Strategic Equity Investment
What is Strategic Equity Investment?
Viburnum provides equity capital to established listed and unlisted entities, often to make acquisitions, pursue organic growth opportunities or to facilitate a buyout or buy-in of a business by experienced managers.
Investment Philosophy
Viburnum's investment objective is to deliver investment returns superior to traditional listed equity returns utilising the following strategies:
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Investment in illiquid Western Australian based SME's
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Established small and micro-cap companies post 'Proof of Business Model"
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Focus on $5m to $15m investments, however investments up to $20m will be considered where near term recapitalisation and return may be possible
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Growth or replacement capital
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Avoid highly competitive situations
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Non aggressive use of leverage
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Investee companies will predominantly be established unlisted entities, although some may be illiquid listed companies that otherwise meet investment criteria. Public to Private transactions are possible but not preferable
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While it is not Viburnum's general intention to control those entities in which it invests, we will actively engage in their strategy including in relation to acquisitions and divestments.
Viburnum's current portfolio is invested across 9 entities.
The Investee businesses are: