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Orb Strategic Research

  • Home
  • Deal-Flow
  • Capital
  • Intelligence
  • AVI
  • Commercial
  • Contact
  • …  
    • Home
    • Deal-Flow
    • Capital
    • Intelligence
    • AVI
    • Commercial
    • Contact
  • Capturing Tomorrow’s Scotch Today

    Transforming whisky’s journey from barrel to balance sheet into a high-return investment strategy.

  • Fund I - Open

    Size & Capital Commitment:

    £15 million total; deployed over 12–18 months

    Deployment Schedule:

    • Year 1: £8 m
    • Year 2: £5 m
    • Year 3: £2 m

    Portfolio Allocation

    • New-make spirit (0–1 yr): 60% (£9 m)
    • 4–8 yr whisky: 30% (£4.5 m)
    • 8+ yr whisky: 10% (£1.5 m)

    Deal Structures

    • Outright purchase: 70% of capital
    • Discounted purchase + buy-back option: 20%
    • Firm contractual buy-back: 10%

    Hold Period & Sale Window

    • Hold: years 0–3
    • Sales window: years 3–6

    Sales Waterfall

    1. Original distillery
    2. Single-malt specialists
    3. Blenders
    4. White-label buyers

    Expected Return Drivers

    1. Ageing uplift (≈50% of return)
    2. Price spread widening
    3. Active distribution value-add

    Blended IRR Target

    22% p.a.

    Risk Mitigation

    • Age diversification
    • Staggered sales schedule
    • Contractual buy-backs

    Contact for allocation

    Fund II - Expected Q1 2026

    Size & Capital Commitment:

    £10 million total; deployed over 12–18 months

    Deployment Schedule:

    • Year 1: £8 m

    • Year 2: £5 m

    • Year 3: £2 m

    Portfolio Allocation

    • New-make spirit (0–1 yr): 60% (£9 m)

    • 4–8 yr whisky: 30% (£4.5 m)

    • 8+ yr whisky: 10% (£1.5 m)

    Deal Structures

    • Outright purchase: 70% of capital

    • Discounted purchase + buy-back option: 20%

    • Firm contractual buy-back: 10%

    Hold Period & Sale Window

    • Hold: years 0–3

    • Sales window: years 3–6

    Sales Waterfall

    1. Original distillery

    2. Single-malt specialists

    3. Blenders

    4. White-label buyers

    Expected Return Drivers

    1. Ageing uplift (≈50% of return)

    2. Price spread widening

    3. Active distribution value-add

    Blended IRR Target

    22% p.a.

    Risk Mitigation

    • Age diversification

    • Staggered sales schedule

    • Contractual buy-backs

    Sign-up for Detail
  • Managment team

    Established in 2010, Bordeaux Index is a premier analytics and advisory firm specialising in the fine wine and spirits secondary market. With proprietary valuation models and a track record of overseeing over £1 billion in transactions, they provide institutional investors and producers with unmatched market intelligence, pricing transparency, and strategic guidance.

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  • Please use the links below to ask any questions you have or book a direct meeting to discuss you options.  
    We look forward to hearing from you.
    We source off-book M&A opportunities and create unique acquisition deal-flow for businesses

    Email our Team Directly.

    We source off-book M&A opportunities and create unique acquisition deal-flow for businesses

    Book a call or meeting to discuss options.

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Orb MCL. 2024

 

Orb MCL operates within the investment sector. We have conducted a thorough review of the Financial Conduct Authority (FCA) regulations based on the nature of our services and activities. While are not required to be authorised or regulated by the FCA, we use these guidelines to remain committed to upholding the highest standards of conduct and professionalism in all our operations. 

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