Established in 1995, TBI Strategic Partners is a wholly-owned subsidiary of Trustee Board Investments, holding its strategic private equity portfolio. It is a South African open-ended investment company. With a focused investment mandate of investing in the small and mid-market investment space, unconstrained by any particular market or sector, we invest in listed or unlisted companies that are considered to be strategic in nature and in private equity and funded BEE solutions. We have a track record of superior investment returns using long-term capital, by targeting selected investment opportunities.
With a strong governance structure, we have capitalised on a 22 year track record of owning and investing in businesses across a variety of investment, political and economic cycles. We target new investments and selected expansion capital investments in good quality, cash-generative businesses with identifiable competitive advantages and strong growth potential. These investments are made at attractive prices and held until exit opportunities are presented.
Due to our on-balance sheet investment company structure, we are able to invest for the longer term, using a combination of permanent and external capital. This gives us:
We have a philosophy of acquiring a smaller stake in the initial stages of investment and building the investment up over a period of time, as we familiarise ourselves with the investee company, management, and the respective industry or environment.
We intend to grow the portfolio by making additional investments in existing investee companies and in companies that complement such investee companies, and investing in new strategic and private equity investment opportunities.
We apply a hands-on investment approach, assisting management teams of investee companies and providing strategic input, without assuming direct operational responsibility. Our strategy is to actively leverage our existing network and to engage with investee companies in relation to their corporate activity and other strategic initiatives.
We invest mainly in the South African markets.
We have an investment mandate unconstrained by any particular market or sector, to develop a well-diversified investment portfolio which will be an attractive proposition for institutional and private investors, maximizing value and generating superior returns on capital for shareholders. Applying a flexible approach in relation to timing and duration, investments are made in:
Investment decisions are made on a case by case basis, depending on circumstances prevailing at the time and as opportunities are presented. Investments are assessed on a continuous basis, based on the relative attractiveness of the investments compared to the market and other available opportunities.
Acting as a strategic partner to our investee companies and building dedicated long-term relationships, our objectives are to:
Investments may be in equity, preference shares or debt of companies that are unlisted or listed on a stock exchange. Issuers may be domiciled within or outside of South Africa. Derivatives may be utilised for effective portfolio and risk management. We do not utilise uncovered options.
Telephone – +27 (0)21 948 0322
Fax – +27 (0)21 948 0329
Email – firstname.lastname@example.org
GPS – 33°52’21.22″S 18°38’06.21″E
Willie van Schoor Avenue
PO Box 21168