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Helmsman Capital

Special situations investment and advisory business focused on transactions that others find difficult because of time frames, complexity and investment mandate limitations.


About UsOur Work

What We Provide

We provide both debt and equity funding solutions alongside specialty consulting services.

By providing a complete solution, we can reduce costs and complexity, whilst enhancing speed and outcomes.

Equity Funding

Typically $15-100m.

Debt Funding

Typically $15-100m.

Specialty Advisory

discrete services supporting acquisitions, divestments, capital raisings, operational transformations, turnarounds & debt restructures.

Who We Are


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.

Customised Funding Structures

We customise our approach to meet the unique requirements of each deal using combinations of:

EQUITY

For Growth, Buyout &
Recapitalisation opportunities.

Senior debt

To support appropriately
leveraged businesses.

High yield debt

For higher risk, but stable
businesses & acquisition finance.

Debt purchase

Acquisition of senior debt
to facilitate an efficient
recapitalisation of over-geared
businesses.

Our Solutions

INTEGRATED FUNDING, STRATEGY & SERVICES

We provide a unique set of solutions to bring institutional capital efficiently into high value private opportunities, combining direct private equity and private debt with specialty transaction advisory, restructuring & business transformation services.

Restructuring, rejuvenation & transformation

Helping businesses achieve their potential is why we come to work.

Creating value through relentless change is our default setting. We have a team with deep experience across:

  • Transformational growth initiatives
  • Rejuvenation of stagnant businesses
  • Operational &/or capital restructures
  • Turnaround programs
Capital for growth, buyouts & restructures

We structure and fund transactions to capture value from unique situations.

Our extensive private equity track record has centred around funding growth opportunities, MBOs and capital restructures. Aside from the capital, our management partners benefit from our:

  • Deep transactional experience to achieve the best outcomes when buying or selling
  • Broad experience garnered across many businesses and sectors
  • Ability to focus businesses on what creates value
Acquisitions & Divestments Advisory

Buying and selling businesses is at our core.

But we do it from the perspective of owners, not agents. For us, it isn’t just a transaction.

  • We understand and care what the business will look like after the transaction completes
  • Details matter – we take the time to understand what really makes a business tick
  • Selling is always easier when you’re passionate – we don’t buy things we don’t believe in. Nor do we sell them.
Debt Purchase

.

Innovative structures to acquire debt positions from lenders to facilitate efficient capital restructures.

Our approach enables us to:

  • Simplify + speed up transactions
  • Align interests with equity holders + management
  • Reduce costs + fees
We see value where others see challengesWe simplify complexityWe think rough edges can be beautifulWe’ve learned from brutal experience

— HELMSMAN CAPITAL —

Our Work

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.

Our Numbers

Our experience

25
Primary investments
60+
M&A transactions completed
500+
A$M deployed + Committed
15
Years

The cumulative experience and track record of the senior team

Our Investment Criteria

FOR PRIMARY INVESTMENTS

We focus on established businesses that meet the following criteria.

$20-200m
enterprise value

Businesses that can be valued within this range excluding any debt the business may owe.

Deals where we
have an angle

That is, where we bring something more than just money to the table, such as speed, industry insight, operational expertise, restructuring expertise, a transaction structuring advantage, a strategic partner, or a bolt-on acquisition.

Sector agnostic

We’ve had success across a diverse range of sectors and look to judge each opportunity on its merits. Australia or New Zealand focused.

What we don’t do

Start-ups/early stage ventures.

Contact

Tel.: +61 2 9239 8100

L5, 23 Hunter St Sydney

info@helmsman.com.au
www.helmsman.com.au