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

Health Investment – multinational

Cardioscan is a provider of ‘fast heart data’. They are 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 20.22% and a money multiple of 1.44x.

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, USA.

Banking – Australia

Alex is a for-profit-for-purpose neo-lender advocating social and community impact. The lender is working towards becoming a neobank. It is challenging the current status quo within the Australian banking sector. Currently, it can issue loans and is 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 provides a unique development opportunity with the current tenant, in return for negotiating a longer lease and rental uplift.

Tourism - Queensland

Management rights for a well-positioned resort in an emerging tourism spot in Queensland, only a few hours outside of Brisbane. Plantation Resort at Rainbow is a luxury appointed first class resort located in the centre of Rainbow Beach, the heart of Australia's Nature Coast. The Plantation Resort is the only resort in centre of Rainbow Beach, the southern gateway to the World Heritage listed Fraser Island.

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