Compounding capital through active ownership of private companies.
Partnering with exceptional people to invest in great businesses, in industries we study deeply, and where we can actively drive long-term investment returns.
A differentiated way to invest in quality private companies.
Built on the successful track record of our listed Funds and SPVs, our Strategic Investments platform brings together business model expertise, networks and capital to buy material stakes in private companies that welcome our active engagement in long term value creation.
Strategic Investments provide us with opportunities to invest in private companies where we feel these companies will deliver better risk-adjusted returns than what we expect through our Listed Equities Funds. Each year, we expect to invest in a small number of new companies, offered on a deal-by-deal basis, with these investments complimenting an investment in our listed Funds. The size of each investment typically ranges between $20-100m and we typically own between 25-100% of the companies we invest in.
We aspire to be a partner of choice for both our co-investors, and the companies we invest in. Everything we do is built on alignment, trust, a long-term focus, and a genuine love of investing.
We are investors of our own money first
River Capital, it's Principals and their families are the largest investors in each investment, representing over 20% of invested capital. ensuring alignment and focus on the long-term compounding of capital.
We partner with industry leaders
We expect our returns to be driven by growth and annual distributions not financial engineering. As such, we are obsessed with partnering with operators and industry experts that can build businesses sustainably over the medium term, and understand the challenges involved in doing so.
We deliver a differentiated return profile
Before making each investment, we focus on three key characteristics: limited risk of losing our capital, the ability to pay annual distributions (even if these are reinvested) and that we have a credible plan to grow.
We invest flexibly on a deal-by-deal basis
Investing on a deal-by-deal basis provides flexibility to structure each investment to meet the requirements of both vendors and our co-investors. We are not bound by fixed investment terms, and can be both a majority and large minority shareholder.
Companies we have invested in
Meet the Strategic Investments team.
Our Strategic Investments team is led by Josh Ludski, with leading Australian investors contributing through the River Capital Investment Committee. The team continues to build on our successful track record of 15+ private market deals.
Josh leads River Capital Strategic Investments. Current directorships include The Cheesecake Shop and Cannatrek. Prior to joining River Capital, Josh was a consultant at Bain & Company, a global management consultancy, with a focus on Retail and Private Equity. Josh holds a Bachelor of Laws and a Bachelor of Commerce from Monash University.
Charles is an Investment Manager in the Strategic Investments team, focusing on new investments and supporting portfolio companies, including current directorships with Aspire2 and Lightning Broadband. Before joining River, he was a Manager at Kearney, specialising in Private Equity and M&A in the USA and Australia.
Christy is an Investment Manager in the Strategic Investments team, focusing on new investments and supporting portfolio companies. Prior to River, she worked at Lazard, Macquarie, and Dolby, gaining experience in M&A, venture investing, and corporate strategy across Australia and the USA.
Previously an Analyst at Cell Care, Gabe transitioned into investment management at River Capital, where he worked within the Listed Equities Funds team before stepping into his current role as an Investment Associate.
Bridget is an Investment Analyst in the Strategic Investments team at River Capital. She previously worked as an Analyst at M&A Partners, where she developed a strong foundation in corporate advisory. Bridget now leverages her expertise to support portfolio companies and evaluate new investment opportunities.
Courtney is an Investment Associate in the Strategic Investments team. With experience in strategy consulting at Kearney and as Strategy Manager at MECCA Brands, she supports portfolio companies and evaluates new investments. Courtney holds a Bachelor of Engineering and a Bachelor of Laws from Monash University.
Request Information Memorandum
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FAQs
Answers to some common questions regarding our Strategic Investments. If you would like to know more or have any further questions, please feel free to contact us.
River seeks to buy material stakes in companies that welcome our active engagement in long term value creation. We invest on a deal-by-deal basis across listed and unlisted companies with flexibility on the structure of our investments which can be tailored towards the needs of each company and its shareholders. The size of each investment typically ranges between $20-100m.
Each year, investors can expect us to invest in a small number of companies that align with River’s long-term focus.
Our Founders Fund and Dividend Plus Fund investors are given priority access to River Capital’s Strategic Investment opportunities. If investors wish to take up their priority entitlement into these offerings, they may do so via a new cash subscription or via a rollover mechanism.
Once you have read the Information Memorandum and Term Sheet, applications can be completed online or you can download the relevant Application Form. Links to the online application and the option to download PDF form can be found here. Any queries can be directed to our Investor Relations team via phone +61 3 9825 5111 or email investors@rivercapital.com.au.
River Capital Strategic Investments will have an initial term of 8 years but the target holding period is typically 5 years. The target period is an indication only, and the actual holding period may be longer or shorter than this.
River Capital looks to partner with companies that can pay annual distributions (even if these are reinvested in growth) and that have a credible plan to grow. Distributions can occur at any time at the discretion of the Fund Manager.
Redemptions are not permitted during the investment term. However, if an investor wishes to redeem their holdings during a period where redemptions are not permitted, the Fund Manager will use best endeavours to facilitate a sale of the units.
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