders, so we can evaluate opportunities expeditiously and creatively. Mason arranges debt and equity capital, putting our own money to work and bringing investment partners if needed. We also provide outsourced consulting services covering corporate finance, accounting, operations and administration.
18
£20m+
4
100+
Debt and Equity Finance
Focus on supply chain finance, invoice discounting and bridge loans, as well as private equity and special situations.
Partnership Driven
Partner with business builders by providing capital, structuring and consulting services. We help clients structure SPVs, source and manage financing, expand internationally, and generally grow their business.
Flexible and Creative
Investment committee is the four founders, allowing for quick decision-making and flexibility on terms. We act creatively to solve our clients' problems. Mason is also entrepreneurial, having created multiple businesses internally.
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Willow is a US fintech company which helps working class Americans to pay their essential bills on time, thereby avoiding expensive late fees and damage to their credit scores. Willow’s opportunity is massive: 60% of Americans live paycheck to paycheck. Willow has built a ground-breaking tool, the Decision Engine, which uses open-banking transactional data to make rapid, accurate customer assessments. The Decision Engine offers the potential of ‘credit scoring as a service’ in the future.
Mason is supporting Willow on several fronts during a period of rapid growth: we provide fractional CFO and advisory services and are helping the company to raise both equity and debt capital.
Benefits to Willow:
- Flexible access to Mason’s senior advisory team
- Increased bandwidth for capital-raising activities
- Enhanced financial management
Mason Energy is developing a portfolio acquisition model of solar power purchase agreements (PPAs). Mason Energy will acquire PPAs that have already been originated, installed and producing stable cash flow. Other Mason entities have the ability to originate clients and take this construction risk if needed. This entails defining and approving creditworthiness and other transaction parameters, such as:
- Movability of system in the case of default
- Security cessation
- Lender's insurance inclusion foster transparency
- Insurance
- Our client and PPA evaluation criteria ensures a bankable portfolio of yielding assets.
- Analysis of affordability of the energy cost and the discount compared to alternatives.
Fiduciary and administration services
Services offered include structuring, fundraising, multi-jurisdiction estate planning, administration, and other fund management services.
Corporate finance and management consulting
Alongside financing and structuring, we also provide consulting covering an outsourced CFO function, investment analytics and execution, change management and other strategic consulting services.
Help clients self-finance
We help business owners structure financing for their own businesses, sometimes investing alongside them. Clients with capital provide their own financing with our help.
Provide value and flexibility
We offer anything from part-time advice to multiple full-time consulting teams. Our offering focuses on value and efficiency.
Mason's solutions for Baotree covered several areas. These included full financial accounting, financial reporting, budgeting, regulatory compliance, efficient invoicing, revenue tracking, treasury and tax support. Additionally, Mason provided assistance with year-end closing and audit preparation.
- Cost effectiveness
- Financial advice and support
- Talent pool access
- Flexibility
- Baotree's enhanced capacity for prioritizing core business operations and growth strategies.
Client is a global investment holding company which includes a self-financed trading business, investments and family trusts.
Mason manages the entire structure, which include administration and execution of the trade finance business. Further, Mason provides estate planning, investment structuring and other support.
- Replaced slow and restrictive fiduciaries
- Professionalised operations
- Restructured trade finance business
- Cut bureaucracy layers
- Consults on new and existing invesments
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