Octani Investments is a full-service independent corporate strategy and corporate financial advisory practice operating throughout the Asia Pacific region

About

We specialise in assisting middle-market clients in all major industries with strategic transactions such as capital raisings, divestments and acquisitions and corporate strategy. Our approach is to roll our sleeves up and work closely in partnership with our clients providing practical, value-adding advice and solutions to ensure the successful completion of every transaction. Key to our success in originating and completing transactions is our comprehensive network of relevant organisations and individuals throughout the Asia Pacific region and beyond.

To discuss your next strategic transaction with one of our team, pleas​e contact us ​today.

Capital is the fuel that drives your growing business.

Capital Raising

 In the world of investment, courage becomes as essential as capital. 

Warren Buffett

 Most organisations have a need to raise capital at one time or another, yet the majority fail to anticipate it or manage the process poorly in relation to timing, quantum of funds, funding terms or source of funds or in many cases fail to complete the capital raising at all. 

Philip Hirschberg, CEO

 You've got to stay focused on your core business during the distracting and time-consuming capital formation process. Many entrepreneurs neglect their companies in their efforts to raise money only to find there's no company left by the time they get a commitment and negotiate the deal! 

Sherman 2005

 Capital is the lifeblood of a growing business. In an environment where cash is king, no entrepreneur I have ever met or worked with seems to have enough of it 

Sherman 2005
  

Capital Raising

A successful capital raising hinges on a well-defined strategy and a forward-looking perspective of the company, supported by thorough financial modelling. This helps in determining the necessary capital and the ideal capital structure for the company.

Equity Capital Raising Services
We cater to companies seeking equity capital, offering various solutions in private and public equity capital raising. Our services include:

  • Seed and Venture Capital
  • Development Capital
  • Pre-IPO Funding
  • Private Equity Capital
  • Initial Public Offerings (IPOs)
  • Secondary Placements
  • Rights and Other Entitlement Offers
  • Restructuring Funding
Debt and Hybrid Capital Raising Solutions
Complementing our equity offerings, we provide a spectrum of debt and hybrid funding options, assisting clients with:

  • Debt Restructuring
  • Asset Financing
  • Project Finance (Including Construction Finance)
  • Senior Debt Facilities
  • Mezzanine/Subordinated Debt Facilities
  • Structured/Syndicated Finance
  • Hybrid Securities (e.g., Convertible Notes)
Our extensive experience across various funding scenarios has enabled us to develop an expansive network. This includes investors of all scales, from high-net-worth individuals to global investment funds, and bankers with diverse debt product offerings.

Our Commitment
We guide organisations through the complexities of capital raising, ensuring they secure the most suitable capital promptly.

For assistance with your next capital raising venture, we invite you to contact our team today.

Exiting is likely to be one of the most significant business decisions you will make.

Divestments

 To understand KKR, I always like to say, don't congratulate us when we buy a company ... congratulate us when we sell it and when we've done something with it and created real value 

Henry Kravis, Kohlberg Kravis Roberts

 Ask yourself what is really important and then have the courage to build your life around the answer 

Lee Jampolsky

 We need to be true to who we are and remember what's really important to us. 

Steve Jobs

 Letting go of assets is as vital as acquiring them; it's all about optimal allocation. 

Anonymous

 Resource allocation demands both acquisition and divestment; balance is key. 

Anonymous
  

Divestments

Selling a business ranks as a pivotal decision for any business owner, demanding meticulous planning both in terms of the exit strategy and the sale process itself.

Our expertise extends to supporting organisations in diverse divestment transactions, catering to both trade/industry and financial buyers. Our services encompass:

  • Business Asset Sales
  • Sales of Going Concern Businesses
  • Sales of Underlying Securities
  • Carve-Outs and Spin-Offs
  • Demergers
We boast a wide network of trade/industry and financia connections, spanning from private equity funds to key players across major industries. Our role is to smoothly guide organisations through the entire divestment process, ensuring they secure the most favourable sale results.

For a detailed discussion about selling your business, we encourage you to reach out to our team at your earliest convenience.

Fast forward your organisational growth through acquisitions.

Acquisitions

 The real work begins after the acquisition – integration and execution are the keys to realising value from the deal. 

Tim Cook, CEO of Apple Inc.

 The key to successful acquisition is not just buying right, but integrating right. 

Jack Welch, Former CEO of General Electric

 Acquisitions are about capturing value, not just expanding size. 

Warren Buffett, CEO of Berkshire Hathaway

 Its better to buy a wonderful company at a fair price than a fair company at a wonderful price 

Warren Buffet: Berkshire Hathaway

 Sometimes your best investments are the ones you don't make 

Donald Trump

 Study after study has shown that up to 80 percent of M&A deals completed during the 1990s failed to justify the equity that funded them 

Bekier et al 2001: McKinsey Quarterly
  

Acquisitions

Achieving growth through acquisitions is a core strategy for many organisations. However, value can be lost without a robust strategy guiding the journey from planning and execution to completion and integration. We offer assistance in both single and multiple-tranche (staged) acquisitions, encompassing:

  • Business Asset Acquisitions
  • Acquisitions of Going Concern Businesses
  • Acquisitions of Underlying Securities, Including Investment Opportunity Evaluation
  • Mergers
  • Post-Acquisition Integration
Our extensive experience in various acquisition scenarios has allowed us to cultivate a wide range of advisory relationships. These include corporate and international tax structuring experts and legal professionals specialising in strategic transactions. We guide organisations through the entire acquisition process, including post-integration, to ensure they secure the best purchase terms and fully realise acquisition synergies.

For a detailed consultation on your upcoming acquisition, please reach out to our team at your earliest convenience.

A clearly defined strategy produces consistently positive results.

Corporate Strategy

 The essence of strategy is choosing what not to do. 

Michael Porter

 However beautiful the strategy, you should occasionally look at the results. 

Winston Churchill

 The biggest risk is not taking any risk. In a world that's changing really quickly, the only strategy that is guaranteed to fail is not taking risks. 

Mark Zuckerberg

 You have to understand what it is that you are better at than anybody else and mercilessly focus your efforts on it. 

Andrew Grove, Former CEO of Intel

 It's not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change. 

Charles Darwin

 The future depends on what we do in the present 

Mahatma Gandhi

 Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat 

Sun Tsu: The Art of War

 Integration is not just a few random activities that can be handled after the closing, but a series of well-orchestrated activities that begin long before and continue long after the closing 

Schweiger 2002
  

Corporate Strategy

Corporate strategy is crucial in determining the most effective direction for any organization. Often, organisations engage in strategic transactions without fully considering their strategic implications. Common oversights include:

  • Raising capital without assessing the entire business portfolio, including the management, expansion, or optimisation of businesses and the evaluation of surplus cash flows in other units.
  • Opting to acquire another company instead of initially exploring joint ventures or alliances.
  • Entering a new market by building a business from scratch, neglecting the presence of potential acquisition targets.
  • Acquiring a company without considering integration challenges, such as differences in culture, systems, customers, and markets.
  • Divesting a business unit without fully evaluating strategic buyers who might pay a premium, potentially compromising on the sale price.
We offer expertise in the following areas to aid organisations with their corporate strategy:

  • Strategic and Business-Level Planning
  • Corporate Structuring and Reorganisation
  • Turnaround Management
  • Project and Investment Feasibility Assessments
  • Business and Financial Modelling
Our goal is to help organisations navigate through everyday business complexities and identify and implement the most suitable strategy for their unique situation.

For a detailed discussion about your corporate strategy needs, please contact our team today.

Strategic investments in the Asia Pacific region.

Investments

 The strongest of all warriors are these two - Time and Patience 

Leo Tolstoy

 I never invest into anything I don’t understand 

Warren Buffet, Berkshire Hathaway

 Thinking is the hardest work there is. That is why so few people engage in it 

Henry Ford

 Don't worry about looking good - worry about achieving your goals 

Ray Dalio, Bridgewater

 In the world of investment, courage becomes as essential as capital. 

Warren Buffett

 The best investment strategies are visionary, not reactionary. 

Peter Lynch

 Embrace market volatility; it's not a setback, it's an opportunity. 

Benjamin Graham

 Investing is a marathon, not a sprint – endurance is key. 

John C. Bogle

 Investing without understanding the economy is like sailing without a compass. 

Ray Dalio
  

Investments

Our portfolio spans various businesses throughout Australia and the wider Asia Pacific region. We specialise in mid-sized businesses, prioritizing medium to long-term strategic growth in all our investments. The key criteria guiding our investment decisions include:

  • A history of strong, consistent financial performance
  • A large, accessible market
  • A scalable business model
  • Opportunities for market disruption
  • Possibilities for complementary products or services
  • Potential for product or service bundling
  • Opportunities for bolt-on acquisitions
While our primary interest lies in acquisitions, we remain open to considering minority investments.

For a discussion about potential opportunities for your business, please reach out to our team today.

Contact

  • PO Box 7677, Cloisters Square, Perth, Western Australia, 6850, Australia

Mission, Values and Vision

Mission

Octani Investments helps clients with their transitional and transformational ownership and funding needs.

Core Values

Our core values guide our day-to-day as well as strategic thoughts, decisions and actions.

Learn More

Vision

Octani Investments aims to be a leading independent corporate advisory practice in the Asia Pacific region servicing a range of middle-market clients across all major industry groups.