Charter Hall Group

Charter Hall Group is a prominent Australian property investment and funds management company that specializes in managing unlisted property funds and syndicates for a diverse range of investors, including high net worth individuals and institutional clients. The firm primarily focuses on managing property funds for retail and institutional investors, generating significant revenue from funds management activities. Over two-thirds of its earnings are derived from this sector, and this proportion is anticipated to increase as the company continues to grow. Charter Hall has a strong track record of delivering returns, which has led to substantial performance fees in recent years; however, these fees are expected to moderate due to projected lower property market returns. Despite this, regular base fees are expected to rise over the long term, and the company maintains a strategic approach by co-investing in its own funds, allowing it to align its interests with those of its investors.

David Southon

Joint Mnaging Director

1 past transactions

Patties Foods

Acquisition in 2021
Patties Foods is a true Australian success story, growing into a leading Australian manufacturer, supplier, and marketer of branded frozen savory and dessert products. In 1966, after working at their local bakery, Peter and Annie Rijs bought a small cake shop named Patties in Lakes Entrance, Victoria. Wanting to offer their customers more than just sweet treats, they introduced freshly baked bread rolls and delicious hot pies to the menu. The rest, as they say, is history. It wasn’t long before their business began to boom and bite by bite, the Patties legend began to grow. By the mid-80s, thanks to its famous pies, pastries, and party food, Patties had become a household name. We’re now one of the leading Australian-owned frozen food companies and continue to build on the family’s vision to deliver great tasting, honest food to all Australians, no matter what the occasion. As an ASX listed company, we own a high-quality portfolio of iconic Australian brands which include Four’N Twenty, Patties, Herbert Adams, Nanna’s, and Chefs Pride. These brands have strong market shares and are supported by considerable brand investment by the Company. Specifically, Patties Foods has a #1 market share in the retail frozen savory segment (which includes pies, sausage rolls, pasties and party goods) and a #2 market share in the retail frozen dessert segment (which includes fruit pies, danishes/crumbles, and cakes). Patties Foods maintains the values reflecting its origin as a family-owned company. We are the custodians of a unique portfolio of brands that have become household names across the nation. Of course, along with Great Brands, and Great Assets, the other vital ingredient in our recipe for business success is – GREAT PEOPLE.
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