Our Private Equity Strategies
Our private equity approach focuses on long-term growth and operational improvements within portfolio companies. We leverage deep industry expertise to enhance strategic direction, optimise financial performance, and unlock new opportunities. Private equity investments also prioritize aligning management interests with sustainable value creation to ensure mutual success for all stakeholders.
Long Term Private Capital Ventures
Our private equity strategy centers on investing in financially resilient companies with solid market leadership.
- Focus on investments starting from A$100 million and above
- Committed to fostering long-term value creation for businesses based only in Australia
- Target industries include Fintech, business services, logistics, renewable energy, and financial start ups, with a typical investment horizon of 5-10 years or more.
Growth Equity
We focus on collaborating closely with founders and management teams:
Investment range from
A$100 million to A$150 million
Supporting the rapid expansion of mid-sized companies in Australia by providing both capital and strategic expertise
Primarily targeting the Banking, Technology, fintech and business services sectors, with typical investment durations of 2 to 6 years.
Initial Public Offering
Owing to our strong ties with the investment banks that are involved in the underwriting of IPOs, we are in a position to give access to a comprehensive selection of IPOs. Typically, the main underwriters reserve the bulk of the IPO shares for institutional investors, such as pension funds and mutual funds, while offering only a small fraction to High-Net Worth investors. Harbour Investment Partners obtains shares from the investment banks that are a part of the offering and makes them available to qualified customers who wish to engage in the offering.
For some IPOs, the demand is extremely high. Consequently, a predetermined algorithm decides how many shares to allocate to qualified customers, based on a variety of factors, meaning that you may not necessarily get the amount of shares you requested.
What is an IPO?
An IPO stands for “initial public offering” in the stock market. A privately held company that completes an IPO offers shares of itself to the public for the first time, allowing them to buy and sell the company’s stock on a public stock exchange. In an IPO, after a company decides to “go public,” it chooses a lead underwriter to help with the securities registration process and distribution of the shares to the public. Investors may benefit from an IPO by having the opportunity to purchase stock in a company before the company is widely known in the market and before its stock price has been established by the market.
Risks
The risks of investing in an IPO include: over-valuation issues, no guarantee of allotment of shares, high volatility, lack of liquidity, and potential difficulty in selling the securities. Additionally, IPOs are typically underwritten by large banks and financial institutions, so investors should be aware of potential conflicts of interest between the company and the underwriter.
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