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Acquirer profileAustralia
Who is Whiteoak?
Whiteoak is a private equity firm based in Australia.
Firm facts
Whiteoak
- Type
- private equity firm
- Headquarters
- Australia
- Website
- whiteoak.com
Industries
Verification date not recorded
How they work
Independent Australian private equity firm providing growth capital and strategic support to private companies from Sydney and Melbourne.
Whiteoak describes flexible growth capital and strategic support delivered in partnership with founders and management. It provides a general enquiry route but does not publish a stage-by-stage transaction timetable, diligence checklist or signing protocol. Its public model ranges from significant minority to majority positions.
- Sector focus
- Scalable, capital-light growth businesses; the homepage names Technology, Services, Industrials and Consumer, while a second focus block says sector agnostic with historical Consumer, Technology, Business Services and Healthcare focus. The live formulations conflict.
- Geography
- Businesses headquartered in Australia or New Zealand, typically with global growth ambitions; a second homepage block says Australia only. The live formulations conflict.
- Ownership
- Founder and management partnerships using flexible growth capital and strategic support.
- Majority or minority
- Significant minority through majority partnerships.
- Investment size
- A$20m–A$60m in the primary homepage firm/focus copy; a second live homepage block says A$10m–A$25m. No fund or version attribution resolves the conflict.
- Capital model
- Flexible capital; Whiteoak says it commits a significant portion of its own personal capital and also refers to Growth Fund II and investor capital.
- Hold period
- Patient capital; no numerical hold period is stated.
- Capital
- A$200m Fund II investment vehicle reported by transaction counsel; final committed capital and firmwide AUM were not publicly established.
- Founder ownership
- Richard Whiteoak founded the firm in 2016; present equity ownership percentages were not stated.
Their portfolio
Company
Sector
What they do
- SectorEnterprise strategy-execution SaaSWhat they doSubscription software for managing and monitoring large strategic initiatives.
- SectorArchitectural façade systems manufacturingWhat they doAustralian manufacturer of external shading, louvres and natural-ventilation façade systems.
- SectorEnterprise architecture SaaSWhat they doEnterprise architecture software used to align technology, processes and people with organisational goals.
- SectorEstimating SaaSWhat they doEstimating software for government, construction, utilities, road agencies and independent estimators.
- SectorCare-provider management SaaSWhat they doSaaS platform for disability, aged-care and allied-health providers; its flagship product is Flowlogic.
- SectorCare-provider compliance and operations SaaSWhat they doCloud software for NDIS and aged-care providers covering compliance, audits and operations.
- SectorRetail traffic analyticsWhat they doSensor and analytics platform providing shopper-movement insights to retailers.
- SectorFashion accessoriesWhat they doQueensland-founded fashion hat brand selling sustainably made headwear.
- SectorInfrastructure cost estimating and design servicesWhat they doProvider of cost-estimating and design services for major infrastructure projects in Australia and the UK.
- SectorPiercing and jewellery retailWhat they doAustralian piercing and jewellery retailer operating stores in major shopping centres.
- SectorDefence technology and servicesWhat they doIntegrated defence-sector group spanning ICT, cyber, communications, navigation and specialist recruitment.
- SectorLeather accessoriesWhat they doMulti-channel fashion brand producing minimalist leather accessories.
- SectorConsumer health and wellnessWhat they doWeight-loss and health community offering recipes, fitness programs and nutrition products for mothers.
- SectorQuick-service restaurantsWhat they doAustralian restaurant chain serving Greek Mediterranean food through a national store network.
Exited holdings
Confirmed former portfolio companies, shown separately from current holdings.
Company
Sector
What they do
- SectorVenue-management SaaSWhat they doEnterprise SaaS for managing complex venues; Whiteoak says it is now part of Ungerboeck. (exited)
Sources
- whiteoak.com · portfolio page
- whiteoak.com · website
- whiteoak.com · research
- whiteoak.com · research
- whiteoak.com · research
- hallandwilcox.com.au · research
- whiteoak.com · research
The truth, first.