Monash Private Capital is a Sydney-based independent financial services firm investing across various asset classes as principal and through its managed funds, and also offers strategic advisory services.
Our operating brands include Monash Private Capital, Wentworth Williamson Fund, Our Innovation Fund and Alleasing. We also have a strategic partnership with and investment in OurCrowd International.
Founded by Geoff Levy and Joey Fridman, our other cornerstone shareholders include the Kirsh Group, one of the world’s largest private companies founded by Nathan Kirsh, and Genesis Capital, a diversified financial services group.
Our foundations stem from the strong credentials, proven track record and deep relationships of our shareholders and team members. We have a flexible and creative approach to opportunities with an ability to make nimble decisions supported by a robust risk management and governance framework.
Monash Private Capital invests as principal or through our managed funds in equities, real estate, lending opportunities and other special situations.
As a boutique firm with a family office mindset, we act with agility and creativity to deliver both conventional and out-of-the-box financial solutions, and also offer strategic direction, operational support, mentoring and help open doors. We are often not constrained by mandated investment horizons, allowing us to monetise investments as opportunities present themselves.
Our equity investments include both publicly listed and private companies, from early stage venture capital to later stage private equity.
Our listed equity investments are primarily carried out through our in-house fund manager, Wentworth Williamson, whose independent team manages a high-conviction, value-focused portfolio of ASX/NZE listed securities.
We have a history, passion and interest in investing in early and expansion stage opportunities, where we take a hands-on approach. These investments are predominantly carried out through our venture capital fund, Our Innovation Fund, as well as via our partnership with global equity crowdfunding platform, OurCrowd.
We seek to invest in real estate assets where can enhance value through repositioning, tenanting or development with an overarching focus on identifying undervalued properties.
Through Alleasing, we provide innovative asset finance and leasing solutions to business and government primarily around medical, IT and other specialised assets that are integral to our clients’ operations. Alleasing has also entered into a strategic partnership with Credabl, which provides a range of financing solutions to the professional medical market.
Monash Private Capital offers independent corporate, strategic and financial advisory solutions to multinational corporations, publicly listed companies, privately owned businesses, government agencies and high net worth entrepreneurs.
Our experienced team have been involved in a multitude of transactions in a range of industries across various jurisdictions. We have the passion, know-how and appetite to identify, structure and execute successful transactions for our clients. We provide innovative solutions to corporate situations which are not in the “business as usual” category, such as divestments, acquisitions, mergers, capital raisings and strategic reviews.
Our straightforward advice is backed up by solid analysis, sound logic and our own commercial experiences. Our skills in valuation and modelling are matched by our practical advice in implementing transformational milestones.
We are frequently relied on as “the trusted advisor” to our clients, and retained at a board level to provide ongoing strategic assistance. This close working relationship embeds us as long term partners to our clients with a strong understanding of their strategic goals and direction, thereby enabling management to maintain focus on running their business.
Wentworth Williamson is an independent, high-conviction, value fund manager investing in listed equities. The fund has an excellent track record of generating returns superior to its benchmarks.
Our Innovation Fund, LP is an Australian based venture capital firm that invests in innovative high growth businesses, led by a team of proven business builders with a long track record of backing leading entrepreneurs.
Alleasing is a leading, independent provider of asset finance and leasing solutions. Established more than 25 years ago, we have financed billions of dollars’ of assets across a range of sectors and business size.
OurCrowd is a world-leading equity-based crowdfunding platform, built for accredited investors to provide venture capital funding for global startups that are carefully vetted by trusted professionals.