Established in 1998, Pacific Equity Partners (PEP) invests through control positions in leading Australian and New Zealand based companies, typically with enterprise values in the range of A$200M-A$1B+. Operating company management teams are supported with focused governance, capital and resources in order to achieve full potential.
PEP has made 32 operating company investments and over 100 bolts-ons and joint venture acquisitions at the company level. PEP has managed ~A$9B of equity funds over the last 20 years, and is currently investing PEP Fund VI, which is A$2.5B Fund. Recent investments have included industrial, energy, food, consumer products, healthcare, entertainment/media, pharmaceuticals and financial services businesses which have employed over 50,000 people.
PEP is currently raising the PEP Secure Assets Fund (SAF), an A$750M fund focused on middle-market, operationally leveraged infrastructure investments in Australia and New Zealand. The Fund targets assets with contracted cashflow and operational upside and aims to deliver IRRs in the range of 14-16%.
The firm recently held the first close for SAF, and has now completed the first two acquisitions for this fund, both in leading companies in Australia and New Zealand operating in the utility smart metering sector.
PEP has been among the best performers in the private equity industry worldwide and has been included in the list of Top 20 Consistent Performers Globally by Preqin. The firm has also been recognised with various awards, including Firm of the Year, Best LBO Deal of the Year and Australian Private Equity Firm of the Year and a Responsible Investing Award for Manuka Health.
Allegro is a private equity fund manager located in Sydney, Australia. Allegro was established in 2004 and is led by the founding partners who have worked together for 17+ years.
As specialists in transformational investing, Allegro creates value using deep operational expertise to drive a business to its full potential. Allegro has successfully transformed many businesses within Australia and New Zealand by applying its market leading operational improvement methodology.
Allegro manages over A$1 billion in AUM through a number of funds and separately managed accounts, all of which are backed by blue chip Australian and international institutional investors.
Allegro is currently investing out of Allegro Fund III which is a A$390 million committed fund raised in 2017. The fund has already invested in two businesses in the retail and education space.
Allegro’s mandate is sector agnostic and considers opportunities across a range of industries. Investment sizes range upwards of A$20 million using a variety of equity and debt instruments. With the largest and most experienced team in the transformation space, Allegro seeks to partner or take outright control in order to execute on its transformation plans.
Allegro’s current investments include Carpet Court (NZ), Pizza Hut Australia, JSW, Healthy Life, Terrex, Journey Beyond, Everest Ice Cream, Hannahs and Number One Shoes (Ngahuia Group), Endeavour Learning Group and Discovery Holiday Parks.
Barclays is a transatlantic consumer and wholesale bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.
With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 80,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.
Hamilton Lane (NASDAQ: HLNE) is a leading alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. Dedicated to private markets investing for 27 years, the firm currently employs approximately 370 professionals operating in offices throughout North America, Europe, Asia-Pacific, Latin America and the Middle East. With approximately $484 billion in total assets under management and supervision as of March 31, 2019, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. For more information, please follow Hamilton Lane on Twitter: @hamilton_lane.