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Private Equity Connect
Important notice: please read
This PDF is an extract from The Private Equity Connect Database [PE.Connect] produced by PEI Media Ltd [the company], the copyright owner. As a subscriber to PE.Connect you [yourself as the named subscriber and the organisation named in your subscription] are granted permission to use this extract for internal purposes only. This extract can not be distributed in print or electronic form by you to any third party and the information contained in this extract may not be resold, amended or incorporated into any other article, database or catalogue in any media that is created or used outsideof your own organisation. PEI Media Ltd reserves the right to withdraw permission to use this extract and to cancel your subscription to PE.Connect without notice if in the company's reasonable opinion these conditions of usage have not been adhered to. As a subscriber to PE.Connect you agree to be bound by these conditions. If you have any questions about this notice or about your intended usage of this extract please email: [email protected]
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PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Advent Private CapitalUpdate Date: 20-Oct-2009
Fund Manager Head OfficeLevel 17, HWT Tower40 City Road, SouthbankVictoriaAustralia
Tel: 61 3 9690 9566Fax: 61 3 9690 [email protected]
Institution TypeIndependent Firm
ContactsMr. Brian BallManaging DirectorVictoria , Australia
Mr. Rupert HarringtonManaging DirectorVictoria , Australia
Mr. Roland StadlyChief Financial OfficerVictoria , Australia
BackgroundAdvent Private Capital is a private equity investment firm established in 1984. It primarily provides expansion capital to Australian companies.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Advent International GPE VI
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Advent International GPE VI,
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Advent IV Private Equity Fund AUD 115.00 m Buyou Asia-PacificAUD 115.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 115.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesVictorian Funds Management Corporation
Advent Latin America Fund VI USD 1.30 bnUSD 1.30 bn
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 1.30 bn
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWashington State Investment Board
USD 25.00 m
Advent Latin America IV USD 1300.00 m Buyou Latin AmericUSD 1300.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 1300.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralia Post Superannuation Scheme
AUD 5.40 m
Castle Private Equity AG USD 10.00 m
CDC Group PLC (Capital for Development)Pennsylvania State Employees' Retirement System
USD 30.00 m
The Endowment Master Fund, L.P.
Advent Latin American PE USD 30.00 mUSD 30.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 30.00 m
Advent Latin American Private USD 25.00 mUSD 25.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 25.00 m
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Advent V AUD 300.00 m Buyou Asia-PacificAUD 300.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 300.00 m USD 133.56 mn
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAP Fonden 3 (The Third Swedish National Pension Fund)
EUR 20.00 m
Asset Super
BVT Unternehmensgruppe
Maritime Super
Stevedoring Employees Retirement FundUniSuper AUD 6.00 m
Vantage Private Equity Growth Limited (VPEG)
AUD 4.00 m AUD 1.95 m
Advent VI
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Allegro Private EquityUpdate Date: 11-Mar-2009
Fund Manager Head OfficeLevel 11210 George StreetSydneyNSW 2000Australia
Tel: 61 2 8228 8700Fax: 61 2 9251 [email protected]
Institution TypeIndependent Firm
ContactsMr. Albert FarrantInvestment DirectorSydney, AustraliaTel: 61 2 8228 [email protected]
Mr. Jason JohnsonInvestment DirectorSydney, AustraliaTel: 61 2 8228 [email protected]
Mr. Adrian LoaderManaging DirectorSydney, AustraliaTel: 61 2 8228 [email protected]
Mr. Chester MoynihanManaging DirectorSydney, AustraliaTel: 61 2 8228 [email protected]
Mr. Ingo SusingInvestment DirectorSydney, AustraliaTel: 61 2 8228 [email protected]
BackgroundAllegro Private Equity (Allegro) is an independent specialist mid-market private equity manager based in Sydney Australia. On 8 September 2008, it took over as replacement manager of the $300 million ABN AMRO Capital Australia Fund II.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
ABN AMRO Capital Australia Fund II
AUD 300.00 m Buyou Asia-Pacific Banking & Finance , Healthcare, Leisure, Retail,
Australia, New ZealanAUD 300.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 300.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMTAA Superannuation Fund
Vision Super
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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AMP Capital InvestorsUpdate Date: 12-Mar-2010
Head OfficeAMP CentreLevel 12 - 50 Bridge StreetSydneyNSW 2000Australia
Tel: 61 2 9257 1441Fax: 61 2 9257 [email protected]
Institution TypeIndependent Firm
Assets / Funds Under ManagementAUD 88.50 bn
Allocation to Private Equity1.2%
Amount Allocated to Private EquityAUD 1.06 bn
Year First Invested In Private Equity1990
Investment ConsultantsMercer Investment Consulting, Inc
Branches80 Raffles Place#18-20, UOB Plaza 2Singapore048624Singapore
Tel: 65 6511 1850Fax: 65 6511 1899
Level 4, Berkeley Square HouseBerkeley SquareLondonW1J 6BDUnited Kingdom
ContactsMr. Henryy CapraChief Financial OfficerSydney, Australia
Mr. Bill CookDirector, OperationsSydney, AustraliaTel: 61 2 9257 [email protected]
Mr. Stephen DunneManaging DirectorSydney, Australia
Mr. David FalluDirectorSydney, AustraliaTel: 61 2 9257 [email protected]
Mr. Philip GarlingGlobal Head of InfrastructureSydney, Australia
Mr. Rob GregorHead of Infrastructure, EuropeSydney, Australia
Mr. Bryan HynesManaging DirectorSydney, Australia
Mr. Peter LudemannDirector, Private EquitySydney, [email protected]
Mr. Warwick ManciniHead of Investment Specialists, Unlisted AssetsSydney, Australia
Mr. Mark O'BrienChief Investment OfficerSydney, Australia
Mr. Boe PahariHead of Infrastructure Asia PacificSingapore , Singapore
Mr. Paul ReaddyDirectorSydney, AustraliaTel: 61 2 9257 [email protected]
Mr. Greg RoderHead of Infrastructure, Australia & New ZealandSydney, Australia
Mr. Anoop SethCo-Head of Asia, InfrastructureSydney, Australia
Mr. Richard ShieldsManaging Director, UK and EuropeLondon, United KingdomTel: 44 207 659 [email protected]
Mr. Greg SmithHead of Private EquitySydney, AustraliaTel: 61 2 9257 [email protected]
Mr. Shaun SwangerChief Operating OfficerSydney, AustraliaTel: 61 2 9257 1934
Mr. Xiao WeiCo-Head of Asia, InfrastructureSydney, Australia
Background
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Capital Investors (AMP Capital) is the specialised investment management arm of AMP Group. Its in-house team of more than 240 investment professionals manages A$88.5 billion (as at 31 March 2009) of assets and focuses on creating the best investment outcomes for their clients. AMP Capital Investors first committed to private equity funds in early 1990s and has since committed around A$2 billion to this asset class. The company allocates 1.2% of its total funds to private equity investments and has a current appetite for venture, buyout and infrastructure funds in North America, Western Europe and Asia Pacific. AMP gains exposure to private equity investments outside Australia mainly through external funds while it manages its direct private equity investments in Australia. To date, AMP has committed to between 30 to 35 funds managed by 15 General Partners.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOtherPrivate Equity Investment Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, fund type, sectors and investment opportunities.
GeographyMin Max
GlobalRegional North America Western Europe Central & Eastern Europe Middle East / Africa Asia Pacific Latin AmericaCountry Specific
Fund TypeMin Max
GeneralistBuyout / Later StageMid-marketVentureMezzanine / Subordinated DebtFund of FundsTurnaround / DistressedSecondary Fund InterestsInfrastructureOther
Sector
Energy / Oil & GasBiotech / Life ScienceClean Tech / RenewableRetailManufacturingNatural ResourcesFinancial ServicesLeisure EntertainmentTransportTMTHealthcareReal EstateIndustrialsConsumer GoodsUtilitiesDiversified or no Sector PreferenceOther
Investment Opportunities
Secondary DirectsCo-investsFirst Time FundsDirectsInvesting in Sharia compliant fundsInterest in Secondary Sale ofCommitments
Current number of GPsCapital committed to date AUD 2.00 bnCurrent number of commitments 20Historical number of commitmentsBite Size
Private Equity Investment AppetiteProvides an indication of the institution's future appetite for different types of private equity investment opportunities, or that the institution has invested in suchvehicles / opportunities in the past.
Sector
Energy / Oil & GasBiotech / Life ScienceClean Tech / RenewableRetailManufacturingNatural ResourcesFinancial ServicesLeisure EntertainmentTransportTMTHealthcareReal EstateIndustrialsConsumer GoodsUtilitiesDiversified or no Sector PreferenceOther
Investment Opportunities
Secondary DirectsCo-investsFirst Time FundsDirectsInvesting in Sharia compliant fundsInterest in Secondary Sale ofCommitments
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Appetite
North America Western Europe Central &Eastern EuropeMiddle East /
Africa Asia-Pacific Latin America
GeneralistBuyout / Later StageMid-marketVentureMezzanine / Subordinated DebtFund of FundsTurnaroundSecondary Fund InterestsInfrastructureOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Fund Commitments Include:
Fund Name Manager Size Year Fund Type Regions Sectors
Greenstone Fund Pencarrow Private Equity USD 25.00 m 1993 Venture Capita Asia-Pacific
Capital Committed By LP Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 25.00 m
Henderson Global Fund ofFunds I
Henderson Equity Partners
USD 200.00 m 2001 Fund of Fund North America, Western Europ
Capital Committed By LP Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 200.00 m
Innisfree PFI Fund I Innisfree GBP 85.00 m 1996 Infrastructur Western Europ Healthcare, Others , Transportatio
Capital Committed By LP Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Portview Communications Portview Communications USD 52.00 m 2000 Venture Capita Western Europ
Capital Committed By LP Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Zouk Ventures Zouk Ventures Ltd Venture Capita Western Europ
Capital Committed By LP Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Private Equity Funds Raised or Managed:
AMP Business Development AED 85.00 m Development Asia-PacificAED 85.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAED 85.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesCARE Super
Non-Government Schools Superannuation Fund (NGS Sunsuper
AMP Business Development USD 159.00 m Development Asia-PacificUSD 159.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 159.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesCARE Super
Funds SA
Maritime Super
Stevedoring Employees Retirement FundSunsuper
AMP Business Development Development Asia-Pacific
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMedia Super
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
AMP Capital Asian Giants Infrastructure Fund
Aug-2008 Infrastructur Asia-Pacific Energy, Media, Technology, Telecoms,
Currently InvestingAug-2008 Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
AMP Capital Core AUD 127.00 m Infrastructur Asia-Pacific Energy, Currently InvestingAUD 127.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 127.00 m
AMP Capital Shopping Centre
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
AMP Capital Wholesale Office
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
AMP Infrastructure Equity AUD 730.00 m May-1995 Infrastructur Asia-Pacific Others Currently InvestingAUD 730.00 m May-1995 Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 730.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUSCOAL Super
CitySuper
New South Wales Electrical Superannuation Scheme
AMP NZ Property Fund USD 1.40 bn Asia-PacificUSD 1.40 bn
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 1.40 bn
AMP Property Development AUD 120.00 m Asia-PacificAUD 120.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 120.00 m
AMP Property Development AUD 100.00 m Asia-PacificAUD 100.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 100.00 m
AMP Select Property Portfolio AUD 105.00 m Asia-PacificAUD 105.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 105.00 m
AMP Select Property Portfolio Asia-Pacific
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
AMP Strategic Infrastructure Currently InvestingCurrently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesCitySuper
Australia Pacific Airports Fund AUD 302.00 m Asia-PacificAUD 302.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 302.00 m
Australia Pacific Airports Fund AUD 106.00 m Asia-PacificAUD 106.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 106.00 m
Australia Pacific Airports Fund AUD 127.00 mAUD 127.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 127.00 m
Australian Core Property AUD 4.07 bn Asia-PacificAUD 4.07 bn
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 4.07 bn
Global Direct Property Fund
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
India Infrastructure Fund USD 35.00 m Partially LiquidatedUSD 35.00 m Partially Liquidated
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 35.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesExport Development Canada (EDC)Industriens Pension
Infrastructure Fund of India USD 100.00 m Infrastructur Asia-Pacific Fully InvestedUSD 100.00 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 100.00 m 20%
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAsian Development Bank
Westscheme
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Anacacia CapitalUpdate Date: 10-Mar-2009
Fund Manager Head OfficeLevel 2, 4-10 Bay StreetDouble BaySydneyNew South WalesNSW 2028Australia
Tel: 612 9363 1222Fax: 612 8580 [email protected]
Institution TypeIndependent Firm
ContactsMr. Jeremy SamuelManaging Director,
BackgroundAnacacia Capital aspires to be Australias premier SME focused private equity business. They invest private equity into companies that are managing ownership change, succession and new acquisitions.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Anacacia Partnership Buyou Asia-Pacific
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesThe Private Capital Group AUD 8.00 m
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Anchorage Capital PartnersUpdate Date: 23-Oct-2009
Fund Manager Head OfficeLevel 4, 6 Bridge StreetSydneyNew South WalesNSW 2000Australia
Tel: 61 2 8259 7777Fax: 61 2 8259 7778www.anchoragecapital.com.au
Institution TypeIndependent Firm
ContactsMr. Michael BriggsPrincipalSydney, [email protected]
Mr. Phillip CavePrincipalSydney, [email protected]
Mr. Daniel WongPrincipalSydney, [email protected]
BackgroundAnchorage is a private equity fund manager focused in special situations in the Australian and Asian market. The firm is established in 2007 as a continuation of the former Minstar Capital.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
Page 19 of 701
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Anchorage Capital Partners 1 AUD 200.00 m Turnaround / Asia-PacificAUD 200.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 200.00 m
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Andover Venture PartnersUpdate Date: 12-Mar-2009
Fund Manager Head Office4th Floor, 55 Hunter StreetSydneyNew South WalesNSW 2000Australia
Tel: 61 2 8236 6000Fax: 61 2 8236 [email protected]
Institution TypeIndependent Firm
ContactsMs. Michelle DeakerExecutive Director,
Mr. Mark HodgeManaging Director,
Mr. Jeremy IngallExecutive Chairman,
BackgroundAndover Venture Partners is a business engaged in providing private investment banking services such as corporate advisory and investment management services. The firm is wholly owned by its principals.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
Page 22 of 701
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Andover Venture Fund I AUD 80.00 m Venture Capita Asia-Pacific Biotech / Life Science, Clean Tech / Renewable,Media, Technology,
AustraliAUD 80.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 80.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAusIndustry (Innovation Investment Fund)
AUD 20.00 m
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Archer CapitalUpdate Date: 17-Mar-2009
Fund Manager Head OfficeSuite 7 Pier 2/313 Hickson RoadDawes PointNew South WalesNSW 2000Australia
Tel: 61 2 8243 3333Fax: 61 2 9241 3151www.archercapital.com.au
Institution TypeIndependent Firm
Assets / Funds Under ManagementAUD 2.20 bn
ContactsMr. Greg MintonManaging Partner,
Background
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
Page 25 of 701
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
Page 26 of 701
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Archer Capital Fund USD 103.00 m Buyou Asia-PacificUSD 103.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 103.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMacquarie Funds Group
Archer Capital Fund 2 USD 192.00 m Buyou Asia-PacificUSD 192.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 192.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper USD 192.00 m
Funds SA
MTAA Superannuation Fund
Quay Partners
Archer Capital Fund 3 AUD 450.00 m Buyou Asia-PacificAUD 450.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 450.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralia Post Superannuation Scheme
AUD 18.50 m
AustralianSuper USD 450.00 m
Funds SA
ING Investment Management (Australia)
AUD 7.50 m
Maritime Super
Military Super and Benefit Scheme (MSBS)
AUD 7.60 m
Stevedoring Employees Retirement FundUniSuper
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Archer Capital Fund 4 AUD 1.00 bn Buyou Asia-PacificAUD 1.00 bn
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 1.00 bn USD 127.15 mn
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAsset Super
Australia Post Superannuation Scheme
AUD 2.00 m
ING Investment Management (Australia)
AUD 10.00 m
Maritime Super
Stevedoring Employees Retirement FundUniSuper
Vantage Private Equity Growth Limited (VPEG)
AUD 8.00 m AUD 1.12 m
Archer Capital Private Equity USD 2.00 m Buyou Asia-PacificUSD 2.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 2.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMaritime Super
Stevedoring Employees Retirement FundWestscheme
Archer Capital Private Equity USD 2.00 m Buyou Asia-PacificUSD 2.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 2.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
Archer Capital Private Equity USD 1.00 m Buyou Asia-PacificUSD 1.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 1.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Australian Mezzanine InvestmentsUpdate Date: 19-Mar-2009
Fund Manager Head OfficeCustoms HouseSydneyNew South WalesNSW 2000Australia
Tel: 61 2 8248 8888Fax: 61 2 8248 8877
Institution TypeIndependent Firm
Background
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
Page 29 of 701
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
Page 30 of 701
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Australian Mezzanine USD 618.00 th Mezzanin Asia-PacificUSD 618.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 618.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper USD 618.00 th
Westscheme
Australian Mezzanine AUD 4.00 m Mezzanin Asia-PacificAUD 4.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 4.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesFunds SA
Maritime Super
Stevedoring Employees Retirement FundUniSuper AUD 1.00 m
Westscheme
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Blue Sky Private EquityUpdate Date: 18-Dec-2008
Fund Manager Head Office130 Commercial RoadTeneriffeBrisbaneQLD 4005Australia
Tel: 61 7 3852 [email protected]
Institution TypeIndependent Firm
ContactsMr. Rob BrooksInvestment DirectorBrisbane, Australia
BackgroundBlue Sky Private Equity is an Australian private equity firm which provides early stage and expansion capital to small and medium enterprises (SMEs) in Australia.
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Blue Sky Private Equity SME AUD 40.00 m Venture Capita Asia-PacificAUD 40.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 40.00 m
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Brandon Capital PartnersUpdate Date: 18-Dec-2008
Fund Manager Head OfficeMezzanine, 257 Collins StPO Box 248MelbourneVIC 3000Australia
Tel: 61 3 9657 0700Fax: 61 3 9657 [email protected]
Institution TypeIndependent Firm
BranchesLevel 2, 210 George StreetPO Box R1168SydneyAustralia
Tel: 61 2 9247 2577Fax: 61 2 9247 7344
ContactsMr. David FisherCo-founder and PartnerMelbourne , Australia
Mr. Chris NaveCo-founder and PartnerMelbourne , Australia
Mr. Stephen ThompsonCo-founder and PartnerMelbourne , Australia
BackgroundBrandon Capital Partners is a private equity firm which invests in innovative life science ventures in Australia.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Brandon Bioscience Fund 1 AUD 40.00 m Venture Capita Asia-Pacific Biotech / Life Science, Healthcar
AustraliAUD 40.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 40.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAusIndustry (Innovation Investment Fund)
AUD 20.00 m
Westscheme AUD 10.00 m
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CHAMP Private EquityUpdate Date: 10-Sep-2009
Fund Manager Head OfficeLevel 4, Customs House31 Alfred StreetSydneyNew South Wales2000Australia
Tel: 61 2 8248 8888Fax: 61 2 8248 8877www.champmbo.com
Institution TypeIndependent Firm
BranchesLevel 36 Riparian Plaza71 Eagle StreetBrisbaneQueensland4000Australia
Tel: 61 7 3121 3122Fax: 61 7 3121 3030
ContactsMr. Cameron BuchananManaging DirectorSydney, Australia
Mr. Su-Ming WongManaging DirectorSydney, Australia
Mr. Barry ZuckermanFinance DirectorSydney, Australia
Background
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
CHAMP II AUD 950.00 m Venture Capita Asia-PacificAUD 950.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 950.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMaritime Super
Stevedoring Employees Retirement FundUniSuper
CHAMP III Funds AUD 400.00 m Buyou Asia-Pacific Banking & Finance , Consumer Goods,
LaunchedAUD 400.00 m Launched
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 400.00 m
CHAMP Ventures Later-Stag Asia-Pacific
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
CHAMP Ventures Investment AUD 164.80 m Growth / Asia-PacificAUD 164.80 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 164.80 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesLabour Union Co-operative Retirement Fund (LUCRF)Military Super and Benefit Scheme (MSBS)
AUD 5.45 m
CHAMP Ventures Investment AUD 150.00 m Venture Capita Asia-PacificAUD 150.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 150.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper AUD 150.00 m
Funds SA
Maritime Super
Military Super and Benefit Scheme (MSBS)Stevedoring Employees Retirement FundTemasek Holdings Pte Ltd
Victorian Funds Management Corporation
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
CHAMP Ventures Investment AUD 150.00 m Venture Capita Asia-PacificAUD 150.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 150.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMaritime Super
Military Super and Benefit Scheme (MSBS)Stevedoring Employees Retirement Fund
CHAMP Ventures Investment USD 229.00 m Buyou Asia-PacificUSD 229.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 229.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAsset Super USD 10.00 m
Funds SA
Maritime Super
Military Super and Benefit Scheme (MSBS)
AUD 2.35 m
Stevedoring Employees Retirement FundUniSuper
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Cleantech VenturesUpdate Date: 18-Dec-2008
Fund Manager Head OfficeSuite 6092 Queen StreetMelbourneVictoriaAustralia
Tel: 61 3 9607 7100Fax: 61 3 9607 [email protected]
Institution TypeIndependent Firm
ContactsMr. Jan DekkerInvestment PrincipalMelbourne , Australia
Mr. Bill NikolovskiInvestment DirectorMelbourne , Australia
Mr. Andrew PickeringInvestment PrincipalMelbourne , Australia
BackgroundCleantech Ventures is a specialist venture capital fund manager focused on investments in companies developing clean technologies. These technologies include renewable energy, energy storage, biofuels, cleaner fossil fuel processes, water purification and waste water treatment, recycling, energy efficiency, pollution reduction and advanced materials (including nanotechnologies).
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Cleantech Australia Fund AUD 50.00 m Growth / Asia-Pacific Clean Tech / AUD 50.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 50.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesVicSuper Fund AUD 30.00 m
The CEGT Fund Early-Stag Asia-Pacific Clean Tech /
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
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CM Capital InvestmentsUpdate Date: 18-Dec-2008
Fund Manager Head OfficeLevel 9, 545 Queen StreetBrisbaneQLD 4000Australia
Tel: 61 7 3838 2800Fax: 61 7 3831 [email protected]
Institution TypeIndependent Firm
ContactsMr. Michael BegunManaging PartnerBrisbane , Australia
Mr. John BrennanPartnerBrisbane , Australia
Mr. Mark GillPartnerBrisbane , Australia
Ms. Carrie HillyardPartnerBrisbane , Australia
Mr. Andy JanePartnerBrisbane , Australia
Mr. Steve LanePartnerBrisbane , Australia
BackgroundCM Capital Investments is a venture capital firm investing in early stage companies in life science, telecommunications/IT and renewable energy industries in Australia.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
CM Capital Investments Pty USD 340.00 th Co-investmen Asia-PacificUSD 340.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 340.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
CM Capital Investments Pty USD 334.00 th Co-investmen Asia-PacificUSD 334.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 334.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
CM Capital Venture Fund 4 AUD 154.00 m Venture Capita Asia-PacificAUD 154.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 154.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesHESTA Super Fund
ING Investment Management (Australia)
AUD 8.00 m
MTAA Superannuation Fund
Prime Super
Statewide Superannuation TrustAUD 27.50 m
Sunsuper
The Private Capital Group
Westscheme
CM Capital Venture Trust 4 (CM4)
AUD 154.00 m Generalis Asia-Pacific Biotech / Life Science, Clean Tech / Renewable,Healthcare, Technology,
Currently InvestingAUD 154.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 154.00 m
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
CM Capital Venture Trust No. USD 90.00 m Venture Capita Asia-PacificUSD 90.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 90.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesCanadian Imperial Bank of Commerce (CIBC)MTAA Superannuation Fund
The Private Capital Group AUD 5.00 m
Westscheme
CM Capital Venture Trust No. 3 (CM3)
AUD 67.00 m Early-Stag Asia-Pacific Biotech / Life Science, Healthcare,
Fully InvestedAUD 67.00 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 67.00 m
Coates Myer Innovation Investment Fund (CMIIF)
AUD 42.00 m Early-Stag Asia-Pacific Biotech / Life Science, Clean Tech / Renewable,Healthcare, Technology,
Fully InvestedAUD 42.00 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 42.00 m
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Colonial First State Global Asset Management Private EquityUpdate Date: 18-Dec-2008
Fund Manager Head OfficeLevel 7 52 Martin PlaceGPO Box 3956SydneyNSW 2000Australia
Tel: 61 2 9303 3000Fax: 61 2 9303 6410www.cfsgam.com.au/[email protected]
Institution TypeFinancial Institution Subsidiary/Division
ContactsMr. Damian RigneyActing Head of Private EquitySydney , Australia
BackgroundColonial First State Global Asset Management provides private equity opportunities for institutional and individual investors through Colonial First State Diversified Private Equity Fund (DPEF) which sits within the Property and Alternative Investments division. DPEF is a terminating 10-year trust comprising over 1,500 retail investors. The Fund, established in 2001, seeks to invest in a diversified range of unlisted companies spread across a number of industries and stages.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Colonial First State Diversified AUD 103.00 m Diversified Asia-PacificAUD 103.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 103.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesOfficers' Superannuation Fund
Hambro Grantham H-G Fund AUD 75.00 m Venture Capita Asia-PacificAUD 75.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 75.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesNon-Government Schools Superannuation Fund (NGS UniSuper
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Equity Partners ManagementUpdate Date: 18-Dec-2008
Fund Manager Head Office201 Kent StreetLevel 12SydneyNSW 2000Australia
Tel: 61 2 8298 5100Fax: 61 2 8298 [email protected]
Institution TypeIndependent Firm
ContactsMr. Rajeev BcommPartnerSydney, Australia
Mr. Quentin JonesPartnerSydney, Australia
BackgroundEquity Partners, founded in 1995, is a leading private equity firm that specialises in mid-market management buy-outs, management buy-ins, acquisitions and expansion opportunities in Australia and New Zeland.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Equity Partners Fund 3 USD 175.00 m Growth / Expansion Capita
Asia-Pacific Industrials, Others , Technolog
Australi Currently InvestingUSD 175.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 175.00 m USD 27.58 mn
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesVantage Private Equity Growth Limited (VPEG)
AUD 4.00 m AUD 630.00 th
Equity Partners Management Venture Capita Asia-Pacific
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
Equity Partners Trust 1 AUD 30.00 m Buyou Asia-Pacific Industrials, Others , Technolog
Australi Fully InvestedAUD 30.00 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 30.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesLabour Union Co-operative Retirement Fund (LUCRF)Maritime Super
Stevedoring Employees Retirement Fund
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Everest Babcock & BrownUpdate Date: 18-Dec-2008
Fund Manager Head OfficeLevel 3550 Bridge StreetSydneyNSW 2000Australia
Tel: 61 2 8001 9100Fax: 61 2 8001 [email protected]
Institution TypeIndependent Firm
ContactsMr. David KentChairmanSydney, Australia
Mr. Jeremy ReidChief Executive OfficerSydney, Australia
BackgroundEverest Babcock & Brown, founded in 2000, aims to generate positive investment returns over the medium to long term and in all market conditions, with a particular focus on capital presentation. The strategies and investments chosen by Everest are chareacterised by their flexibility to capitalise on opportunities existing within, and extending beyond, traditional asset classes.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Everest Babcock & Brown Opportunities Fund
USD 200.00 m Buyou Asia-Pacific , NorthAmerica, Western Europ
Others Australi Currently InvestingUSD 200.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 200.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesGowing Bros
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Fulcrum Capital PartnersUpdate Date: 22-Apr-2009
Fund Manager Head OfficeLevel 2825 Bligh StreetSydneyNew South Wales2000Australia
Tel: 61 2 9237 2700Fax: 61 2 9235 [email protected]
Institution TypeIndependent Firm
Assets / Funds Under ManagementAUD 78.20 m
ContactsMr. Timothy DowningFounder & PartnerSydney, Australia
Mr. Karen MarkellFinancial ControllerSydney, AustraliaTel: 61 2 9237 [email protected]
Mr. Paul RileyFounder & PartnerSydney, Australia
BackgroundEstablished in 2006, Fulcrum Capital Partners is a private equity partnership focused on investing in enterprises with values of up to $100 million.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Fulcrum Capital Partners AUD 100.00 m Generalis Asia-Pacific Currently InvestingAUD 100.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 100.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesBanc of America Capital Access FundsGovernment Employees Superannuation FundMacquarie Funds Group
Quay Partners
VicSuper Fund
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GBS Venture PartnersUpdate Date: 03-Aug-2009
Fund Manager Head OfficeLevel 5 Harley House71 Collins StreetMelbourneVictoria3000Australia
Tel: 61 3 8650 9900Fax: 61 3 8650 [email protected]
Institution TypeIndependent Firm
Assets / Funds Under ManagementAUD 450.00 m
ContactsDr. Geoff BrookeCo-FounderMelbourne, Australia
Ms. Brigitte SmithCo-FounderMelbourne, Australia
BackgroundGBS Venture Partners is a life science venture capital group that was established in 2002 following the management buyout of Rothschild Bioscience Managers Limited from NM Rothschild & Sons (Aust) Ltd.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
GBS BioVentures III AUD 145.00 m Biotech/Life Asia-PacificAUD 145.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 145.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMacquarie Funds Group
Military Super and Benefit Scheme (MSBS)Quay Partners
UniSuper
Westscheme
Wilshire Associates
GBS BioVentures IV AUD 125.00 m Venture Capita Asia-Pacific Biotech / Life Science, Healthcar
Australia, New Zealan
Currently InvestingAUD 125.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 125.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralian Reward Investment Alliance (ARIA)Macquarie Funds Group
Meat Industry Employees' Superannuation FundQuay Partners
Victorian Funds Management Corporation
GBS Genesis Fund AUD 30.00 m Venture Capita Asia-PacificAUD 30.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 30.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMTAA Superannuation Fund
Westscheme
GBS Venture Partners USD 33.00 m Venture Capita Asia-PacificUSD 33.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 33.00 m
GBS Venture Partners Ltd - USD 70.00 th Co-investmen Asia-PacificUSD 70.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 70.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
GBS Venture Partners Ltd - USD 30.00 th Co-investmen Asia-PacificUSD 30.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 30.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
GBS Venture Partners Ltd - USD 410.00 th Co-investmen Asia-PacificUSD 410.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 410.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
GBS Venture Partners Ltd - USD 888.00 th Co-investmen Asia-PacificUSD 888.00 th
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 888.00 th
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWestscheme
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Goldman Sachs JBWere (Goldman Sachs JBWere Principal Investment Area)Update Date: 18-Dec-2008
Fund Manager Head OfficeGovernor Phillip Tower, Level 421 Farrer PlaceSydneyNSW 2000Australia
Tel: 61 2 9321 8533Fax: 61 2 9521 2318www.gsjbw.com/[email protected]
Institution TypeBank Subsidiary/Division
Assets / Funds Under ManagementAUD 11.20 bn
BranchesVero Centre Level 3828 Shortland StreetAucklandNew Zealand
ContactsMs. Joanne ChewInvestor Relations and OperationsSydney , AustraliaTel: 61 2 9321 [email protected]
Mr. Joe DowdDirector, Mezzanine teamSydney , Australia
Mr. Clark PerkinsManaging Director, Head of Principal Investment AreaSydney , Australia
Ms. Rose RedmayneInvestor Relations and OperationsSydney , AustraliaTel: 61 2 9321 [email protected]
Mr. Andrew ThorntonDirectorSydney , Australia
Mr. Hugh TollExecutive DirectorSydney , Australia
Mr. Mark WilsonManaging Director, Head of Private EquitySydney , [email protected]
BackgroundFounded in 1840, Goldman Sachs JBWere is an Australasian investment banking, financial advisory, securities and investment management firm that provides a broad range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Collateral Mezzanine (NZ) NZD 97.60 m Mezzanin Asia-Pacific Australia, New Fully InvestedNZD 97.60 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesNZD 97.60 m
Collateral Mezzanine Fund 05 AUD 160.00 m Mezzanin Asia-Pacific Australia, New Fully InvestedAUD 160.00 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 160.00 m
Goldman Sachs JBWere AUD 660.00 m Mezzanin Asia-Pacific Australia, New Currently InvestingAUD 660.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 660.00 m
Goldman Sachs JBWere AUD 415.00 m Later-Stag Asia-Pacific Australia, New Currently InvestingAUD 415.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 415.00 m
Hauraki Private Equity Fund II NZD 76.00 m Co-investmen Asia-PacificNZD 76.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesNZD 76.00 m
Hauraki Private Equity No. 1 NZD 21.90 m Later-Stag Asia-Pacific Australia, New Fully InvestedNZD 21.90 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesNZD 21.90 m
Hauraki Private Equity No. 2 NZD 75.60 m Later-Stag Asia-Pacific Australia, New Fully InvestedNZD 75.60 m Fully Invested
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesNZD 75.60 m
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Gresham Private Equity (Australia)Update Date: 03-Aug-2009
Fund Manager Head OfficeLevel 17167 Macquarie StreetSydneyNew South WalesAustralia
Tel: 61 2 9221 5133Fax: 61 2 9223 9072www.gresham.com.au/equity/[email protected]
Institution TypePrivate Equity Group Subsidiary
Assets / Funds Under ManagementAUD 525.00 m
ContactsMr. Antony BreuerSydney, Australia
Mr. Roger CaseySydney, [email protected]
Ms. Sarah FarrellInvestment DirectorSydney, [email protected]
Mr. James GrahamSydney, Australia
Mr. Richard LeatherSydney, AustraliaTel: 61 2 9224 [email protected]
Mr. Roy McKelvieSydney, [email protected]
Mr. Mark RimmerDevelopmentSydney, [email protected]
Mr. Neil SuttonInvestment DirectorSydney, [email protected]
Mr. Mark YouensInvestment DirectorSydney, [email protected]
Background
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Gresham Fund Ia AUD 1.00 m Buyou Asia-PacificAUD 1.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 1.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMilitary Super and Benefit Scheme (MSBS)
Gresham I USD 112.00 m Buyou Asia-PacificUSD 112.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 112.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesIOOF Investment Management
Military Super and Benefit Scheme (MSBS)Wesfarmers Ltd AUD 100.00 m
Gresham II USD 249.00 m Buyou Asia-PacificUSD 249.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 249.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMilitary Super and Benefit Scheme (MSBS)Wesfarmers Ltd AUD 150.00 m
Gresham IIa AUD 1.00 m Buyou Asia-PacificAUD 1.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 1.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMilitary Super and Benefit Scheme (MSBS)
Gresham IIb AUD 1.00 m Buyou Asia-PacificAUD 1.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 1.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesMilitary Super and Benefit Scheme (MSBS)
Gresham Private Equity Fund AUD 200.00 m Buyou Asia-PacificAUD 200.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 200.00 m
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
Gresham Private Equity Fund AUD 325.00 m Buyou Asia-PacificAUD 325.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 325.00 m
Gresham Private Equity Fund Buyout, Asia-Pacific
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
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Harbert Australia Private Equity Update Date: 23-Oct-2009
Fund Manager Head OfficeLevel 7, 2 Russell StreetMelbourneVictoria3000Australia
www.harbert.net/private-equity
Institution TypeIndependent Firm
ContactsMr. Brian AndersonVice PresidentMelbourne , Australia
Mr. Michael LucePresidentMelbourne , Australia
Mr. Jeremy SteeleVice PresidentMelbourne , Australia
BackgroundHarbert Australia Private Equity focuses on mid-market transactions in Australia. Its parent company is Harbert Management, a $2.5 billion alternative asset manager in the US.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
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Hawkesbridge Ltd Update Date: 15-Apr-2009
Fund Manager Head OfficeLevel 14, Currency House23 Hunter StreetSydneyNSW 2000Australia
Tel: 61 2 9233 7200Fax: 61 2 9233 [email protected]
Institution TypeIndependent Firm
Assets / Funds Under ManagementAUD 215.00 m
ContactsMr. David PlumridgeManaging PartnerSydney, Australia
Mr. Joshua RowePartnerSydney, Australia
Mr. Brendan SulwayInvestment ManagerSydney, Australia
BackgroundHawkesbridge Private Equity is a private equity firm that was established in 2002. The firms primary business is the managing of private equity funds for institutional investors. The firm manages A$215 million in private equity funds.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
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LPs Advised by this institution:
Institution Name Country City Institution Type
Local Government Superannuation (LGsuper) Australia Sydney Pension Fund
Ground Floor28 Margaret StreetSydneyNSW2000
Tel: 61 7 3244 4300Fax: 61 7 3244 [email protected]
Private Equity Funds Raised or Managed:
Hawkesbridge Enterprise AUD 25.00 m Buyou Asia-Pacific Australia, New AUD 25.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 25.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWA Local Government Superannuation Plan
Hawkesbridge Enterprise AUD 85.00 m Buyou Asia-Pacific Australia, New Currently InvestingAUD 85.00 m Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 85.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesWA Local Government Superannuation Plan
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Industry Funds Management (IFM)Update Date: 29-Sep-2009
Head OfficeCasselden PlaceLevel 29, 2 Lonsdale StreetMelbourneVictoria3000Australia
Tel: 61 3 9923 7188Fax: 61 3 9923 7189www.industryfundsmanagement.com
Institution TypeIndependent Firm
Assets / Funds Under ManagementAUD 19.50 bn
ContactsMr. Damian MoloneyChief Executive OfficerMelbourne, Australia
Mr. Judith SmithHead of Private EquityMelbourne, [email protected]
Mr. Michael ThompsonExecutive DirectorMelbourne, Australia
BackgroundIndustry Funds Management (IFM) is an investment and advisory management company specialising in the management of both private investment products across infrastructure, private equity, and private debt, and listed equity portfolios. Industry Funds Management (IFM) is the wholly-owned funds management subsidiary of Industry Fund Services, a financial services company specialising in the not-for-profit superannuation fund sector in Australia. IFS is owned by nine superannuation funds including ARF, CARE Super, Cbus, HESTA, HOSTPLUS, MTAA Super, STA, TISS and TWUSUPER.
PE Connect2010 PEI Media Ltd www.privateequityconnect.com
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Fund Management Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, sectors and transaction types.
Geography
GlobalRegional North America Western Europe Central & Eastern Europe Middle East Africa Asia Pacific Latin AmericaCountry Specific
Transaction Type
AcquisitionBuyoutBuyinEarly StageExpansionMezzaninePIPEPublic to PrivateReplacement CapitalDistressedOther
Sector
Banking & FinanceBiotech / Life ScienceConsumer GoodsClean Tech / RenewableEnergyHealthcareIndustrialsLeisureMediaNatural ResourcesRetailSupport ServicesTechnologyTelecomsTransportationUtilitiesDiversified or no Sector PreferenceOther
Private Equity Investment Allocation BreakdownProvides a breakdown in percentage terms of the institution's allocation to private equity, in terms of geography, fund type, sectors and investment opportunities.
GeographyMin Max
GlobalRegional North America Western Europe Central & Eastern Europe Middle East / Africa Asia Pacific Latin AmericaCountry Specific
Fund TypeMin Max
GeneralistBuyout / Later StageMid-marketVentureMezzanine / Subordinated DebtFund of FundsTurnaround / DistressedSecondary Fund InterestsInfrastructureOther
Sector
Energy / Oil & GasBiotech / Life ScienceClean Tech / RenewableRetailManufacturingNatural ResourcesFinancial ServicesLeisure EntertainmentTransportTMTHealthcareReal EstateIndustrialsConsumer GoodsUtilitiesDiversified or no Sector PreferenceOther
Private Equity Investment AppetiteProvides an indication of the institution's future appetite for different types of private equity investment opportunities, or that the institution has invested in suchvehicles / opportunities in the past.
Sector
Energy / Oil & GasBiotech / Life ScienceClean Tech / RenewableRetailManufacturingNatural ResourcesFinancial ServicesLeisure EntertainmentTransportTMTHealthcareReal EstateIndustrialsConsumer GoodsUtilitiesDiversified or no Sector PreferenceOther
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Appetite
North America Western Europe Central &Eastern EuropeMiddle East /
Africa Asia-Pacific Latin America
GeneralistBuyout / Later StageMid-marketVentureMezzanine / Subordinated DebtFund of FundsTurnaroundSecondary Fund InterestsInfrastructureOther
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Private Equity Funds Raised or Managed:
Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
IFM Australian Infrastructure Fund
AUD 2.00 bn Infrastructur Asia-Pacific Energy, Others , Transportatio
Australi Currently InvestingAUD 2.00 bn Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 2.00 bn
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralian Catholic Superannuation and Retirement AustralianSuper
Australia's Unclaimed Super Fund (AUSfund)Club Plus Superannuation
VicSuper Fund
Vision Super
IFM Australian Private Equity AUD 150.00 m Fund of Fund Asia-PacificAUD 150.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 150.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper AUD 150.00 m
IFM Australian Private Equity AUD 350.00 m Fund of Fund Asia-PacificAUD 350.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 350.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper AUD 350.00 m
UniSuper
Vision Super
IFM Australian Private Equity AUD 425.00 m Fund of Fund Asia-PacificAUD 425.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 425.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper AUD 425.00 m
Australia's Unclaimed Super Fund (AUSfund)Construction and Building Unions Superannuation Fund Vision Super
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
IFM Australian Private Equity AUD 665.00 m Fund of Fund Asia-Pacific AustraliAUD 665.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 665.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralian Government Employees Super Trust
AUD 50.00 m
Australia's Unclaimed Super Fund (AUSfund)
IFM International Infrastructure Fund
AUD 3.00 bn Infrastructur Asia-Pacific , NorthAmerica, Western Europ
Currently InvestingAUD 3.00 bn Currently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 3.00 bn
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralian Catholic Superannuation and Retirement AustralianSuper
Australia's Unclaimed Super Fund (AUSfund)FirstSuper
VicSuper Fund
Vision Super
IFM International Infrastructure Wholesale Fund
Infrastructur Asia-Pacific , NorthAmerica, Western Europ
Energy, Others Currently InvestingCurrently Investing
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment Multiples
IFM International Private AUD 565.00 m Fund of Fund North AmericAUD 565.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 565.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper AUD 565.00 m
FirstSuper
Non-Government Schools Superannuation Fund (NGS UniSuper
Vision Super
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Fund Name Size Open Fund Type Regions Sectors Countries StatusTarget Close Stage
IFM International Private Equity Fund II
AUD 516.00 m Fund of Fund North America, Western EuropAUD 516.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAUD 516.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesAustralianSuper AUD 516.00 m
Australia's Unclaimed Super Fund (AUSfund)HESTA Super Fund
Stapi lifeyrissjodur
VicSuper Fund
Vision Super
IFM International Private Equity Fund III
USD 545.00 m Fund of Fund Asia-Pacific , NorthAmerica, Western Europ
USD 545.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 545.00 m
Industry Funds Management II USD 460.00 m Fund of Fund North America, Western EuropUSD 460.00 m
Fund Performance:Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesUSD 460.00 m
Fund Performance per LP Committment:Institution Name Capital Committed Cash In Cash Out Cash Out + Remaining Value Net IRR Investment MultiplesFirstSuper
MTAA Superannuation Fund
TWU Superannuation Fund
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ING Investment Management (Australia)Update Date: 10-Feb-2010
Head OfficeLeve