Established companies with clear competitive advantages
Businesses that deliver reliable earnings
Enterprise Value between $20 - $100m
Investing in businesses that give back to communities
Our simple, transparent, investment model gives Kiwi investors exclusive access to an untapped, here to fore hidden, opportunity to back New Zealand’s great private businesses. In return, our portfolio of companies provides an unrivalled combination of quarterly cash yield and
long-term capital appreciation. At ForthCo, we’re motivated to change the accepted perspective on how we grow our wealth. To show that a new route to connect Kiwi capital to proven Kiwi companies will spur a virtuous circle of sustained success for a stronger New Zealand.
The investor units are entitled to a preferred return from any distributable profits of the investment company (subject to the performance), on a quarterly basis.
Our investors’ ownership interests are tradeable on the catalist platform, an NZX-supported online platform for private capital markets.
At ForthCo, we believe that New Zealand has huge potential to be more productive, and that starts with the private sector. New Zealand’s small to medium enterprises (SMEs) make up almost half of our economy (by GDP), and this “hidden half” is not accessible to most investors.
Our approach is to invest in control stakes alongside founders and owners. Our investors buy units in specific businesses, and have the opportunity to build a diversified portfolio of direct investments over time. Private market returns are not correlated to public market returns.
ForthCo investment units are entitled to receive regular distributions and are listed on the Catalist platform. Both features (dividends and tradeability) are not typically found in private direct investment structures in New Zealand.
Our investors are wholesale investors, KiwiSaver funds, community groups, family offices. All have an economic and a social interest in investing here, where we stand.
We think boards are strategic partners for great businesses. We help with the development of growth strategies to quantify and focus on key opportunities. This might include supporting the development of sustainability frameworks, new product and service offerings, assessments of new market entry, negotiating strategic partnerships, and supporting management to identify and execute acquisition opportunities.
If required, we work with portfolio companies to manage the change in leadership that will sometimes follow a change in ownership. We help to build high performing teams, that work in collaboration with our ForthCo team, and build incentive systems that ensure alignment of objectives.
Our governance philosophy is based on having the right capabilities and connections (networks) required to meet your current and future opportunities and challenges. We have an extensive global network of experts and operators across industries who work with our portfolio companies as required.
Quality governance helps management make good business decisions. We help to implement robust governance and create reporting systems that provide company leadership with important and actionable information.
Leverage our extensive experience and networks in capital markets to ensure the business has the growth capital required to achieve its aspirations.