Wingate is a private investment and advisory firm
specialising in private equity, specialised finance, property and listed
investments
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Wingate is a private investment and advisory firm
specialising in private equity, specialised finance, property and listed
investments.
Wingate has a reputation for discretion, creativity, reach and influence that ensures a special relationship with each of its clients, partners and co-investors.
Wingate was formed in 2003 by one of Australia's outstanding specialised financial service innovators and business builders, Farrel Meltzer. Wingate is owned by its principals and a group of substantial private and institutional investors.
Wingate’s joint venture partners include Australian Unity, a leading Australian financial institution with in excess of $12bn in funds under management and Safika Holdings, one of Africa’s leading investment holding companies.
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Listed Investments
A global equity investor and manager with a five year investment track record of substantial outperformance.
| Wingate Asset Management |
- Joint Venture with Australian Unity Investments, a $12bn institution
- Manages two global equity funds for institutional and retail clients
- Top quartile investment performance
- Outperformed benchmark by 5.0%+ p.a. since inception
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| Special Opportunities |
- Strategic and opportunistic medium-to-long term investments
- Invested in Everest Financial Group, achieving a c.30% return on equity
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Capital Solutions
Capital Solutions incorporates advisory and principal investment activities covering both debt and equity markets.
| Advisory |
- Mergers, acquisitions, divestments
- General strategic advice
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| Private Equity |
- Expansion and buy-out capital for Australian mid-market companies
- Partner with excellent management teams in companies that offer superior growth potential
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Specialised Finance
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- Short and medium-term debt funding for business growth, corporate actions and special situations
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Property
Active in funding experienced property investors and developers at various levels in the capital structure.
| Mezzanine Property Finance |
- Mezzanine funding for development and investment assets
- Short-to-medium term in nature, generally with clearly defined exits
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| Equity Co-investment |
- Equity (or preferred equity) co-investments in development or investment property
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| Direct Property Investment |
- Direct investment in quality property assets at attractive purchase yields
- Target investments with upside through value add or development potential
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