Summerset Group Holdings Ltd.

Summerset Group Holdings Ltd.

Summerset Group Holdings Ltd.

Overview
Date Founded

2004

Headquarters

Level 20, Majestic Centre,100 Willis Street,Wellington 6011

Type of Company

Public

Employees (Worldwide)

1,548

Industries

Hospitals & Patient Services

Company Description

Summerset Group Holdings Ltd. engages in the development and operation of retirement villages and aged care facilities. It also provides independent living and care options such as in-home care, serviced apartments, and care center. The company was founded by John O'Sullivan in 1994 and is headquartered in Wellington, New Zealand.

Contact Data
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Executives & Employees

Chief Executive Officer

Deputy Chief Executive Officer & Chief Financial Officer

General Manager-Operations & Customer Experience

General Manager-Sales

General Manager Development Australia

General Manager-Operations

General Manager Construction

General Manager-Human Resources

General Manager Development

Head-Quantity Surveyor

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Owners & Shareholders
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Harbour is an active, research-based equity manager which invests in equity and fixed-income in Australia and New Zealand. Their investment philosophy is supported by academic literature such as Morgan Stanley's 'The Competitive Edge', which pioneered a new approach to growth investing, and Michael Porter's 'The Competitive Advantage of Nations', a catalyst for companies to translate the analysis of competitive forces into company success factors.The firm's investment philosophy and process develop from these frameworks. They do not rely on a single measure of value, growth or competitiveness but utilize quantitative, macro-economic and fundamental factors. Their investment opportunities ranking system is informed by analysts' stock ratings, quantitative indicators of earnings and balance sheets and leading indicators, which draw from the market, from company profit and loss and balance sheets and from a range of publicly available economic indicators.Harbour believes there is a 'risk premium' embedded in NZ fixed-income securities that provides investors with a return over and above any expected losses for interest rate risk, credit risk, and liquidity risk. They combine structural and macroeconomic research with market indicators and intelligence to forecast the drivers of this risk premium.They construct fixed-income portfolios that maximize risk-adjusted returns for clients, utilizing a monthly investment process which includes structural and macroeconomic research, yield curve and risk premium forecasts, credit and liquidity research and risk budgeting.

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FFM is an active, growth-oriented, long-term investor which manages portfolios invested in Australian and New Zealand equity with a primary focus on small- and mid-cap companies.The firm engages in bottom-up stockpicking and manages highly concentrated portfolios. They aim to identify companies with a unique product or service and a dominant market position or brand, as well as companies which operate in a fast-growing sector. They base investment decisions on thorough fundamental analysis and regularly meet the management of each investee.

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ACC's Accident Compensation Scheme is divided into accounts covering specific groups of injuries. Their funding comes from levies which the firm bases on people's earnings, businesses' payrolls, gasoline and fees from vehicle licensing, as well as government funding. They review and set levies annually.

Recent Transactions
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UBS AG, UBS New Zealand Ltd. purchase Summerset Group Holdings Ltd. from Quadrant Private Equity Pty Ltd.

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Summerset Group Holdings Ltd. issued NZD Ordinary Shares

Transaction Advisors
Underwriter

Advised onSummerset Group Holdings Ltd. issued NZD Ordinary Shares

Underwriter

Advised onSummerset Group Holdings Ltd. issued NZD Ordinary Shares

Auditor

Advised onSummerset Group Holdings Ltd. issued NZD Ordinary Shares

Key Stats and Financials As of 2019
Market Capitalization
$1.4B
Total Enterprise Value
$2.6B
Earnings Per Share
$0.79
Revenue
$154M
Net Profit
$175M
EBITDA
$31.4M
EBITDAMargin
20.42%
Total Debt
$608M
Total Equity
$1.13B
Enterprise Value Sales
16.9x
Enterprise Value EBITDAOperating
82.78x
TEVNet Income
14.83x
Debt TEV
0.23x
Three Year Compounded Annual Growth Rate Of Revenue
21.45%
Five Year Compounded Annual Growth Rate Of Revenue
23.28%
Investors
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AMP Capital NZ-PE's private equity investment strategy focuses on investments across a range of industries and sectors in New Zealand and Australia. They provide funding for MBOs, MBIs, industry consolidation and succession planning.The firm aims to provide value-added services to their portfolio firms. They leverage their industry expertise and professional networks. They define and target market trends and opportunities, improve financial situation and operational efficiency, capitalize on growth potential (acquisitions and organic), assist with financial restructuring and follow-on funding, as well as to recruit for key management positions.

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QPE invests in mid-market companies located in Australia and New Zealand. The firm focuses on across a range of sectors including retail, healthcare, media, consumer foods, financial services and other sectors. They provides financing for MBOs, MBIs, buyout and growth capital requirements.QPE work closely with management, the founders and all stakeholders to deliver a clear business plan at the outset and discuss long term strategic plans. Their focus is creating value in our portfolio investments by building strong and sustainable businesses with a focus on growth.

Suppliers
Technology One Ltd. IT Consulting & Services | Brisbane, Australia

Technology One Ltd. engages in the development, marketing, sales, implementation and support of fully integrated enterprise business software solutions. It operates through five segments: Sales & Marketing, Consulting, Research & Development, Cloud, and Corporate. The Sales & Marketing segment engages in licensing and provides support to its customers. The Consulting segment provides implementation, custom software, and consultation services. The Research & Development segment engages in the research, development and support for its products. The Cloud segment delivers cloud hosting services to its customers. The Corporate segment is engaged in the aggregation of the corporate services functions costs and revenue, and corporately funded projects. The company was founded by Adrian Di Marco in 1987 and is headquartered in Brisbane, Australia.

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