Alvia often identifies private investment opportunities to co-invest alongside our clients and other investors.

 

The investment team conducts extensive due diligence on private investment opportunities and only presents clients with those opportunities that the investment team would be willing to invest their own capital in. We apply the same rigour of due diligence to that of investments within the listed equities environment.

Private investments help to complete a holistic asset allocation in the sense that they reduce the volatility of an investment portfolio. Co-investments can be debt or equity in nature and can vary in type and tenure, from a short-term financing arrangement of less than 12 months to a five to seven-year investment in a private company or even an interest in a property.

The investment team has an open mind and will consider all investment opportunities presented to us, utilising the rigour of our investment process. If you have a proposal that you would like to present to the team, please be sure to get in touch.

Recent investments completed by the Alvia Asset Partners investment team

Hazardous Waste - Australia

Pure’s vision is to become a one-stop shop and a total waste management solution for the hazardous waste industry, establishing a national footprint across multiple sites. Pure’s first acquisition was the 100% purchase of the WestRex Group, a Queensland leading and independent hazardous waste management company. WestRex is a leader in liquid and solid hazardous waste management, organics recycling and contaminated site remediation, delivering innovative solutions to solve its clients most challenging waste and contaminated site problems. Their sustainable approach maximises the recovery of reusable resources from various waste products and minimises the volume of waste disposed to landfill.

Medical Response - Australia

Absolute Medical Response (AMR, formerly Paramedical Services) was founded in 1991 and is an industry leader in pre-hospital medical services. AMR provides quality medical care and customer service to government, community and corporate clients. The company’s core objective is to provide an improved standard of education in pre-hospital care, on site medical response, sporting and industrial medical support, Work Injury Response Service (WIRS) and non-emergency patient transport. With a fleet of specially equipped ambulances and state-of-the-art communications, Absolute Medical Response responds to calls in New South Wales, South Australia and now Queensland.

Health Investment – multinational

Cardioscan is a provider of ‘fast heart data’. The company has developed a technology enabled cardiac reporting platform providing various services across the globe. This is achieved through the review of cardiac data, collected via the deployment of hardware and software into their addressable market. The Alvia investment team realised this investment for its clients in June 2020, after a 2-year investment period, delivering an IRR of 20.2% and a money multiple of 1.4x.

Resources – USA

AeroAggregates (Aero) manufactures foamed glass aggregate (FGA), a lightweight alternative to traditional aggregate (e.g. gravel) that is 80% to 90% lighter (while maintaining the same tensile strength) and significantly cheaper on a total project cost basis. Aero’s manufacturing process uses the “waste glass” from the glass recycling process as its primary manufacturing input. The company currently has operations in Philadelphia and Florida in the USA, with recently announced plans to expand to the west coast of the country.

Banking – Australia

Alex is a for-profit-for-purpose digital bank advocating social and community impact, with the objective of "making banking fast, simple, fair and human". It is challenging the current status quo within the Australian banking sector. Alex was founded in 2018 by two senior banking industry executives with a mission to revolutionise banking in Australia and move it into the 21st century. Currently, Alex can issue loans and build a small deposit book, having received a restricted banking authority from APRA. With the issuance of this restricted banking authority, the digital bank is now seeking to gain granted status as an Authorised Deposit-taking Institution (ADI).

Property – Queensland

48 Miller Street is a two-level office building located in Murarrie on Brisbane’s east side. The property is currently leased to Tritium, a leading provider of electric vehicle charging stations. This investment provided a unique development opportunity with the current tenant, in return for negotiating a longer lease and rental uplift. The Alvia investment team realised this investment for its clients in January 2021, after an investment period of just over a year, delivering an IRR of 33.3% and a money multiple of 1.4x.

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