Our Services
We make sure your voice is heard above the crowd
Capital Raising
We work with our clients to design and execute programmes to meet their fundraising goals.
Acting as the agent for an investment manager in the Australasian institutional investor marketplace, Principle will lead and coordinate the capital raising process for an offering, introduce prospective investors and interact directly with them on behalf of the client.
Principle works closely with our clients on all aspects of a fundraising campaign, this includes advising on strategy and offering parameters, to ensure applicability and consistency with the needs and expectations of Australasian investors. We draw on our extensive network and capabilities, with a view to successfully establishing the client in the market and providing them with close working relationships with the right investors.
Principle only works with investment managers that are the best in their field and limits the number of placement clients that it takes to market, to ensure that those that we work with receive our close attention and unwavering support.
We have proudly raised over $4 billion for our clients, many of whom we have worked with over several years.
Consulting Services
Principle works with domestic and international managers as they consider how they establish and build a successful investment management business and associated products in the Australian market.
Diagnostic Review
A diagnostic review enables an investment manager to determine whether its proposed offering is likely to attract institutional investor support.
In conducting a diagnostic review, Principle subjects an offering to a detailed level of scrutiny and works through a process that replicates the due diligence process of a sophisticated Australian investor.
Both new and established investment managers will find that the review process provides insight into the key issues they will face when capital raising, which can ultimately lead to considerable time and cost savings.
A diagnostic review may be undertaken on a stand-alone basis, or as a prelude to a product development, market entry or placement assignment.
Product Development
Principle will work with an investment manager to help it develop an offering capable of efficiently and successfully accessing the institutional investor market.
The analysis and input provided by Principle helps ensure that an offering can pass more readily through investor decision-making frameworks, get greater investor attention and be more likely to attract investor support.
Market Entry
A market entry assignment encompasses the formation of a marketing plan that will help ensure successful interaction with institutional investors and their advisors.
The market entry service is appropriate for investment managers that have worked through the Principle product development process and investment managers that are otherwise ready for market.
Customised Solutions
In addition to our core services Principle undertakes customised projects associated with investing in alternatives asset classes.
Previous projects have related to:
- the sale of existing portfolios and secondary positions in funds
- assisting domestic and international investment managers identify appropriate business partnerships
- identifying prospective investment team members
- providing institutional investors with information to help in the development of their alternatives investments portfolios, and
- the sale of debt and equity for large infrastructure assets.