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Private equity

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Liontown Resources’ Kathleen Valley lithium mine, for which Zenith built a hybrid offsite plant.

CVC DIF reconfirms offer for PEP’s Zenith; final shortlist this week

Sources said sell-side advisers RBC and Azure had told suitors they would need to raise their bids ahead of Friday’s deadline for reconfirmations of NBIOs.

This Month

Canva’s Cliff Orbrecht (left), Cameron Adams and Melanie Perkins.

You don’t need a family office to buy shares in unicorns

For as little as $8000, investors can buy stock in unlisted tech superstars like Airwallex on a market that, at first glance, looks and feels a lot like a public market. Is Canva next?

Jon Gray says it’s a good time to expand in Australia.

Here’s Blackstone’s next big target in Australia

Just months after spending $24 billion to buy AirTrunk, Blackstone president Jon Gray has another big Australian market on his agenda.

Kinetic Group and Globalvia teamed up to buy UK-based Go-Ahead Group last year.

New York’s Stonepeak test drives $4b-plus bus operator Kinetic’s ANZ biz

Kinetic’s ANZ arm runs the biggest fleet of buses in both countries and generated $1.2 billion revenue last year.

Winc delivers about 3 million orders a year to 39,000 customers.

Office supplies giant Winc flaunts billion-dollar revenue; sale flyer out

Winc is being shopped with a 6 per cent EBIT margin for 2025, with the sale documents pitching it as more profitable than ASX-listed distributors like EBOS and Dicker Data.

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Roc Partners’ Michael Lukin has spent his career at the nexus of superannuation funds and private equity. That he’s trying to now raise money from family offices and high net worth investors is telling.

PE money man Michael Lukin’s chase for the holy grail within reach

For 20 years, private equity funds have planned assaults on Australia’s non-institutional investor set. It’s finally happening, and is possible because of one thing.

Michael Lukin-run Roc Partners is raising a new fund.

Roc Partners debuts multi-strategy PE fund with $160m seed portfolio

Continuation funds, that are set up private equity firms to prolong their stay at promising portfolio companies, are among Roc’s top avenue for generating deals for the new fund.

David Tattam and David Bergmark have been building Protecht for 25 years.

Former PwC colleagues’ tech firm lands $445m PE deal

PSG Equity has bought out most of Protecht, a 25-year-old Sydney software company.

A worker at Accell’s  e-bike assembly line at a plant in Toszeg, Hungary.

Is KKR’s bad bet on cycling the start of Europe’s private equity reckoning?

As one of the first pandemic era purchases to go into a full restructuring, Accell may be the canary in the European coal mine for a crop of PE deals struck at high valuations.

ProTen is among Australia’s top chicken producers.

Canadian suitor clucks at Aware’s $1b-plus chicken producer, ProTen

ProTen is being courted by Canada’s Northleaf, US private equity giant KKR and Sydney’s Roc Partners.

Joe Longo, the chairman of corporate regulator ASIC, which has warned there would be “more failures in private credit investments, and Australian investors will lose money”.

ASIC demands answers from private credit as it beefs up surveillance

ASIC has given a select group of private credit funds until mid next month to explain how they value assets, manage conflicts and look after its investors’ interests.

UP Education is a major recruiter of international students in Australia.

PEP weighs options for $100m-a-year tertiary education business UP

Home-grown buyout firm Pacific Equity Partners’ dealmakers are preparing to grade request-for-proposal submissions from investment bankers for UP Education.

Potentia Capital must reshape itself from the Andy Gray (left) and Tim Reed show in 2025.

McNamara set to depart Potentia Capital after $1.35b Micromine exit

The fall-out between Andy Gray and Tim Reed of Potentia Capital fame has claimed another high-value victim at the technology-focused buyout firm.

La Trobe’s funds have a long track record. But a shock in the market could mean a spike in redemptions. Investors should do their due diligence.

It’s the private credit liquidity trap that poses real investor risk

It’s an interesting time for Brookfield-owned lender and real estate private credit firm La Trobe Financial to kick off a sale process for the business.

Washington H. Soul Pattinson CEO Todd Barlow’s got nearly one-third of his portfolio in private markets.

The $12.1b portfolio that shows private markets gnawing away at the ASX

Here we have the boss of a big ASX investor (nearly $8 billion in top-200 companies) telling us it is easier to run a business away from the ASX boards. Alarm bells, anyone? 

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Virgin Australia aircraft at Sydney Airport. The company’s private equity owner thinks it is a good time for a run at the ASX.

Bain Capital books in Virgin meetings as it reboots a run at the ASX

The private equity giant has given its broker syndicate – Goldman Sachs, UBS and Barrenjoey – the go-ahead to tee up talks with prospective investors.

Chris Andrews, CEO, La Trobe Financial

Brookfield-backed La Trobe selects advisers for strategic review

Morgan Stanley and UBS were appointed in recent days to canvass options for the firm, which has $20 billion in assets under management.

Ords bankrolls management buyout at food products biz Earlee

It marks the first majority stake investment in Ords’ private capital business, which was set up in 2020 to capitalise on demand for private equity and venture capital investments.

Virtus Health has used AI software to assist embryologists rank embryos.

BGH Capital in turnaround mode at Virtus Health; opportunistic funds lurk

Sources said BGH Capital has tipped $100 million in fresh equity into Virtus over the past year to reduce leverage and fund expansion.

David Di Pilla, managing director, HMC Capital, says the private hospital funding model is broken.

Game on! Healthscope’s Japanese lender sells debt; eyes on HMC Capital

Sources say SMBC’s slice of the loans has been bought by Deutsche Bank, which has traditionally worked for David Di Pilla’s HMC Capital.

Original URL: https://www.afr.com/topic/private-equity-huj