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

why westbrooke

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

areas of focus

NAV and equity backed
Asset-backed and specialty finance
Real estate backed and renewable energy portfolios
Cash flow and event-driven

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

NAV and equity backed

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

Asset-backed and specialty 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

Real estate backed and renewable energy portfolios

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

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

typical investment criteria

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.

example transactions

contact our team

Brent Blankfield
brent@westbrooke.com
+27 (0)83 600 6511

Jonti Osher
jonti@westbrooke.com
+27 (0)83 372 2901

recent deals

17 December 2024

R95 million acquisition & growth facility provided to ZDFin

Westbrooke is pleased to announce the successful completion of a R95 million acquisition and growth facility for ZDFin. The funding…
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10 April 2024

R70 million NAV financing facility to support a value accretive shareholder transaction

Westbrooke Alternative Asset Management is pleased to announce it has concluded a R70 million NAV finance facility to an established…
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4 February 2022

westbrooke SA partners with christopher finance to accelerate funding solutions to attorneys

Westbrooke Alternative Asset Management is pleased to announce the closing of a senior secured financing facility to Christopher Finance. The…
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4 November 2021

westbrooke’s SA private debt business partners with unifi

Westbrooke’s SA private debt business partners with Unifi to accelerate their growth Westbrooke Alternative Asset Management is pleased to announce…
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