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Henley Capital provides the following financial services:

Investment Banking

  • Private Placements of debt, equity or quasi-equity securities
  • Mergers and Acquisitions Advice including both buy-side and sell-side mandates
  • Corporate Restructuring and Refinancing
  • MBOs/LBOs
  • Valuations and Fairness Opinions
  • Strategic Advisory Services


Henley Capital provides discretionary portfolio management to private clients, families, foundations, endowments and private and public companies through either separately managed accounts or pooled funds.

Separately managed account minimum - $1,000,000

Pooled fund account minimum - $500,000

Henley Capital employs a clearly defined investment philosophy based on the following principals:

  • Achieve an appropriate rate of return given the preservation of capital criteria and other parameters established by clients
  • A long-term opportunistic, value-driven approach to identifying securities based on our own fundamental research and investment ideas,
  • A balanced portfolio approach aimed at creating long-term wealth using a disciplined asset allocation methodology incorporating a “top down” economic view to determine an appropriate asset mix.