London · Private investment

Capital for the industrial base behind national resilience.

Colbridge Atlas is a London based private investment firm backed by institutional and family office capital. We originate, underwrite and fund investments in recycling, energy and industrials, with a deliberate alignment to defence and critical national infrastructure supply chains.

RecyclingResource recovery, secondary raw materials and permitted infrastructure.
EnergySupply, generation and efficiency assets with contracted cash flows.
IndustrialsPrecision manufacturing, fabrication and engineered services.
DefenceSustainment of in service fleets: MRO, obsolescence and reverse engineering.
The firm

We invest where physical capability matters more than narrative.

Colbridge Atlas operates deal by deal. Every transaction is underwritten on its own merits and funded with capital raised specifically for it, from a network of institutional investors, family offices and specialist lenders who know our sectors.

That model gives our counterparties three things a blind pool cannot: a genuine alignment of interest on each asset, the flexibility to structure around what a business actually needs, and the discipline that comes from having to justify every deal to capital on its own terms.

We work most often with founder led and family owned businesses at the point where the next stage of growth requires capital, structure and an institutional partner who understands regulated industrial operations.

Capital across the structure

Equity, structured equity and private credit. We take minority or majority positions in profitable businesses with hard assets, permits and defensible market positions.

Capital formation

Equity, preferred and junior capital raised transaction by transaction from a mapped investor base, with no blind pool and no fund clock.

Debt arrangement

A dedicated capability arranging senior, unitranche and asset backed facilities, both for our own transactions and on a standalone advisory basis.

Investment criteria

What we look for in a transaction.

£2m – £100mEBITDA
£10m – £250mEquity ticket
UK & EuropeCore geography
Minority & majorityPosition

We take minority and majority positions and co underwrite alongside institutional partners on larger transactions. We are not a pure equity investor: we invest across the capital structure and will take the instrument the situation calls for.

EquityMajority, joint control and structured minority positions.
Structured equityPreferred, convertible and hybrid instruments with downside protection.
Private creditJunior, mezzanine and holdco debt, including warranted structures.
Asset backedFacilities secured on plant, receivables, inventory and real estate.
Strategy

Four sectors, one thesis.

Recycling, energy and industrials are usually treated as separate stories. We underwrite them as one: the domestic capability required to keep material, power and manufactured components flowing when supply chains are under strain.

Defence is a principal driver of our industrials investment. The increase in European defence expenditure flows less to new platforms than to keeping existing fleets in service, and that demand lands squarely on the machining, fabrication and repair base we already back.

We also run a dedicated defence strategy covering maintenance, repair and overhaul, obsolescence management, and the reverse engineering of out of production components for government programmes, delivered with an established US partner.

Enquiries

If you are a business owner, adviser or investor in our sectors, we would like to hear from you.

Investment strategy

Industrial resilience is the thesis.

We invest in the businesses that recover material, generate and supply power, and manufacture and sustain physical equipment. Four sectors, underwritten to one test: hard assets, a regulatory or contractual moat, and cash generative today.

01

Recycling & resource recovery

Permitted infrastructure turning waste streams into secondary raw materials and recovered fuel.

  • Materials recovery facilities, transfer stations and regional collection platforms
  • Metals and plastics reprocessing
  • Regional buy and build around a permitted platform
02

Energy

Supply, generation and efficiency assets with contracted rather than merchant cash flows.

  • Business energy supply and services platforms
  • Baseload, dispatchable and energy recovery generation
  • Behind the meter assets and industrial energy resilience
03

Industrials

Precision manufacturing, fabrication and engineered services into regulated and safety critical markets.

  • Specialist fabrication, machining and metal forming
  • Engineered components and technical services
  • Nuclear, defence, utilities and critical national infrastructure end markets
04

Defence

Sustainment of in service platforms, delivered in partnership with an established US defence business.

  • Maintenance, repair and overhaul capacity for in service fleets
  • Obsolescence management, securing continuity of supply for components no longer in production
  • Reverse engineering of legacy parts to original specification for government programmes
  • Delivered with a US defence company with over 50 years of programme experience, through UK controlled structures
Who we are

Principal investors in industrial businesses.

Colbridge Atlas Investments LLP is a London based private investment firm. We originate, underwrite and execute transactions across recycling, energy, industrials and defence, investing across the capital structure and backed by institutional and family office capital.

The partners

Principal investors, operators and advisers.

Gustav Holst, Partner at Colbridge Atlas
Gustav Holst
Partner
London Business School · Google
  • Founder of Mogambo, developing technology led sustainable infrastructure
  • Founded a biomass to RNG platform funded by an EQT portfolio company
  • Developed carbon capture to chemicals in partnership with Nestlé
  • Founder of Colbridge Ventures, adviser to 20 circular economy technologies
James Bucknall, Partner at Colbridge Atlas
James Bucknall
Partner
University of Oxford · Aurel BGC · ED&F Man
  • Corporate finance, capital raising and debt arrangement for corporates and projects internationally
  • Over £1bn transacted across equity and debt in the UK and abroad
  • Origination and execution across recycling, energy transition and waste to value
Tony Morris, Partner at Colbridge Atlas
Tony Morris
Partner
King’s College London · Barclays
  • Executed buy and build strategies as principal at Marwyn Capital
  • Leveraged finance origination and execution at Barclays
  • Co founder of Tessera, advising family offices on acquisition strategy
  • Chairman of a London Stock Exchange listed industrials company
Corporate details
EntityColbridge Atlas Investments LLP
Registered numberOC452454
Registered office1 Rocks Lane, London SW13 0DB
Contact

Start a conversation.

Whether you are considering a sale, seeking capital or financing, introducing a transaction, or investing alongside us, we will give you a straight answer quickly.

Send us a note

Enquiries are treated as confidential. We will respond within two business days.

Details

Emailinfo@colbridgeatlas.com
Office1 Rocks Lane
London SW13 0DB
United Kingdom
EntityColbridge Atlas Investments LLP
Registered in England & Wales, OC452454
ConfidentialityWe are happy to execute a non disclosure agreement before any substantive discussion of a business or transaction.