Corporate Investments
Wingate Corporate Investments structures and provides flexible debt solutions to businesses that exhibit a demonstrated track record, stable earnings and/or growth potential, which are led by strong management teams.
Our Approach
- Structuring Flexibility – we work with our companies to structure bespoke and innovative capital solutions that meet underlying funding requirements.
- Funding Certainty – we’re backed by substantial debt funds with over $1 billion of committed, long-term capital, along with access to a deep co-investor base.
- Pace – we’re able to progress a transaction with pace and efficiency, resolving situational and strategic imperatives.
- Supportive approach – we look to back management teams, investors and sponsors to pursue strategic and investment plans.
Investment Focus
We explore a broad range of private debt opportunities, looking through to investment fundamentals, and adopting a commercial perspective to understand the specifics of the businesses and loan books.
- Industry agnostic
- High-quality management teams and sponsors
- Track record of profitability and/or clear near-term potential for profitable growth
- Evidence of business resilience and competitive barriers
- Targeted loan sizes are typically between $10m and $50m, with the ability to explore larger positions, leveraging our co-investor base and partnerships
- Preference for senior secured positions, but able to consider mezzanine financing in some lending situations, such as a warehouse facility for financial services lending businesses, or large cap leveraged sponsor finance
We provide debt solutions to Australian & New Zealand businesses for the purposes of
- Growth capital
- Acquisition finance
- Management and leveraged buyouts
- Bridging finance
- Loan books / wholesale funding to other lenders
- Refinancing
- Working capital
- Dividend recapitalisations
Wingate Corporate Investments also operates Wingate’s principal investment strategy, which focuses on equity investment from Wingate’s balance sheet in financial services businesses, where Wingate can support a strong management team and incubate the business through to scale. We’re excited by innovative companies with great people and culture, where we can patiently build on strong foundations and pursue attractive growth opportunities. This is a selective investment model and can complement private debt investment, although both debt and equity investments are assessed on a standalone bases.
Example Transactions
Craft Beer Manufacturer
Wingate provided a senior debt facility to fund a large craft beer manufacturer’s investment in equipment, along with working capital to support future growth for the company.
Waste-management Operator
Following an acquisition, our client needed to reset its capital structure to better suit the capital needs of the business going forward. Wingate provided a flexible funding solution that allowed our client’s existing facilities to remain in place and delivered long-term funding certainty.
Mining Company
Our client owns and operates a brownfield mine and sought funding in advance of a major capital raise. Wingate’s senior secured loan refinanced existing debt and funded a mine rehabilitation reserve, among other works.
Data-centre Operator
Wingate provided senior secured growth financing to an Australian specialised data-centre developer/operator, enabling the company to accelerate its business plan. Wingate funded the purchase and installation of computer processing equipment to connect into the company’s existing proprietary data centre infrastructure.
Consumer Finance Provider
Wingate provided mezzanine warehouse funding to support a growing personal and auto loan portfolio underpinned by organic expansion of product offerings, increased origination channels, and new partnership opportunities.
Agricultural Manufacturer
The company specialises in the manufacture, packaging, and supply of value-added products for garden care, animal feed and animal bedding. A senior secured loan was used to refinance existing debt and support working capital to expand manufacturing capacity for its animal feed and animal bedding product lines.
Corporate Co-Investment Opportunities are available through:
Our Team
Selwyn Schroeder
Managing Director, Corporate Investments
Selwyn has over 20 years’ experience in property and corporate finance in Australia and internationally. His extensive experience includes credit risk approval, credit portfolio management as well as the management of distressed corporate and property debt and equity portfolios.
Selwyn has experience in driving performance and corporate turnarounds at board level in Australia, New Zealand and the UK.
Yoni Cukierman
Executive Director, Corporate Investments
Yoni has over a decade of experience across private investments, M&A, strategy, financing, and capital markets. Yoni previously held positions at Credit Suisse and Toll Group, in Australia and Singapore.
Yoni completed his MBA at IE Business School, where he graduated summa cum laude and led the private equity association.
Daniel Shap
Executive Director, Corporate Investments
Daniel has over eight years of experience in finance, specialising in corporate credit with a focus on securitisation and structured debt across public and private companies.
Daniel commenced his career as a corporate advisor in the Deloitte M&A Transaction Services team where he completed his Chartered Accounting qualification.
Daniel Max
Director, Corporate Investments
Daniel has nearly 20 years’ experience working in corporate credit, with varied focuses, including investment banking, investing and trading, and advisory.
Beginning his career in New York, Daniel held roles at Merrill Lynch and Lazard Capital Markets. Since relocating to Melbourne in 2015, and before joining Wingate, Daniel worked in Deloitte Australia’s Financial Restructuring Group and assisted Victoria’s Department of the Treasury in the management of their state-sponsored insurers.
Sam Cohen
Associate, Corporate Investments
Sam has 5 years of finance experience, primarily focused on mid-market private debt and equity transactions.
Sam is a Chartered Accountant and holds a Bachelor of Commerce from Monash University (Accounting and Finance).
Elliott Richardson
Associate, Corporate Investments
Elliott has five years of corporate finance experience. Prior to joining Wingate, Elliott worked as an Associate in MA Moelis Australia’s Investment Banking team with broad experience across mergers and acquisitions, financings and capital raisings for both corporates and financial sponsors.
Elliott holds a Bachelor of Commerce from the University of Adelaide, graduating as Dux of Corporate Finance.