Established in 2002, as a Joint Venture between Macquarie Bank & KPMG Restructuring, HELMSMAN CAPITAL was the pioneer in transformational investing in Australia, having raised the first Australian special situations fund.
HELMSMAN CAPITAL is operated by a seasoned team with deep experience across growth, transformational & turnaround investing.
Investment experience of the Helmsman Team
Our team’s experience covers a diverse range of industries, situations and capital structures. This is just a taste.
Generated a 5 fold increase in the enterprise value through earnings growth, taking revenue from $52m to $137m and EBITDA from $3m to $17m.
Exited via IPO.
MBO, acquisition funding & growth funding of a specialist port and shipping infrastructure services businesses.
Manufacturer & distributor of precast concrete, plastic & specialty metal products for the telco, electrical & infrastructure markets.
As both equity & debt provider, as well as restructuring consultants, oversaw a 4-fold increase in the business value through successful growth & profitability initiatives.
The business was sold to the world’s 3rd largest construction materials group.
Generated a 3 fold increase in the enterprise value through earnings growth, taking revenue from $36m to $62m and EBITDA from $4m to $9m.
Exited via IPO with another portfolio company.
Manufacturer & distributor of portable toilets and associated sanitation products.
As financiers & restructuring consultants, oversaw a fundamental transformation of the business introducing new production capabilities and the launch of a new product range.
The activities undertaken reduced the cost of manufacture by 35% and positioned the business to withstand the downturn in the mining sector in Australia.
Profitable business laden with an unsustainable debt burden.
The challenge – 3 unsyndicated banks, 13 unsecured creditors and 1 government agency.
Negotiated a complete restructure of creditors and provided equity & debt funding to recapitalise the business with the support of the management team.
Successful return achieved via a break-apart sale of the divisions.
MBO of a leading provider of integrated receivables management services in Australia.
Undertook a restructure to simplify the operations and established a division to acquire portfolios of delinquent debt. These growth initiatives saw EBITDA increase 5 fold prior to exit via a trade sale to an ASX listed financial services group.
Provided growth capital to a leading technical sports brand to fund its international expansion.
The business achieved compelling growth and the investment was exited to a strategic trade investor, generating strong returns.
MBO of Australia’s leading container leasing business.
The business achieved compelling growth and was sold to a US listed financial investor before subsequently listing on the ASX, generating strong returns.
Structured and funded the acquisition of a group of non-core divisions from a large health care corporation.
Exited as a break apart sale of the divisions.
MBO & growth funding of a vertically integrated farming, processing and marketing agribusiness.
Structured and arranged the direct investment with a leading sovereign wealth fund.
Funded the buyout of a high growth business that provides after-hours at-home primary care. The business provides an invaluable service to the health system to take pressure off hospital emergency departments.
The business is enjoying high growth as it’s services are rolled out across Australia.
Structured as a Helmsman led investment by our network of high net worth investors.
