Outlook: 1H 2024

1H Outlook 2024

In the private markets outlook for the first half of 2024, Managing Partners Mike Lukin and Frewen Lam delve into current valuation dynamics, anticipated trends in transaction volume and deal activity…

Food and Agriculture 2024 Outlook

Food and Agriculture Outlook 2024

In this food and agriculture outlook, we discuss Roc Partners outlook on key trends in the sector including the impact of inflation, corporatisation of food production in Australia, how businesses are adapting to new climate conditions, and the opportunity for operating real assets.

The rise of secondaries

The rise of secondaries

GP-led secondary activity doubled in the latter half of 2023, indicating a growing trend likely to continue. Frewen Lam, Managing Partner, discusses the secondary market and the prominent emergence of continuation vehicles, both domestically and globally, reflecting a strategy aligned with ongoing market uncertainty and the desire to capitalise on assets’ growth potential.

Maximising agriculture investments with real assets

Maximising agriculture investments with real assets

A key part of our food and agriculture strategy is investing in real assets and pairing them with the best management teams. Managing Partner Brad Mytton and Partner Frank Barillaro discuss implementing value-added strategies through operational improvements, acquisition opportunities, development initiatives, and others to drive alpha.

Deal opportunity across market segments

Deal opportunity across market segments

With varied opportunities across different segments of the private equity market, Investment Director Anna Ellis and Managing Partner Mike Lukin delve into the anticipated increase in transaction volume and deal activity. This increase comes with growing confidence and conviction across the board around the market outlook, though in particular for those seeking growth equity.

Corporatisation journey of food production

Corporatisation journey of food production

Corporatisation is one of the largest mega trends in Australian food and agriculture. Managing Partner Brad Mytton and Partner Frank Barillaro discuss what this trend means for the sector as well as the growing opportunity from an investment perspective from both local and offshore investors.

Expanding horizons for private credit

Expanding horizons for private credit

It’s an advantageous environment for private credit investors, with tighter covenant restrictions and manageable leverage levels. Mike Lukin, Group Managing Partner, discusses why it’s a good time to deploy capital and how more deal activity in private equity could generate more deal flow in the private credit market.

Climate-resilient agriculture and food production

Climate-resilient agriculture and food production

Agriculture with roofs is just one way companies are adapting to climate change in Australia. Partner Frank Barillaro unpacks the progress within food and agriculture to mitigate climate effects, as well as the need for supermarkets to provide a consistent supply and quality for consumers.

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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.