Investment partners

 

ADM Capital (owner of Cibus Capital LLP) is an investment manager with specialist experience investing in dysfunctional markets. With a 20 year track record in the Asia Pacific region, they are widely regarded as a reliable and trusted source of finance in the absence of traditional funding. ADM Capital manage various innovative structures built to suit differing investor requirements and provide flexible capital solutions to SME’s in Asia – unlocking value and driving growth, while generating solid risk-adjusted returns to investors.

ADM Capital’s Asia Investment Advisory Committee has an average investment experience of over 23 years. Having deployed capital and navigated exits across 16 countries in Asia Pacific, ADM Capital’s senior investment team have the experience and local knowledge required to generate proprietary deal flow, due diligence transactions and invest with confidence.

 

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Headquartered in New York City, Branford Castle is a preeminent private market investor. The firm is focused on working with already strong companies that typically have under $100MM in sales. Since Branford’s founding in 1986, the mission has been to work with portfolio companies to maximize potential, both in terms of strengthening operations and facilitating growth.

The Branford team is made up of highly regarded individuals with significant investing experience. For the past 15 years, Branford has been led by John S. Castle and David Castle, who are also members of the firm’s investment committee. Included in the day-to-day management team are Senior Managing Directors Laurence Lederer and Eric Korsten, who each have two decades of experience.

Branford’s team is rounded-out with highly skilled and professional investors and operators, who understand that carefully listening to the needs of entrepreneurs and management teams is crucial to recognising the distinct needs of a business and helping it to achieve enduring success.

Branford’s approach to the Small and Mid-Cap market allows for the purchase of leading companies with significant growth potential for low purchase price multiples.  These factors can result in the opportunity for very high returns and very low loss ratios, as evidenced by Branford’s historical performance.

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Based in the United States with over US$25 billion in assets under management, Bridge Investment Group LLC (Bridge) is a leading real estate investment and property management firm.

Bridge seeks to provide investors with strong capital appreciation and attractive risk-adjusted returns by opportunistically investing in selected sectors of the real estate market – predominantly in multifamily apartment, commercial office, affordable housing and seniors housing properties.

The Bridge team is comprised of over 3600 people across the United States with strong expertise across all aspects of real estate investment including development, management, operations, capital markets and transactions. This diversity of expertise enables Bridge to identify and acquire under-priced assets with the outlook of implementing a value-add improvement process to deliver attractive returns for investors.

Investments are strategically targeted throughout the United States, with an emphasis on opportunistic, mispriced assets located in high-growth markets. Through its end-to-end capabilities, Bridge are further able to value-add through in-house operations and property management divisions.

Through its capabilities, expertise and track record, Bridge are well-positioned to deliver attractive, risk-adjusted returns for investors.

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Headquartered in Atlanta, Cortland was founded in 2005 by Steven DeFrancis as a development firm focused on in-town, mixed-use, multifamily developments. Today, the company has expanded into a full-service, multifamily investment, management, and development firm that houses its own product design, product manufacturing, property management, and construction management.

As of 30 September, 2020, Cortland manages a portfolio of assets with a total market value of approximately USD 12.1bn comprised of 194 properties and more than 60,000 apartments in 16 US markets. Cortland serves approximately 90,000 residents and employs more than 1,800 associates.

The Cortland team are comprised of highly experienced leaders from a range of industries, with significant expertise in multifamily real estate investments. Led by founder and chief executive Steven DeFrancis, the management team include Mike Altman as Chief Investment Officer, Brad Brown as Chief Acquisitions Officer and David Dickson as Chief Financial Officer, alongside a highly regarded executive team.

Cortland’s end-to-end, owner-manager business model includes every aspect needed to conceive, create, and deliver a best-in-class apartment community and resident experience, which includes target market research and resident segmentation, interior and exterior design through Cortland Design, construction management services through Cortland Build, building materials, sourcing, and supply chain management through its affiliate CASK Industries, and property management operations through Cortland Management, LLC. This integrated approach results in superior amenities relative to comparable properties and a higher quality custom product designed and built specifically with the target resident in mind.

From a project execution standpoint, the vertical integration model results in reduced project risk, increased speed to market, tighter quality control, significantly lower product sourcing costs, enhanced supply chain management, and greater operational efficiency across the entire execution. Moreover, there is much less disruption to the resident during renovation and higher overall resident satisfaction during their time living in a Cortland community. As properties move out of the renovation phase and become stable, or as more core and core plus assets are integrated into the platform, Cortland is able to further leverage its in-house capabilities to deliver efficient marketing of new properties, resident-centric hospitality and service delivery, and best in class facility and maintenance services. All of these results in faster rent growth and lower resident turnover than competitors in the same markets.

Through its end-to-end business model, highly experienced team and sound investment thesis, Cortland are well-positioned to provide investors with highly attractive returns while minimising risk.

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After an extensive global search, Spire resolved to invest in EQT Infrastructure V (‘Fund V’) as a means of capturing a compelling thematic across digital and essential infrastructure and pairing this with active value creation at the asset level. Besides an outstanding performance track-record, Spire was attracted to EQT’s network of proven industrialists & advisors working in tandem with EQT’s investment teams for financial expertise, digital capability and playbook for value creation.

About EQT Infrastructure

EQT is a purpose-driven global investment organization with close to three decades of consistent investment performance across multiple geographies, sectors, and strategies. EQT has raised more than EUR 84 billion since inception and has (as of 31 December 2020) more than EUR 52 billion in assets under management. With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does. EQT has offices in 17 countries across Europe, Asia-Pacific and North America with more than 700 employees.

About EQT Infrastructure V

EQT Infrastructure V (“Fund V”) is a continuation of EQT’s historically successful strategy of investing in strong-performing infrastructure companies with potential for significant value creation in sectors with suitable infrastructure characteristics and favourable market trends. The EQT Infrastructure Advisory Team, in collaboration with the EQT Network, seeks to identify control or co-control equity investments in medium-sized infrastructure companies that provide an essential service to society, are recession resilient, have secure cash flows and ideally, offer some inflation protection. The typical equity investment opportunity ranges between EUR 200 million and EUR 800 million. An introduction to EQT Infrastructure can be viewed here.

This material (other than the private placement memorandum and governing documents of any EQT Fund) (the “Information”) has been prepared solely by Spire Capital Pty Ltd (ACN: 141 096 120, AFSL No: 344365) (“Spire”). No EQT Person has independently verified the Information and no EQT Person accepts any liability or responsibility or makes any representation or warranty as to the accuracy, completeness, or reliability of the Information, or has any responsibility to update the Information. This material does not constitute an offer or invitation to purchase direct interests in any EQT Fund. Investors should be aware that while Spire is providing investors the opportunity to participate in Spire Global Private Infrastructure Fund (AUD/USD), (a unit class of the Spire Capital Master Fund), which in turn intends to invest in EQT Infrastructure Fund V, no direct or indirect investor in the Spire Global Private Infrastructure Fund (AUD/USD) will be a direct interest holder or partner in the EQT Funds. In particular, neither Spire nor Spire Global Private Infrastructure Fund (AUD/USD) has the right to participate in the control, management or operation of the EQT Funds. Investors in the Spire Global Private Infrastructure Fund (AUD/USD) will have no direct voting rights in the EQT Funds, and will not have any contractual relationship with and no direct recourse against any EQT Person or any direct or indirect third-party investor in any EQT Fund. If you are in any doubt about any of the contents of this Information, you should obtain independent professional advice.

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EVP’s key personnel have extensive experience investing in, building and scaling early stage, high-growth technology companies. Members of the Investment Committee have been active investors in the sector for over 20 years and have established successful track records over that time.

The Investment Team comprises Les Szekely, Howard Leibman, Justin Lipman and Daniel Szekely. The Investment Committee comprises the four members of the Investment Team as well as Craig Butcher, who serves as an external member of the committee.

EVP seeks to ensure a strong alignment of interest between investors, the Fund Manager and members of the Investment Committee.

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Oaktree’s mission is to deliver superior investment results with risk under control and to conduct our business with the highest integrity.

Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Today, Oaktree comprises more than 1,000 employees with offices in Los Angeles (headquarters), New York, Stamford, Houston, London, Paris, Frankfurt, Amsterdam*, Dublin*, Helsinki, Luxembourg*, Dubai, Hong Kong, Tokyo, Singapore, Seoul, Beijing, Shanghai and Sydney. We have 39 portfolio managers with an average experience of 25 years and approximately 1,000 years of combined industry experience.

The firm’s competitive advantages include its experienced team of investment professionals, a global platform and a unifying investment philosophy. This investment philosophy — the six tenets of which are risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing — is complemented by a set of core business principles that articulate Oaktree’s commitment to excellence in investing; commonality of interests with clients; a collaborative and cooperative culture; and a disciplined, opportunistic approach to the expansion of offerings.

As a result of consistent application of our philosophy and principles, Oaktree has earned a large and distinguished clientele. Among Oaktree’s global clients are 67 of the 100 largest U.S. pension plans, more than 400 corporations around the world, 39 of the 50 state retirement plans in the United States, over 320 endowments and foundations globally, and approximately 15 sovereign wealth funds.

Our expertise in investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Importantly, the expansion of our strategies has been achieved primarily through “step-outs” into highly related fields, based on identifying markets that (a) we believe have the potential for attractive returns, and (b) can be exploited in a manner consistent with the firm’s philosophy focused on risk control.

In 2019, Brookfield Asset Management acquired a majority interest in Oaktree.  Together, Brookfield and Oaktree provide investors with one of the most comprehensive offerings of alternative investment products available today. While partnering to leverage one another’s strengths, Oaktree operates as an independent business within the Brookfield family, with its own product offerings and investment, marketing, and support teams.  To learn more about Brookfield, please visit www.brookfield.com.

*Office of affiliates of Oaktree-managed funds

As of 25th January 2021

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Founded in 2015, Valterra Partners is a New York-based private investment firm that provides partnership capital to lower middle market companies with compelling growth prospects.

Core to Valterra’s investment philosophy is that their involvement is viewed as a partnership with existing stakeholders of the business and that their capital is used primarily as a catalyst to unlock growth.

Valterra traces its roots back to 2006 when the partners began investing together as part of Macquarie Bank’s (ASX:MQG) US-based merchant banking division. While at Macquarie, the partners invested $500 million of the bank’s balance sheet capital into growth equity opportunities as part of a larger $1 billion + US portfolio. In late 2014, the partners spun out of Macquarie and founded Valterra Partners to independently pursue growth equity opportunities.

While Valterra’s investments can be structured as either majority or minority positions, Valterra always takes an active role in managing its positions through a hands-on governance structure. Valterra take pride in their ability to work collaboratively with management teams to introduce new financial and managerial resources that can position our portfolio companies for sustained growth.

As part of an on-going partnership, Valterra works closely with its management teams to provide access to capital, strategic and operational expertise and a broad network of operating partners and industry contacts that can help transform a young business into an industry leader.

Valterra targets investments in small-to-medium size businesses (US$5 to US$50 million in enterprise value) that have a strong existing platform and possess visible growth potential. Valterra looks to partner with best-in-class management teams in situations where their capital goes to fund a defined purpose that can unlock growth. For each transaction, Valterra takes a flexible approach to investing, working hand-in-hand with existing stakeholders to develop a mutually agreeable investment structure.

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