Capital - Greenmount Advisory

We provide our limited partners unique investment opportunities alongside leading private capital fund managers within thoughtfully defined strategies creating value for all stakeholders.

Our Funds

GM Capital provides an investment platform for limited partners to invest in Private Equity and Venture Capital, accessing co-investment opportunities alongside proven Australian and New Zealand private capital fund managers. Our Funds apply a multi-manager co-investment model without the complexity of multiple manager relationships nor the duplication of fees.

We access a significant number of the investment opportunities leveraging our GreenMount Advisory business’ enduring client base of leading private equity fund managers and family offices and an extensive professional network of advisors and strategic alliances. The GM 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 and partnerships as well as having boots on the ground and a strong position in the private market eco system
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 to support growth in the business in alignment as an investor with Management/Founders

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
Provision of specialist M&A Tax and Operating Partner Services to support growth in the business in alignment as an investor with Management/Founders

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.

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 invest a minimum of 2% across our fund products.

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 GM Capital Co-Investment Fund will seek to invest $2.5m – $7.5m per investment, alongside larger top tier Australiasan private equity sponsors who will lead the investment. Many of these private equity funds investors may not otherwise be able to gain exposure to i.e. most top tier funds are now closed to new investors. The Fund target’s mid-market growth and buy-out companies with EVs between $50m – $250m, 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).

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.

GM Capital follows a thorough bottom-up due diligence alongside the lead sponsor providing a diversified portfolio both in terms of sector exposure and also lead investment manager style (e.g. buyout, turnaround).

Our Investments

New Economy Fund

The GM Capital New Economy Fund (“NEF”) will seek to invest between $0.15 m – $1.5m per initial investment (building investment positions via subsequent funding rounds) with 70% of the Fund Series A & B and 30% Seed and Growth focused.

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

Our Investments