Empowering entrepreneurs with capital, guidance, and long-term growth.

About Us

Backed by families and long-term investors.
Founded in 2018, Umbra is a private merchant bank that invests alongside its clients to create long-term alignment and shared success. Partner-owned and led, Umbra combines the strengths of merchant banking and private banking.

We roll fees into equity, make personal co-investments, and—as Family Office clients ourselves—pay the same fees as our clients, ensuring true alignment at every stage.

Our Approach and Values

We founded Umbra to serve the smaller end of the mid-market, offering SMEs what they need most: quality advice, access to capital, and long-term partnership. While we are primarily corporate finance advisers, our ability to commit capital and roll fees sets us apart. We also provide wealth management for current or exiting shareholders.

We work closely with clients, tying our returns to their success. Our values: integrity, transparency, and alignment, ensure we always put their interests first.
“Umbra was founded to support entrepreneurs—raising capital, investing with them, and guiding their transition to investors.”

Our Team

We are passionate about working with entrepreneurs, founders, owners and management teams of quality mid-market companies and have a strong track record of improving businesses.

Our backgrounds are complementary and our skill set includes experience from private equity, private debt, investment banks, hedge funds and family offices.
“We tend to attract people who are entrepreneurial in nature—our clients like us, our culture, and the products we offer.”

History of Merchant Banking

The first modern banks.
From its humble origins in the mercati (market places) of medieval Italy, where commodity merchants traded from their banci (benches) in cloth and grain, merchant banking has evolved over the centuries. Its activities widened and powerful family-owned merchant banks were established in the late 18th and 19th centuries, many of which remain famous names today, such as the French-English Rothschild family and the Baring brothers in London.

The growth of merchant banking continued into the 20th century, both in Europe and the US. In the years leading up to the Millennium, many smaller firms were merged into larger banks and corporations. No one could have predicted the sudden demise of the even most established merchant banks that was to come.

Today, a modern version of the merchant bank has begun to emerge, with the traditional model reimagined for the 21st century with a contemporary twist. Modern merchant banks like Umbra can offer a much wider array of activities than our medieval counterparts, while appealing to discerning investors, funds and companies with our differentiated model and fintech approach.
Protecting entrepreneurs and mid-market companies

Óm.bros (Ancient Greek) genitive ὄμβροςUm.bră (Latin) plural umbras or umbrae

Derivation of Umbra

The Latin word umbra derives from the Ancient Greek ombros, meaning “shade or shadow”, as well as "protection". It is also the root of the ubiquitous English umbrella, that unassuming yet indispensable object which has been sheltering people from the elements, including Britain’s year-round unpredictable weather, for over 4000 years.

Team

Extensive advisory and investment experience from investment banks, funds and family offices.
Alexander Langmuir

Alexander is a Partner. He is responsible for originating and executing transactions and has significant experience across private equity and transaction services. Prior to Umbra, he was a Principal at JZ International, a pan-European mid-market private equity firm, where he sat on the board of Karium. Before joining JZ, Alexander worked at Langholm Capital and KPMG, where he qualified as a Chartered Accountant in 2012. Alexander holds a Masters from ESCP Business School and a BSc in Chemistry from UCL.

Tom Makey

Tom is a Partner in the Merchant Banking team. He is responsible for originating and executing transactions and brings significant experience in private capital transactions, in particular venture & growth capital and transaction services. Prior to Umbra, Tom worked at Gresham House Ventures, an early-stage investor which was part of a specialist alternative asset manager, where he invested in growth stage businesses across a range of sectors. Prior to Gresham House he worked at lower mid-market private equity firm Livingbridge and KPMG where he qualified as a Chartered Accountant in 2012. 

Neal Neilinger

Neal Neilinger has spent over four decades in commercial and investment banking as well as asset management. Neal started his career on Wall Street at Bear Stearns and co where he was a vice-president in intl sales . Neal moved to London where he spent close to 20 years as a senior member of the fixed income group for Lehman Brothers, Deutsche Bank, Dresdner Bank and credit Agricole. He was CIO an and vice chairman at Aladdin capital, a 25 billion dollar hedge fund and became a senior advisor to Emigrant Bank and most recently head of family office coverage for Jefferies.

Gustavo Diquez

Gus is Managing Partner. He has extensive origination, execution, advisory, investing and operational experience across large-cap, mid-cap and early stage companies in Europe. Prior to founding Umbra, he was part of the founding team at Cordet in 2013, where he was an investment professional and COO. He started his career with Dresdner Kleinwort and was later part of the UBS leveraged finance team in London.

Mark Gallagher

Mark is Chairman. He has more than 25 years of investment banking and advisory experience. He joined UBS from Morgan Stanley and went on to co-head the financial sponsors division which advises private equity clients in Europe, being made Chairman in 2013. The following year he joined KPMG’s private equity division as Head of Origination and Partner.

Jean-Louis Guisset

Jean-Louis Guisset is a Partner and Head of Wealth Management, with nearly 30 years of experience in Private Banking and M&A. He held leadership roles at Citi and JP Morgan across Mexico City, London, Brussels, and Luxembourg. Now based in Madrid, he focuses on bespoke family wealth solutions and leads the launch of Umbra’s Spanish division to serve international clients.

Martin Hill

Martin has over 20 years' experience working in a variety of international Private Banking and Wealth Management roles. Prior to joining Umbra, Martin was a Director of Barclays Private Bank, working with UHNW and HNW families in Asia and the UK. Before joining Barclays Martin worked for HSBC for 12 years in different advisory and investment roles in the UK, South Africa and Hong Kong. He is a Fellow of the Chartered Institute For Securities & Investment.

Dylan Berkman

Dylan is a Partner. He has more than 10 years of experience dealing with private clients. Prior to Umbra, he was part of the international team at Brown Shipley in London dealing with cross-border banking and investments for HNWI’s and families. Prior to the U.K., he worked in South Africa at Investec as well as a boutique asset manager. Dylan is a graduate of University of Cape Town with a degree in Finance. 

Andrew Hodson

Andrew has over 30 years of experience in financial services, beginning his career in accountancy and investment management with Coopers & Lybrand, BZW, and Warburg. He later moved into wealth management, where he held senior leadership roles at several of the world’s leading private banks, including HSBC Private Bank, Citi, and Barclays Wealth & Investment Management.

In addition, Andrew has invested in and served on the boards of several early-stage growth businesses, particularly in the innovative technology sector.

Marcus Szemruk

Marcus’s investment career spans over 20 years, working exclusively on the buy-side, and has covered traditional long only equity and bonds, in addition to alternative investments. Marcus began his career as an equity buy side analyst at Philips & Drew (part of UBS Global Asset Management). He moved to Headstart advisers as a hedge fund analyst before progressing to a similar role within Stonehage Fleming. Marcus then moved to ACPI Investments where he was a Partner, Fund Manager and Head of Research. From 2008 through to 2021 he was the sole portfolio manager of the ACPI Balanced UCITS Fund, a multi award winning global multi asset vehicle. In 2021 Marcus moved to Umbra Capital Partners and became the firm’s CIO. In addition to his role as CIO, Marcus covers the firm’s broader DPM offering. Marcus holds a degree in Banking & Finance from Loughborough University and holds the Certificate in Investment Management (CertIM).

Laurence Harper

Laurence is an Investment Analyst within Umbra’s investment team, where he plays a key role in the firm’s research, portfolio construction, and asset allocation. He works closely with the Chief Investment Officer (CIO) to identify global investment opportunities, conduct in-depth financial analysis, and support the execution and ongoing oversight of client portfolios. Before joining Umbra, Laurence was part of the investment consulting team at a London-based Independent Financial Adviser (IFA). His responsibilities included manager due diligence, portfolio reviews and the preparation of detailed investment reports. Laurence holds a BSc in Economics from the University of Liverpool. He is currently studying towards the Chartered Financial Analyst (CFA) designation, having passed Level I, and also holds the Investment Management Certificate (IMC).

John Travis

John is General Counsel. He has more than 30 years of corporate finance, capital markets and investment experience across multiple products and countries.  John began his career as a corporate lawyer at Sullivan & Cromwell in New York. He later joined Morgan Stanley in London, where he became Managing Director and Co-head of EMEA Global Capital Markets Execution, Chairman of the Equity Underwriting Committee and COO of Global Capital Markets. Before joining Umbra, he was an Investment Professional, General Counsel and member of the Investment & Credit Committee at Cordet Capital. 

Simon Mathisen

Simon is a Partner and Head of Compliance. Simon has 20+ years of experience working in financial services within Compliance, risk and operations roles in wealth/investment management, broker firms and exchanges. Prior to joining Umbra, Simon was at Oberon Investments and has previously held senior roles at Bloomberg, GH Financials and NYSE LIFFE.

Katie Prentke English

Katie Prentke English is CEO of Ekorn and Partner at Umbra Capital Partners. Previously, Katie was Founder and CMO of Harness Wealth, a US-based fintech company that makes bespoke financial advice accessible, intuitive and valuable through its advisor marketplace and tools, its in-house tax firm, and its financial wellness offering for employers. Katie also led the Commercial team as CMO of Nutmeg, the largest European robo-advisor, which was recently acquired by JPMorgan. Prior to that, she held a number of marketing and product roles at American Express in both the UK and the US, including Director of UK Digital Acquisition and Centurion Product Manager, and worked in the Investment Bank and Private Bank at JPMorgan. Katie received an M.B.A. from Harvard Business School and a B.A. from Princeton. She serves on the Board of the Princeton University Rowing Association.

Christian Beedell

Christian is Partner, and Head of Operations. Christian brings 30+ years of experience working in wealth management across front office, middle office & operations roles. Prior to joining Umbra, Christian was at Coutts and more recently worked at UBS AG in London for 15 years.

Shruti Sachania

Shruti joined Umbra as Financial Controller in July  2024 and assists with the finance and accounting for the corporate group. Prior to joining Umbra Shruti was Financial Controller at Unilode, where she was responsible for the corporate accounting, tax and financial regulatory compliance of the B2B businesses, as well as the Group Holding company. Shruti is a qualified chartered accountant (ACCA).

Eda Jahelezaj

Eda is the Office Manager and HR lead, responsible for ensuring the smooth day-to-day operations of the business and supporting the team through every stage of their journey—from onboarding to ongoing development. After earning her degree in Economics, she began her career in the banking sector with roles at HSBC and Citi Bank, gaining valuable experience in corporate operations and client service.

Tohmev Singh

Tohmev is Counsel, supporting Umbra across its practices. His experience includes corporate finance, debt finance and general corporate/commercial law advisory, with specific expertise in M&A and investment management. Prior to joining Umbra, Tohmev began his career as a corporate lawyer at global law firm DLA Piper UK LLP where he gained experience in advising numerous global financial institutions and corporates on their M&A and investment activities and continues to leverage this experience in advising Umbra on its investment and advisory services. Tohmev also sits as a Judge in the Sikh Court, arbitrating national disputes alongside other UK qualified Judges of the English Courts.

To find out more, get in touch to discuss interesting opportunities.