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CPE CAPITAL

FOR INVESTORS

INVESTMENT

Performance and Returns

With more than $4.5 billion in funds invested since inception, CPE Capital has generated consistent returns over several cycles.


Across the firm's almost 40 year history, net returns to investors on all exited deals have delivered a compound annual return of 21% pa, compared to the ASX All Ordinaries Accumulation Index return of 9.5% pa over the same period. 


In addition, 11 landmark investments over this period have averaged a 6x return by turning ~$458m of investors’ equity into ~$2.73b of cash proceeds. 


86
PLATFORM INVESTMENTS
$4.5B
INVESTED SINCE 1987
For further information contact:
Realised Investments

CPE Capital has made 86 platform investments since 1987.  


Once a portfolio company  achieves the objectives agreed at the time of investment, the CPEC and company management teams examine the nature of the company and its market, management's preference as to future ownership and valuation metrics to determine the most appropriate mechanism for CPEC's exit.    


Exits from CHAMP funds I, II and III are listed here, together with exits from CPEC 8.

CPEC 8

StraitNZ
Gourmet Food Holdings
Cell Care
Jaybro
Dutton Group
Pepperstone
Containerchain

CHAMP III

Accolade Wines

AWARD: 2018 AVCAL Deal of the Year

oOh!media
ATF Services
Miclyn Express Offshore
Bradken
Gerard Lighting
Axieo
Shelf Drilling

CHAMP II

United Malt Holdings

AWARD: 2010 AFR Private Equity Exit of the Year AWARD: 2010 AVCAL Best MBO A$100-500m

Manassen Foods
Bluestar Print Group
Healthcare Australia
Australian Discount Retail
Alleasing

AWARD: 2016 AVCAL Deal of the Year

Study Group

AWARD: 2011 AVCAL Best MBO A$100-500m

Centric Wealth
Golding Contractors
LCR Group

CHAMP I

Healthcare Australia
International Energy Services
Austar United
Australian Pacific Paper
Bradken
Australian Discount Retail
Sheridan International
New Price Retail
Penrice Soda Products

  • REALISING GROWTH POTENTIAL

    Our Approach to Investment

    As the country’s most experienced private capital manager, CPEC’s primary investment objective is to realise the growth potential of every company within our portfolio, thus creating value for all stakeholders. We achieve this by identifying outstanding opportunities and partnering with high-quality management teams.

  • ENHANCING LONG-TERM VALUE

    Partnering with Business

    Our partnership approach requires executives to invest their own money alongside the Limited Partners in the Fund. This is because the approach incentivises them to make decisions that enhance the company’s long-term value. Our partnership approach also sees us dedicate team members to individual investment opportunities, from the initial due diligence investigations through to our eventual exit. This creates deep relationships between our team and the management of our portfolio companies.

  • EXITING AN INVESTMENT

    Achieving Objectives

    Once a portfolio company achieves the objectives agreed at the time of investment, the CPEC and company management teams examine the nature of the company and its market, managements’ preference as to future ownership and valuation metrics to determine the most appropriate mechanism for CPEC’s exit. In the majority of exited investments, management have remained with the company and retained a substantial portion of their equity stake.

ESG

Responsible Investment 

At CPE Capital, we believe that environmental, social and governance (ESG) considerations can affect the performance of investment portfolios. To ensure this belief is central to our investment approach, CPEC became a member of the United Nations Principles of Responsible Investment (UNPRI) in 2009 and now submits annual ESG reports under the UNPRI reporting framework.

As part of this process, we collaborate with the management teams of our portfolio companies and external ESG experts, to identify, manage and report ESG related risks and opportunities on an ongoing basis. 

We also encourage knowledge sharing across our portfolio companies. This allows us to develop a better understanding of how ESG issues can be translated into incremental investment returns and supports our ability to generate value via the creation of strong, sustainable businesses.

For further information regarding our ESG practices please email esg@cpecapital.com

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