Targeting >20% IRR returns by investing in the most promising wealth management and funds management boutiques, led by the next generation.
Earn 20%+ net returns from direct investments in established, profitable professional services firms across Australia.
CD Private Equity Fund I (ASX.CD1) was listed in August 2012 and is fully committed, having raised a total of US$60 million.
This is a game changing household life saving electrical safety device with an annual market of over $7 billion.
Waterhouse VC seekss attractive investment returns for wholesale investors through highly targeted opportunities in the wagering and gaming industry.
The Altor Emerging Growth Fund is a concentrated fund focused on investing in special investment opportunities in listed and unlisted emerging companies.
GPEQ gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. This private equity ETF aims to provide investment returns, before fees and other costs, which track the performance of the Index.
WAM Alternative Assets offers investors access to a diversified portfolio of alternative assets, typically accessible only by institutional investors. The Company provides investors a unique investment solution, complementary to their traditional investment portfolios by investing in alternative assets.
The Fund is an innovative investment vehicle allows investors to pre-commit funds to be deployed on a rolling basis. (For Wholesale Investors Only)
Noise Cancelling for the Urban Environment. (For Wholesale Investors Only)
CD Private Equity Fund III (ASX.CD3) was listed in July 2016 having raised a total of AUD$76.8 million.
Bailador is a Sydney-based investment firm providing growth capital to private companies in the information technology sector.
CD Private Equity Fund II (ASX.CD2) was listed in April 2013 and is fully committed, having raised a total of US$95.1 million since inception.
We are seeking $1 million early-stage funding to achieve our next stage goal of maximising the huge commercial opportunity in Australia.
Recover, Re-form, Re-purpose. (For Wholesale Investors Only)
Private Equity is a growing investment class that has become more popular among institutional investors and high-net-worth individuals in recent years.
Private Equity is an investment strategy that involves acquiring controlling stakes in private companies, either directly or indirectly, with the ultimate goal of generating long-term investment gains through strategic restructuring, operating improvements, and exit strategies such as initial public offerings (IPOs) or trade sales.
Private Equity fund managers leverage their expertise, network, and financial resources to unlock growth opportunities and increase the value of their fund investments.
There are several main types of Private Equity, including:
There are three main features of Private Equity:
There are three main risks of investing in Private Equity:
Comparing Private Equity involves assessing:
Investors can invest in Private Equity through:
Typical investments include: LBOs, VC, growth equity, and distressed investing.
IPOs, trade sales, or merger and acquisition (M&A) transactions.
Management fees are generally 2-3% p.a. while carried interest can be as high as 20-30% of the generated returns.
By providing strategic guidance, operational support, and network access.
Evaluate the investment thesis, fund performance, portfolio company quality, and exit strategy.
The key drivers are strategic decision-making, operating improvements, and exit strategies.
Yes, but with it is most suited to high net worth investors with a long-term perspective and a reasonable tolerance of risk.
Yes. Private equity funds are often diversified by sectors, geographies, and expected exit strategy and date.
Private Equity is a sophisticated investment class that requires a solid understanding of its features, risks, and opportunities before investing.
By evaluating the investment thesis, fund performance, portfolio company quality, and exit strategy, investors can make informed decisions about investing in Private Equity.
