Outlook: 1H 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
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
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
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
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 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
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
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.
