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Welcome to the November 2024 edition of the Funding Strategies newsletter! |
As you can see by the
information in this month’s newsletter it has been a very busy period for us.
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Investor confidence is improving with more companies listing on the stock
market and business and consumer confidence rising.
We have seen good activity across our brands from both an investor and issuer point-of-view.
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View our Latest Opportunities |
We invite you to download our deal list from our website (registration / log-in required, membership is free). |
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Current assignments include acting for a number of funds,
FMCG, engineering/robotics, professional services, agri/carbon, financial
services, property and mining services companies, including a number of buy
sides and sell sides, financing and equity raising assignments as well as
straight corporate advisory / investor ready work.
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One trend we are
supporting is that funds and companies seeking to raise are looking for bespoke
advice and capability as well as strong connections both locally and
internationally to strategically support their businesses. We hope
everyone has a successful end to the year as we move into December.
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Introducing Project Rum
"Australia's Leading Pure-Play Craft Rum Distillery" |
Project Rum
'is an industry leader holding first mover advantage as Australia's leading pure-play craft rum distillery.'
Commissioning
the Company’s own urban distillery in 2018, Project Rum has established an
efficient operating model supported by a strong management and advisory team
providing comprehensive corporate governance. The Company has a portfolio of
products catering to a wide variety of customers including the core range of
dark, spiced and white rum; super premium & limited releases; seasonal
releases; as well as ready to drink (RTD) beverages.
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The Family Harmony Project
An update from Peter Kakris, Director & Founder, Head of Technology, LifeTech Balance Pty Ltd |
"We
have some exciting developments happening in ScreenCoach and we wanted to
update the people we have worked with over the last few years.
We’re lucky to have had many people support ScreenCoach's mission to help
children & families with this huge problem of too much screen time in
families across the globe. Which is why our company name is LifeTech Balance,
because life comes before technology.
The
good news is that we now have our product in the market, available in the Apple
App Stores and Google Play Stores. We are getting some great feedback coming in
from across the world".
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"At ScreenCoach, we’re addressing a real challenge for families: screen obsession in children. Our world-first, 3-in-1 solution supports and teaches children to self-manage their screen time, tasks, and pocket money through positive behaviour reinforcement.
We’ve created a unique system that helps families thrive together to prevent the daily battles over screens; you can see our slick short video & how it works video at myscreencoach.com"
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Welcome to the team!
Brent Wall joins Funding Strategies |
Brent has over 20 years of experience in
transaction analysis, funding, and execution across a wide range of industry
sectors and markets. Brent commenced his career in the tax division of a Big 4
accounting firm before spending 15 years with a global investment bank in
principal finance. During his investment banking career, Brent was part of a
team that developed, acquired and listed businesses in the energy, renewable
energy, infrastructure, property and mining services sectors. Recently, Brent has been providing virtual
CFO support to a range of clients from small start-ups to ASX Listed entities
and investment funds. Brent is a Member
of the Institute of Chartered Accountants Australia & NZ and is a Fellow of
the Financial Services Institute of Australasia.
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Introducing Project Aviation
Aiming to become the Global Leader of Air Ambulance Services |
Project Aviation is an integrated aeromedical aviation services and solution enterprise that looks after charter clients from the lounge experience through to curated travel. It provides ongoing management of aircraft and commercial services by delivering personnel, goods and even vital organs safely around Australia and the world. Project Aviation is aiming to expand its aeromedical operations globally.
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Introducing Project Growth |
Investing in Highly Motivated Founders and Management looking for a Partner to Drive Growth |
Project Growth is a mid-market
private equity fund. The Company partners with business owners in Australia and
New Zealand to drive transformative growth and value creation.
Project Growth is a $250 million fund
investing in essential B2B businesses with enterprise values between $20-50
million. This segment of the market is ideal for private equity to value add
and the team has a strong track record of delivering operational improvements
to drive significant investor returns.
By
carrying out direct proprietary investments, no auctions, Project Growth can
source and execute terms for the most attractive investment opportunities. Project
Growth is actively deploying capital and has already completed two platform
investments since launch in November 2023.
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Introducing Project Satus |
Project Satus has a great track record of working with founders in the region and built a brand that is globally recognised |
Project Satus is a collective of
international investors, operators and ecosystem builders with a shared passion
for Australia and New Zealand (ANZ). The Company’s mission is to nurture, build
and back global businesses based in ANZ.
Project Satus is building on the
success of its first fund launched in 2021, which focused exclusively on New Zealand
and invested in 50+ of the region's leading startups. Over 20 notable investors
participated. The portfolio has demonstrated exceptional performance, achieving
a 1.6x MOIC to date and an IRR of 20%.
This
success is largely attributed to Project Satus’ hands-on approach with its
portfolio companies and its extensive global network. Over time, the Company
has established a strong brand and reputation as one of the most value-adding
venture funds in the region.
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Project Car Share - Update
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On Wednesday, 11
December 2024 at 12 noon AEST, we will hold the Project
Car Share webinar. At this event, attendees will have a chance to:
- Get to know the Company;
- Meet the Team behind Project
Car Share;
- Receive the latest update from
the Company;
- Gain insights on the current
opportunity;
- Ask the questions you want
answered.
Timing does not suit?
Please book in anyway and we will send you a link to the recording.
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BlueMount Capital congratulates Hancock & Gore Limited on Completion of Merger with Schoolblazer Limited
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BlueMount Capital congratulates Hancock & Gore Limited (“H&G”, ASX: HNG) on the completion of the merger of Schoolblazer Limited with H&G’s Mountcastle Group.
BlueMount Capital is delighted to have assisted H&G with this merger transaction.
“We are proud to have contributed to this acquisition,” said Dr Mark Rainbird, Managing Director. “This assignment exemplifies our commitment to helping our clients achieve their strategic objectives in a competitive landscape, whether on the buy-side or sell-side.”
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Australia China Business Council
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Find out about
ACBC QLD's upcoming events
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- 4 December: Success Doing Business With China Pathway & End of Year Networking;
- 6 February: Save the date - 2025 ACBC QLD Chinese Lunar New Year gala dinner.
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Image above: Flora with the HKABA finalists award. |
Image above: Flora in front of the Mergermarket M&A Forum sign. |
Image above: ACBC attendees, Adrian on the right. |
Image above: Orion attendees in Duesseldorf, Birgit in the front row on the right. |
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Flora, Mark and Mitchell were joined by selected invitees at the BlueMount Capital table (image below) at the recent 2024 Business Awards Gala hosted by Hong Kong Australia Business Association - Queensland Chapter at the spectacular new venue, The Star Ballroom. Image from left to right: Mark Furner MP, Flora Mok holding the BlueMount finalists plaque and Kenny Ma. |
Image above: The BlueMount table at the HKABA awards night. |
Mitchell and Flora attended the Hong Kong Australia Business Association
Business Networking Cocktail Reception on 11 October 2024 and met with a number
of delegates from Hong Kong who are exploring opportunities to expand into
Australia. Some of them have shown interest in raising capital and
expanding their markets.
Flora was in Sydney on 15 October 2024 to join the Mergermarket M&A Forum Australia 2024. She had an opportunity to meet
with a number of investors and advisors, including private equity funds, large
corporates, lawyers, accountants, etc. During the event, the speakers
were positive about the M&A and IPO markets in Australia next year and they
expected more offshore investors from the US, Japan and India who are
interested in Australian investment opportunities.
Adrian represented BlueMount Capital at the recent ACBC event on the Gold Coast. The image below left from left to right shows Gerard Robb, new CEO of ACBC Qld, Lisa Gay, Chinese language and culture training, and Xiaoxiao Chen, Council For Economic & Commercial affairs.
Birgit represented BlueMount Capital at the Orion conference in Duesseldorf in early November. Orion International Advisors (formerly IAIB) is a network of leading investment bankers working together to expand opportunities within the global marketplace. |
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McCormick Harris Insurance
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McCormick Harris' October Insurance Update covers the following:
- Avoid Fines: Ensure Your SME Reports Hacker Payments;
- Combat Staff Attrition with These Simple Strategies;
- The Impact of Global Risk on Your Business Strategy.
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Funding Strategies Pty Ltd ACN 161 432 123 Authorised Representative for AFSL 230680 Ground Floor, Suite A, 201 Leichhardt Street Spring Hill QLD 4000 Australia +61 7 3160 2840 |
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