Co-investments

We have been working with leading fund managers globally since 1996, providing our clients with access to carefully selected co-investment opportunities. Our structured investment process allows us to act decisively when attractive deals arise.

Our focus

Co-investments involve investing alongside a private equity fund in a specific company, giving investors direct or increased exposure to high-conviction opportunities while benefiting from the fund manager’s expertise and deal access.

Our co-investment opportunities are sourced from both our established fund network and emerging manager relationships, giving clients access to a broad range of deals.

This approach allows investors to increase allocations to high-conviction companies or sectors and can help mitigate the impact of the private equity “J-curve,” similar to secondary transactions.

Roc Summit Private Equity Fund

Access a diversified, open-ended portfolio of private equity opportunities across Australia and New Zealand, designed for wholesale investors. The Fund collaborates with leading General Partners, offering access to opportunities typically unavailable to individual investors.

More about Roc Partners

Our people are our vital ingredient. They’re the core of our business, and what makes us different.

With our focus on positive growth comes a responsibility to build sustainable business models and embed responsible investing practices.

We follow a rigorous process in making considered, superior strategic decisions to turn potential into value.

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CONTACT US

If you’re a sophisticated investor, a business seeking capital or a business adviser with an opportunity you would like to discuss, please contact our team today. For business owners seeking capital please also include a brief description including the company name and turnover.

Hive and Wellness Group

(Unrealised)

Investment Year

EXIT YEAR

Description

The Local Broadband Network Company (LBNCo) is an installer and owner of superfast broadband networks in residential developments. LBNCo is engaged by property developers to install and maintain the fibre infrastructure, and sells ‘wholesale’ network acces to the retail service providers who then provide services to the tenants. LBNCo is now part of Uniti Group (ASX: UWL) following its acquisition in August 2019.

Stone Axe Pastoral

(Unrealised) 

Investment Year

Description

Stone Axe is a producer of ultra-premium wagyu beef. The company has operations in NSW, QLD, WA and Victoria and is actively growing its herd via large scale embryto transfer program. Stone Axe has rapidly grown to become on of the largest fool blood wagyu producers in the world.