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Welcome to the February 2026 edition of the Funding Strategies newsletter! |
Risk, Assets, and Capital: SME Credit Markets in 2026
Join our Managing Director, Dr Mark Rainbird (pictured
below), who is on the expert panel at this breakfast seminar on 18 February in Brisbane. |
This event is designed for
commercial finance brokers who want a clearer, practitioner-led understanding
of how SME credit decisions are being made today. Rather than focusing on
macroeconomic commentary, the discussion will centre on real-world lending,
valuation, and risk assessment, and how these factors interact in live
deals."
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How strong is your business?
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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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We help business owners seeking capital: for expansion, to purchase equipment, for working capital, to pay down the ATO and to improve their balance sheet. We also see fund raising to increase FUM (funds under management), to purchase new assets or provide liquidity for existing shareholders (secondary sales). We also assist founders and companies in selling their businesses, to undertake a pre-IPO or back door listing.
Fundamentally
any or all of these activities / transactions can highlight weaknesses in a company or fund while going through the process. Typically, we come across issues with pitch documents (“packaging
the matter”), business strategy and structuring, financials and accounting,
business models / assumptions, governance, plans for the use of funds
(execution), not understanding competitors… and not having investor
relationships / distribution. To be successful, these issues need to be
addressed to attract investment and allow investors to complete due diligence
with confidence.
Funding
Strategies has more than 14 years of experience providing comprehensive capital
solutions to solve these problems, and to assist companies with business growth
planning / scaling advice / strategic partnerships, governance and execution,
strategic advisory and support services, capital raising, sourcing debt, deal
preparation, matching companies with investors, investor relations, structuring
investments, legal and compliance issues. View our testimonials here: Capital
& Investment Advice - Client Testimonials | Funding Strategies.
Please
contact us for a review of your situation.
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Introducing Project Active
Offering the first multi modality boutique fitness community on the Gold Coast |
Project Active offers a holistic approach to fitness, its concept involves three spaces to bridge the gap between physical and mental wellbeing: An emphasis on self-care, mindfulness and mental health benefits. Project Active also offers challenges, events and retreats.
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Project Index Update
Upcoming Webinar |
Project Index is an Australian equity income
fund investing in high-yielding, high-franked dividend stocks across 90–120
ASX-listed companies. The fund’s rules-based process is validated by S&P Dow Jones
Indices and is designed to optimise after-tax income and total
return.
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We are pleased to invite you to an investor webinar
for the Project Index investment opportunity at 1pm
AEST on Thursday, 19 February, with the Company’s Management Team.
The webinar is for individual investors interested in early-stage equity ownership in an established but growing investment management firm, with capital invested in a proven, diversified Australian equity income strategy.
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The session will focus on the opportunity to
participate in the growth of the investment manager itself (Class B units),
with investor capital remaining fully invested in the income fund. It is
intended for investors comfortable with a three-year investment commitment
and participating in the early growth phase of the manager. The opportunity
involves a minimum investment of $1m into the income fund.
The webinar will run for approximately 30 minutes,
followed by Q&A, and the opportunity is expected to close at the end of
March.
To
register for the investor webinar please click here.
Timing does not suit? Please book in anyway and we will send you a link to the
recording.
For previous news and webinar recordings from Project Index please click here.
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Webinar Recording now available |
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Project Extrusion is an integrated aluminium bottle manufacturing and filling
facility in Australia providing sustainable packaging solutions to beverage
producers across domestic and regional markets.
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At the Project Extrusion webinar on 4 February 2026, attendees had a chance to: Get to know the Company; Meet the team behind Project Extrusion; Receive the latest updates; Gain insights on the current opportunities; Ask the questions they wanted answered.
Please click here or on the image below to view the recording.
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“From our first meeting with BlueMount, we found them to be professional, prompt and organised.
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We engaged with Mark and Flora who both demonstrated an in-depth knowledge of their industry and guided us through the process of tailoring the best package to suit our requirements.
I would no hesitation in recommending BlueMount, they proved to have been invaluable partners on our growth journey”.
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Our Director of M&A, Flora Mok joined the Asian Financial Forum ("AFF") and Asia Private Equity Forum ("APEF") in Hong Kong on 26 to 28 January 2026. |
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Asian Financial Forum
The AFF was well received with over 3,600 participants joining the
event.
Flora was a delegate of the AFF Australia New Zealand
Delegation and had opportunities to meet with potential investors and clients
during the AFF, particularly at the one-on-one deal flow sessions.
Asia Private Equity Forum With over 800 participants, the APEF provided a good opportunity
for Flora to meet with various existing and new contacts such as private equity
and credit funds, institutional investors, family offices,
accountants, lawyers, etc. A number of them have been investing in
Australia or would like to understand more about the Australian market.
Some of the APEF speakers mentioned that they have been
investing in Australia and would continue to do so given the safe and stable
investment environment in Oceania.
Flora has been arranging follow-up meetings with those she met at
the AFF and APEF and showed interest in Australian matters.
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BlueMount Capital joins the
Hong Kong Australia Business Association
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"The Hong Kong-Australia Business Association Limited (HKABA), initiated by the Hong Kong Trade Development Council, was established in 1987 aiming to reinforce economic ties between Hong Kong SAR/China and Australia. Members are local business people with strong Hong Kong connections or those interested in doing business with Hong Kong and Hong Kong organizations based in Australia.
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The Association provides networking opportunities on which strong trading and investment links are built between Hong Kong companies and Australian companies. It also provides an effective channel of communications for information on economic development and trade opportunities in Hong Kong SAR/China."
After many years working with the team and attending the events, we are delighted to become a member.
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Australia China Business Council
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ACBC Queensland Chinese New Year Dinner 2026: Year of the Horse - Celebrating Australia-China Business Partnerships
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"The Australia China Business Council Queensland, Queensland’s premier bilateral trade organisation in relation to China, proudly welcomes our esteemed members and the broader business community to celebrate the Year of the Horse.
With over $40 billion in annual bilateral trade between Queensland and China, this event celebrates our shared achievements and looks to the future — strengthening people-to-people connections, fostering deeper partnerships, and promoting long-term mutual prosperity."
We hope you will join our Director of M&A, Flora Mok, at this event on 26 February in Brisbane.
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McCormick Harris Insurance
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Is Your Business Ready For the Next Grey Rhino? January Insurance Update
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In its January Insurance Update, McCormick Harris covers the following:
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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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