Managed Fund Structures For Raising Capital, Developing, Buying or Selling Property, Business Acquisitions, Growth Capital, Buyouts, Succession.
For Business and Asset Owners, Sponsors, and Capital Seekers.
Sourcing capital is often an expensive bespoke process. Raising capital or liquidating investments can mean accessing relationship networks.
Setting up institutional grade structures capable of being used both privately or the widest investor audience has been beyond the reach of most.
There are managers of regulated funds that operate platforms that offer third party access to proven structures and processes for capital formation.
Fund management as a service lets you raise capital, hold assets, or create liquidity using standard frameworks, without the need to build in-house capability.
Startups and Scaleups
Raise funds. Issue new shares.
The fund is a single line on the cap table.
Unit holders can potentially trade units at one remove from the underlying security giving them liquidity options outside any sale of the business.
Sponsors
An institutional grade structure to hold opportunities and make them available to a broad audience.
Arms length compliance, administration, and reporting. No need to build an entire organization.
Secondary market-making in units improves the attractiveness of some opportunities.
Business Owners
Offer employees participation in the company.
Transfer or issue shares or other rights to a fund and then units in the fund to employees or an employee structure.
Retain and reward key staff.
Potential for management / employee buyouts.
Rollups and Searchers
Experienced operators pursuing business acquisitions without committed capital.
Existing funds with highly standardized establishment protocols and systems allow deals to be agreed independently of the set-up of SPV structures. Some funds can be established in hours.
Asset Owners
Create liquidity in assets without selling them.
Fund owns the asset, units are issued to the transferor.
Units can be sold as and when in whatever amounts without the asset being sold.
Funds can support leverage. Structure and arm’s length management may provide options for SMSF trustees interested in residential property with or without leverage.
Fleets, Equipment, Plant and Machinery
Sale to a managed fund structure and lease-back by the business of equipment, plant and machinery, vehicle other fleet types.
Sale of real assets where the annuity-like nature of leaseback can meet income needs of investors and capital needs of vendors.