Dear Readers,


2017 - its a wrap!


We have completed significant assignments for a range of clients during the year and assessed many varied projects in terms of prospective assignments. 


We tend to only take on assignments where we can add value and hence our “shark tank” process. I wanted to mention a couple of assignments of note that we completed during the year. 


 We assisted a number of clients to set up fund structures including two Early Stage Venture Capital Funds. These funds are capital and income tax exempt in the hands of the investors so have significant advantages over traditional investments. 


Funding Strategies also continued to assist a number of clients to obtain both equity and debt funding, as well providing corporate advisory services. 


 Not only do we provide strategic advice, we help build better businesses through the capital sought and the human capital and market networks we are connected into. These connections are quite highly valued and sometimes result in wonderful options that are presented to our clients both from a capital and strategic investment points-of-view. 

Our last newsletter for 2017 includes:

I also invite you to download our current deal list from our website (log-in required, membership is free). 

I would like to personally thank all our clients, stakeholders and staff for their on-going support and hope everyone has a safe festive season. We look forward to working with you in 2018!

Managing Director 


About


 Funding Strategies


Funding Strategies is a capital markets firm providing strategic advice, venture equity capital and finance services to small business and companies seeking capital for growth and expansion in the unlisted, pre-IPO and listed capital markets. We specialise in creating and implementing successful funding and capital raising strategies. 


We serve predominately private and public companies, and sophisticated investors, with a broad range of services: 

  • Corporate Advisory
  • Funding Strategies and Investor Ready Services
  • Equity and Debt Capital Raisings
  • Small Scale Offerings and Venture Capital
  • Grant Funding
  • Special Private Placements
  • Stock Exchange Listings
  • Mergers, Acquisitions and Divestments
  • Strategic Trade Sales
  • Technology Commercialization
  • Real Estate Debt and Equity Financing and Restructuring
  • Providing Opportunities for Investors
  • Director and business advisory services
  • Migration Investment SIV 132A, 132B and 188E
  • Fund Management / Venture Funds

   

Image above: Our team wishing you an enjoyable festive season!

back row: Ken Freer, Charles Wyatt, Adam Atkins, Mark Rainbird, Gary Bartlam and Stephen Varty

front row: Eugenia Arrate, Flora Mok, Birgit Rainbird and Andrew Michell (absent: Paul Niederer)

   
 Squirrel Limited 

Squirrel ranked 84th in the 
2017 Deloitte Technology Fast 500 awards

"Fresh off the back of Squirrel's recognition as one of the AFR's Fast Starters, I am pleased to announce we have achieved another milestone - ranking #84 on the Deloitte Technology Fast 500 list. For those unaware, the Deloitte Technology Fast 500 Asia Pacific is the pre-eminent technology awards program. Now in it's 15th year, the awards rank businesses from nine countries (Australia, China including Hong Kong, India, Japan, South Korea, Malaysia, New Zealand, Singapore and Taiwan) based on technological innovation, entrepreneurship and rapid growth over a multi-year period. For 2017, it was based on revenue growth from 2015 - 2017."

Congratulations Damien & team!

In further news, the Company has announced that in 2018 Squirrel will launch

  • Its "wholly owned UK subsidiary to capitalise on changes requiring all UK employers (regardless of size) to contribute to an employee's pension."  
  • A "Prospectus as an exclusive opportunity for our clients to invest and own a part of the Squirrel Group prior to our expected stock market listing in 2019."

For more information about Squirrel, please contact us

   
 Opmantek Ltd 

Opmantek named 
55th Australian Export Awards category winner

On the back of winning the 4th consecutive Queensland Premier's Export Award, Opmantek has just received the National Export Award for Digital Technologies

Congratulations Opmantek!

   
 Enviro Sand Pty Ltd

"Walking over broken glass for sustainability"

"Dr Ho’s team, along with industry partners Brisbane City Council and EnviroSand, are investigating mixtures that partially replace cement in concrete with limestone, and standard aggregates like sand and rock with recycled glass."
   
BlueMount Capital 

BlueMount Capital Secures Major Debt Funding

In conjunction with BlueMount Capital’s Melbourne office, I am delighted to announce we have secured more than AUD 39 million in debt funding for a leading Melbourne based manufacturing group. 

The funds will be used to finalise the purchase of a new factory as well as providing flexible growth oriented banking facilities. The funding includes a range of facilities such as business loans; equipment, trade and invoice finance as well as an overdraft and credit card facilities.


BlueMount Capital worked closely with the new funder and the client to secure the facilities which include more flexible covenants and guarantee arrangements while providing competitive interest rates on all products offered.


Please contact us to discuss your company's funding needs.

   
Introducing Adam Atkins 

It is my please to introduce you to our new team member, Adam Atkins (pictured left). 

Adam previously worked as a commercial lawyer in corporate, technology, procurement, cyber-security and franchising. Adam’s experience includes multi-million dollar software, hardware and telecommunications negotiations and contracts, multi-million dollar litigation, deal making, corporate and government advice. Adam’s interests include connecting capital with opportunities and strategic business planning.

You can find out more about Adam here. Adam can be contacted via email or phone +61 7 3160 2840.

Welcome to the team, Adam!

   
Upcoming ACBC QLD event 

We hope you will join Flora and me at Australia China Business Council's upcoming event on 28 February in Brisbane:

Annual Chinese New Year Dinner 2018 - Celebrating the Year of the Dog


"The Annual Chinese New Year Dinner is the signature event in the Australia China Business Council's calendar. Celebrate the Year of the Dog in style with ACBC business networks and government and community leaders". 

   
 PwC R&D 

"Many startups use their R&D Tax benefit to hire new staff 
to continue their investment in R&D and grow their venture.

Recently, StartupAUS released their 2017 Crossroads Report. As advocates for the R&D Tax Incentive, the report conveys the vital, continued innovation outputs of Australian companies of all sizes. 


The report also states that one of the main ways startups and emerging companies reinvest their R&D benefit is by hiring new staff to grow their R&D capabilities or for growth and marketing. 


If your company has spent $250,000 on eligible R&D expenses, by claiming the R&D Tax Incentive, you could receive a benefit of up to $108,000. This could allow you to hire a developer or marketing executive.


If you’re planning to hire new staff in 2018, consider your eligibility to claim the R&D Tax Incentive to fund part of all of your new hire. Complete your claim easily online with PwC’s Nifty Grants with fees starting from $1,499. Check your eligibility for free here." 

   
   
   
Funding Strategies Pty Ltd
ACN 161 432 123
Level 5, 15 Astor Terrace, Spring Hill QLD 4000
Telephone +61 7 3160 2840

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Funding Strategies Pty Ltd | Level 5 | 15 Astor Terrace | Spring Hill QLD 4000 | Australia