Are you the owner of a leading SME?

Are you currently:

  • considering a staged retirement, a sale, or a succession plan?

  • planning major organic growth, or a merger and acquisition strategy? 

  • trying to look after your staff and family while receiving fair value?

  • looking for a confidential transaction?

Anacacia can invest alongside you and assist with strategic planning, M&A and executive hiring, governance and other Board level matters.

Are you looking to become an owner?

We also back leading SME managers willing to invest alongside us in:

  • Existing businesses that they manage; or

  • Different businesses that might be for sale (or where owners are looking to reduce their shareholding or stage their retirement).

Anacacia Capital can sponsor the transaction, co-invest equity and work with management at Board level to help the business to grow.

Anacacia’s Investment Criteria

  • We typically invest in businesses with $5M+ in existing earnings and $25M+ in Revenue.

  • We do our best work with local management teams based in Australia or New Zealand.

  • We specialise in supporting owners with succession planning and/or new growth opportunities, with plans for a longer term full sale or IPO.

  • Anacacia seek outstanding management teams to partner with. We also support portfolio companies fill out their management where required following our investment.

  • Anacacia is a private, confidential investment partner.

  • We seek out leading SME businesses with strong growth opportunities where Anacacia can offer strategic advice and capital to support long-term shareholder value.

Where Anacacia Adds Value

  • Anacacia has expertise in strategic decision making, supporting CEOs with their most challenging decisions. We support owners with strategic research, analytics support and board advice.

  • Anacacia are experts in supporting owners with succession planning. We can use our networks to help boost management teams so owners can step away from the business and do more of what they love.

  • Anacacia has a robust network in Australia which we leverage to support our portfolio companies. This includes our Business Advisory Council, an exclusive advisory group of former executives from Australia’s leading companies. We also organise regular executive meetups for the Executives in our portfolio to network and share ideas.

  • Our team supports portfolio companies execute their inorganic strategy. We support with origination, due diligence, risk management, negotiation, structuring and financing of potential M&A deals.

  • Anacacia provides a confidential solution for owners seeking to raise capital.

  • Anacacia provides investee partners with best practice training to support business operations. We also access group discounts on corporate costs including travel & insurance.