Direct Investment Unit

Our experience is unparalleled, having advised over A$11bn in capital investments for our clients since 2016, in assets with an enterprise value of over A$120bn. To date, more than 60% of the capital investments advised by JANA have been offshore in Europe and North America, with the remaining 40% in Australia.

Our team can support your on your direct investment needs through the following services.

1. Investment Due Diligence of Potential Transactions

• Reviewing due diligence material
• Assessing the appropriateness of the investment’s business plan
• Undertaking risk assessment and stress testing return outcomes
• Review of capital structure and proposed debt terms
• Review of key consortium agreements including shareholder governance, and
• Manager due diligence and assessment of manager expertise.

2. Asset Management

• Attending board meetings and reviewing board papers (where applicable)
• Undertaking site visits (both domestically and offshore) and having regular calls with management of underlying companies
• Reviewing periodic management reports and other company materials
• Providing bespoke research or advice related to the investment and or market, and
• Representation on advisory committees (where applicable).

Want to know more about the Direct Investment Unit?

Email your enquiry below and a member of the team will be in contact shortly.

Contact JANA