Mercia Annual Report 2024

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Annual Report and Accounts 2024 Mercia Asset Management PLC

Strategic report

Operational highlights

Over £0.5billion of organic funds under management inflows with no redemptions (2023: £0.1billion)

– Awarded five British Business Bank regional mandates totalling c.£360million as part of the Midlands Engine Investment Fund II

and the Northern Powerhouse Investment Fund II

– Successful £60.0million fundraise by the Mercia-managed Northern Venture Capital Trusts, with allotments completed in

December 2023 and April 2024

Unrestricted liquidity of c.£713million across both the balance sheet and managed funds (2023: c.£378million)

Profitable realisation of direct portfolio investment nDreams Limited, bringing £26.4million of cash back to the Group’s debt-free

balance sheet

In excess of c.£225million invested and lent by Mercia-managed funds (2023: c.£144million)

Financial highlights

£30.4m

Revenue

2023: £25.9m

£5.5m

EBITDA

2023: £5.2m

£189.2m

Net assets

2023: £202.9m

0.55 pence/share

Proposed final dividend

2023: 0.53 pence/share

£46.9m

Cash

2023: £37.8m

43.4 pence

Net assets per share (“NAV”)

2023: 45.4 pence

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