• overview
  • why westbrooke
  • areas of focus
  • transactions
  • typical investment criteria
  • overview

    Westbrooke is a funder of choice to entrepreneurs, specialty lending businesses, real estate investors and investment holding companies to support growth and acquisition opportunities. We work collaboratively with our partners to deliver bespoke solutions that supports their investment objectives.

    Westbrooke specialises in providing flexible funding solutions, including senior, subordinated and mezzanine finance.

    R+

    billion invested

    +

    transactions concluded

    investment professionals

  • why westbrooke

    We are a partnership driven investor, who moves with speed and are comfortable dealing with complexity. This, together with our multi-decade track record as an owner and operator of assets allows us to better understand the needs of entrepreneurs and to see risk differently.

    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

  • areas of focus


    NAV and Equity backed funding solutions

    Raise capital against the value of your investments or portfolio. We provide flexible funding to entrepreneurs, investment holding companies, private investors and private equity firms by lending against the value of shares, investment portfolios and other private market assets. Our solutions help clients access liquidity without needing to sell their investments and can be used to fund acquisitions, support growth or strengthen their balance sheet.


    Specialty finance and asset-backed funding solutions

    We provide funding to non-bank lenders, specialty finance companies and established businesses by lending against pools of financial or physical assets.

    This includes loan books, receivables, invoices and other contractual cash flows, as well as inventory, equipment, machinery and vehicle fleets. Our funding helps businesses grow their lending activities, improve liquidity and unlock capital tied up in their assets.


    Cash flow and event-driven

    Flexible funding for strategic business opportunities.

    We provide tailored funding to entrepreneurs, businesses, investment holding companies and private equity firms for specific business events and growth opportunities. Whether funding an acquisition, accelerating growth, restructuring the balance sheet, buying out a shareholder or returning capital to investors, we structure flexible solutions designed around each partner’s objectives.


    Westbrooke’s debt capital solutions have been used effectively across a range of situations including:

  • example transactions

    R70 million NAV

    Westbrooke provided a NAV-backed facility to an investment holding company to buy out minority shareholders at an attractive price


    Investment HoldCo

    Unsecured

    R65 million real estate acquisition

    Real estate acquisition facility to acquire a portfolio of affordable housing properties by management and a large institutional investor


    Real estate

    Subordinated

    R93 million share covered loan

    Westbrooke provided an acquisition finance facility to acquire a significant minority stake in a JSE listed company with the aim of delisting the company in time


    BEE investment entity

    Senior secured

    R70 million equity unlock

    Westbrooke structured a facility to release trapped equity in an alternative lender for the sponsor to utilize to finance an acquisition 


    Hybrid Capital

    R150 million growth

    Westbrooke provided a R150 million growth facility to a leading South African insurance company to support their offshore expansion


    Financial services

    Senior secured

    R75 million renewable energy acquisition

    Renewable energy acquisition facility to acquire a portfolio of income generating solar PV assets with the view to refinance with a traditional bank over time


    Renewable energy

    Senior secured

    R70 million advances growth

    Westbrooke provided a R70 million growth facility to a leading provider of real estate backed facilities to South African SMEs.


    Alternative Lender

    Senior secured

    R30 million subordinated growth

    Westbrooke provided a R30 million, subordinated, growth facility to an established asset finance provider. The facility unlocked significant senior debt facilities and growth potential.


    Alternative Lender

    Subordinated

    R50 million liquidity

    Westbrooke structured a facility to unlock operational liquidity for a leading provider of engineering and manufacturing facilities in the automotive sector


    Specialised manufacturing

    Unsecured

    R60 million equity release

    Westbrooke unlocked equity value within an existing portfolio of income-generating assets that facilitated the completion of a new development


    Real estate

    Senior secured

  • typical investment criteria


    Investment size

    R50m – R200m


    Specialising in

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


    Investment term

    12 – 60 months


    Repayment profile

    Flexible structure based on the requirements of the partner

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