Partner with Permainvest
Continuity for your company. Clarity for your future.
Who We Work Best With
PermaInvest partners with founders, families, and shareholders of established mid-market businesses who recognise that the next phase of growth, transition, or value realisation requires more than capital alone.
We specialise in situations where operational strength exists, but ownership, governance, or capital structures need to evolve.
Our approach is flexible
Succession & Retirement Situations
For founders ready to step back — with or without a successor.
Many successful businesses reach a point where the founder wishes to retire but has no clear succession plan. Family members may not wish to assume operational responsibility, or the skills required for the next phase may differ from those
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Family-Owned & Estate Businesses
For families seeking orderly transition, liquidity, or simplification.
Estate-driven sales, intergenerational transitions, or shareholder alignment challenges can place pressure on otherwise strong businesses.
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- Estate planning liquidity events
- Consolidation of fragmented ownership
- Resolution of shareholder misalignment
- Long-term stewardship rather than short-term extraction
Expansion & Strategic Growth Partners
For businesses that are performing strongly but constrained by capital, capability, or risk tolerance.
Some companies have proven products, strong demand, and capable teams — yet lack the resources to scale safely or efficiently.
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PermaInvest provides:
- Growth capital without loss of strategic discipline
- Acquisition funding for bolt-ons or geographic expansion
- Operational support to manage scale
- Access to advisory networks and financing relationships
Businesses Facing a Growth Ceiling
Running fast — but unable to accelerate further.
Rapid growth can expose limitations in systems, governance, talent, or capital structure. Without reinforcement, expansion can stall or create operational risk.
We help unlock the next phase through:
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- Strategic planning and prioritisation
- Professionalisation of systems and reporting
- Strengthened governance and controls
- Capital solutions aligned to growth trajectory
Product-Strong, Corporate-Weak Businesses
Excellent at what they do — less experienced in corporatisation.
Many founder-led businesses excel in product, service, or customer relationships but have not yet developed institutional capabilities.
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PermaInvest supports:
- Board structure and governance uplift
- Financial discipline and reporting frameworks
- Strategic planning and performance management
- Preparation for future sale, listing, or generational transition
Exit & Liquidity Solutions
For shareholders seeking to realise value after years of work.
Whether driven by personal goals, risk diversification, or changing priorities, owners may wish to partially or fully monetise their investment.
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Options include:
- Full exit
- Partial sale with continued involvement
- Progressive buyout over time
- Liquidity while retaining minority ownership
Capital-Constrained Businesses
Strong fundamentals but unable to keep pace with funding needs.
Growth, working capital requirements, acquisitions, or industry changes may require more capital than existing shareholders can comfortably provide.
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PermaInvest can structure:
- Equity investment
- Hybrid or structured capital solutions
- Debt optimisation alongside equity
- Balance sheet strengthening
Additional Situations We Commonly Support
Beyond the criteria above, PermaInvest is particularly well suited to:
Managed Turnarounds
Businesses with solid underlying value that require restructuring, repositioning, or operational improvement.
Founder Transitions
Owners seeking to remain involved operationally while transferring ownership risk.
Industry Consolidation
Platforms capable of acquiring competitors or complementary businesses.
Regulatory or Market Change
Companies needing capital or expertise to adapt to new conditions.
Shareholder Deadlock or Buy-Out Needs
Situations where ownership disputes or alignment issues are limiting progress.
Pre-IPO or Strategic Sale Preparation
Businesses aiming to professionalise ahead of a future liquidity event
Company Criteria
| Criteria | Requirement | Why It Matters |
|---|---|---|
| Revenue | $30+ million | Established market presence with scale |
| Profitability | Breakeven or high growth path | Sustainable unit economics or clear path to profitability |
| Industry | High growth sectors | Market tailwinds supporting expansion |
| Management | Strong team willing to stay for a minimum of two years (planned exit) | Post-investment continuity and execution |
| Distribution/clients | B2B | We prefer business doing business with other corporates |
| Structure | Ratchet/earn-out friendly | Alignment on valuation through performance |
| Sectors | Industry agnostic | Focus on fundamentals over sector constraints |