The future of investment, wealth creation, and asset accretion requires innovative thinkers, dynamic leaders, and intrinsic expertise. Vertua epitomises these virtues, inviting collaboration with strategic alliances to inject fresh thinking and expert guidance.
First Equity is a full service firm, offering innovative accounting and financial services for all areas of the business. First Equity provides professional and personalised advice to both private businesses and individual clients, including:
Strat Capital is a provider of specialist asset finance, management and advisory services to the aviation industry and other real assets such as renewable energy infrastructure delivering superior economic outcomes for our clients and investors.
Strat Capital Pty Ltd, Level 45, MLC Centre, 19 Martin Place, Sydney, NSW 2000
Defender Investment Management is a boutique corporate advisory and funds management business, which is authorised under an AFSL to trade in a wide range of financial products including securities, derivatives, managed investments and foreign exchange for hedging purposes.
Opportunity Capital is Sydney based privately owned company which was established to provide compelling risk reward investment opportunities to sophisticated wholesale and institutional investors with a focus on capital preservation.
Ludlow Hospitality Pty Ltd
Ludlow Hospitality Pty Ltd is the investment manager in the Ludlow Pub Opportunity Fund.
The Fund seeks to acquire freehold titled Australian pubs that have been adversely impacted by current economic conditions or prior poor management. The Fund will target a 100% equity acquisition of the entity that owns the freehold interest of each targeted Australian pub.
Some of the main factors influencing the investment criteria include:
valuation and financial modelling;
total capital required; and
the role that each pub will play in the Fund’s overall portfolio of assets.