Private Equity

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Tax-enhanced Investing


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south africa / debt and equity capital solutions

A leading provider of fast and flexible capital to companies and entrepreneurs seeking value-added debt and equity private capital solutions

We work collaboratively with our partners to understand their needs to provide integrated solutions that can encompass senior, subordinated or mezzanine debt as well as preferred or direct equity

Innovative and flexible capital solutions
Westbrooke provides funding solutions across the capital structure

Swift execution and decision making
Westbrooke has the ability to execute on transactions significantly quicker than the traditional capital providers

Scale of capital
Westbrooke has access to deep pools of intellectual and financial capital to support transactions and partnerships

Partnership approach with depth of experience
Westbrooke has a heritage as an owner and operator of assets and as such we understand the operational requirements of businesses

Mid-market and entrepreneur focused
With an entrepreneurial mindset and investment banking experience, Westbrooke can solve complex capital requirements in a traditionally underserviced market

Investment track record

  • R3bn+ invested across SA
  • 95 + transactions
  • 8 investment professionals

Access capital solutions with the Westbrooke Advantage

  • NAV and equity backed
  • Asset-backed and specialty finance
  • Real estate backed and renewable energy portfolios
  • Cash flow and event-driven
  • Facilities provided to leading entrepreneurs and sponsors to fund acquisitions and opportunistic growth opportunities

    Typical transactions include:

    • Management buy-outs and buy-in
    • Leveraged buy-outs
    • Acquisition finance
    • Dividend recapitalisations
    • Senior / mezzanine / preferred equity / direct equity

Capital solutions for entrepreneurs and investors that hold a range of underlying investments seeking to make acquisitions, implement a dividend recapitalisation or generate liquidity against their asset and portfolio value

Typical transactions include:

  • NAV-backed facilities
  • Liquidity facilities
  • Acquisition facilities
  • Dividend recapitalisations
  • Share repurchases
  • Senior and mezzanine finance

Secured by hard assets and/or financial assets, including lending and debtors books

Typical transactions include:

  • Growth facilities
  • Refinancing facilities
  • Asset acquisition facilities
  • Senior / mezzanine / preferred equity

Focus on real estate and renewable energy-owning entities and developers looking for capital solutions to unlock attractive investment opportunities, with a focus on business that provide ancillary and value-added services to these sectors.

Typical transactions include:

  • Capital to unlock growth / value
  • Portfolio consolidation bridging facilities
  • Cash flow-backed acquisition facilities
  • Senior and mezzanine facilities

Westbrooke does not fund direct real estate developments

Facilities provided to leading entrepreneurs and sponsors to fund acquisitions and opportunistic growth opportunities

Typical transactions include:

  • Management buy-outs and buy-in
  • Leveraged buy-outs
  • Acquisition finance
  • Dividend recapitalisations
  • Senior / mezzanine / preferred equity / direct equity

Investment size

R40m – R200m

Sector agnostic

Specialising in

speciality finance, real estate, holding company finance, event-driven and transaction finance.

Target term

12 – 48 months.

Repayment profile

Flexible structure based on the requirements of the partner.