Independent Principal Investment and Corporate Advisory Firm
focused on servicing Australian mid-market and early-stage businesses
Our Services
Private Capital
We are primarily investors. We seek to invest in small-to-mid market Australian businesses and have a reasonably broad and flexible investment mandate. This enables us to provide growth and/or buy-out capital to businesses operating in a wide range of industries.
Corporate Advisory
We work with companies across a wide range of industries to provide high-quality corporate advisory solutions, including independent strategic advice, mergers & acquisition advice and support, and IPO transaction services (including preparing clients for the transition into the public environment).
Alternate Capital Raising Solutions
Where we cannot act, or it is more appropriate for our clients if we do not act, as principal investors, we can assist our clients with procuring debt and/or equity financing from other wholesale investor groups to help our clients achieve their business goals.
Why Us
Proven Track Record
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Our team has invested in, raised and/or advised on over $3 billion worth of transactions across M&A, debt and equity in both, private and publicly listed businesses
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We have broad experience across a wide range of industries, including financial services, healthcare, industrial services, food and agriculture, professional services, consumer, technology and others
High Calibre Team
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Highly credentialled team with unique skillsets and experience on the buy and sell sides, across investment banking, funds management and private equity
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We combine technical, analytical, structuring, execution and distribution skills to provide optimal solutions to our clients
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We think like investors first and foremost – using this approach, we are able to promptly identify the key threshold, commercial issues from a potential buyer’s perspective, and seek to front-end addressing these issues as part of our due diligence. This is a critical step in the process of maximising value and deal execution
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We have deep relationships with the genuine ability to access a wide range of experienced and credible investor groups
Active and Trusted Partner
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We only take on select, high quality clients each year and remain focused on the transactions we take on, acting as partners and principals in deals
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We are actively involved in all aspects of transactions we take on as we too have been business owners and have built and sold businesses ourselves. As a result, we have first-hand experience of the process and considerations from control, succession, legacy and wealth creation
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We do not view our clients as ‘one-off transaction opportunities’. We genuinely want to see our clients achieve their personal and financial objectives and welcome the opportunity to provide ongoing assistance and support post-transaction
Skilled at Complex Transactions
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Strong experience and capability in navigating complex, ‘difficult to execute’ transactions which involve intricate structuring, positioning and ‘out of the box’ thinking
Why Us
Proven Track Record
-
Our team has invested in, raised and/or advised on over $3 billion worth of transactions across M&A, debt and equity in both, private and publicly listed businesses
-
We have broad experience across a wide range of industries, including financial services, healthcare, industrial services, food and agriculture, professional services, consumer, technology and others
High Calibre Team
-
Highly credentialled team with unique skillsets and experience on the buy and sell sides, across investment banking, funds management and private equity
-
We combine technical, analytical, structuring, execution and distribution skills to provide optimal solutions to our clients
-
We think like investors first and foremost – using this approach, we are able to promptly identify the key threshold, commercial issues from a potential buyer’s perspective, and seek to front-end addressing these issues as part of our due diligence. This is a critical step in the process of maximising value and deal execution
-
We have deep relationships with the genuine ability to access a wide range of experienced and credible investor groups
Active and Trusted Partnerr
-
We only take on a few, high quality clients each year and remain focused on the transactions we take on, acting as partners and principals in deals
-
We are intricately actively involved in every and all aspects of transactions we take on as we too have been business owners and have built and sold businesses ourselves. As a result, we have first-hand experience of the process and considerations from control, succession, legacy and wealth creation
-
We do not view our clients as ‘one-off transaction opportunities’. We genuinely want to see our clients achieve their personal and financial objectives and welcome the opportunity to provide ongoing assistance and support post-transaction
Skilled at Complex Transactions
-
Strong experience and capability in navigating complex, ‘difficult to execute’ transactions which involve intricate structuring, positioning and ‘out of the box’ thinking
Why Us
Proven Track Record
-
Our team has invested in, raised and/or advised on over $3 billion worth of transactions across M&A, debt and equity in both, private and publicly listed businesses
-
We have broad experience across a wide range of industries, including financial services, healthcare, industrial services, food and agriculture, professional services, consumer, technology and others
High Calibre Team
-
Highly credentialled team with unique skillsets and experience on the buy and sell sides, across investment banking, funds management and private equity
-
We combine technical, analytical, structuring, execution and distribution skills to provide optimal solutions to our clients
-
We think like investors first and foremost – using this approach, we are able to promptly identify the key threshold, commercial issues from a potential buyer’s perspective, and seek to front-end addressing these issues as part of our due diligence. This is a critical step in the process of maximising value and deal execution
-
We have deep relationships with the genuine ability to access a wide range of experienced and credible investor groups
Active and Trusted Partner
-
We only take on a few, high quality clients each year and remain focused on the transactions we take on, acting as partners and principals in deals
-
We are intricately actively involved in every and all aspects of transactions we take on as we too have been business owners and have built and sold businesses ourselves. As a result, we have first-hand experience of the process and considerations from control, succession, legacy and wealth creation
-
We do not view our clients as ‘one-off transaction opportunities’. We genuinely want to see our clients achieve their personal and financial objectives and welcome the opportunity to provide ongoing assistance and support post-transaction
Skilled at Complex Transactions
-
Strong experience and capability in navigating complex, ‘difficult to execute’ transactions which involve intricate structuring, positioning and ‘out of the box’ thinking