Investment Strategies

A family office who source and co-invest with selected capital partners. We focus on Australian medium sized enterprises, special situations and traded markets. We focus on three main areas:

 
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Medium Enterprises

Min EBITDA $1M

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Special Situations

Min $50M

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Trading

We design trades with our capital partners

Our investments are based on relationships and assessing if we can unleash economic or deal potential. This means that we:

  • Make sure all stakeholders are aligned with our purpose and core values before agreeing to work together

  • Want to understand the authentic you, your business and key stakeholders

  • All act with a high performance mentality and look after each other

  • We don’t have preconceived ideas before the ball is bowled

  • All work hard on our technique: constant practice, experience, refinements and listening to feedback loops

  • Can act as permanent and generational capital

  • Always protect capital

  • Make sure deals are structured so everyone is motivated to win

  • Understand how Tozer and Co. can add value and accept that responsibility. We aim to be more than just money

Are you a business looking for investment? Make an enquiry with our team today.