Navis has made over 80 controlling private equity investments across Southeast Asia and its adjacent geographies since 1998
Over the last two decades, we have made investments by building a strong local presence first across Southeast Asia, and then in Australia and Hong Kong. As we mostly operate in relatively immature M&A markets, this local presence has been essential in providing the access and proximity required to uncover bi-lateral investment opportunities.
We have raised and managed seven limited partnership funds, five of which are now entirely or largely realized, delivering a return consistently in the top quartile benchmarks in our industry.
Drivers of Return
High growth markets
Southeast Asia’s economies have outperformed the US and Europe almost continuously for 30 years in terms of GDP growth, with a number of consumer sub-sectors experiencing a growth acceleration driven by increasing household income reaching consumption inflection points.
We acquire majority stakes in distinctive companies and adopt an active partnership approach with portfolio companies’ management teams. We implement strategies that drive revenue and earnings growth, rather than relying on multiple expansion, cost cutting or financial leverage to underwrite returns. Over 80 percent of the returns for all realized investments to date has been created by revenue and earnings growth.
We invest in businesses where there are multiple clearly-identified areas that we can impact. The investment and portfolio operations teams work with management to accelerate the speed at which the strategic agenda is implemented.
- Distinctive competitive advantage
- Ambitious and collaborative management team
- Owners and management teams that appreciate our collaborative and transformative approach
- Enterprise value of US$30 million – US$500 million
- Core industry verticals include consumer, healthcare, education and manufacturing
Do you have an investment opportunity?
We are always interested to hear about investment opportunities. Business owners
and managers as well as intermediaries, investment banks, advisors, accountants and
lawyers are welcome to contact us.
We invest in distinctive mid-market companies with a strong competitive position in their industry. With our strategic input, sector and regional expertise, we can significantly accelerate the company’s growth in a transformative way.
Navis has been a fantastic partner and guided us through the transformation of the company. Navis has provided us strategic and operational support as we jointly pursued a focused strategy and implemented it rapidly to become a world class medical technology company focused on innovative and reliable technology.
CEO, B Medical Systems
We apply a consistent investment approach and have a proven record of creating value across more than 80 control growth buyouts investing over US$4 billion in the last 20 years
Focus on controlling investment buyouts
We acquire controlling stakes in well established, mid-sized companies, predominantly in Southeast Asia and selectively in Hong Kong, China, and Australia and New Zealand. As a control investor, we can define the strategic direction of our portfolio companies in partnership with the founder and/or management team. We focus on transactions with equity investments of between US$30 million and US$150 million.
A large cohesive team that sources bi-lateral opportunities
We have one of the largest private equity investment teams in Southeast Asia, comprised of over 100 individuals across 16 nationalities. The longevity of the senior team is extremely rare, if not unique, amongst Asian private equity fund managers. Many are local or long-term residents of Asia and have significant local knowledge and regional networks. This has brought in substantial proprietary deal flow to Navis reducing the need to source potential investments via highly competitive auction processes.
Navis has been a value-adding partner to TES, working alongside us to reposition the company as a leading player in the circular economy. Working with Navis, we have expanded across the value chain, developing a full stack of technology recovery and recycling services for our clients globally. We have leveraged the strategic, M&A and operational support offered by Navis. We are now better positioned to serve the largest global brands, who value our security, value recovery and environmental impact expertise.
Leveraging ESG to Create Value
We strongly believe that a commitment to Environmental, Social and Governance (ESG) practices leads to better investment outcomes and fundamentally stronger companies. Attention to ESG enables management teams to identify and mitigate risks and realize potential savings and to drive sustainable growth. The active management of ESG issues in our investments has contributed to the success of our investments, as well having positive effects on the communities in which they operate.
We are a signatory to the United Nations-backed Principles for Responsible Investment (PRI). These principles and guidelines serve as valuable platforms for raising internal awareness and setting expectations for our investment partners, management teams and other stakeholders.
PRI Principles for Responsible Investment
We commit to the following PRI principles for our private equity investments:
- We will incorporate ESG issues into investment analysis and decision-making processes.
- We will be active owners and incorporate ESG issues into our ownership policies and practices.
- We will seek appropriate disclosure on ESG issues by the entities in which we invest.
- We will promote acceptance and implementation of the Principles within the investment industry.
- We will work together to enhance our effectiveness in implementing the Principles.
- We will each report on our activities and progress towards implementing the Principles.
The Navis Approach
Integrating ESG within our Investment Process
We take an integrated, program-driven approach to managing ESG risks and opportunities within our investment cycle from diligence through to exit. Our large dedicated team of ESG professionals focus on raising internal awareness, due diligence, addressing risks, and implementing ESG-oriented value-add initiatives.
We believe that transparency and accountability are necessary tenets of the responsible investment approach. We provide a full report on our ESG activities and outcomes to the PRI on an annual basis. We also continuously seek ways to improve.