OUR APPROACH

The partner of choice for founders and management teams.

Our purpose

We partner with owners and outstanding management teams of profitable companies with leading market positions.

Growth capital

We provide capital to fund mergers & acquisitions, capital expenditure investment, or business roll out.

Succession AND BUYOUTS

We provide an exit opportunity for business owners looking to de-leverage their position in, or transition out of their business.

We also provide funding for management teams or shareholders to buy out passive shareholders.

Balance Sheet Recapitalisation

We provide equity capital for businesses to repair their balance sheet to support their long term vision.

OUR INVESTMENT PHILOSOPHY

We create a true partnership with the founders and management teams to accelerate growth and create lasting shareholder value.

TRUE PARTNERSHIP

Our partnership approach centres around active, open dialogue.

Our aim is to support you to successfully execute within the business by providing strategic involvement at the board level, and deployment of our wider resources such as our acquisition origination team and investment management professionals.

SUSTAINABLE GROWTH

Our team has deep investment and operational experience to help design and implement the right initiatives to drive and support rapid but sustainable growth, including:

  • Facilitating the development and execution of strategic and focused business plans.
  • Implementing robust oversight, reporting, and risk management frameworks.
  • Designing suitable organisational structures for growth and succession plans
  • Future proofing systems and processes
  • Deploying our in-house M&A capabilities to make strategic acquisitions that accelerate the diversification of product or service offerings and improve competitive positioning.

INTERESTS ALIGNED

Our team make significant personal commitments into each investment alongside our investors, management teams and partner shareholders, ensuring alignment of interests and a commitment to creating meaningful value.

This alignment allows us to create a structure that meets your objectives and is not reliant on high levels of bank debt or financial engineering.

Our investment criteria

Our broad investment mandate across most industries focuses on investments in businesses that typically align with the following criteria:

REVENUE OF $10-200M AND EBITDA OF $2-20M

EQUITY CAPITAL REQUIREMENT OF $10-50M

ESTABLISHED AND SCALABLE BUSINESS MODELS

ATTRACTIVE INDUSTRY TAILWINDS AND DYNAMICS

HEADQUARTERED IN AUSTRALIA OR NEW ZEALAND

OPPORTUNITIES WHERE WE CAN ADD STRATEGIC VALUE ALONGSIDE CAPITAL

QUALITY MANAGEMENT TEAMS

STRONG COMPETITIVE POSITION

Corporate advisory

For our investment partners and select engagements, we provide financial and strategic advice and services that drive growth and value generation.

MERGERS & ACQUISITIONS

Proven experience originating and executing strategic acquisitions for our partner businesses that generate incremental value. Our work includes:

  • Identifying and evaluating potential targets, including financial performance and strategic fit
  • Transaction structuring and valuation analysis
  • Managing the transaction process, including due diligence, document negotiations and settlement

CAPITAL RAISING

Independent and practical advice for our partner businesses in determining the optimal capital structure and funding sources, including:

  • equity capital markets: advice on IPOs, placements, rights issues and private equity capital raisings
  • debt capital markets: advice on everything from renegotiation and refinancing current debt packages through to raising new debt

STRATEGIC ADVICE

Dynamic advice and assistance in developing and implementing near and long-term corporate strategies, including:

  • Facilitating the development of thorough, strategic and focused business plans
  • Advice and execution support on new strategic ventures
  • Commercial review of significant contracts
  • An outsourced corporate development function
  • Assist in the exit of non-core business units
© 2019 Liverpool Partners Pty Ltd AFSL 429777