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The Direct Investment Unit at JANA is a specialized team created to help clients successfully invest into private market assets outside of a pooled fund vehicle.  Our DIU team can evaluate potential co-investments primarily in the property, infrastructure and private equity markets. 

Our experience is unparalleled, we have  advised on over A$11bn of capital investments by our clients since 2016 in assets with an enterprise value of over A$120bn. More than 60% of the capital investments advised by JANA have been offshore in Europe and North America, with the remaining 40% in Australia. DIU has worked across multiple sectors, with the majority being in transportation, power and energy, and social infrastructure/PPP.

We can assist in some of the following ways:

1. Investment Due Diligence of Potential Transactions:

  • Reviewing due diligence material; 

  • Assessing the appropriateness of the investment’s business plan; 

  • Undertaking risk assessment and stress testing return outcomes; 

  • Review of capital structure and proposed debt terms; 

  • Review of key consortium agreements including shareholder governance; and 

  • Manager due diligence and assessment of manager expertise. 

2. Asset Management: 

  • Where applicable, attending board meetings and reviewing board papers; 

  • Undertaking site visits (both domestically and offshore) and having regular calls with management of underlying companies; 

  • Review of periodic management reports and other company materials; 

  • Bespoke research or advice related to the investment and or market; and 

  • Where applicable, representation on advisory committees.