Mercia Annual Report 2024

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Mercia Asset Management PLC Annual Report and Accounts 2024

Non-executive Chair’s statement continued

Responsible investing and culture

For Mercia, responsible investing with a clear purpose,

a positive company culture and strong teamwork have always

gone hand-in-hand. We always seek to invest to make a return

for our investors, but we also aim to do so in a manner which

treats with respect all of our stakeholders, and the environment

in which we operate. You will see examples of how we do this

throughout this Annual Report and in particular, on pages 6 and

7, how our Board considers the interests of our stakeholders

when complying with its obligations under Section 172 of the

Companies Act 2006.

One recent example of this culture and shared purpose was the

significant effort put into the BBB tenders by many staff across

all parts of our business. They worked tirelessly over many

months, often at unsociable hours. Their exceptional efforts, in

conjunction with the Group’s investment track record, resulted

in the BBB awarding our Group five new fund management

mandates totalling £360.0million. ‘Leaning in’ to help others,

be it internally or externally, is what defines a #OneMercia

employee. We are hugely grateful to the BBB for the vote of

confidence placed in us and we are really excited to have won

these new and significant regional equity and debt mandates

across the Midlands, Yorkshire and the Humber. We have already

built new deal pipelines for all five mandates and completed

both equity and debt transactions.

The office working environment post COVID continues to

evolve and we are constantly looking at how best to combine

employee well-being and support with the collaboration, career

development and training that is vital in remaining a successful,

specialist alternative asset manager. We do this through

proactive engagement with our staff, whilst actively monitoring

trends across the asset management sector. In everything that

we do and say, we seek to be a valuable and well-respected

citizen in the many communities in which we are based and

whom we serve.

Looking forward

Finishing where I started, we continue to live in uncertain times.

Whilst the political and economic backdrop creates investment

returns uncertainty, it also creates opportunities for those

with the liquidity, local deal flow networks and investment

experience to make good equity investment and lending

decisions, whilst proactively managing and realising investment

returns from existing portfolios.

The Group’s future growth is likely to be driven by a structural

shift in investor allocations and Mercia, with its strong capital

base, regional presence and investment track record, is well

positioned to benefit from this emerging trend. Our profitable

SME lending operations have also now grown to FuM of

£687.0million, demonstrating our broader investment skills,

investor base and reach across the UK. Coupled with our

financial discipline and resilient capital and liquidity base,

Mercia is in a strong position to support initiatives such as the

Mansion House Compact, and we look forward to reporting

further progress in due course.

I remain immensely proud to be Chair and part of #OneMercia,

a community which works together every day to fulfil our

purpose, our investment mandates and our strategic objectives.

On behalf of our Board, I sincerely thank each and every person

connected with our Group for your continuing support.

Ian R Metcalfe OBE

Non-executive Chair

Natural

evolution continued

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