We are not just advisors.
We are also investors in both private and public markets, using only our own capital. Unlike traditional funds or private equity firms, we are not confined by a mandate with investors.
In our pursuit of privately owned businesses, we actively seek investment opportunities that align with the following criteria:
Size: Our investment focus is on businesses with an EBITDA between $1 million and $5 million AUD. The private businesses we target
are significantly smaller than those we typically advise.Control Requirement: We look for opportunities where a change
of control is sought by the sellers and we can add value with our network and skills.Defensible Moat: The businesses we invest in must possess
a sustainable competitive advantage, which can take various forms.
Please note that we do not invest in property, start-ups, or companies that predominantly sell the time and expertise of skilled professionals (e.g., consulting engineers).