Capitalworks Private Equity  |
| FUND MANAGER DETAILS |
| Year Fund Started | 2006 |
| Type of Fund Manager | Independent |
| Regulatory License Number | 45888; 45890; 45891 |
| Total Number of Investments to Date | 10 |
| Number of Investment Executives | 8 |
| Principal Office Address | 7th Floor, Capital Hill, 6 Benmore Road, Benmore, Sandton, 2010 |
| Key Contact Person and Designation | Chad Smart, Garth Willis |
| BEE Ownership | |
| Company Description | Capitalworks Investment Partners Limited operates as an asset management firm. The Company provides investment access and other services to institutional investors, commercial banks, insurance companies, pension funds, family offices, and high net worth individuals. Capitalworks Investment Partners serves customers in South Africa. |
| Telephone | +27 (0)11 301 3000 |
| E-mail | info@capitalworksip.com |
| Website | www.capitalworksip.com |
| FUND DETAILS |
| Name of Fund | Capitalworks Private Equity Fund I |
| Committed Capital of Fund | R1.5 billion |
| Fund Structure | Partnership |
| Nature of Fund | Management buy-out, growth capital, expansion capital |
| Number of Portfolio Companies | 7 |
| INVESTMENT PREFERENCES |
| Minimum Investment | R100 million |
| Maximum Investment | R500 million |
| Average Current Investment Size | R250 million |
| Industry Preference | |
| Industry Excluded | - Chemical & materials
- Oil & Gas
- Real Estate / Property
|
| Investment Stage Preference | - Expansion
- Buyout
- Growth / Development Capital
|
| Investment Stage Excluded | |
| Minimum and Maximum Equity Usually Taken | Significant minority or majority |
| Geographical Preferences | - South Africa
- Sub-Saharan Africa
|