Who is Haven Equity Group?
Haven Equity Group is a serial acquirer based in Australia.
Haven Equity Group
- Type
- serial acquirer
- Headquarters
- Australia
- Website
- havenequity.com
- Company page
How they work
Haven Equity Group (registered entity HET Capital Pty Limited, trading as Haven Equity Group since 18 Mar 2021) acquires and operates small and medium-sized industrial businesses in Australia, giving long-term owners an exit while retaining and developing the acquired businesses and their staff. Founded in 2018 and headquartered in Melbourne with a Brisbane office, the firm employs a lean 2-person team led by Managing Director Sam Bond, and -- per independent director-record research, since the firm publishes no portfolio page -- currently controls six identified operating businesses spanning fire protection, powder coating, industrial blowers, construction hoarding and trade wholesale distribution.
Haven describes its acquisition process as deliberately simple. It asks only for a general conversation to start, not a formal presentation or business profile. For its initial review it relies on sales records, financial statements and tax returns rather than a full information pack. Discussions are kept confidential, and Haven says it gives quick feedback and uses standard contract documents to reduce legal costs. It says it can typically complete a transaction, from initial discussion to settlement, in under six weeks. Haven says it welcomes contact directly from business owners as well as from agents and brokers.
- Sector focus
- Well-established Australian industrial small and medium enterprises (SMEs) with a strong record of profitable trading; the firm 'seeks to invest in well established industrial businesses that have a strong record of profitable trading.'
- Ownership
- Full acquire-and-operate model, not passive/minority investment: 'Haven Equity acquires and operates small and medium size enterprises (SMEs)... Haven Equity is committed to long-term ownership and operation of acquired businesses. We apply our experience and capabilities to further develop the businesses.'
- Majority or minority
- Not stated using the words 'majority' or 'minority', but the site's 'acquires and operates' / long-term-ownership language describes a full-acquisition model rather than a minority growth-equity stake, consistent with 100% or majority ownership of each acquired business.
- Capital model
- Funded from the firm's own internal/balance-sheet resources rather than a drawn-down third-party fund: 'We have substantial internal funding resources and have a strong track record in completing acquisitions. Our experience and financial capacity provides potential sellers with confidence that a successful business sale will be achieved.'
- Hold period
- Long-term / indefinite hold, no fixed exit horizon stated: 'Haven Equity is committed to long-term ownership and operation of acquired businesses.'
- Founder ownership
- Sam Bond (Managing Director, HET Capital Pty Limited, trading as Haven Equity Group, since Jun 2018) and Joe Grixti (General Manager, since Nov 2018) are the named principals per their own LinkedIn profiles; no public ownership percentage is disclosed for either.
Their portfolio
- Carrick HoardingSectorTemporary construction hoarding and fencing hireWhat they doA specialist provider of temporary modular construction hoarding, in operation since 1989, having supplied temporary hoarding and fencing for thousands of building projects throughout Victoria; the registered corporate entity is Carrick Hoarding Pty Ltd (ABN 69 618 401 871).
- Glues 'n Tools (Tradex Supplies Pty Limited)SectorWholesale/trade distribution of tiling adhesives and toolsWhat they doA trade-counter and wholesale supplier of tiling adhesives, tile trims and related tools and equipment for professional tilers, trading as Glues 'n Tools from a Brendale, Queensland warehouse with click-and-collect and bulk trade ordering; the registered corporate entity is Tradex Supplies Pty Limited (ABN 94 648 372 874).
- PDA Blower Co (PDA Industries Pty Limited)SectorIndustrial air and gas blower manufacturing, supply and servicingWhat they doA supplier, servicer and overhaul provider of industrial air and gas blowers used in bulk materials transport, food processing, biogas processing, wastewater treatment and mining, having supplied over 7,000 blowers in 30+ years of operation; its own site states it trades as 'PDA Blower Co, a division of PDA Industries Pty Limited' (ABN 69 635 251 491).
- Topex Powder Coating (TGC Industries Pty Limited)SectorIndustrial powder coating servicesWhat they doAn industrial powder-coating service provider operating for over 30 years, processing high-volume conveyor-line and non-standard products, and an accredited Dulux/Interpon warranty applicator certified to ISO 9001; the registered corporate entity is TGC Industries Pty Limited (ABN 55 643 092 228), which also trades under the related business names Top Gun Powder Coating and Excite Powder Coating.
- UFE Fire Training (Prepare To Act)SectorFire protection and emergency-response training servicesWhat they doProvides fire protection and emergency-response training courses across a broad range of industries, and cross-links to sister company UFE Services for equipment supply and maintenance; the registered corporate entity is UFE Fire Training Pty Limited (ABN 26 633 919 749), which trades under related business names including Prepare To Act.
- UFE Services (UFE Fire Protection Services)SectorFire protection equipment supply, servicing and complianceWhat they doSupplies, inspects and services fire protection equipment for the commercial, industrial, marine and healthcare sectors from its Moorabbin, Victoria base, and cross-links to sister company UFE Fire Training for staff training programmes; the registered corporate entity is UFE Services Pty Ltd (ABN 93 626 748 294), trading as UFE Fire Protection Services.
Sources
- au.linkedin.com · research
- au.linkedin.com · research
- au.linkedin.com · research
- havenequity.com · research
- havenequity.com · website