Gresham Distribution Partners is a funds placement and capital raising business based in Sydney, that brings together highly experienced individuals who are leaders in the Australian capital raising market.
Gresham Distribution Partners provides capital raising representation and related services to both Australian and international funds management businesses leveraging its deep links across each sector of the Australian and New Zealand investor and asset consultant communities.
Consistent with the broader Gresham approach, Gresham Distribution Partners looks to achieve superior financial outcomes for the funds management clients we represent. This is achieved by providing value adding services to talented investment professionals who are focused on investment thematics that create superior risk-adjusted returns for investors.
1. Distribution services for leading fund managers
Gresham Distribution Partners provides institutional-grade distribution and related capital raising services designed to deliver material growth in our clients’ assets under management. A high-level summary of these services is listed below, each of which provide a necessary foundation to support a leading capital raising campaign:
- Initial fund thesis and investment strategy ‘deep dive’ and competitive market positioning
- Fee level market analysis and structuring
- Capital raising roadshows across targeted investor audiences
- Strategic engagement with asset consultants for ratings outcomes
- Ongoing post-investment key client and asset consultant relationship management services
- Compilation and hosting of thought leading educational investment seminars
- Build-out of manager brand and strategy profile via physical market interactions and on-line marketing initiatives
- Funds management investment policy review and/or creation
- Strategic re-positioning of fund offerings and investment strategies
- Feeder fund vehicle creation where appropriate for investor aggregation
Gresham Distribution Partners’ range of capital raising services offers expertise across all investment vehicle types favoured by sophisticated investors, including funds, co-investment scenarios, separate account mandates, direct and syndicated investment opportunities.
2. Incubation infrastructure & services for new funds management boutiques
Gresham Distribution Partners is also well positioned to facilitate the incubation of new funds management boutiques via the existing infrastructure and resources of the broader Gresham Funds Management business. In addition to the services outlined above, this platform can offer new fund management boutiques the following support in order to critically free up time to focus on investment related activities, with new funds established and operated as part of the Gresham Funds Management business:
- Provider of working capital to support the incubation of new funds management businesses
- Provider of initial investment capital to provide alignment and support the track record of the new fund vehicle
- full institutional grade capital raising services
- In-house legal counsel
- In-house finance and accounting
- AFSL compliance
- Office accommodation
- IT support
Gresham Distribution Partners operates under the existing Australian Financial Services License (AFSL) of Gresham Partners Capital Limited [AFSL No: 247110], which has been licensed for over 30 years. This can offer further strategic benefit to those international funds management businesses looking to enter the Australian wholesale investment market.
Background and Approach
The senior personnel within Gresham and Gresham Distribution Partners have significant capital raising experience across most asset classes, having led successful capital raisings in excess of over A$7.7billion and directly raised in excess of A$3.0 billion over the past 7 years across fixed income, private debt, infrastructure, renewables, private equity, real estate, agriculture, market neutral and long/short equities strategies.
Whilst capital raising is at the heart of what we do, our institutional grade service offering is broad based and reflects our detailed understanding of sophisticated investors’ requirements in making fund and investment commitments in today’s environment. Gresham Distribution Partners offers a broad range of traditional distribution and related services along with new boutique funds management incubation capabilities. See full list of services offered.
Gresham Distribution Partners looks to establish strategic, long-term relationships with the funds management businesses we represent and partner with. Consistent with this approach, our remuneration structure is focused on the life of an investor’s commitment, thereby providing further alignment with the success of our fund manager clients, in turn enhancing the depth of the relationships we build with fund managers and investors alike.
Local Market Dynamics
As of December 2019, the pool of Australian Superannuation assets stands at approximately A$3.0 trillion (Association of Superannuation Funds of Australia) making it the 4th largest pool of pension assets globally. This pool of assets is forecast to surpass A$10 trillion over the next 20 years. Gresham Distribution Partners understands the relevance of this pool of assets across the global investment management landscape and is well positioned to assist fund managers navigate this highly relevant and sophisticated market to achieve their capital raising objectives.
Gresham Distribution Partners believes Australian and New Zealand based professional and sophisticated investors have a growing demand for uncorrelated sources of investment return. Investors are increasingly looking for innovative and alternative investment opportunities with which to complement existing traditional risk assets and portfolios.
The Gresham Distribution Partners team comprise senior operatives experienced across a broad range of capital raising representation and related services and has the benefit of access to the Senior Advisors and senior personnel within the Gresham Group. See full list of Senior Advisors.
William Stephens - Managing Director - Head of Gresham Distribution Partners, Sydney
M: +61 409 059 007
Gresham Distribution Partners
Level 17, 167 Macquarie Street
Sydney NSW 2000