Capital With Purpose. Built for the Long Term.

Protecting continuity for owners, teams, and customers.

Investment Criteria

Renée Gardiner acquires and partners with profitable, going-concern Australian businesses.

We work with founders, owners, and professional advisors where there is a genuine motivation for succession, partial exit, or ownership transition.

  • We focus on established businesses that demonstrate:

    • Consistent profitability and positive cash flow

    • Operation as a going concern with established customers

    • Management teams in place, or a clear transition pathway

    • Repeat, contracted, or high-retention revenue

    • Clear demand and a defensible market position

    • Clean, transparent financial reporting

  • As a guide, businesses we review typically have:

    • Annual revenue: $1 million – $20 million

    • EBITDA / operating profit: $250,000+

    • A track record of stable or improving profitability over recent years

    These thresholds are indicative only. We assess each opportunity on its merits, particularly where the business demonstrates strong fundamentals, resilience, and alignment.

  • We consider:

    • Full business acquisitions

    • Partial exits

    • Succession and ownership transitions

    Transaction structures may include majority or meaningful minority stakes, vendor finance, earn-outs, or staged exits, depending on fit and seller objectives.

  • We actively review opportunities across:

    • Health, wellbeing, beauty and care-adjacent businesses (including NDIS-aligned)

    • Professional and consulting services

    • Education, training, and capability-building enterprises

    • Technology-enabled businesses and applied AI services supporting operations, decision-making or service delivery

    • Purpose-led consumer brands with repeat revenue

    • Asset-backed or infrastructure-adjacent businesses

    Opportunities outside these sectors may be considered where fundamentals are strong.

  • To ensure alignment, we do not pursue:

    • Distressed or turnaround situations

    • Early-stage or pre-revenue businesses

    • Speculative or development-only opportunities

    • Businesses without reliable financial records

Our Acquisition Focus

Our Process

  • 1. Initial Enquiry

    Owners or advisors submit a short overview of the business through our website or by direct introduction. This typically includes high-level information on the business, financial performance, and the reason for considering a transaction.

    All enquiries are treated strictly confidential, and there is no obligation at this stage.

  • 2. Initial Review & Fit Assessment

    We conduct a prompt, high-level review to assess alignment with our investment criteria. If there appears to be a potential fit, we will contact you to arrange a confidential discussion.

    We aim to respond within 48 hours.

  • 3. Confidential Discussion

    We hold an initial conversation with the owner and/or advisor to understand the business, ownership objectives, and preferred transaction structure (full sale, partial exit, or succession).

    This stage is focused on alignment and expectations, not negotiation.

  • 4. Mutual Alignment & Decision Gate

    Following initial discussions, both parties confirm whether there is sufficient alignment to proceed. This includes agreement on:

    • Transaction intent (full sale, partial exit, succession)
    • Indicative value expectations
    • Timing and level of involvement
    • Cultural and people considerations

    If there is no alignment, we provide clear feedback and close the conversation respectfully.

  • 5. Indicative Interest

    Where there is mutual interest, we may provide an indicative, non-binding view on structure and valuation range, subject to further information and due diligence.

    No exclusivity or commitment is expected at this stage.

  • 6. Due Diligence

    If both parties wish to proceed, we undertake a proportionate due diligence process focused on:

    • Financial review and cash flow
    • Operations, systems and management
    • Key risks, dependencies, and obligations
    • Continuity considerations for staff, customers, and stakeholders

    We aim to keep diligence practical, respectful, and efficient, and proportionate to the size and complexity of the business.

  • 7. Terms & Documentation

    Following due diligence, final terms are agreed and documented. Transactions are completed through formal legal and commercial agreements, with advisors involved as appropriate.

  • 8. Transition & Ongoing Ownership

    Post-transaction, we work with owners and management to support a stable transition, clear governance, and continuity of the business.

    Our role is strategic rather than operational, allowing management teams to continue running the business.

Our team is committed to providing the focus, discretion, and expertise this process requires.

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