Tag: Fortitude Investment Partners

With 60,000 small‑cap businesses and little institutional competition, Fortitude sees the lower mid‑market as private equity’s true growth frontier.

For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the lower-mid-market.

Alignment is everything in private equity, says Fortitude’s Bryan Brown. That and understanding individual psychology.

With an abundant opportunity set, less competition for deals, lower entry prices, wide exit windows and the potential for higher exit prices – what’s not to like about lower mid-market private equity?

Two big factors make the case for investment in a financial advice business – or one that supports the industry – compelling, the Brisbane-based PE purveyors believe.

What the Brisbane-based lower-mid tier private equity group is pulling off is emblematic of the success private equity players are enjoying in recent times. But each PE player has their own unique strategy that largely defines just how well they’re doing.

Companies are eschewing publicly listed markets in favour of private ownership, which has warped the availability of information to investors. For those with access, the advantage is heightened in certain sectors.

The phenomenal growth of private equity’s big players has left a yawning gap in the lower-mid market, which enterprising players like Fortitude Investment Partners are all-too keen to step in to and take advantage of.

The Brisbane-based private equity team has made a point of seeking out investee companies that are well equipped to handle a slow-motion recovery in the domestic economy.

Private capital might house some of the most in-demand asset classes in the game right now, but the proliferation of providers just reinforces the need to know exactly what you’re good at and do it well.

The Brisbane-based private equity team is backing the further expansion of its New Zealand-based Action Adventures, which has just made its second US company acquisition.

Getting a good business in a good market with good people is just the start for this highly connected Brisbane funds management team. The next step involves a network of specialist consultants that know how to scale.