Alternatives focused multi-family office

Through partnership and capital investment, Willowstone seeks to develop leading Australian and New Zealand businesses

ABOUT

OVERVIEW

Willowstone is a sector agnostic investor focused on alternative assets in Australia and New Zealand.

Our long-term approach and extensive experience across a diverse range of industries and situations affords us the flexibility to invest in traditional and unconventional opportunities and structures.

OUR APPROACH

Willowstone takes a disciplined and analytical approach to deal origination and investment.

We seek to leverage our expertise, capital and preeminent network to make a meaningful difference and develop substantial value in our investments.

The businesses Willowstone partners with and invests in, benefit from resolute commitment to their strategy, attractive incentive alignment, execution support, analytical assistance and commercial guidance.

Our focused, pragmatic and hands on approach, combined with deal structure flexibility, makes us an ideal investment partner.

INVESTMENT CRITERIA

Willowstone has the freedom to pursue a wide range of investment opportunities.

Guided by qualitative and quantitative principles we seek to invest with purpose to achieve meaningful outcomes for our investors and partners.

Qualitative

  • Businesses based in Australia or New Zealand
  • Strong market position and a clear competitive advantage
  • Driven and capable management team with a defined business strategy
  • Potential for a long-term partnership and opportunity for follow-on investments (e.g. supporting bolt-on M&A or providing growth capital)
  • Capacity for international growth

Quantitative

  • Enterprise value < $150 million
  • EBITDA typically between $2- 20 million

FOCUS

– Businesses seeking growth capital.

– Business that can form the foundation of a broader investment or rollup strategy.

– Corporate carveout or asset sale.

– Businesses in need of restructure and/or turnaround.

– Owners/management seeking to realise some of their investment through a liquidity event.

– Managers seeking to fund a buyout (MBO).

TEAM

Joshua

Joshua

CEO and Founder

Joshua

CEO and Founder

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