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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.