On the 28th of February 2023, The Montreux Fixed Yield Fund completed the acquisition of Zero Three Care (ZTC), previously ‘Project Sycamore’, an Essex based business specialising in providing high quality care for young adults with learning disabilities and complex needs.

Zero Three Care trade in 10 registered care homes and 2 supported living locations, with 76 beds operating at c.88% occupancy. ZTC boasts excellent regional relationships with commissioners and a referral base extending into the London boroughs, making this business a leading provider of its type in Essex. With a strong track record of financial performance and a forecast EBITDAM of c£3.6m for the current year, there is excellent scope for future onward growth for this care provider.

With Montreux’s expertise, the business is seeking to achieve growth by expanding its property base through development. As the group boasts strong growth potential, Montreux will support and enhance this plan using its deep knowledge of the care space.

Oliver Harris, Founder and CEO, Montreux Capital Management stated: “This is a new asset for the Montreux Fixed Yield Fund and charts the next chapter in the Fund’s growth. This high quality asset will enable the Fund to deliver a stable yield to our investors whilst the business develops and grows further. As the Fund grows, we expect to add other assets to the portfolio which we will update investors on shortly.”

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