About Axle Equity Partners

Axle Equity Partners is an investment partner for SMEs

 We specialise in investing in and working with SMEs to help support business growth plans and succession needs

Our investors include some of the most successful business owners, executives and families in Australia and Asia

Invested over
290

Million in Equity Capital

Completed
17

Investment Partnerships

More than
25

Years' Experience

What We Do

Axle Equity Partners build long term partnerships with SMEs to help add value in the areas of:

Investment CapitalCapital to help fund growth plans and succession needs sourced on a case-by-case basis from a network of successful business owners, senior executives and family offices. Unlike traditional PE funds, our investors can in many cases assist with ideas and introductions to help grow the companies in which they have invested
A Business PartnerA partner that can add value across:
  • Business strategy and direction setting
  • Operational improvement and growth initiatives
  • Strategic partnerships and alliances
Execution Support Help with business execution in the areas of:
  • Capability and capacity building
  • Business relationships
  • Geographic expansion (e.g. Asia)
  • Technology as an enabler
  • M&A
  • Balance sheet management

We Focus On

1

Businesses headquartered in Australia or New Zealand with profits before interest and tax (EBIT) of over $3 million

2

Target equity investment size of ~$8 to $20 million                                                      

3

Key focus industries: Consumer Products, Industrials & Services and Financial Services

4

Opportunity to add real value (besides money) and to build long term partnerships

5

Solutions focused approach to investment structuring (e.g. minority shareholdings, cash-outs and co-investments)

6

Customary exclusions (start-ups, primary production, resource extraction etc.)               

Why Choose Axle Equity Partners?

We take the time to understand businesses and their objectives, stakeholder needs and the market context

We don’t invest unless we can help add genuine value besides money

Specialise in SMEs and understand the "realities" (challenges and rewards) of running and growing a SME business

We're not the big end of town types retrofitting the corporate way

Bring a blend of strategic, financial and operational improvement experience

This is complemented by our Advisory Board and Investors

Build long term and trusting partnerships with businesses

Although we're not a permanent source of capital, our investment horizon is not driven by fund type factors

Follow a disciplined investment process with a conservative attitude towards debt

We’re not financial engineers.  We generate returns through helping to create enduring business and shareholder value

Always act with honesty, respect and responsiveness

We don't make promises on which we don't intend to follow through

Our Experience

25+ years’ experience | $290+ million in invested equity capital | 17 investment partnerships

Our Senior Team

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Marcus Lim

Managing Director
B.Com, LLB
Marcus has over 17 years' investment experience. During this time, Marcus completed 10 investments and held 6 Board directorships. Prior to founding Axle Equity Partners, Marcus was a founder and the Managing Director of Yorkway Equity Partners, an investment firm focused on SMEs in Australia and New Zealand. Prior to this, Marcus spent just under 10 years at RMB Capital Partners, the private equity fund backed by FirstRand of South Africa, and 3 years at iFormation Group, the PE fund established by the Boston Consulting Group, Goldman Sachs and General Atlantic Partners. Marcus started his career at the Boston Consulting Group.
YORKWAY Wang G 020 (Web)

Greg Wang

Managing Director
B.Com, CA, MBA
Greg has over 10 years' investment experience. During this time, Greg completed 8 investments and held 5 Board directorships. Prior to founding Axle Equity Partners, Greg was the Investment Director at Yorkway Equity Partners and prior to that, the Investment Director at Equity Partners, a PE fund focused on SMEs in Australia and New Zealand. Prior to the investment industry, Greg spent 7 years across M&A / investment banking (at Caliburn, now known as Greenhill) and corporate advisory (at EY).
Antonella Pic

Antonella Petrella

Managing Director
B.Sc (Hons), PhD

Antonella has a wealth of investment experience across venture capital, private equity and public equity investing. Before joining Axle, Antonella worked with private capital investors Parc Capital, and public equity fund manager Lakehouse Capital. Prior to this, she was an Investment Director with Anacacia Capital’s private equity fund and served as a non-executive director on several portfolio company boards.

 

Antonella holds a Bachelor of Science (Honours) and a Ph.D in Chemistry from the University of NSW, and a Masters of Commerce from the University of Sydney.

The Advisory Board

Comprises some of the most successful business owners, executives and private investment professionals in Australia.

 

Strategic Affiliation - One Investment Group

Axle Equity Partners has a strategic affiliation with One Investment Group, which provides us with access to market leading resources and expertise to assist with the management of our investments.

One Investment Group is one of Australia’s most trusted providers of fiduciary and administration services to fund managers and investors, currently with over $25 billion in funds under management.

Please visit www.oneinvestment.com.au for more information.

Invest or Work With Us

If you are a wholesale/sophisticated investor interested in investing with us into fast growing private companies headquartered in Australia or New Zealand, please contact us.

 

If you are an experienced CEO/General Manager interested in working and investing alongside us in the business that you are managing or a different business for sale, we can sponsor the transaction and work with you to help achieve the business objectives.  Please contact us for a confidential discussion.

Level 7, 56 Pitt Street
Sydney NSW 2000

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