Private Direct Investment

We provide a permanent home for founders looking for a simple exit with their team and culture protected.

Investment Approach

Our approach is designed to provide founders with speed, certainty, and flexibility while preserving their legacy.

Speed

Short and straightforward process. We can typically complete due diligence in 7-14 days and close in 30 days.

Certainty

Simple structure with cash upfront. The principals backstop all the deals to offer deal certainty. External financing or approval is not required.

Flexibility

Founders can stay or go, exit fully or partially. We are flexible, just let us know.

Legacy

We retain existing employees and operate "as is". We seek to preserve the culture and business practice.

Permanence

We are owner-operators and manage for the long term. We invest to hold forever and do not seek to sell the business.

Investment Criteria

We look for specific characteristics in businesses and founders that align with our investment philosophy.

Simplicity

Simple and understandable businesses. We favour stable and predictable economics. We do not have technical degrees.

Focus

Niche businesses and local leaders. We do not require a large total addressable markets.

Integrity

Trustworthy founders and managers. Businesses are often a reflection of their founders. Enough said.

Robustness

Mature and well-tested businesses over cycles. We value stability and do not require high growth.

Investment Size

$2-10 million range

Our Investment Portfolio

A selection of our private investment portfolio across various industries and regions.

BusinessIndustryDateRegion
Job Board WebsiteEnvironmentJan 2025Australia
Tax and Accounting SoftwareProfessional ServicesMay 2024US
Lead Generation PlatformRecruitmentApr 2024Global
Accounting IntegrationBusiness ServiceFeb 2021Australia *
Student Management SystemEducationJan 2020Australia *
ATS and Recruitment PortalEducationJun 2019Australia
Job Board WebsiteSports & RecreationMay 2018Australia
Mobile AppEducationSep 2017New Zealand *

* minority investment

FAQs

Frequently asked questions about our private investment approach.

Our Principles

Our pledge to be ethical, fair and straightforward in all our business relationships.

Read More
Investment Process

Step-by-step guide through our assessment, offer, due diligence and completion process.

Read More
Investment Criteria

Detailed investment criteria and what we look for in businesses and vendors.

Read More
Valuation Considerations

How we approach business valuations, financing and deal structuring.

Read More
What to Look for in a Buyer

Buyers are different - questions you should ask and what to look for when choosing a buyer.

Read More

Ready to Discuss Your Business?

If you're a founder looking for a permanent home for your business, we'd love to hear from you.