Our investment strategies
The PEP Funds target investments in a wide range of industries including industrial services, energy, consumer products, entertainment and ‘big data’/financial services. A number of these businesses already have operations in Asia, and others are in the process of developing operations in the region. Funds managed or advised by PEP have made 39 operating company investments, and over 120 bolt-on acquisitions.
We provide advice and assistance to our portfolio companies on acquisitions, capital restructuring, growth plans which leverage competitive advantage, and strategies for improving operating earnings. Our highly experienced management teams achieving long term average profit growth between 15-20% and annual leveraged returns of 25-30%.
Currently open for investment:
Secure Assets, Capital Solutions and Gateway
Buyout Investments
We have experience across a wide range of sectors with companies whose principal operations are in Australia and New Zealand. Buyout strategies target companies that have been identified through our team’s rigorous analysis as not achieving their full potential while being resilient to external market forces.
Enterprise value: | Target A$200M-A$1B | |||
Target Gross IRR: | 20% | |||
Downside risk: | Bounded | |||
Industries/Sectors: | All industries/sectors considered | |||
Geographies: |
Principal operations in Australia or New Zealand | |||
Existing funds: | Buyout Funds IV, V and VI | |||
Structure: | Closed-ended | |||
Status: |
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Next raising: | Expected 2023 |
Contact us for more information
We do not invest in:
- Start-ups or unprofitable businesses
- Investments predominantly focused on tobacco, gaming or gambling, weapons or coal
Capital Solutions
Capital Solutions partners with strong businesses to support their continued development with flexible capital and operational expertise. We blend non-dilutive finance with a private equity tool kit in a true partnership approach to assist companies achieve their growth, reorganisation and acquisition objectives.
Investment size: | Target A$25M-A$150M |
Target Fund Gross IRR: | 10-12% (including 6-8% cash yield) |
Downside risk: | Structurally protected |
Industries/Sectors: | All industries / sectors considered |
Geographies: |
Principal operations in Australia or New Zealand |
Existing fund: | PEP Capital Solutions Fund |
Structure: | Open-ended fund |
Status: | Open for investment |
Contact us for more information or to invest
Gateway
We’ve recently launched Gateway to unlock global Private Equity for individual investors. Gateway is a premium open-ended fund offering access to the best Private Equity funds and fund managers in the world, with regular liquidity.
Unlocking Global Private Equity. |
Providing the Gateway for individual investors. |
Access | The Best | Globally |
Private Equity has never been easy to get into or out of, until now. Gateway gives individual investors much greater access and liquidity. |
As Australasia’s most successful and established private markets fund manager, PEP is able to partner with the very best private managers and funds in the world. |
Now you can diversify your portfolio with global fund managers who consistently deliver excellent returns, from a far greater playing field. |
Secure Assets Investments
PEP’s Secure Assets Fund targets investments possessing a combination of protected cashflows, operating step-change and strategic repositioning potential across a range of sectors. The Fund seeks to acquire Australian and New Zealand businesses that have secure underlying cashflows and by transforming their scale, contractual position and environmental, social and governance (“ESG”) performance, position them for exit to longer term, lower cost capital or strategic buyers and thereby realise premium returns for investors.
Enterprise value: | Target A$50M-A$1B |
Target Gross IRR: | 14-16% |
Downside risk: | Protected contractually or through strong entry barriers |
Industries/Sectors: | Transport and logistics, waste, utilities and renewables, data and telecommunications, social and agricultural infrastructure |
Geographies: |
Principal operations in Australia or New Zealand |
Existing fund: | Secure Assets Fund I |
Structure: | Closed-ended |
Status: | 54% invested |
Status: | Currently raising |
Contact us for more information
We do not invest in:
- Start-ups or unprofitable businesses
- Investments predominantly focused on tobacco, gaming or gambling, weapons or coal





































