Capital - Greenmount Advisory

We provide our clients and investors with a symbiotic opportunity to support and co-invest alongside each other to share in future value creation.

GreenMount strives to build long-term partnerships ensuring a reciprocal flow of value for our stakeholders.

Our Funds

GreenMount provides an investment fund platform for investors to invest in Private Equity and Venture Capital, providing access to co-investment opportunities alongside proven Australian and New Zealand fund managers that investors may not otherwise be able to gain exposure to (many top tier funds are closed to new investors). Our Funds apply a multi-manager co-investment model without the complexity of multiple manager relationships.

We access a significant number of the investment opportunities via the GreenMount Advisory deal origination activities, leveraging our Advisory business’ enduring client base of leading private equity fund managers and family offices and an extensive professional network of advisors and strategic alliances that provide advantaged deal flow. Our GreenMount Capital team also has strong relationships with private market managers across New Zealand, providing another source of deal flow both for private equity and venture capital opportunities.

Our Investment Approach

GreenMount Capital Funds

Our team manages the following Funds

Co-Investment Fund

A mid-market growth fund co-investing alongside New Zealand and Australian top tier private equity sponsors.

New Economy Fund

A venture capital based fund that focuses on themes of sustainability and technological transformation often with social and impact objectives.

For Investors

Access to top tier investment managers via a multi-manager co-investment platform
Proprietary deal origination through the extensive networks of GreenMount’s wider professionals
M&A expertise and operating partner capability to drive value post investment
Supporting NZ Inc by targeting businesses with an existing or targeted economic link to New Zealand
Alignment of interests as we invest alongside you
Responsible investment – investing in accordance with GreenMount’s ESG policy and aligned values with Iwi cornerstone investor Ngāi Tahu Investments

For General Partners

We extend your origination network and bring fund specific opportunities to you for co-investment
We provide strategic value in New Zealand markets via our Iwi investor base
Ability to invest alongside a New Zealand based minority partner with local knowledge and networks that can provide an edge over other sponsors
Provision of specialist M&A Tax and Operating Partner Services

For Portfolio Companies

We give access to a network of trusted co-investment partners
The wider investment companies and operations of our Iwi investors can create market synergies and business opportunities

Our Investment Approach

Responsible Investment

Under our ESG policy, we seek investments that comply with many of the UN’s Sustainable Development Goals and our values are aligned with the environmental and intergenerational objectives of iwi cornerstone investors. GreenMount Capital and GreenMount Advisory are in the process of being certified as a B Corp, meaning we will be leaders in the global movement for an inclusive, equitable, and regenerative economy – all values that align with our relationships with iwi investors.

Active Value Creation

GreenMount has a strong team of experienced investment managers and M&A professionals including restructuring advisory and post-deal operations capabilities to actively create value within our portfolio companies. In addition, the operating assets of Ngai Tahu Holdings (parent company of our cornerstone investor) provide both supply and sales opportunities for our portfolio companies.

Alignment of Interests

GreenMount key persons and staff have the option to invest into our funds.

Our Values

Underpinning all of our decisions and driving value creation for New Zealand business are our core values: Trust, Respect, Loyalty, Collaboration, Accountability, and Resilience.

Our Values

Co-Investment Fund

The Co-Investment Fund will seek to invest $2.5m – $7.5m per investment, alongside larger lead co-investors that are top tier Australian and New Zealand private equity sponsors. It target’s mid-market growth and buy-out companies with EVs between $25m – $150m, primarily with an economic link to New Zealand (either a New Zealand based business or an Australian business with existing or planned New Zealand operations).

This provides a diversified portfolio in terms of both portfolio company sectors but also investment manager style (e.g. buyout, turnaround), with GreenMount Capital’s own thorough due diligence process overlaid.

The Fund is industry/sector agnostic subject to the following sector exclusions: Gambling, Prisons, Tobacco, Sex industry, Controversial weapons, Real assets in property or agriculture.

Our Investments

New Economy Fund

The New Economy Fund (“NEF”) will seek to invest between $0.15 m – $1.5m per initial investment (building investment positions via subsequent funding rounds). 50% will be allocated to start-up and early stage (seed, Series A & B) with 50% into start-up or growth rounds (Seed and Series C+) or mature businesses (including as follow-ons to earlier investments).

We primarily target making private company investments via equity, although debt or hybrid instruments are also permitted.

The NEF targets innovative and disruptive New Zealand based early-stage businesses inside themes that have a strong focus on sustainability, social equality and intergenerational growth for communities and the wider economy.

Our Investments