Overview
Provided Smart Capital | Completed June 2016 | Significant equity investment
Business overview
  • Leading provider of outsourced corporate fiduciary services – specialising in responsible entity and trustee services – largest independent and third largest provider in Australian market
  • Quality challenger business with fast emerging brand in market for high quality offering. Strong system growth and other executable growth opportunities
  • Two founders with an excellent track record of building the business looking for strategic partner to assist corporatising and accelerate growth plans
What we did
  • Identified an outstanding business that would benefit from Smart Capital – Yorkway’s unique combination of strategic, business and investment expertise
  • Established strong relationship with founders of the business to – identify specific needs and aspirations of business and owners
  • Structured investment transaction to enable Yorkway to work with Management to prepare for further external investment – strategy and infrastructure
Outcome
  • Yorkway took a significant equity stake
  • Principal Paul Batchelor became Chairman
  • Yorkway assisting One Investment Group establish corporate platform and strategic growth plans – preparing the business for further investment

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“The Yorkway strategic partnership brings a great blend of strategic and business experience, networks and capital to help corporatise our business and accelerate our growth plans.”

Justin EpsteinExecutive Director, One Investment Group

“The Yorkway strategic partnership brings a great blend of strategic and business experience, networks and capital to help corporatise our business and accelerate our growth plans.”

Justin EpsteinExecutive Director, One Investment Group

YORKWAY CAPITAL PARTNERS

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