High Yield
Logistics Investment Opportunity

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Opportunity Overview

20% p.a. senior, secured debt investment in the logistics industry

Investment Highlights

We are seeking capital from wholesale and sophisticated investors for a 20% p.a. senior, secured debt investment in the logistics industry.

Our client has a presence Australia-wide and has created a high quality, omni-channel logistics platform, underpinned by technology, data, analytics and automation. However, in its current state, it is sub-scale and underleveraged.

Earlier this year, our client raised $1.4 million to commence execution of a ‘scale up’ plan (Transformation Plan), with significant progress since then. This capital raising will enable the business to complete that Transformation Plan, in advance of a refinancing prior to 30 June 2022.

Terms of the senior debt are as follows:

  • Security – Secured loan notes (GSA)
  • Term – to 30 June 2022
  • Return – 20% p.a.
  • Interest – Payable quarterly, in arrears
  • Ability to convert into subsequently issued securities at a 10% discount to valuation
  • Minimum investment – $50,000 per investor (sophisticated investors only)
  • Other terms and conditions typical for senior securities

We are currently seeking $600,000 for our client under this follow-on capital raising.

However, this opportunity will also appeal to investors seeking larger cheque-size deployment, with the opportunity to invest $2 – 3 million in a national, scale-up opportunity. In these circumstances, existing senior debt facilities will be repaid from funds raised and the remainder will be used as growth capital.

About Zanda Partners

Zanda Partners provides capital raising, corporate advisory, strategic advisory and consulting expertise to private, unlisted Australian companies. We work in partnership with our clients to deliver transformative outcomes – acquisitions, industry consolidation, product expansion and innovation, international expansion, turnarounds and restructures.

Our capital raising processes are designed to deliver an outstanding outcome to our clients, their stakeholders and new investors. We partner with our clients on ‘capital-readiness’, often engaging well in advance of a raising to maximise the prospects of capital raising success. We continue to work closely with our clients following a successful raising to help them deliver on commitments made to new, and existing, investors. Our extensive investor network (comprising HNWs, private equity, family offices, wealth managers and advisers across Australia) derives confidence from our early engagement, depth and breadth of due diligence, efficient capital raising processes, interest alignment and engagement beyond investment.

In addition to capital and advice, we deliver experienced capability to our clients, including senior interim roles, C-suite executives, board members and outsourced finance, sales and technology teams. Following a period of rapid growth, Zanda Partners now has offices in Brisbane, Melbourne and the Sunshine Coast and is proud to have a team of ten experienced corporate advisers, management consultants, investment managers and C-suite executives across these locations.

Zanda Invest Pty Ltd ATF Zanda Invest Unit Trust (AFSL 278423, Authorised Representative Number 001292497).