Invest South is a local private equity fund. We invest in dynamic companies who are looking for capital and expertise to fund expansion and growth. We are based in Southland and prefer businesses connected to the South Island, but will consider all quality investment opportunities.
Our focus is on partnering with management teams to increase and realise the value of a business. We bring board expertise, strong networks and hands on management support to assist with the moments of change that underpin successful growth.
Regional breadth and depth
With deep regional experience and networks, we’re well equipped to support and partner regional businesses. Our experience spans governance, operations, general management, capital structuring, and risk management across a range of industries.
Active management and mentoring
We operate an active management approach post investment through governance and can be more ‘hands-on’ with management as and when this supports strategy or the business’s management needs.
Agile, commercial and above all, local
We bring an agile investment approval process with a single layer of approval through our Board. Further, our local knowledge and relationships allow us to both evaluate and make investments in businesses that might otherwise be regarded as sub-scale and/or operationally complex for larger and more traditional private equity funders. Post investment, our size and governance structure enables quick decision making on key issues. We encourage management teams to work pro-actively with us on issues.
Patient and long term vision
Our sole investor is the Community Trust of Southland. We view ourselves as patient capital and a long term investor for sustainable returns. We support exits to realise value and will generally want to understand exit strategy as part of our investment decision but do not require investee companies to pursue a defined exit of trade sale or IPO.