Pacific Equity Partners (PEP)

Established in 1998, Pacific Equity Partners (PEP) invests through control positions in leading Australian and New Zealand based companies, typically with enterprise values in the range of A$200M-A$1B+. Operating company management teams are supported with focused governance, capital and resources in order to achieve full potential.

PEP has made 36 operating company investments and over 120 bolts-ons and joint venture acquisitions at the company level. PEP has managed ~A$9B of equity funds over the last 20 years, and recent investments have included industrial, energy, food, consumer products, healthcare, entertainment/media, pharmaceuticals and financial services businesses which have employed over 50,000 people.

PEP Fund VI closed in July 2020 at the hard cap of A$2.5B, and the Secure Assets Fund closed in June 2020 at A$360M.

PEP has been among the best performers in the private equity industry worldwide and has been included in the list of Top 20 Consistent Performers Globally by Preqin. The firm has also been recognised with various awards, including Firm of the Year, Best LBO Deal of the Year and Australian Private Equity Firm of the Year and an AVCJ Responsible Investing Award (2018),  AIC Investing for Growth Award (2019) and AVCJ Exit of the Year – Mid Cap (2019) for Manuka Health.

Adams Street Partners

Adams Street Partners is a global private markets investment manager with investments in more than thirty countries across five continents. Adams Street’s 90+ investment professionals focus on five strategies: primary fund partnerships, secondary transactions, co-investments, direct growth equity company investments, and private credit deals. Adams Street strives to generate actionable investment insights across market cycles by drawing on 50 years of private markets experience, proprietary intelligence, and trusted relationships. The firm is 100% employee-owned and has $51 billion in assets under management. Adams Street maintains a worldwide presence with offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, and Tokyo.

Anacacia Capital

Anacacia Capital is a leading Australian private equity firm focused on mid-market growth buyouts. The firm has won numerous awards including the 2019 Australian Investment Council Firm of the Year and 2019 Best Small Cap Investment of the Year.

Anacacia manages >A$600m and invests into established small-medium enterprises that are managing ownership change and growth. The firm’s private equity funds make buyout and control investments into unlisted companies. The firm also manages the synergistic Wattle Fund that can follow up with minority investments into small listed companies. Anacacia provides strategic insight and capital to outstanding management teams to help these businesses achieve better growth and diversification.

Anacacia typically focuses on companies with annual revenues of $20 to $300 million and has formerly led investments in successful businesses including Appen, Big River, Home Appliances, Lomb Scientific, Rafferty’s Garden and Yumi’s Quality Foods.

Coller Capital

Coller Capital, founded in 1990, is one of the world's leading investors in the secondary market for private assets – and widely acknowledged as an innovator at the complex end of secondaries. 

The firm provides liquidity solutions to private markets investors worldwide, acquiring interests in private equity, private credit, and other private markets assets. With headquarters in London, and offices in New York and Hong Kong, Coller’s multinational investment team has a truly global reach.

In January 2021, the firm closed Coller International Partners VIII, with committed capital (including co-investment vehicles) of just over $9 billion and backing from over 200 of the world’s leading institutional investors.

In February 2022 the firm closed Coller Credit Opportunities I, with committed capital (including co-investment vehicles) of $1.45 billion and backing from over 30 institutional investors.

Folklore

Founded in 2013 and with A$130M+ FUM, Folklore is a leading Australian VC firm investing in early (predominantly seed) stage companies with software at their core.

The Folklore team is made up of founders, operators and investors committed to supporting the next generation of Australian and New Zealand tech founders building global success stories. As a ‘first cheque to forever’ firm, Folklore aims to be the first VC into its portfolio companies and to allocate through the investment stages of its most successful investments, across sectors including B2B software, healthtech, edtech, robotics and automation, and decentralised technology.

Folklore is known for its investment rigour and allocating discipline, and has invested two funds – both of which are performing amongst the top 5% of early-stage VC funds globally. It is currently closing preferred institutional partners for Fund 3.

KPMG Australia

KPMG is a global organisation of independent professional firms, providing a full range of services to organisations across a wide range of industries, governments and not-for-profit sectors. We operate in 146 countries and territories and have more than 227,000 people working in member firms around the world. In Australia, KPMG has a long tradition of professionalism and integrity combined with our dynamic approach to advising clients in a digital-driven world.

OneVentures

OneVentures is one of Australia’s leading venture capital firms, with $400 million in funds under management across technology and healthcare.

The Investment Team has helped create 4 Nasdaq and several ASX listed companies, realising significant returns to investors. The firm actively shapes the futures of companies with truly innovative products - companies tackling multi-billion-dollar world problems, from needle-free vaccinations to next-generation learning technologies to business intelligence. Game changers, that deliver lasting gains.

Pathzero

At Pathzero, we’re on a mission to accelerate the decarbonisation of the global economy. By combining an unparalleled user experience, globally recognised carbon standards, and on-demand sustainability specialists, our digital platform enables organisations around the world to accurately measure, reduce and disclose their carbon emissions information with ease.

In addition to our core platform, we’ve developed Pathzero Portfolio, an exciting feature designed specifically for the investment community. By allowing portfolio companies to easily share their emissions profile directly with their investors through our platform, Pathzero serves as communications network, creating a new way to bring transparency to carbon emissions information in investment portfolios. This means that for the first time, investors have the means to gain visibility over their financed emissions. This critical information enables them to better understand and manage their climate-related risks, seek out opportunities in the transition to a low carbon economy, and become leaders in our race to zero.

To learn more, book a consultation today at www.pathzero.com.

Square Peg

Square Peg supports outstanding early stage tech founders across Australia, Israel and South East Asia. They are an experienced team who have invested over US$1bn and who have deep alignment with founders and investors. The geographies they operate in have attractive tech thematics with Australia seeing a virtuous tech cycle that is building momentum, Israel ranking top three in the world for innovation and South East Asia combining favourable demographics with an inflection point in tech growth. Importantly for their investors, Square Peg has delivered a strong track record of performance including three IPOs and five acquisitions of portfolio companies. Since inception, they have achieved a gross IRR of 37% and a gross TVPI of 2.9x and have now distributed US$460m to investors.

Telstra Ventures

Telstra Ventures identifies what’s next, right now. Telstra Ventures serves extraordinary leaders and helps them achieve their dreams. In our first nine years, 70 plus investments have generated 27 liquidity events including Auth0, BigCommerce, Box, Cloopen, CrowdStrike, DocuSign, Rancher, Skillz, Snap, and Whispir. To date, our Revenue Bearing Relationships^TM have driven >US$300 million in revenue, extending the reach of our portfolio companies across Australia and Asia. In 2018, Telstra Ventures became an independent firm backed by LPs including HarbourVest, the ~US$70B AUM private equity investment platform and Telstra is the ~US$30B market capitalization communications services company, headquartered in Australia.

Third Bridge

Human insights

Better investment decisions

Extracting and organising the world's knowledge for the largest private equity funds, hedge funds, mutual funds and management consulting firms and business leaders. And, with 1,200 employees located across seven offices worldwide, we know how to think globally whilst still providing a localized service.

Founded on the belief that human perspectives and observations drive better investment decisions, Third Bridge continues to disrupt the traditional investment research model.

Our research methodology — the SmartLink System — lies at the core of everything we do.

Using this methodology, our team is uniquely trained to monitor key industries, special situations, stocks, macro-economic trends and deal flow in order to understand key performance and economic drivers, map competitive landscapes, deconstruct value chains and connect the dots across global industries and themes.

Learn more at: https://thirdbridge.com/research/

WeChat: https://mp.weixin.qq.com/s/nM-lL56ReW9ruDuJgbAfdQ

Wellington Management

Tracing their history to 1928, Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. They manage around AUD 1.9 trillion of client assets firmwide, including AUD 44 billion in alternatives. As a private partnership whose only business is investment management, the firm is able to align its long-term views and interests with those of its clients. The firm offers comprehensive investment management capabilities that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies as well as private assets. With over 900 investment professionals located in offices around the world, Wellington pairs deep multi-disciplinary research resources with independent investment teams operating in an entrepreneurial “boutique” environment.

Wellington Management opened their Sydney office in 1997 to reflect their strong commitment to the Australian and New Zealand markets. Their clients include many of Australia and New Zealand’s biggest superannuation schemes, insurers, financial intermediaries, family offices, endowments and foundations, as well as public sector funds.

Their private equity team includes specialists who draw on their backgrounds as entrepreneurs, doctors, and scientists. They tap into the firm’s broad investment capabilities, and believe their reputation, deep industry expertise, and asset size attract a wide range of potential private investments. They invest globally in a wide range of deals across the private market spectrum and are able to invest in small private companies as well as participate in large capital raises.

All figures are for the Wellington Management Group of companies as of 31 December 2021.

Datasite

Datasite is a leading SaaS provider for the M&A industry, empowering dealmakers around the world with the tools they need to succeed across the entire deal lifecycle. For more information, visit www.datasite.com

Ontra

Ontra is the global leader in Contract Automation and Intelligence. The Ontra platform combines the best of artificial intelligence and software with a global network of talented lawyers to offer a complete and scalable solution for recurring legal workflows, such as processing routine contracts and tracking obligations in complex agreements. Ontra delivers purpose-built contract workflow and data management tools to easily manage obligations, answer key questions, and analyze trends and benchmarks. By streamlining repetitive legal processes and transforming contracts into data, Ontra helps customers lower costs, improve quality, reduce turnaround times, and provide actionable insights, ultimately freeing internal resources to focus on impactful and engaging work.

Ontra is headquartered in San Francisco, with global operations across North America, Europe, and Asia.

ILPA

The Institutional Limited Partners Association (ILPA) is the leading global, member-driven organization dedicated to advancing the interests of private equity limited partners through industry-leading education programs, independent research, best practices, networking opportunities and global collaborations. Initially founded as an informal networking group, the ILPA is a voluntary association funded by its members. ILPA membership has grown to include almost 400 organizations from around the world representing almost 50% of global institutional assets under management in private equity.