Wholesale Invest Edition 2

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Carbon Pollution Reduction Scheme

Award winning recycling technology

Capitalising on emission management

First to market healthcare technology

Profitable aged care developer

Proven online growth businesses

Succession issue creates opportunity

Opportunities featured in this issue:

Private investment opportunities for wholesale,professional and sophisticated investors

whole sale inve stor.com.au

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Page

5 Carbon Pollution Reduction Scheme By Stephen Maarbani, PriceWaterhouse Coopers

6 Business prices hit bottom By David Bird, BizExchange

7 Succession, demographics & the global economic crisis By Adrian Ness, Succession Capital

8 Has there ever been a better time to grow? By Adrian McFedries, DC Strategy

9 Flip Screen10 Glasses Online11 Global Emissions Management Systems12 ICN Health 14 Landmark Pacific Holdings Pty Ltd 15 Asset Governance (International)16 Direct Business Solutions Universal17 E.Health.com Pty Ltd18 AiRush19 Mailing Lists Online20 The Equisent Group21 Swapace.com22 Private companies provide an exciting opportunity to investors in turbulent times By Steve Torso, Director, Wholesale Investor

22 Show me the “smart” money! By Owen Matheson, Wholesale Investor

Disclaimer

Contents

This Publication contains prominent statements appropriate for the particular medium by which the Publication is made to the effect that:

(A) the information contained in the Publication about the proposed business opportunity and the securities or scheme interests is not intended to be the only information on which the investment decision is made and is not a substitute for a disclosure document, Product Disclosure Statement or any other notice that may be required under the Act, as that Act may apply to the investment. Detailed information may be needed to make an investment decision, for example: financial statements; a business plan; information about ownership of intellectual or industrial property; or expert opinions including valuations or auditors’ reports;

and

(B) a prospective investor is strongly advised to take appropriate professional advice before accepting an offer for issue or sale of any securities or scheme interests;

For more information, please visit our website www.wholesaleinvestor.com.au or email [email protected]

Issue 2

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Welcome to the latest edition Wholesale Investorwww.wholesaleinvestor.com.au

The launch of the first issue of the magazine and the website has been successful to say the least. Our con-cept of showcasing private companies to wholesale investors has been well received by investors and capital seekers alike.

Our launch party, held in Sydney in October attracted some high profile investors, fund managers and representatives from many of the companies featured in the first issue. All photos are on our website under the events section.

Issues of Wholesale Investor were made available to del-egates at the 2008 AVCAL Annual Convention held on the Gold Coast in September and our online investor database continues to grow rapidly as more an more people register to gain access to the companies we are promoting.

Our investor base now stretches internationally as far abroad as the UK, USA, Canada and Europe. Among them are the whos who of Australian business, venture capital and private equity.

Financial meltdown and its effect on private capital raisingsThe ‘train wreck’ state of the financial markets has proven to be somewhat beneficial to Wholesale Inves-tor as the options for raising capital have been severely limited in recent months.

Difficulty to raise capital means value expectations have come down presenting investors with a ‘once in a lifetime’ opportunity to acquire or invest into assets at a discounted price. The key for them is to pick the sectors that will be resistant to the impending downturn. Clearly there will be businesses and industries that will prosper – many of the private investors we speak with are very optimistic about the next few years.

We have been inundated with companies seeking to raise capital and have since expanded our team to include Owen Matheson to help screen the enquiries. Not every company that enquires gets to be featured in our magazine and/or website. They have to meet our selection criteria first in order to keep the standard of the deal-flow high. On page 22 you will find an article from Owen discussing some tips for a successful capital raising.

What are the Private Equity firms up to?As our investor base mainly consists of private equity, venture capital and wholesale investors, we are in touch with them very regularly.

Brendan Sulway from Hawkesbridge Private Equity makes the following comments which summarises what is going on around town:

Most PE firms are sitting on large commitments after recently raising fresh funds

The credit crunch has resulted in the banks being much more selective with the deals they choose to do. This, combined in the increased cost of debt has resulted in purchase price multiples dropping

On the vendor side, we are seeing purchase price expec-tations at still relatively high levels. Many vendors have only recently realised that the prices being paid for busi-nesses 12 months ago are unlikely to return

PE investment is unlikely to occur in any sectors that have exposure to discretionary spending (such as re-tail) as it is expected that these businesses will perform poorly over the next 12 - 18 months

The public markets are currently valuing many strong companies on low earnings multiples. As such there is likely to be an increase in the number of Public to Private deals occurring in the market as PE funds take advan-tage of these buying opportunities

Cash is king in this market and as such there is likely to be an increase in distressed deals as PE funds take advantage of opportunistic buying

Due to the above mentioned buying opportunities - 2008 vintage PE funds are likely to perform very well

Many PE funds are continuing to work on operational improvement in investee companies during these times

Also, many PE firms are on the lookout for strategic and opportunistic acquisitions that can “bolt on” to their exist-ing investments.

Clearly with the public markets closed for capital raisings, we believe that private capital will become a more main-stream investment product not only for super funds and large private investors, but for smaller individual investors also.

We hope you enjoy the great selection of opportunities fea-tured in this issue.

If you have any questions, comments or suggestions, please feel free to make contact with myself on [email protected] or (02) 9252 2489.

Furthermore, if you have relevant editorial content you would like to submit, please email it through.

Reuben Buchanan PUBLISHEr Wholesale Investor

The introduction of the Carbon Pollution reduction Scheme (CPrS) as outlined in the Federal Government’s Green Paper, and the resulting demand that will be placed on emitters to find innovative clean technology (‘cleantech’) solutions, will create many opportunities for investors and particularly for the venture capital sector. In this article we discuss the reason for the almost certain increase in demand for cleantech solutions that will follow implementation of the CPrS, and consider the investment vehicle structure – the Early Stage Venture Capital Limited Partnership – most suitable for the venture capital sector’s entry into investment opportunities fuelled by climate change and the CPrS.

Demand for cleantech solutions to escalateThe production of carbon as part of any commercial process will soon have a quantifiable cost as emitters acquire permits, or pay penalties under the CPrS where emissions exceed permitted levels. As a result, the prices of goods and services which rely on processes which produce high levels of carbon will increase, and the competitive advantages that currently exist in the market may change profoundly. The Federal Government’s goal to reduce the level of carbon production by 60 per cent below 2000 levels by 2050 means the way we produce, price and buy will all need to change.

Cleaner processes which produce less carbon pollution will create more competitive goods and services by avoiding the additional costs of CPrS permit acquisition. As a result, there will be an increasing number of opportunities for the creation of clean technologies aimed at reducing the production of carbon as part of commercial processes, where the cost to business of the solution is less than the cost of CPrS permit acquisition.

The market pricing mechanisms of the CPrS, the introduction of a cap on emissions for the first time and the limited availability of CPrS permits are likely to result in a relatively high initial market value for CPrS permits. Emitters will need to either compete with each other at auction or on the secondary market to purchase CPrS permits which cover the level of carbon pollution they emit, or seek to reduce those emissions in some other way. Those emitters with the greatest need (and the deepest pockets) will set the price. Emitters who are unable to acquire the CPrS permits which they need, will have little choice but to reduce their emissions or face legislative penalties.

In the meantime, innovators are assessing the opportunities for solving the carbon reduction problem and seeking to produce

solutions which offer business a more cost effective alternative to CPrS permit acquisition. The level of innovation in the ‘cleantech’ space must increase as demand, driven by the costs of the CPrS, forces business to find solutions. This demand will create investment opportunities for investors, and will require investors to consider the alternative structures available to them to make their investment. The Early Stage Venture Capital Limited Partnership (ESVCLP) structure is a structure that would be perfectly suited to investment in clean technology innovation in many situations.

Tax-free investment through an esvclp Generally, the ESVCLP offers investors a tax-free return for ‘limited partners’ and ensures the carried interest of the ‘general partner’ is on capital account where the investment rules of the program are met. An ESVCLP may have a fund size of up to $100 million and may invest in entities whose gross asset value is up to $50 million as shown on its last audited accounts. Arguably, neither the maximum fund size of an ESVCLP nor the maximum gross asset value of investee targets is inconsequential.

The ESVCLP must divest itself of an investment whose gross assets (not market value) reach $250 million.

The divestment rule has been criticised as a burdensome restriction on the divestment flexibility of a general partner, however, market analysis reveals that a substantial majority of initial public offerings (IPOs) which occurred in 2007 were capitalised at below $250 million (Survey of Sharemarket Floats in 2007, PricewaterhouseCoopers Corporate Finance). In addition, the ESVCLP legislation contains no restrictions on the transfer of such an investment into a ‘companion fund’ in circumstances where the fund wishes to retain the investment. Whilst there are costs associated with such a transfer, the tax-free gain made on the investment up until that time and the future potential growth of the investment (evidenced by the desire to retain the investment) may well outweigh this cost.

For further information in relation to how to take advantage of the clean technology opportunity or on the details of the ESVCLP program contact:

John Cannings, Partner Phone: +61 2 8266 6410 [email protected]

Steven Maarbani, Senior Associate Phone: +61 2 8266 6834 [email protected]

– Opportunities for investors in clean technologyBy STeven MAARBAnI, SENIOr ASSOCIATE – PriceWaterhouse Coopers Legal

Carbon Pollution Reduction Scheme

Below: Photos from the Wholesale Investor launch party held in September. More photos can be found on our website under the Events section

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At Bizexchange we have been monitoring private business values in Australia for some time and producing the Bizexchange Index since September 2006. In the latest version of the Bizexchange Index we have found that Business prices have hit a new low as baby-boomers looking to retire try to sell into a buyers’ market. Many of these are now thinking twice about selling, either opting to hang onto their business for longer, or preferring to close rather than go through the pain of selling for a relatively small return.

The growth in the volume of businesses listed for sale in Australia has slowed with lower prices and an excess of businesses for sale making current owners think twice about selling. This is reflected in the graph below.

Note: It is worth noting that the prices in the June 07 Quarter were significantly affected by the June 30 2007 deadline for large lump sum superannuation contributions.

The number of businesses advertised for sale for less than a year’s earnings has declined for the first time in over 12 months to 9% down from over 13% of all listings in the June Quarter. Although this is still well up from less than 1% just 21 months ago.

Perhaps not surprisingly the market sentiment in relation to the future value of businesses continues to soften from already low levels. The most significant increase in this survey period was a large increase in the number of respondents saying ‘don’t know.

This is the most negative the market has been since December 2006 as outlined in the graph below.

BizExchange has previously reported that the continued increase in the volume of businesses for sale due to baby boomer retirement combined with a shortage of funding available to Gen-X and Gen-Y would result in businesses either taking longer to sell, selling for less money, or both. This prediction is evident in the market.

The September Quarter may also reveal something else; there is a price point at which a retiring business owner would rather close the business than sell it. This point appears to have been reached with the first reduction in over 12 months in the number of business for sale at less than one year’s earnings.

With the global financial crisis making it even more difficult for potential buyers to raise sufficient capital to fund the purchase, the market is likely to see an increase in the time it takes to sell a privately owned business.

Another factor beginning to impact on business sales is the possible implications of a slower economy on future revenue projections. In a buyers’ market this directly translates into lower prices.

The BizExchange index and detailed reports on business values in specific industries are available from www.valuemybusiness.com.au

By DAvID BIRD, MANAGING DIrECTOr – BizExchange

By ADRIAn neSS – Succession Capital

Business Prices hit bottom

Business exits, succession strategies and private capital raisings are all being brought forward at a rate of knots. Those companies with their house in order (in a ‘sale ready state’) will emerge far better and attract significantly higher valuations. Many will fail. Here are a few considerations:

The Directors of one business we looked at (food distribution space, $5M EBIT) advised that 12 months ago they (regret-tably) knocked back an offer to purchase that was 50% above the valuation they would now be prepared to accept. In another case, the corporate advisor to a well established business that was advertised nationally (niche personal care, $1.2M EBIT), came back to us on two separate occasions and requested that we reconsider putting in an offer either at a higher discount rate &/or on more flexible purchase terms. Each of these instances was pre June 2008 and well before recent market turbulence.

A more current example today is one private company that is struggling to raise capital (debt or equity – it’s not fussed) at a $7M valuation, a year ago it knocked back an investment that valued it at over $16.5M. The increased cost and reduced availability of capital is clearly impacting the valuations of all businesses, as well as the viability of many.

If you’re a private company considering succession (or looking to raise capital for that matter) here are a few considerations.

ADvISORy TeAM: create a good strategy in collaboration with professional advisors. Yes they’ll charge you (for what may seem like little work) but they should add significant value to increase the sale price or access that urgently required capital earlier.

Ownership & Management: should be treated as two sepa-rate components, yet the owners of many private businesses implicitly view them as one. Many vendors may no longer be financially reliant on their businesses, but how reliant are their business on them?

TIMIng: The best time to go to market is when revenues and particularly earnings are all trending upward. If one of these takes a hit temporarily it may be better to resolve the issue prior to selling. Purchasers and investors will only value demonstrated re-sults. Ultimately your business is worth whatever a willing buyer/investor is prepared to pay for it at the time.

vAluATIOn RAngeS: be aware that the value of your business will vary between different parties. Synergistic or trade players, MBO teams and financiers will all have differing views of value. Also implications relating to time, cost, valuation, terms and conditions will all vary depending upon the type of purchaser/investor you pursue.

exIT OR enTRy: think about your business from a buyer’s or investor’s perspective, remembering that your exit is someone else’s entry. Look from the outside in. What risks &/or concerns will an outsider see and can they be easily mitigated?

DeMOgRAPHIcS: there are more potential sellers (aged 45 to 65 years, 24% of the population) compared to potential purchasers (aged 35 to 45 years, 15% of the population). This has important implications regarding demand & supply (hence valuation) for all business owners considering succession in the next decade or so.

As conditions continue to tighten, more businesses are coming to market and valuations are reducing across the board.

Adrian Ness is a director of Succession Capital, a private equity group who has funds readily available to acquire &/or invest in private busi-nesses, whose earnings range between $1M to $5M EBIT.

For more information please visit www.successioncapital.com.au

Succession, demographics & the global economic crisis

The knock on effects of the global economic crisis are in full swing, both in public and private markets.

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The current global economic issues have created an environment that will serve as a catalyst for the strongest businesses to grow their lead and others to emerge where they were not before. There has never been a better time for growth and the real issue for groups is to understand where the focus and priorities in the business need to be for the next 12 – 18 months.

serious growthThere are few businesses that achieve a degree of growth that produces a national or international presence and market position. The key reasons for this relate back to three core areas detail in the diagram and the ability to execute to an exacting standard.

There are a considerable number of private equity firms, business investors and management teams that are employing a ‘back to basics’ strategy at present and that is a key part of the value of this economic turbulence.

It is a time where consideration should be given to fundamental items such as a restructure of the business model – perhaps fran-chising as an Hr strategy, increased use of structured incentives or an increase in the distribution breadth or depth. Underlying business models usually change every 5-7 years but often strong economic times prolong the desire or recognition that the business model needs to change. In the experience of DC Strategy these are the types of issues being confronted in businesses proactively driving their direction at present?

How can we drive greater efficiency and effectiveness out of the existing business?

Is the current employee structure and model the most effective for the future of the business?

Has the distribution channel achieved the depth and breadth of reach it can?

Is our product offering too narrow or broad relative to the fixed cost base of the business?

Are the current management team matched to the current growth phase of the business?

Is the capital or working capital base of the business sufficient and effective?

Are there aggregation opportunities in the market?

What are the profit vs. revenue growth trade off’s being made?

International There has also never been a better time to progress into interna-tional markets for businesses that have a strong domestic presence, cash flow and profitability and the senior management resource. As in Australia, the world has not collapsed and a significant number of

opportunities and strong performing businesses remain. Consider the recent strategy of Michael Hill Jeweller to acquire 17 stores in the US out of Chapter 11 bankruptcy as selection of hand picked stores of a large 70 year old established group. This builds on their existing strategy in Canada and provides a direct entry into the US market with a considerably diminished investment to the alternatives.

There are a number of businesses in Australia that have reached or a fast approaching a mature stage of their growth cycle that have not given due consideration to international expansion. Australian businesses operate against the odds of a small population, high fixed costs and vast geographic disbursement yet make acceptable returns on investment. rather than seek to diversify to grow or even contemplate aggregation in a sector a well constructed international strategy can deliver the same success that has taken Boost Juice from two Adelaide stores to 13 countries in 7 years.

Capital will continue to find a home in businesses that have a strong value proposition, target market and sustainable busi-ness model and the reality of having to confront the existing market head can only produce a stronger outcome for those capable of moving forward.

Adrian McFedries is the Managing Director at DC Strategy.

DC Strategy is the region’s leading specialist consulting and legal firm. Our specialist teams in Strategy, Franchising, International and

Legal have developed the networks and brands of many of the region’s most suc-cessful businesses.

Contact Adrian McFedries at [email protected] or +61 (0) 3 8102 9200

www.dcstrategy.com

By ADRIAn McFeDRIeS, MANAGING DIrECTOr - DC Strategy

Has there ever been a better time to grow?

Corporate Structure:Allmine Group Limited is an unlisted public company with a spread of shareholders who have entered the group at various stages over the past two years.

Company Name Flip Screen Australia Pty Limited Sector Manufacturing - Equipment attachmentsYr established 2004 Business stage ExpansionLocation Wagga Wagga NSW, AustraliaOpportunity Capital Raising

Board & Management:

Sam Turnbull: Managing Director & Founder

25 years experience running successful enter-prises in the excavation, demolition & agricultural industries.

Daniel Paton: general Manager

Bachelor of Business (Economics) with over 9 years senior management experience in the food, automotive, optics, timber & heavy machin-ery industries.

Brian Tennant: Operations Manager

Over 25 years experience of senior manage-ment in technology & automotive manufacturing companies.

Melissa Winson: Finance Manager

Bachelor of Business (International Business Mngt), Bachelor of Information Technology and Master of Accounting with over 5 years experi-ence in business & financial management.

Corporate StructureFlip Screen Australia Pty limited is a private company, with the founder currently owning approx 84%. Other shareholders are private investors. new shares will be issued for the capital raised.

Exit StrategyThe management team is looking to strongly grow Flip Screen, with a view to selling or floating the business in 4 to 5 years. A sale of the business is more likely to occur and pur-chasers could include private equity or trade buyers (eg equipment distributors, hire compa-nies, mining service companies, etc.).

Further InformationTo learn more about this opportunity, including downloading an overview document, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for Flip Screen

Executive SummaryFlip Screen Australia Pty ltd, is an award winning business with proven and innova-tive patented products.

The business specialises in the manufacturing and distribution of the “Flip Screen” tech-nology, a revolutionary screening and recycling attachment built for skid steers, excava-tors, wheel loaders, backhoes and telehandlers. The product has substantial use in the construction, development, landscaping and recycling industries, with inroads being made into the mining area.

The Flip Screen product is currently exported to five countries. The company has received numerous awards for its innovation, including the ABC TV’s The New Inventor show award and the 2008 “Cool Company” award for Innovation from Australian Anthill business magazine.

Competitive Advantages: • Uniquepatentedproductrange• Costsavingsfromreducedhaulagecostsandtipfees• Reducedneedforimportingcleanfillandotherrawmaterials• Increasedoperationalefficiencyfromfastscreeningrate,nospillage

and product portability• Eachproductcanscreenmultiplesizesusingsimpleinterchangeablemeshes• Generatesnewrevenueopportunitiesfromthesalvageofsaleablematerials• Environmentalbenefitsthroughlandfillreduction,fuelemissionsreduction,and

resource recycling• Extremelystrongandrobustproductdesign• Productsavailableforawiderangeofusesandmachinesizes• Noshaking/vibratingwhichincreasesthelifeofthecarrierequipment

Key Investment Highlights:

• Strong,provenawardwinningproductthatiswellrecognised• Exceptionalgrowthperformanceandpotential• Innovative,solutiondrivencompanywithastrongproductpipeline• Significantdomesticandexportgrowthpotential• Thecompanyservicesdiverseindustriesthatneedtosortorrecyclematerials

reducing reliance on individual industries• Providessignificantenvironmentalbenefitsandcostsavingsbyreducingwaste

disposalandenablingtherecycling/saleofrawmaterials• Uniquepatentedproductrange• Strongmanagementteam

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Company Name GlassesOnline Sector Internet – retailYr established 2006 Business stage Early stage / ExpansionLocation Sydney, AustraliaOpportunity Capital Raising

Board & Management:

Kevin Reece – Managing DirectorGlassesOnline is managed by Kevin reece, the founder and Managing Director. Kevin has over 10 years experience in the IT industry and was previously with a large international research and consulting firm, assisting the marketing teams of IT service providers.

glassesOnline is currently assembling a Board of Directors.

Corporate Structure:visionary eyewear Pty ltd (trading as glassesOnline.com.au) is a privately held company.

new shares will be issued as capital is raised, details of which can found in the Information Memorandum

Exit StrategyIt is expected that the business will be exited within 3-5 years via a trade sale. likely suitors include optical groups and non-optical retail companies.

Further InformationTo learn more about this opportunity, including downloading the Information Memorandum, go towww/wholewww.wholesaleinvestor.com.au, click on view Investment Opportunities and search for glassesOnline

Executive SummaryGlassesOnline sells prescription glasses over the internet at 70% less than the retail store price. Customers are able to buy complete glasses starting at $65, including frame and lenses made to their prescription, compared to the average in-store price of over $300. Customers simply use a copy of their prescription, which they are entitled to receive from their optometrist, to order online or over the phone. Without the high costs associated with retail premises, a significant reduction in pricing can be achieved online.

GlassesOnline’s innovative business model has been featured on Today Tonight, A Current Affair, AFr and BrW among others.

Competitive Advantages: • Significantpriceadvantageovertraditionalopticalproviders

• Establishedandprovenbusinesswithover5,000pairsofglassessoldtodate

• Brandpositioningestablishedthroughextensivemediacoverage

• Anessentialproductpricedat70%less,coupledwithhighservicelevels,createsa compelling proposition and vocal customers

• Pricelevelenablesmultipleandmorefrequentpurchases,forexample,pairsfordifferent occasions and spare pairs

• Convenienceofquickonlineorderingandhomedelivery

Key Investment Highlights:• Provenandscalablemodel

• Largetargetmarket:11millionAustralianswearglassesandbuyover4.5mpairseach year. Annual market value of over $1.2bn

• SignificantopportunitytoreplicatethesuccessoftheUKandUSonlinemodels

• Highmarginsdespitelowerpricelevel

• Growthmodelbasedoncurrentcustomerdataincludingcostperacquisition,customer value per year and referral rates

• Opportunitiestoexpandeyewearofferingsunderthebrand

• Capitalsoughtforcustomeracquisition:totakethemodeltoalargeraudiencethrough marketing

• Attractivereturnsin3-5yeartimeframe

Company Name Global Emissions Management Solutions Ltd Sector Climate Change Management and ReportingYr established 2008Business stage Early stage- expansionLocation Perth, AustraliaOpportunity Capital Raising

Executive Summary More than 90% of the sharemarket must publicly report their greenhouse gas emissions to avoid fines of up to $100,000 and public censure.

The problem for companies is that they and most consultants have little experience in this type and level of reporting. In fact there are very few people in Australia with the expertise, and very few companies with both the expertise and the business systems needed.

GEMS is the answer, the compilation of 18 years energy and emissions management consulting, auditing, and verification experience, and 8 years of enterprise level energy and emissions reporting software development.

Competitive Advantages • GEMShaseverythinganorganizationneedsforemissionsreporting-proven

software, consultants, and training.

• GEMSisheadedupbyanEnergyandEmissionsExpert.Oneofonly19Fed-eral government approved auditors and verifiers in Australia he has an intimate knowledge of government assessment and verification practices.

• GEMSemissionssoftware,nowinits4thgeneration,hasbeenindependentlyevaluated as 1 of the best, if not the best in its field and as one of the few pieces of software that are built from an (domain) expertise perspective. geMS software:

• Meetsinternational,nationalandstaterequirementsandstandards.

• IntegrateswithothersoftwaresystemsincludingOracle,SAP,databases,andac-counting systems.

• GEMShastheexpertiseandabilitytomanagereportingforbusiness,corpora-tions, and government agencies with 1, 100, or 10,000 facilities on an national and international basis.

• GEMSiscosteffective,andcostlessthanin-housesolutions,because:

• GEMSprovidesandmaintainsthepurposebuiltsoftware.Clientsdon’tnothaveto bear the cost of developing and maintaining their own systems.

• GEMSconsultantsaretrainedinthistypeofdatacollection,analysis,andreport-ing we know from experience we can reduce the time and resources needed in most cases a factor of 10.

• GEMSfreesupstaffandconsultantsfromtimeconsumingtaskslikedatacollec-tion and analysis tasks to apply their time and expertise more effectively.

• GEMShelpsimproveproductivityandreducecosts,energy,andemissions.Formany organizations the information which geMS can provide will be the first time organizations can compare the cost and efficiency of processes and operations across their organization at the push of a button.


Board & Management:

The board consists of ceO Mr. gerry Magee an energy and emissions expert with 18 years experience in this field. Gerry is also the Executive Director in charge of Technical Services -software development, training, and service delivery.

Mr. Phillip north, a non- executive Director Phil brings experience and skills gained over 14 years of growing a business from new to one with more than 400 staff with offices in most capital cities.

Mr. edward (Quintin) george, non- executive Director. Quintin’s expertise is as a trainer with experience in sustainability is important in working with companies to change corporate cultures and to get staff on side and actively involved in sustainable management practices.

The company is seeking new board members with expertise in other key areas.

Corporate Structure global emissions Management Solutions is an unlisted public company.

Exit Strategy An IPO is the preferred exit strategy, however given the domain expertise, the uniqueness of the geMS software systems, and the current interest a trade sale or merger is a highly likely option. A number of large consulting compa-nies are already in strategic partner and inves-tor discussions.

Further Information: To learn more about this opportunity, including downloading the Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for global emissions Management Solutions

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Board & Management:

Stephen Hobbs : general Manager

Steve has over 30 years experience in Healthcare in Europe, Asia Pacific and Australia. Appointed as Executive Director of the company since its inception, Steve’s expertise spans strategic plan-ning and implementation, business development, marketing and clinical research.

Alan Beasley : chairman

Alan has over 30 years experience in Investment Management spanning equities and portfolio management for institutional investors. Alan is the founding Managing Director of Ascend Asset Management which with its principals has as-sisted capital raisings in excess of $50m.

Barry Dawes : Director

Barry has over 30 years experience in financial and commodity markets and senior executive roles in investment banks. Barry has particular expertise in Placements, Initial Public Offerings and rights Issues.

John Webster : Director

John has over 30 years experience in running very successful businesses across retail, aeronautics and tourism in Australia. John strengths are in successful business outcomes, strategic thinking, investment experience, process implementation and management.

Corporate Structure Icn Health limited is a public unlisted com-pany with four directors.

ExitIcn Health is seeking strategic investment and it is our intention to proceed to a public listing at the appropriate time.

Further InformationTo learn more about this opportunity, including downloading an Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for Icn Health.

Company Name ICN Health Sector Healthcare & ITYr established 2005Business stage ExpansionLocation Sydney, AustraliaOpportunity Capital Raising / Strategic Partner

Executive SummaryThe Ageing Population explosionWith life expectancy increasing and the population ageing, healthcare in Australia is undergoing dramatic changes. “The Way Forward” is to keep the ageing population living in their homes, not in hospital or nursing homes, for as long as possible. The issue is there is no centralized method of tracking a person through the system to ensure they have complete and consistent care.

Solving the IssueICN Health is first-to-market with a secure, web-based information exchange and communication Platform, achieved in partnership with a consortium of forward thinking Health and Community Care Agencies called Care Communication Network (CCN).

What is ccnThe purpose of the system is to improve the efficiency of service delivery in the aged, disability/community health sector through improved communication and knowledge sharing amongst Health and Community Service Providers.

The BenefitsThe benefits of the platform are significantly reduced cost of service delivery which means more services delivered per dollar and better health outcomes.

Why is ccn unique First, whole of healthcare, information management system that branches across all key sectors Decentralised architecture with segregated data ownership Privacy compliant Real-time updates The Client Community Viewer: A map of the Client’s journey through the community care setting.

The current StatusThe system platform and care model is mature and in the market. $4m of investment has been allocated and the working version on the Central Coast of NSW is steadily establishing itself with agencies across key sectors including government funded agencies, private service providers, public and private hospitals, ambulance services, and retirement villages.

The ProposalThere is a compelling case to capitalise on years of development and the significant momentum which has already been achieved; in a huge market with enormous potential.

Competitive Advantages• Marketreadysolution;1-2yearsaheadwithkeyCommunityandHealthplayers

already engaged

• ThePlatformoffersimmediatesavingsina$10billionperannumsectoranddramaticcostefficiencies can be demonstrated eg $1million of savings pa per hospital through improved discharge of patients and $2 million of savings in each community

ICN Health has a first-to-market, integrated

communication and information sharing platform

that significantly improves the efficiencies in

healthcare delivery in the $10 bn Australian Market.

• Theonlysystemthatisabletotrackapersonateverystageoftheircareacrossevery sector and facility

• Reducedunitcostofservicedeliverymeansmoreservicescanbedelivered

• Reduceshospitaladmissionsthroughhospitalavoidance

• Standaloneinformationsharingsystemthatisnotreliantoninternal hospital systems

• DesignedbykeyfrontlinestaffinCommunityandHealthtoaddressallthekeyissues to improving service delivery efficiency in the community

• Atrueclient-centric,easytousePlatformthatreducestheadministrativeburdenof gathering client information that already exists

• Unique,decentralisedarchitectureenablesdataownership,consent,privacyandup to date information

• Affordabletoallusersandinteroperablewiththeirdatabases

Key Investment Highlights• $10billionAgedCareandDisabilityCaremarket,settodoublein15yearswiththe

rapidly ageing population

• 2000hospitalbedseachdayareneedlesslyoccupiedbyelderlypatientsataknown bed cost of $2 million a day

“If I had access to the Platform I could discharge 3-4 elderly patients today.”

Head of Medical Assessment unit, geneRAl HOSPITAl

“As a case Manager the Platform is the foundation for building, monitoring and executing the case plan”

“The Platform will enable us and our service partners to work more efficiently together and to engage in enhanced client planning, to deliver seamless services most cost effectively.”

Service centre Manager, lARgeST cOMMunITy SeRvIce PROvIDeR In nSW

• First-to-market:5yearsdevelopment&$4mhasproducedarobust,workingplatform

• Scope:Theonlysystemthatspanseverycareandservicesector

• Commitment:Keycrosssectionofthemostimportant,highvalueagenciescommitted already

• ReturnonInvestment:Betterreturnonhealthcaredollarsspentprovidesaconvincingvalue proposition to front line staff, key decision makers and government

• Integrated:Complementaryandaddsvaluetoexistingandplannedgovernmentprograms

• Scalable:ExpandableacrossAustraliaandotherhealthsectors

14 15


Company Name Landmark Pacific Holdings Pty Ltd

Sector Tourism – Quality Budget Accommodation

Yr established 2007Business stage Early Stage Construction

Location Sydney, Australia

Opportunity Strategic Investment / Capital Raising

Board & Management:

Andrew gibbonsPrior to joining Landmark Pacific Andrew as the NSW State Chief executive with Colliers International. With 21 years experience in commercial property Andrew brings a wealth of management experience to the company.

Dolf de RoosDolf is an international real estate investor who has taught real estate investment around the world. He is a bestselling author and visiting professor of real Estate at the University of North Texas.

craig DonnellCraig is the founding director of Landmark Pacific as well as the MD of The Investment Property Group Pty Ltd.

Wayne BourkeCEO of Bourke’s Transport Industries Pty Ltd a family owned company in it’s 61st yr of operation. Wayne is a prolific real estate investor and developer with experience both local and overseas.

Corporate Structure:landmark Pacific* is an unlisted unit trust where investors own 100% of the assets. under the terms of the Information Memorandum facility exists to issue units to investors in return for capital.

*landmark Pacific Holdings Pty ltd atf landmark Pacific Property Trust no.1

Exit StrategyThere are many exit strategies available to the trust, including:

• Thefuturesaleofthebackpackerhostelonlyto an approved operator with lease in place.

• Thesaleoftheentireassetincludingfreehold.

capital Repayment:It is the Trusts intention to repay investor capital as quickly as possible resulting in dramatically reduced holding risk. The repayment of capital will not dilute an investor’s unit allocation. Investors will continue to receive bi-annual dividends even after 100% of capital has been repaid.

Further InformationTo learn more about this opportunity, including downloading the Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for landmark Pacific Holdings

Executive SummaryLandmark Pacific has purchased a freehold commercial building located at 28 Chalmers Street, Surry Hills, Sydney (directly opposite Central Station) for conversation to a DA approved five star backpacker hostel with bar and restaurant facilities on the ground floor.

The property is in a superb location directly opposite Central railway Station with magnificent views of the Sydney CBD and numerous transport options to Sydney’s most popular tourist destinations.

As part of the conversion, the approved DA provides consent to build an additional roof level which will have indoor facilities for guests and a large outdoor balcony with BBQ and sun deck facilities.

This is the perfect opportunity for investors to capitalize on the drop in the AUD$.

Competitive Advantages • CentralisthemajorgatewayforbackpackervisitorstoSydneyOutperforming

Kings cross, the eastern suburbs and Manly in terms of occupancy, demand and spend per head.

• 28ChalmersStreetislocateddirectlyoppositetheairporttrainplatformatCentraland is the first cBD stop for buses arriving from the airport.

• Similaroperationsintheareaareoperatingatorclosetomaximumoccupancylevelsand are unable to cater for the increased demand.

• BackpackernumberscontinuetoincreasetoAustralia,recentresearchrevealstheyare staying longer and spending more.

• Thebackpackermarketconsistentlyoutperformsstandardtourismarrivalsintermsof length of stay and spend per head. In addition recent government initiatives provide further incentives for the budget traveler in Australia.

Key Investment Highlights• Investorsown100%ofthefreeholdandassociatedbusinesses

• Capitalquicklyreturnedandyoustillowntheinvestmentandreceivebi-annualdividends

• Location!Location!Location!-withabilitytoexpandoperations

• ProjectiswellunderwayandduetoopenFeb2009

• ConservativeForecastsshow28%panetreturn

• Investorswillbenefitfromsecureleases,bar,restaurantandvendingincomes

• Excellentdepreciationbenefitswillliftreturnstoinvestors.

• LowAUD$isdrivingmorebackpackerstoAustralia

• Experiencedmanagementteam

• Nomanagementfees

• Directorsareinvestorsalso

Company Name I-Mage Z Pty Limited (t/a Asset Governance (International)) Sector Services

Yr established IMageZ – 1998, AGINT – 2005

Business stage Seed/Early stage

Location Management - Sydney, Australia; Services - International

Opportunity Capital Raising

Executive Summary AGINT is establishing a marketable physical-asset management capability that is appli-cable not only to business but also the individual consumer.

The concept will utilise a common base (electronic Asset register) to service both market segments, and will allow asset management by AGINT staff or the retail user. On the back of the register AGINT will formulate a suite of complimentary services and products aimed primarily at corporate customers but with some application in the consumer sector.

The Web-based Asset register will be available to an international audience: Business Services, however, will be initially defined for the Australian market only.

Competitive Advantages • Serviceswillbepricedtoattractandretaincustomers

• AGINTwillofferexpertsinthefieldofPhysicalAssetManagement(PAM)

• Continuousvalue-addingserviceswillbeofferedatnoextracost

• Customerswillbeempoweredtomanagetheirowndatasets

• 24x7accesstoAGINTprincipalsandseniorstaff

• AGINTwillprovidePAMservicesacrossallsectors

• AGINTserviceswillconsiderALLaspectsofPAM(notsimplydevicecount)

• TherearenoprovidersofservicesakintothoseofferedbyAGINT

• TheRegisterservicewillbeWeb-based,andwillbebackedupoff-site

Key Investment Highlights• Serviceswillbepricedtoattractandretaincustomers

• AGINTwillofferexpertsinthefieldofPhysicalAssetManagement(PAM)

• Continuousvalue-addingserviceswillbeofferedatnoextracost

• Customerswillbeempoweredtomanagetheirowndatasets

• 24x7accesstoAGINTprincipalsandseniorstaff

• AGINTwillprovidePAMservicesacrossallsectors

• AGINTserviceswillconsiderALLaspectsofPAM(notsimplydevicecount)

• TherearenoprovidersofservicesakintothoseofferedbyAGINT

• TheRegisterservicewillbeWeb-based,andwillbebackedupoff-site


Board & Management:

cliff Wise

With extensive experience in Fixed Assets, Project Accounting and Commercial activities, Cliff has had in-depth know-how in managing assets in the telecommunications and energy utility industries, in addition to manufacturing and FMCG. Through this experience Cliff has seen how the treatment and application of assets can determine the suc-cess or failure of an organisation.

Steve Schwarz

With academic qualifications extending to Master’s degrees in International Commercial Law and Business Administration, and a post-graduate qualification in Management, Steve has over 20 years’ experience with asset management in the maritime, aerospace, utilities and telecommunica-tions industries across both the public and private sectors, in consideration of the optimisation of ef-ficiency and effectiveness of organisational assets.

Corporate Structure AgInT is a Proprietary limited company: It is intended that 50% of the shares are held by the companyorinvestor/swiththeremaining50%held by the Principals.

Exit StrategyThe investment proposal is factored over two tranches, minimising initial risk. After this, the intention is that the investor will remain for at least five years or until public listing: ThePrincipalsprojectaconservativefive-yearcumulative cashflow of $5.1m.

Further Information: To learn more about this opportunity, including downloading the Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for Asset governance International

Asset Governance (International)

16 17


Company Name Direct Business Solutions Universal

Sector ERP Software Solution for Mining, Construction, and other sectors.

Yr established 2005Business stage Early Stage

Location Brisbane, Australia

Opportunity Strategic Investment / Capital Raising

Board & Management:

Andrew gibbonsPrior to joining Landmark Pacific Andrew as the NSW State Chief executive with Colliers International. With 21 years experience in commercial property Andrew brings a wealth of management experience to the company.

Dolf de RoosDolf is an international real estate investor who has taught real estate investment around the world. He is a bestselling author and visiting professor of real Estate at the University of North Texas.

craig DonnellCraig is the founding director of Landmark Pacific as well as the MD of The Investment Property Group Pty Ltd.

Wayne BourkeCEO of Bourke’s Transport Industries Pty Ltd a family owned company in it’s 61st yr of operation. Wayne is a prolific real estate investor and developer with experience both local and overseas.

Corporate Structure:DBSu Pty ltd is currently a Private Owned company.

Exit StrategyDBSu is ideally suited to being purchased by a larger software company looking to expand their offering, and distribute it to their existing networks,

Further InformationTo learn more about this opportunity, including downloading the Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for Direct Business Solutions universal

Executive SummaryDBSU has developed a Enterprise resource Planning (ErP) Software solution which incorporates Service Orientated Architecture (SOA), GPS and digital scanning technology, increasing accuracy and efficiency.

The DBSU solution allows companies to manage all facets of management in a fully inte-grated automated system have proven to achieve savings achieved in excess of 3.5% in all instances trialed.

The DBSU system has been independently rated better than global systems in all assess-ments carried out to date.

The DBSU system is ideally suited to mid-tier companies across the Mining, Mining Ser-vices, Manufacturing, retail and hospitality industries.

Competitive Advantages • Costandefficiencyadvantagesthroughautomatedprocesses,improvedreporting

and accurate data entry – Data recognition of digitally scanned documents

• Increasedperformancethroughfastanddetailedreporting.

• IncorporatesadvancedGPSfunctionality

• SysteminfrastructuresupportedbyaNASDAQlistedcompany.

• Fivetimesmoretrackingandoptionsthanothersystems.

• Diverserangeofelements-fullyintegrated.

• IncreasedflexibilitythroughVBAUserinterfaces.

Key Investment Highlights• StrongmarketdemandforERPSoftwarewithGPSautomation.

• Deploymentofsoftwareintocompaniesrequiresminimalsupportandtraining

• Thesystemhasbeaten14globalsystemsinarecenttender.

• SignificantdistributioninterestfromcompaniesinIndiaandtheUS.

• Strongpotentialforpurchasebysoftwarefirmslookingtoexpandtheircurrentofferings

*Service Orientated Architecture (SOA), a sub sector of eRP is growing at 50% per year

Company Name Kaizen e-Health Limited (KEH)

Sector Health & Medical Logistic Systems Software

Yr established 2008

Business stage Expansion, pre-IPO



Executive Summary Kaizen e-Health Limited (KEH) is the owner e.health.com KEH provides an enhanced online procurement and quality control systems for medical and related sectors.

Our technology systems allow hospitals to save money, dramatically improve reporting and increase their efficiency across multiple areas. This improved efficiency directly contributes to a hospitals bottom-line profits and service levels.

Through e.health.com KEH are able to utilise existing technology, know-how, industry contacts and a proven management team to implement their online systems in hospitals throughout Australia, Asia and Europe.

Competitive Advantages Web Based Ophthalmology Audit System• Compiledataforoutcomeauditing-selfVscraftgroup

• AutomaticgenerationofWebbasedmedicalrecordsandreportsinrealtime,enables the billing and invoicing by multi-related parties simultaneously

Real time management of the consignment stock • WebBasedJustInTimeInventorySystem

• Automationofinventorymanagementutilizingbar-codetechnology

• Reducingstocklevelsandstockholdingspace

• Economiesofscaleforsmallusersbyenhancingbargainingpowerthroughgrouping

• Realtime,Webbasedusageandcostsreports

Key Investment Highlights• Eightyearssoundmanagementofgrowthandinnovation

• Nichemarketinrecessionproofhealthcareindustry

• InnovativeITproductlineswithuniquesellingpropositions,establishedsalesandhigh growth potentials

• InterstateandOverseasinterestscurrentlyinnegotiation

• Productlinesreadilyadaptabletoothermedicalspecialties,enlargingthepoten-tial market many folds

• Anticipateneedforworkingcapitalisrelativelymoderateto:

- further develop online systems and

- marketing and servicing interstates and overseas

• Infrastructuretofacilitateaccelerategrowth

• Managementareshareholdersin6privatehospitals


Board & Management:

chairman, Dr lionel chang

Plastic Surgeon with 15 years experience in private hospital ownership, management and nursing education. He is closely involved with the development of e.health.com. Pty Limited from inception.

Managing Director, Krys Maj

registered Nurse with long experience in op-erating theatre management and procurement. Specialising in Health Care Management and information systems.

Director of Operations, Mr Alex Iwanus is a specialist software engineer and a specialist in medical informatics

Board Member & company Secretary, David Catts is a solicitor and a partner at Summit Laws.

Corporate Structure KeH is a public unlisted company seeking to raise capital. Additional shares will be issued as capital is raised.

Further details provided in the Information Memorandum.

Exit StrategyAt the close of the offer trading of shares is permissible immediately through corpShare, subjecttotheescrowprovisionsandsharehold-ers’ agreement. The Board aims to list KeH on an appropriate exchange within 3 to 5 years

Further Information: To learn more about this opportunity, including downloading the Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for e.Health.com

18 19


Company Name AiRush International Ltd

Sector Leisure/Tourism

Yr established 2008

Business stage Early stage

Location Gold Coast, Australia


Board & Management:

Colin Bland - CEO• Currently advisor to Warner Village Theme Parks

& also The Sydney Attractions Group to strate-gically drive their sales performance

• 9 Years Managing Director of UK Holiday Resort Company

• Management Training with Walt Disney World, Florida in tourist attraction operations

Gary Baildon • Former Gold Coast City Mayor• Currently Chairman of the Gold Coast Hospital

Foundation and President of The Gold Coast Show Society.

Wayne Newman• 12 Years Disney Store UK regional manager • Hilton Group Manager - Hospitality Warner Vil-

lage Theme Parks, Quality Service Coordinator, Human Resources

Further Information: To learn more about this opportunity, including downloading an Information Memorandum, go to www.wholesaleinvestor.com.au, click on View Investment Opportunities and search for Airush International Limited

ExitInvestors in Airush International, will be seeking a high dividend return for investors or for the project to be purchased by a Fund.

Corporate StructureAiRush International Limited is a public unlisted company.

AiRushI N T E R N A T I O N A L

Executive SummaryAirush plan to build and operate a vertical wind tunnel/skydive simulator as a tourist and leisure attraction in the heart of Surfers Paradise on the Gold Coast. It will be the only at-traction of its kind in Australia. The wind tunnel will be the most technically advanced in the world and is designed and manufactured by SkyVenture International in Texas, USA. The attraction works by re-circulating a column of air at a velocity of 200kph (120mph) through a 10ft diameter, transparent Perspex flight chamber. Eight commercial tunnels currently operate successfully worldwide and in less favorable market conditions than the Gold Coast. This is a proven successful and very profitable business model with an exception-ally talented and experienced management team already currently operating lucrative wind tunnel attractions in other locations around the world.

Competitive Advantages • GoldCoasthas9.9millionvisitorsperyearwithadailyspendof$10.6million

• PrimeSurfersParadisecornerlocationwith24hrexposuretoourtargetmarket

• Averageof15,000visitorswithinwalkingdistanceoftheattractionsite

• 32%ofinterstatevisitorsearnover$104,000

• Attractionsitewithwellover8millionfoottraffic&highkeytarget market represented

• Highbarrierstoentryforcompetitorduetoexpertise,costsandcouncil approvals involved

Key Investment Highlights• Utilisingaproventechnologyandprovenbusinessmodel

• Highdividendreturnopportunity

• Highprofile,sophisticatedtouristattractionthatwilldrawsignificantregionalandnational media interest

• Projectedcashflowpositivewithin6monthsofopening

• Globalopportunitiestoreplicateinotherlocations,(e.g.Sydney,NewZealand,Tokyo, Mexico)

• Exceptionalmanagementteamwithvastindustryexperience

• Highbarrierstoentryduetohighcostsanddesignatedlicensedterritory from manufactures

• OnlyattractionofitskindinAustralia

Executive SummaryMailingLists.com.au acts as a conduit for business growth enabling SMEs and Corporates instant access to affordable business mailing lists. A new market, a new concept and new product has been created, taking a traditional service-based list broker model through digital adaptation for a market-driven product-based business model which produces a 90% gross margin.

MailingLists.com.au is a radical innovation, first – and only - to market in Australia as well the first with global reach spanning four continents with intellectual property strengthening its position in the form of generic domains, data contracts and an internationally scalable platform for data and complementary products.

Competitive Advantages • Asustainablecompetitiveadvantagehasbeencreatedthrougharadicalinnovation;

• Furthersupportedbykeyintellectualproperty(potentialopportunitytoPatent)creat-ingbarrierstoentry;

• Firstandonlytomarketseesnoexistingdirectonlinecompetitors;

• ListsupplycompetitorsdonotservicethelabourintensiveSMEmarket

• Thebusinessmodelsavescustomerstime,moneyandincreasesROI

• Switchingcostsarehighduetosuppressionofpreviousdataorders

• Platformratherthanproductfocusreducessupplierpowerwithmultipleofferings

• High-profileresultsorientatedteam(FounderandInvestorinSME,digitalanddirectmarketing space)

Key Investment HighlightsMailingList.com.au seeks capital investment to pursue its aggressive growth strategy. A considerable cash and sweat equity investment has created the technology platform with existing revenue generated in Australia and offshore. The main application of funds are for customer acquisition, sales and marketing and business process patent protection. Poten-tial acquisitions have already been identified that would further increase barriers to entry and contribute profits to the business.


Company Name Mailing Lists Online Pty Ltd

Sector Digital Business Services

Yr established 2008

Business stage Start-up– revenues positive and growing

Location Melbourne, Australia

Opportunity Capital Raising / Trade Sale

Board & Management:

Neville Christie - Chairman (a/c)Neville is a serial entrepreneur with over 50 years experience in building and running companies. He has also worked as a venture manager, management mentor and was recently destra Corporation (ASX: DES) non executive director which saw its revenues grow to more than $100m and included Lachlan Murdoch and Paul Ramsay as investors. Lauren Rielly (MEI) - Founder & Director, Corporate Development Lauren started and grew her own global list supply company for six years which sold in 2007, earning her twice finalist for Young Direct Marketer of the Year (VIC). She also lectures in Entrepreneurship and Innovation at Swinburne University.

Domenic Carosa – Investor, Deputy ChairmanDomenic co-founded and listed destra Corporation on the ASX in 2000 and achieved numerous rankings in the BRW Fast 100. He built destra into Australia’s largest independent digital media and entertainment company with over $100m in annualized revenues and included Lachlan Murdoch as a shareholder. He now runs a boutique internet investment company Dominet Digital Corporation.

Further Information: To learn more about this opportunity, including downloading an Information Memorandum, go to www.wholesaleinvestor.com.au, click on View Investment Opportunities and search for MailingList

ExitIt is expected that the business will be exited via a trade sale within 12-24 months. Potential buyers would include those looking to expand their product offerings targeted towards their SME clients like MYOB and Melb IT or existing listed companies like Acxiom and Incnet.

Corporate StructureMailing Lists Online Pty Ltd is the trustee of the Mailing Lists Online unit trust which holds the business and all IP. The share capital will be expanded to accommodate external investors

20 21

Company Name The Equisent Group Sector Health Care / Aged Care / RetirementYr established 2006Business stage ExpansionLocation Melbourne, AustraliaOpportunity Capital Raising

Executive Summary The Equisent Group is a vertically integrated group of companies that builds, develops, constructs, and operates aged care facilities and retirement villages.

The aged care and retirement sector in Australia is a Billion dollar industry facing unprec-edented demand and supply shortages, and is at the edge of major reform. The top 5 market players combined hold less than 39% of total market share. The remaining 61% of the market is owned by small business owners with no corporate sophistication and non-profits looking to move out to focus on their core areas. This area is ripe for consolidation and M&A deals abound.

The Equisent Group is a refreshing young corporate that brings professional systems, pro-cesses, standards and corporate structure to a slowly awakening “cottage industry” giant facing major change over the next 10 years. The rapidly retiring baby boomer generation (65+) is set to double within the next 30 years. This fact has not been lost on Macquarie Bank, Stockland Group, and Lend Lease, each of whom has recently made significant investments in this traditionally overlooked sector. The Equisent Group is ready to take the next leap forward.

Competitive Advantages • Strongandeffectiveexecutiveleadershipwithinternationalcorporateconsulting

experience and years of senior health management experience

• Verticallyintegratedcompanywithlongtermexperienceinpropertydevelop-ment, commercial construction, health management and regulatory framework.

• BasedonaDevelop,Construct,OwnandOperatebusinessmodelwhichwillgen-erate solid assets and significant value creation. not a franchise based model. no third party developers or consultants – removing inefficiencies in the supply chain

• Strongmomentum,dealflow,andacquisitiontargetsready

• Currentlyprofitablewithhighdemandforservices,standardsofhealthcaresec-ond to none.

Key Investments• Establishedbusinessstructurelookingtotakethenextstep–notastart-up.

• Currentlyprofitablewith2establishedagedcarefacilitiesanda3rdfacilitycon-struction about to commence

• Solidinvestmentmultiples

• Pipelineofacquisitionsreadytogo–justwaitingonPrivateEquitytoturnintoreality

• Massivedemandforservicesovernext10years.

• Seekingsecuredcapitallinetobeabletocloserewardingmarketopportunitiesand create value

Executive Summary SwapAce.com is an all-in-one market-place and meeting-place that allows individuals and organizations to buy, sell, swap and meet within trusted communities.

SwapAce is focused on becoming a leading global online marketplace for swapping & trading goods and services. SwapAce answers many of the issues currently facing online marketplaces by providing the facility to not only buy and sell products and exhibit collections, but also to barter for goods and services, negotiate an agreed price and manage offers to numerous vendors or buyers.

Competitive Advantages • The#1“swappingwebsite”intheworld(accordingtoGooglesearchresults)

• InternationalPatentonuniquekeytechnologies,including:

- electronic Bartering System

- electronic Offer Management System – allows multiple offers to multiple people. As soon as one offers is accepted, then all other offers automatically retracted

• ElectronicNegotiationSystem–makecounter-offersaboutthealltermsoftheagreement until happy

• Auto-MatchingTechnology–connectpeoplethatwouldotherwisenotknowabout each other

• Hasalreadyformedanumberofstrategicalliancesandbuiltanumberof customised licenses with the white-label solution providing significant expansion potential.

Key Investments• TheRightTeamwithanexperiencedboardcoupledwithyoungprofessionalsthat

understand modern internet technology

• MatureProductprovidesacomprehensivemarket-placeandmeeting-placewithin “communities” - the next big thing online

• MassiveMarketOpportunityasthemarketisgrowingintenselywithothermajorsales/investmentsof$1bn+

• ProvenMarketingandrapidlyexpandingwithalreadyhundredsofthousandsofmembers from over 150 countries

• ClearExitStrategyofatradesaletoamajormediaplayerwithin12-18monthstoprovide very profitable returns in a short period of time


Board & Management:

Hiram ng – ceO equisent groupWith experience in international management consult-ing, Hiram brings corporate and entrepreneurial skills to the board. Hiram also was the CEO of a property development company and has extensive experience in commercial construction projects. Hiram holds a Masters in Engineering and is a member of the Aus-tralian Institute of Company Directors.

Anne Warren – Executive General Manager Equisent Aged CareAnne has over 40 years experience in the health and medical industry, including aged care, general management, consulting and advisory capacities to many prestigious health management organizations. Anne holds double degrees in social science and behavioural sciences from Monash University.

Lewis O’Brien – Director & Chairman Equisent FinanceLewis brings a distinguished legal background to the Group. Previous experience at top tier law firm Freehills, and then Herbert Geer & Rundle Lawyers working in various legal capacities, Lewis is very well qualified to attend to all legal, corporate, and regulatory requirements. Lewis holds a Law Degree and an MBA from Melbourne University.

Corporate Structure The equisent group is currently a privately owned group of companies with a structure in place to migrate to an unlisted public company.

Exit Strategyequisent’s strategy is 50% organic growth, and 50% M&A fueled growth, with eventual public list-ingin5to7years.Thecompanywouldalsocon-sider a future trade sale if deemed appropriate.

Further Information: To learn more about this opportunity, including downloading the Information Memorandum, go to www.wholesaleinvestor.com.au, click on view Investment Opportunities and search for The equisent group

Company Name SwapAce.com

Sector Internet - swapping and trading

Yr established 2004

Business stage Expansion




Board & Management:

Swapace boasts a highly skilled and ambitious team with over 100 years of proven business experience.

Joseph Renzi – ceOJoe has over 16 years in management roles for various organisations.

Walter Annen – DirectorOver 38 years of business experience. 20 years as General Manager and Area Director for Hilton Hotels.

John lloyd – DirectorOver 40 years of business experience, helping to establish and develop over 400 businesses.

Corporate Structure:Swapace.com is a private company whos shares are held by the founders. new share will be issued once capital is raised, details of which can be found in the Information Memo-randum.

Exit StrategySwapAce proposes to exit via a Trade Sale within 12 to 18 months.

Further InformationFor more information about Swapace, or to download an Information Memorandum, go to www.wholesaleinvestor.com.au , click on view investment opportunities and search for Swapace.

[email protected]

For those seeking capital, the obvious tack is to target the faithful FFF fund. Family, Friends and Fools. In the early stages you can easily fall into the trap of thinking any money is good money.

Without a well articulated plan in terms of each of your investor’s contributions for allocated shares things could get out of hand quickly. A key step at this point is to be able to listen to the voice of reason and set a realistic valuation on the company and each investor’s contribution. For a start, will they be active or passive. Have their expectations in writing to keep things very clear. Another common mistake is giving away too much equity too early which can make the experience painful for everyone.

The most important question that should really be asked before any approach to a potential investor is made is - Putting the money aside what value can this person or entity contribute?

Enter the concept of the strategic investor. An investor that brings more value than just available capital and a pulse!

The definition of a strategic investor – An Individual or firm that

adds value to the money it invests with its contacts, experience, and knowledge of market thus brightening the investee’s prospects for additional investment and success.

After reading the above description I’m sure everyone would agree it just makes sense to take your time and consider any investor very carefully in terms of what they bring to the table. A Strategic Investor is often referred to as smart money. In business the game is all about leverage having a strategic investor day one can really ensure good execution and speed to market providing a faster return on capital and keeping everyone aboard committed and inspired to take things to the next level.

In summary, remember business is business and should not be confused with other relationships. Decisions will be made upon the impact on the bottom line. Hopefully ethically but at times ruthlessly. In summary, take the time to carefully evaluate each new stakeholder. It can be quite a challenge when your adrenalin is driving you to make the decision yesterday. I’m always sobered by a simple statement made by someone who knew knew something who said “once you’ve given your equity away it’s very hard to get it back”.

Show me the “smart” money!By OWen MATHeSOn, BUSINESS DEVELOPMENT MANAGEr – Wholesale Investor

Private companies provide an exciting opportunity to investors in turbulent timesBy STeve TORSO, DIrECTOr, Wholesale Investor

[email protected]

With the instability of the stock exchange and the IPO Market virtually non-existent, Investors, Corporate Advisors, Corporate Lawyers and Accountants have now shifted their attention toward the private companies which are tomorrow’s market leaders.

how the business landscape has changedFor private companies seeking to raise private capital the market in Australia has dramatically changed in the last 12 months. As the ASX soared beyond 6800, the IPO market was buoyant and there were no shortage of funds for private companies seeking to accelerate their growth.

Now we are in vastly different market where investors are in control. They are seeking major positions in companies at a significant discount to 12 months ago. They realise now, is an opportune time to invest!

The Private Company AdvantageFor private companies in high growth sectors, with leading technology, strong revenues or who are potential acquisition targets for listed companies, this market represents an exciting opportunity.

Private companies, have an opportunity to build their distribution, growth their bottom-line and improve their efficiency without the noise of the stock markets, journalists and analysts impacting their decisions. Most importantly, they are not at the mercy of a volatile share market.

How to connect your investment opportunity with investors Whilst right now could represent one of the greatest opportunities for investors seeking exposure to private offering, companies have found it harder and harder to raise the capital they require.

Wholesale Investor was created to assist in solving this problem. Our magazine is distributed to the funds, the companies and the people which are still investing in deals today. Whether they be High Net Worth’s, Venture Capital funds or listed companies with venture capital division our aim is to place a company’s offer in front of these people.

If you would like to learn more about how Wholesale Investor is helping private companies to promote their Capital raising and Trade Sale offer, go to.www.wholesaleinvestor.com.au/capital_raising.

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