Investment Approach

Strategic Acquisition, Systematic Growth

Our disciplined approach combines rigorous analysis with hands-on value creation to transform good businesses into great ones.

Deal Criteria

What We Look For

We seek businesses with strong fundamentals and clear pathways to growth

Revenue Range

$500K - $10M annual revenue with proven business model and consistent cash flow

Growth Potential

Clear pathways to 2-3x revenue growth through operational improvements and market expansion

Strong Fundamentals

Solid customer base, recurring revenue, and defensible market position

Geographic Focus

Australian businesses, with preference for Sydney and major metropolitan areas

Target Industries

Sectors We Invest In

We focus on industries where we can add significant value through our expertise

Professional Services

Consulting, marketing agencies, accounting firms, legal practices

Healthcare & Wellness

Medical practices, allied health, fitness centers, wellness services

Technology & SaaS

Software companies, IT services, digital platforms, tech-enabled services

Manufacturing & Distribution

Light manufacturing, wholesale distribution, supply chain services

Consumer Services

Retail, hospitality, education, personal services

E-commerce & Digital

Online retail, digital marketplaces, subscription services

Value Creation

How We Create Value

Our in-house team provides comprehensive support across all business functions

Strategic Planning

Comprehensive business strategy development, market positioning, and competitive analysis

Operational Excellence

Process optimization, systems implementation, and efficiency improvements

Financial Systems

CFO services, financial modeling, reporting infrastructure, and capital structure optimization

Marketing & Sales

Brand development, digital marketing, sales process optimization, and customer acquisition

Technology & AI

Digital transformation, automation, AI enablement, and technology stack optimization

People & Culture

Talent acquisition, leadership development, organizational design, and culture building

Our Blueprint

From Acquisition to Exit

A proven 4-phase framework for transforming businesses and maximizing returns

Phase 1: Due Diligence

4-6 weeks
  • Comprehensive financial analysis
  • Operational assessment
  • Market and competitive analysis
  • Legal and compliance review
  • Cultural fit evaluation

Phase 2: Acquisition

2-4 weeks
  • Final negotiations and deal structuring
  • Financing arrangement
  • Legal documentation
  • Transition planning
  • Closing and handover

Phase 3: Growth & Transformation

12-36 months
  • Strategic plan implementation
  • Operational improvements
  • Team development and hiring
  • Market expansion initiatives
  • Technology and systems upgrades

Phase 4: Exit Strategy

3-7 years
  • Business optimization for sale
  • Strategic buyer identification
  • Valuation maximization
  • Exit execution
  • Stakeholder value realization

Does Your Business Fit Our Criteria?

Let's explore if we're the right partner for your business journey.

Talk with Us