BYO: 8 Swansea Street, Belmont | HRE: 6th Floor, Greenbridge, Eastgate Mall | JHB: Unit 4, 150 Rivonia Road, Morningside

Investment Approach

Global Ideas. Local Application.

Our approach to investing is very simplistic and can be described as management driven. It is based on the following:

MANAGEMENT

We need to ascertain ourselves that the entire management team is dynamic, energetic and committed to the success of the business. The professionalism and integrity of the individuals involved must not be questionable.

BUSINESS MODEL

We allow ourselves to gain a thorough understanding of the industry and the viability of the business. The future potential of the business must be clearly explained, together with thorough sensitivity and risk analyses.

PRICING

The value attached to the business as well as the financing structure must be supported by the tested assumptions of the business model.

Investment Period

As venture capitalists and private equity managers, our strategy is to be involved with the enterprise for a minimum period of time, and this typically is about 5 to 7 years. After this period we exit the investment by one of the following ways:
• Open market sales
• Sales back to management or the promoters
• Listing on the local exchange
• As per the shareholders agreement
• By way of offer to/from management

Investment Process

We have committed ourselves to delivering an above average return to our investors and in that light, we have a systematic process of investing. This includes and is not limited to:

Environment and industry analysis and understanding
Appraisal of the management team
Assessment of the viability and growth prospects
Financial, technical, market and legal diligence
Agreement on valuation, capital structure and terms of the shareholders agreement
Investment approval

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