Investment Approach
Your life’s work deserves a respectful successor.
Source — Year-Round Origination
Our investment team sources opportunities continuously through a trusted network that includes:
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- Advisers, lawyers, and accountants
- Trade shows and industry forums
- Family offices and direct relationships
- We focus on three core fundamentals:
- Businesses operating in a growth industry
- A clear and actionable value catalyst
- Sellers who prioritise speed and transaction certainty
Efficient Transaction Management
Each opportunity is underwritten with discipline and prepared for rapid execution. Our approach combines thorough analysis with practical deal delivery:
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- A fast, efficient, and distinctive diligence process
- A detailed investment thesis with clear risk calibration
- A pragmatic transaction approach, working closely with target management
- PermaInvest bears 100% of pre-deal costs. If a transaction does not proceed, those costs are
absorbed internally and are not passed on to a third party.
Acquisition Structure
Transactions are structured to suit the specific circumstances of each business and shareholder group. We pursue either full ownership or strategic partial acquisitions.
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For minority investments, PermaInvest typically seeks:
- Status as the largest minority shareholder, or
- A controlling position of 50%+, where appropriate
- One or more Board seats to support governance and execution
- A structured, measured transition for exiting vendors or senior manager
Capital Structure
We design capital structures to maximise efficiency, flexibility, and long-term value creation:
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- A tailored and efficient capital stack for each transaction
- Post-equity leverage optimised to suit the industry and business profile
- Debt-to-equity ratios determined on a case-by-case basis
- Through established lender relationships, we are often able to secure debt financing on favourable commercial terms, enabling competitive pricing and faster completion