We have a proven track record of delivering strong returns in a range of economic conditions and portfolio cycles.

Our investors include high net worth individuals, family offices, iwi, community trusts and institutions.

We are a highly collaborative partner, working actively with our portfolio companies and providing market leading transparency to our investors. 

What We Look For

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We partner with founders and successful management teams of established New Zealand companies to help execute their growth strategies. We look for opportunities where the business has a track-record of positive cash earnings and the potential for further growth.

We are one of only a few Private Equity funds investing in the mid-market, which means we typically invest in businesses with enterprise values of between $20 million and $150 million. We seek to deploy a minimum of $15 million in each investment and can provide up to $60 million of equity capital from our fund. We are true partners to founders and management teams and are able to take minority and majority positions.

Our portfolio spans various industries, with deep expertise in technology-enabled services, branded consumer products, technology, healthcare, and financial services. We take a flexible approach to investment structuring and focus on active management and operational excellence to drive returns rather than relying on excessive leverage. 

Our broad-reaching origination strategy means we’re always open to confidential discussions with business owners and management teams seeking support and capital for:

  • Financing acquisitions;
  • Succession planning;
  • Mergers; and
  • Expansion planning, whether to new sectors, products or international markets