Portfolio Management
We build a bridge between emerging markets and the developed world, inspiring African companies to take their products, expertise, talent, or know-how into the developed world, unlocking growth opportunities and new markets.
Similarly, we help companies in the developed world scale into the lucrative African business landscape by harnessing our networks, expertise, and deep understanding of local market dynamics. Our extensive relationships with banks across Africa mean that we are uniquely positioned to open doors to new opportunities for our clients.
Our comprehensive approach includes:
- Providing strategic advice.
- Capital management.
- Debt structuring (leveraging our extensive network in the African banking and capital markets landscape).
- Optimizing capital structures to reduce interest costs for portfolio companies.
Existing & previous industry exposure:
MINING
The mining industry in South Africa presents a compelling opportunity due to the country’s rich mineral resources, which include gold, platinum, and diamonds, positioning it as one of the world’s leading mining jurisdictions. The sector not only contributes significantly to the national economy but also benefits from well-established infrastructure and a skilled workforce.
Recent regulatory reforms aimed at enhancing investment appeal and fostering sustainability further strengthen the sector’s attractiveness. Additionally, the growing global demand for minerals, driven by technological advancements and the green energy transition, suggests a robust market for South African mining products. With strategic investments, investors can capitalize on the region’s potential for long-term growth while contributing to socio-economic development.
FINTECH
The Fintech industry in Africa offers a unique opportunity to tap into a rapidly evolving market characterised by a high demand for innovative financial solutions – often leapfrogging existing technologies in the developed world. With a significant portion of the population unbanked or underbanked, fintech can drive financial inclusion by providing accessible services such as mobile payments, digital banking, and peer-to-peer lending.
South Africa’s robust digital infrastructure, coupled with a youthful and tech-savvy population, creates an ideal environment for fintech growth. Additionally, the regulatory landscape is increasingly supportive, with initiatives aimed at fostering innovation and competition within the sector. As South Africa continues to embrace digital transformation, investors can leverage this momentum to capitalize on a market poised for exponential growth, while also contributing to broader economic empowerment and social change by providing solutions to the continents unbanked population.
AGRICULTURE
The agricultural industry in South Africa presents a promising opportunity due to the sector’s critical role in food security, economic development and job creation. The country boasts diverse climates and rich soils, allowing for a wide variety of primary agricultural products, including fruits, vegetables, grains, and livestock. As global demand for sustainable and high-quality food sources rises, South Africa’s agricultural sector is well-positioned to meet both local and export needs.
Furthermore, advancements in agri-tech and the growth of value-added processing industries enhance the potential for secondary agriculture, increasing profitability and market reach. Government support for agricultural initiatives and investment in infrastructure further bolster the sector’s growth prospects. By investing in South Africa’s agriculture, stakeholders can not only achieve attractive returns but also contribute to rural development and improved livelihoods across the nation.
Digital Infrastructure
Investing in datacentres and digital infrastructure in Africa presents significant opportunities due to the continent’s rapid digital transformation and growing internet penetration. With a young, tech-savvy population and increasing demand for cloud services, data storage, and cybersecurity solutions, Africa is poised for substantial growth in this sector. African governments are increasingly prioritizing digital infrastructure, resulting in favourable policies and investments. Additionally, the continent’s strategic location offers potential for connectivity between global markets and emerging economies. As businesses and consumers alike shift towards digital platforms, the need for robust datacentres will continue to expand, making it a compelling investment landscape with the potential for high returns.
EDUCATION
The education sector in Sub-Saharan Africa (SSA) presents compelling investment opportunities driven by a significant demographic shift and growing economic demands. With a median age of around 20 years, SSA boasts a youthful population, with approximately 55% under the age of 25, creating public and policy pressure to enhance access, quality, and relevance in education. This demographic is projected to necessitate the creation of 18 million high-productivity jobs annually until 2035.. Rapid urbanization is further transforming demand for education, as 40% of the population currently lives in cities—this figure is expected to rise to 64% by 2050—amplifying the need for an efficient education system. The recent surge in internet access, with Africa’s international bandwidth increasing twenty-fold from 2009 to 2014, and the rise of 445 million unique mobile subscribers, enhances opportunities for innovative learning solutions. Together, these factors position the education sector as a critical driver for sustainable economic growth in SSA.
MINING
The mining industry in South Africa presents a compelling opportunity due to the country’s rich mineral resources, which include gold, platinum, and diamonds, positioning it as one of the world’s leading mining jurisdictions. The sector not only contributes significantly to the national economy but also benefits from well-established infrastructure and a skilled workforce.
Recent regulatory reforms aimed at enhancing investment appeal and fostering sustainability further strengthen the sector’s attractiveness. Additionally, the growing global demand for minerals, driven by technological advancements and the green energy transition, suggests a robust market for South African mining products. With strategic investments, investors can capitalize on the region’s potential for long-term growth while contributing to socio-economic development.
FINTECH
The Fintech industry in Africa offers a unique opportunity to tap into a rapidly evolving market characterised by a high demand for innovative financial solutions – often leapfrogging existing technologies in the developed world. With a significant portion of the population unbanked or underbanked, fintech can drive financial inclusion by providing accessible services such as mobile payments, digital banking, and peer-to-peer lending.
South Africa’s robust digital infrastructure, coupled with a youthful and tech-savvy population, creates an ideal environment for fintech growth. Additionally, the regulatory landscape is increasingly supportive, with initiatives aimed at fostering innovation and competition within the sector. As South Africa continues to embrace digital transformation, investors can leverage this momentum to capitalize on a market poised for exponential growth, while also contributing to broader economic empowerment and social change by providing solutions to the continents unbanked population.
AGRICULTURE
The agricultural industry in South Africa presents a promising opportunity due to the sector’s critical role in food security, economic development and job creation. The country boasts diverse climates and rich soils, allowing for a wide variety of primary agricultural products, including fruits, vegetables, grains, and livestock. As global demand for sustainable and high-quality food sources rises, South Africa’s agricultural sector is well-positioned to meet both local and export needs.
Furthermore, advancements in agri-tech and the growth of value-added processing industries enhance the potential for secondary agriculture, increasing profitability and market reach. Government support for agricultural initiatives and investment in infrastructure further bolster the sector’s growth prospects. By investing in South Africa’s agriculture, stakeholders can not only achieve attractive returns but also contribute to rural development and improved livelihoods across the nation.
Digital Infrastructure
Investing in datacentres and digital infrastructure in Africa presents significant opportunities due to the continent’s rapid digital transformation and growing internet penetration. With a young, tech-savvy population and increasing demand for cloud services, data storage, and cybersecurity solutions, Africa is poised for substantial growth in this sector. African governments are increasingly prioritizing digital infrastructure, resulting in favourable policies and investments. Additionally, the continent’s strategic location offers potential for connectivity between global markets and emerging economies. As businesses and consumers alike shift towards digital platforms, the need for robust datacentres will continue to expand, making it a compelling investment landscape with the potential for high returns.
EDUCATION
Health Food
Our portfolio management services support companies in the health food sector in by expanding their reach and capitalizing on emerging opportunities in both developed and emerging markets. Our expertise enables these companies to navigate regulatory challenges, access new markets, and achieve sustainable growth.
Technology
In the rapidly evolving field of technology, we partner with African companies to drive innovation, expansion, and market leadership. Our expertise in this sector enables these companies to scale their operations, penetrate new markets, and capitalize on emerging trends.
Specifically, we assist African technology companies to increase exports, thereby scaling globally and creating a natural hedge against currency devaluations in Africa. Our role is to provide strategic advice, access to capital, and market insights to help these companies succeed.
Education
We specialize in supporting African education companies in their growth journey, recognizing the pivotal role of education in shaping the continent’s future.
“Education is the passport to the future, for tomorrow belongs to those who prepare for it today”
—Malcolm X.
Through our portfolio management services, we assist African education companies in accessing capital, optimizing operations, and expanding their impact. By supporting the growth of educational institutions, we contribute to the development of human capital and the advancement of African societies. Our approach is to provide not just financial support, but also strategic guidance and industry insights to help these companies thrive.
Furthermore, we offer expert guidance on mergers and acquisitions, enabling companies to utilize M&A as a strategic tool to generate incremental growth and create value. Through our tailored approach, we successfully manage companies in the Health, Food, Technology, and Education sectors, driving their expansion and enhancing their competitive positioning in the market.
