, MELBOURNE 3000
By Expressions of Interest
Michael Thompson

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Ian Aldridge

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The Finn Group
4 Bayley St,
Geelong, VIC 3220

MELBOURNE 3000

Professional for sale

MELBOURNE VIC 3000

By Expressions of Interest

Business Details

Boutique Asset Management Fund Available for Acquisition

This boutique asset management fund located in Melbourne is available for acquisition by a suitable party.

The fund invests in small companies / microcaps generally with a market capitalisation below $100 million, in the form of participation in IPOs, RTOs, placements on the ASX, as well as selective seed opportunities.

The majority of the current Funds Under Management (FUM) are held in listed equities.

The investors in the Fund are sophisticated and professional investors.

As at 31 December 2017, the Fund has returned 39.3% net of fees since inception (on original invested capital, to original unit holders including distributions, assuming distributions are 100% reinvested).

FUM circa $8 million.

This is an ideal bolt-on acquisition for a larger Funds Manager to acquire both the FUM and access to a pool of new sophisticated and professional investors.

Alternatively a partnership of new Principals or smaller firm with suitable skills, experience and qualifications would strongly benefit from acquiring this boutique asset management fund to run in a similar structure or merge with existing funds under management. The platform is in place to continue growing FUM and to build on the success to date.

Furthermore, an international funds manager seeking to establish a presence in Australia would find this an ideal platform from which to build your footprint.

For sale by Expressions of Interest.

To learn more and complete a Confidentiality Agreement, please contact Michael Thompson or Ian Aldridge on Click to call.

Summary »

  • Business Category: Professional
  • Business Sub Category: Finance
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The Finn Group
4 Bayley St,
Geelong, VIC 3220

Phone: 1300 535 932

Michael Thompson
Mobile: 0451 373 454

Ian Aldridge
Mobile: 0406 171 969

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