1. IFM Investors
  2. Private Equity

Investment philosophy

We’re passionate about growth

  • Supporting national and global expansion
  • Delivering innovative and disruptive models
  • Helping companies to succeed in markets with product entry initiatives
  • Scaling businesses through ‘buy and build’ options, which can include partnering Australian businesses with an international platform

We believe in offering private equity investors enhanced investment models

  • High-conviction investing by a deeply experienced team, strongly aligned to investor outcomes
  • Enhanced transparency
  • Bespoke portfolios – majority and minority stakes, investment horizon flexibility, ability to tailor sector exposures
  • Institutional grade investment management, benefitting from IFM Investors’ industry-leading governance processes and global presence
  • Responsible investment leadership

Our investment strategy leverages our competitive strengths


Building on our heritage

IFM Investors has been an active private equity investor in Australia and offshore since 1998. We have evolved from an investor in private equity funds to be a direct investor in companies.

We seek to identify attractive investment opportunities, focus due diligence processes by drawing on sector expertise from our global network, and harness directly relevant past investment experience to drive positive investment outcomes.

Growth focus

The strategic goal of IFM Investors Private Equity is to support the growth of Australian and New Zealand private companies.

Our firm and team espouse a culture of achieving alignment with key stakeholders in investee companies. These stakeholders include founders, management, employees and customers. We then work in partnership with these stakeholders to drive value. We offer investees a flexible investment time horizon to support growth of companies over the optimal period. We have no artificial driver to exit, and are able to invest either as a majority owner or as an active, supportive minority investor.

Strong team

IFM Investors’ Private Equity senior team members have extensive experience investing in and supporting growth businesses across a range of industries and geographies. This experience has been gained over the past 25 years, and demonstrates a proven track record of working with investee companies to achieve growth and realise value. In transaction processes, our team’s experience allows prompt decision making, efficient due diligence processes and effective execution.

Our partnership approach can provide significant benefits to clients

Strategic, flexible
investor in private
companies
  • Minority or majority investment strategy focused on Australian and New Zealand mid-market growth companies
  • Opportunities for compelling risk-adjusted returns
Access to extensive networks
and high-quality
investment
opportunities
  • Our Private Equity team, together with IFM Investors’ strong institutional presence across multiple asset classes, provides access to a wide range of high quality investment opportunities
  • Our extensive networks, industry specialist mindset and long-term sector mapping inform our origination activity and pipeline
  • These investment opportunities offer value not only to our investors but also to those investee companies that may benefit from acquisitive growth
Differentiated model
  • For investors we offer a differentiated partnership model to invest in private equity
  • We closely collaborate with clients to develop bespoke investment solutions, which provide for enhanced alignment of interests and offer increased transparency for the investor – there is genuine “line of sight” between the investors and underlying investments
  • We are able to utilise appropriate guidance and support from senior executives across IFM Investors’ asset classes
  • Investment style consistent with IFM Investors’ and clients’ Responsible Investment parameters

Investment criteria

  • Businesses domiciled in Australia and/or New Zealand
  • Pre-money enterprise valuation of $50 million to $300 million
  • Return appropriate for the risk taken
  • Sector agnostic, however focused on four priority sectors:
    • Healthcare
    • Consumer Brands
    • Technology / Media
    • Business Services
  • Opportunity to take a significant minority or majority equity position in investee company
  • Aligned co-shareholders and high-impact management team, with a clear vision for growth

Current investments

Realised investments

Our Tean

Investment team

Our senior team members have significant experience investing directly in and supporting the growth of businesses across a range of industries and geographies.

Learn more

New investment opportunities

Please contact [email protected]