Our Approach | Goldstone

What We Look For

Goldstone invests in highly resilient business services companies offering essential support to their clients.

We seek to partner with businesses led by outstanding owners and management teams who have built organisations with attractive operational fundamentals, a track record of strong financial performance, and a compelling growth trajectory.

Together, we transform each portfolio company through a combination operational enhancements and growth initiatives, with the goal of turning each investment into a leader in their respective markets.

Providers of essential, mission-critical services

Businesses with a prior history of stable cash generation

Actionable growth strategy encompassing both organic opportunities and strategic M&A

Businesses generating between A$3-8 million of EBITDA

Opportunity to invest alongside highly motivated owners and management teams looking for a partner to drive growth

Businesses based in Australia or New Zealand

We develop a mutually agreed value creation strategy alongside management teams prior to investment

We deliver hands-on support and guidance to our portfolio companies by assisting them across a range of strategic and operational initiatives

We have deep experience across deal sourcing, execution, management, and exits.

We have an experienced Advisory Board and broader network to provide portfolio companies with specialist knowledge and resources

Opportunity to invest alongside highly motivated owners and management teams looking for a partner to drive growth

Collectively our team has an average fully attributed track record IRR of greater than 25%

Investment Strategy

At Goldstone, we believe that alignment with owners and management teams from the earliest stages of the transaction process creates the strongest partnership over the life of an investment and helps to generate attractive returns.

We prioritise collaboration and together with management teams we co-author a value creation plan that guides strategic execution and decision-making.

We help to identify and analyse transformative growth initiatives while also supporting operational improvements including team building, systems implementation, and reporting frameworks.

Management

Strong Founder/Owner Developing Team Depth Desired Equity Participation

Partnership

Capital Structure Commitment to Growth Aligned Incentives

Criteria

Defensive Market Position Strong Financial Performance Compelling Growth Profile