SALTER BROTHERS PARTICIPATES IN A RANGE OF PRIVATE EQUITY INVESTMENTS

Salter Brothers has several dedicated investment funds focused on investing in various asset classes, including unlisted and listed operating companies.

The mandate for each fund varies, but each gives access to high quality assets that have been subjected to a detailed due diligence process and submitted to an experienced Investment Committee prior to investment.

PRIVATE EQUITY FUND

The Private Equity Fund* provides investors with access to investment opportunities in high growth Australian private companies, requiring expansion or growth capital.

The Fund’s investment strategy is to invest exclusively in small to mid-market growth companies with investments made via equity and/or convertible equity instruments. Investments are in established businesses with:

  • growing revenues.
  • high operating cash flows, and
  • EBITDA of up to $A15 million.

This represents numerous successful Australian companies that require capital for various stages including:

  • Product and/or service growth;
  • Domestic and/or international expansion; and
  • Recapitalisation of balance sheet.

* The Private Equity Fund (SBG Private Equity Fund, LP CAV registration number L0000480H) is an Australian Incorporated Limited Partnership under the Partnership Act, registered as a Venture Capital Limited Partnership under the Venture Capital Act.

The Private Equity Fund is a registered Venture Capital Limited Partnership Fund (“VCLP”).

Most Australian VCLP ‘s focus their mandates across seed, angel and early stage funding, making many smaller type of investments ($50-500k) across numerous start-ups, exposing the VCLP to a greater degree of risk, as they rely on substantial returns from one company to offset the losses in others.

In contrast the Private Equity Fund focuses on high growth Australian private companies, requiring expansion or growth capital.

Below is sample of some of the operating companies we are invested in within this Fund and others within the wider Salter Brothers group.

The Private Equity Fund invites businesses whom fit the investment criteria below to contact us.

  • Privately owned Australian incorporated businesses
  • Clear strategy with identifiable growth pathway
  • High quality management team
  • Small to mid-market sector
  • Maximum enterprise value of A$100 million
  • Growing revenue and earnings
  • Earnings not greater than A$15 million
  • Exit plan 5 to 7 years

The Private Equity Fund seeks to partner with such businesses through acquiring a significant, but not necessarily a controlling stake, and work with management to drive value in our investments.

Contact Us

EMERGING COMPANIES FUND

The Emerging Companies Fund invests in ASX listed companies with a market capitalisation up to $500 million, aiming to provide a return that exceeds the S&P/ASX Small Ordinaries Accumulation Index.

Established microcap businesses in: IT, software, funds management, tourism/leisure, fin tech platforms, rural and food, infrastructure, science and health care sectors.

For further details on current investments please contact us.

SPECIAL SITUATION FUND

The Special Situation Fund* provides investors with exposures that encompass investments in distressed, complex, or under-appreciated assets in event driven, contrarian, or broader market dislocation investment opportunities.

The Fund’s investment mandate allows it to focus on different levels of the capital structure to capture company specific opportunities to maximize risk-adjusted returns.

Investment universe:

  • Specialist Property related investments (aged care, health, tourism, medical, hotel or child care), and
  • Listed and unlisted investments (market capitalisation of $25 million to $1 billion).

Investment mandate will focus on supporting companies via corporate transactions, strategic/operational advice as well as capital markets assistance.

* The Special Situation Fund is an Australian resident open-ended unit trust, operating under applicable Australian laws and regulations.

Investment may be via ordinary and preferred equity, options, warrants, convertible and other hybrid instruments, as well as instruments having debt characteristics including taking security over underlying assets.

For further details on current investments please contact us.

Contact us for further information

If you would like further information on Salter Brothers’ Private Equity Funds, or how to invest with Salter Brothers, please email us or call +61 3 9258 2100.

Salter Brothers Asset Management Pty Limited (formerly MAP Capital Pty Limited): ABN 33 119 833 760, AFSL 308971 is the trustee of all Salter Brothers Funds.