Roc Partners

In the growth sector of Australian private equity, <$100m in enterprise value, we’re seeing a noticeable increase in market activity. Anna Ellis, Investment Director, discusses the shift in market driven by stabilisation of interest rates and businesses realising the necessity to act despite ongoing uncertainties. Companies that strategically improved their financial profiles and adjusted to the new economic landscape have become more attractive to private equity buyers, leading to successful transactions. While deals are still taking longer to close, the growth market has seen a significant uptick compared to the previous year, signalling resilience and adaptability among business owners. Access the complete outlook: https://lnkd.in/gkmj9WxC #privatemarkets #australianprivateequity #privatemarketsoutlook #privateequity

Roc Partners recently hosted LGT Crestone Wealth Management Limited and their clients for the Roc Private Investment Fund series seminars across Brisbane, Melbourne and Sydney. These events included a panel session where we delved into the dynamic relationship between GPs and the executives who steer their investments, offering a comprehensive look at how these relationships drive growth and innovation, and how these partnerships come together to fuel the success of private equity deals.   Thank you to all of our speakers for their insightful discussions.

Celebrating 175 episodes of Inside the Rope, Michael Lukin joins Jessica Farr-Jones from Regal Funds Management and Tim Carleton from Auscap Asset Management for this special live event discussing public and private market insights with David Clark.

"Sustainable agriculture is at the forefront of our investment strategy. With the Silva Carbon Origination Fund, we aim to create a portfolio of mixed farming land with significant canopy cover, generating a large volume of high-integrity carbon credits. The Fund has been designed to appeal to both corporate investors seeking to access carbon credits and institutional investors seeking portfolio diversification, ensuring that we can maximise the volume of capital invested into the sector, capital which is needed to enable Australia to meet its decarbonisation targets," Brad Mytton Managing Partner.

The outlook for the latter half of 2024 looks to be continued challenges with emerging opportunities. Managing Partner Frewen Lam, and Investment Director Anna Ellis discuss the key drivers of private markets during the first half of the year, the increased GP-led transactions in secondaries, and the notable uptick in deal activity for smaller, growth-oriented businesses which is driven by less uncertainty and more realistic valuation expectations. Access the complete outlook: https://lnkd.in/gkmj9WxC #privatemarkets #privatemarketsoutlook #privateequity

As institutional investors increasingly commit to net-zero goals, the shift towards carbon farming and sustainable forestry is gaining momentum. Brad Mytton, Frank Barillaro and Samantha Bayes share insights on the evolving landscape of sustainable agriculture and carbon investing, the significant role of high-integrity carbon methodologies, and the growing interest in carbon markets and assets with low emission profiles. #SustainableInvesting #CarbonInvesting #NetZero #AgricultureInvestment 

In the ever-evolving landscape of investment, the trajectory of companies like Canva, valued at $26 billion, showcases a pronounced shift towards private markets for capital infusion. For investors, the imperative now lies in navigating the burgeoning opportunities within private markets, where discretion and strategic collaboration foster innovation and value creation, reshaping the traditional pathways to prosperity. View full interview: https://lnkd.in/gghMbq5r #PrivateMarkets #InvestmentTrends #StrategicGrowth #Canva Livewire Markets

A key part of our food and agriculture strategy is investing in real assets and pairing them with the best management teams. Managing Partner Brad Mytton and Partner Frank Barillaro discuss implementing value-added strategies through operational improvements, acquisition opportunities, development initiatives, and others to drive alpha. #privateequity #agriculture #realassets #agriinvestments

With the surge in popularity of private credit over the past 12 to 18 months, and as interest rates stabilise, the spotlight now turns to whether the momentum can be sustained. Michael Lukin explains why private credit will remain on investor’s radars in the coming years (the best Ally Selby has heard for some time) and outlines why investors need to be very wary of separating the wheat from the chaff when selecting private credit managers – if returns sound too good to be true, they probably are. View full interview: https://lnkd.in/gghMbq5r #privatecredit #privatemarkets #investing Livewire Markets

Scoop from Tom Taylor: Fund manager Roc Partners is set to launch its A$600m ($402m; €369m) Roc Food Fund II. The vehicle marks a sizable step up from the A$108m final close of its Premium Food Fund in 2022. “The closer you get to the consumer, the less volatile prices are, generally speaking. That vertical integration story has been a big part of what we’ve been doing for a long time, so we’ll continue to do that," said managing partner Brad Mytton. Story is live now on Agri Investor: https://lnkd.in/ez6q6UCx