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Welcome to the March/April 2025 edition of the Funding Strategies newsletter! |
It has been
an interesting / turbulent first quarter with trade tariffs globally and a
flight to gold.
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Interest rates and inflation seem to be “steady” at the
moment as does business confidence – essentially neutral (Chart Pack | RBA).
While
the stock market will reflect the uncertainty in global markets we believe
there are good opportunities in alternative assets including yielding
opportunities that are not correlated with the public markets (see Investment
Opportunities - Australia | Funding Strategies). Please reach out
for more information.
We are also seeing strong merger and acquisition
opportunities and have a number of buyers looking for investments. Again
please reach out if you are looking to buy or sell a business (Exits,
Mergers and Acquisitions (M&A) - Australia | Funding Strategies) and we
can see how we can help. We are currently running a number of buy side
advisory assignments.
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Finally, please feel free to contact us if we can be of assistance to your business.
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Product of the Month: Corporate Advisory | Management Consulting |
We help strengthen companies by enabling innovation, assisting with new business models, practices, new market opportunities and strategically supporting the Board and operations. We advise emerging and growing companies.
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View our Latest Opportunities |
We invite you to download our deal list from our website (registration / log-in required, membership is free). |
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Introducing Project Efficiency
Providing energy efficiency assessments |
We enjoyed our recent strategy session with a provider of energy efficiency assessments for commercial and residential buildings as well as advice on energy efficiency.
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Welcome to the team!
Felix-Alexandre Cavalerie joins BlueMount Capital |
We are delighted for Felix to join our team after completing his internship with us earlier this year.
Felix (pictured left) is currently pursuing a Bachelor of Advanced Finance and Economics (Honours) at The University of Queensland and has also studied Alternative Investments at the London School of Economics. His background encompasses B2C sales in insurance, utilities, and credit recovery management.
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Felix has experience at Morgans Financial, where he acquired knowledge in market analysis, financial statement review and client management. He was also selected for the 2024 Startmate Student Fellowship, where he pursued his entrepreneurial and startup interests, expanding his network of investors, mentors and founders.
In addition, Felix holds a Gold Duke of Edinburgh International Award and was a semi-finalist in the Australian national 2024 JP Morgan Investment Banking Competition.
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Introducing Project Food
A US headquartered group is looking to expand its food related equipment manufacturing and distribution capabilities in Asia
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Project Food provides food
processing solutions that develop innovative equipment and machinery for the
food processing industry. The group provides full solutions including, but not
limited to, design and manufacture of food processing equipment, freezing,
packaging, etc. The food covers meat, diary, fruit and vegetables.
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The Company provides indoor mapping solutions in Asia |
Project Map provides indoor
mapping and positioning services for global applications. The Company's
indoor positioning and navigation uses existing Wi-Fi infrastructure and AI,
eliminating the need for bulky hardware installation such as sensors. Its current customers include shopping centres, airports and hospitals in various
countries in Asia. Project Map is expanding in Asia and the Australian market has been identified as key market for its global expansion.
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Project Beam is a technology company that facilitates novel models of urgent and elective hospital-level care to patients, delivered in the convenience and comfort of their home |
Project Beam connects patients looking for care with relevant consultant specialists via the
Company's virtual practice, empowered by its platform and
ecosystem. Each individual consultant delivers care to patients via
hybrid remote and in-home clinical teams from the health and social care
ecosystem, via a unique and disruptive resourcing model. Care is supported by
cutting edge medical devices, best-in-class medicines and therapies.
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Webinar recording now available: Introducing Projects Agritech & Climatetech |
Methane Reducing Additives & Subscription-Based, Carbon Offset Platform
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On
Wednesday, 5 March 2025 at 12 noon AEST, we held the Projects Agritech & Climatetech webinar. At this event, attendees had a chance
to:
- Get to know the Companies;
- Meet the Team behind Projects Agritech & Climatetech;
- Receive the latest update from
the Companies;
- Gain insights on the current
opportunities;
- Ask the questions you want
answered.
For those who were unable to attend the webinar live, the recording is now available here.
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Project Car Share - Update
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Project Car Share partners with Uber to expand access to affordable EVs for drivers in NZ
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"Project
Car Share has partnered with Uber to expand access to affordable EVs for
the tens of thousands of Kiwis who drive and deliver with Uber and Uber
Eats.
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From today,
drivers and delivery people on Uber can access exclusive, discounted deals on
EV rentals with leading local carsharing platform Project Car Share.
Project Car
Share, New Zealand’s leading car-sharing platform, is on a mission to help
build more beautiful and liveable cities by providing a better alternative to
private car ownership."
"Uber is on a global
journey to eliminate vehicle emissions across the platform by 2040, and over
the last two years the company committed $7.5 million in incentives to help New
Zealand driver partners go electric, alongside partnerships with bp charge and
BYD aimed at bringing down overall costs of EV ownership."
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ACBC QLD & SCOC present: Gold Coast Business Speed Connect
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Our team member Adrian Bernard attended on behalf of BlueMount Capital:
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"Gerard 慈利 ジェラルド Robb 路部 ãƒãƒ–
Had a fantastic time at the ACBC Gold Coast Business Speed Connect Event!
Thanks for facilitating such a valuable event!
As a participant, the insights shared by Robert Molhoek MP on the Gold Coast’s
Medical AI & business potential and Lisa Gay 盖丽莎 Lisa Gay's tips
on Chinese language and cultural competence were invaluable. The networking was
top-notch, and I made great connections with industry leaders.
A big thank you to the sponsors and everyone involved for hosting such a
quality event. Looking forward to continuing to grow with ACBC!"
Image below: The attendees of the event
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HKABA networking function
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Image above: Some of the attendees of the Growth Capital Forum, Mitchell is second from left |
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Wholesale Investor Emergence & The Growth Capital Forum: - Mitchell reports back from Sydney
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"The Wholesale Investor Emergence event highlighted a range of
companies, funds and investment opportunities in a range of sectors, while also
providing some interesting insights from panellists.
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Hashan De Silva from KP-Rx
(a Biotechnology venture capital fund) gave an overview of the Biotechnology
market from an investment perspective and highlighted the lower business model
risk when compared to technology and other companies due to the predictable
nature of forecasting the drug prices and sales volume. However, the main
risk comes from the clinical trials, and it is important to mitigate this by
having enough funding to last all the way through until phase 3 clinical
trials. Hashan also discussed the strong BEAR market in Australia and the USA, particularly with companies earlier then phase 3 trials, with companies raising
at lower valuations to ensure enough capital is raised.
The Emergence event
also discussed the importance of diversification of an investment portfolio,
particularly with including crypto in people's portfolio. The speakers
highlighted the changes and movements in crypto, particularly regarding the new US
government. Private credit funds were also a major talking point, with a strong
rise in the amount and size of the funds in Australia in recent years."
The Growth Capital Forum, hosted by Private Equity Media, was a
great event, starting with a very interesting economic outlook from Barrenjoey,
highlighting the expected inbound investment into Australia. The panellists and
speakers covered a range of topics from the importance of valuing and growing
intangible assets, success strategies for baby boomer businesses, opportunities
in the renewable energy transition as well as national security and defence
tech. The key takeaway is that growth equity is becoming a strong opportunity
in the market, and it is important to work with the founders of the investee
companies to continue the growth story."
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McCormick Harris Insurance
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McCormick Harris' March Insurance Update covers the following: - How To Bridge the Skills Gap To Get Your SME
Thriving
- How Your SME Can Better Manager Mental Health
Claims
- Hiring Smart: Graduates & PhDs for
Budget-Conscious SMEs
- Why LA’s Wildfires Matter for Aussie Businesses
Like Yours
- Cyber Threats and Power Outages: A SME Survival
Guide
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Funding Strategies Pty Ltd ACN 161 432 123 Authorised Representative for AFSL 230680 Ground Floor, Suite A, 201 Leichhardt Street Spring Hill QLD 4000 Australia +61 7 3160 2840 |
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