our investment approach:
long-term growth partners.

are we a fit? in our investments, we look for:

Culture

One of the key factors we look for in a business is a defined high-performance culture. We are looking for management teams that see creating and driving a high-performing culture as a critical strategic priority.
Leadership

We look to help and support great leadership, not replace it. We work best with leadership teams and owners that just can’t imagine doing anything else. We want our leadership teams to have a growth mindset - always looking to do things better.
Type Of Business

We’re industry agnostic. In our portfolio you'll find investments from retail to software. The common thread is our partners are constantly innovating — improving their products/services, or the way they do business.
Size Of Business

We typically invest in companies with greater than $50 million revenue, but for those companies not yet at that scale but with big aspirations, we would still love to hear from you. We’re always happy to try and help you on your scaling journey where we can.
Growth

We help businesses who are looking to build a much bigger business over the long term — who aspire to revenue growth of more than 20% per annum. We’re about long-term, sustainable results for the benefit of all shareholders not short term profit maximisation or acquisition-led growth.
Investment Size

Our funding structure is as flexible as your business needs. Our investments per business scale up to $150 million. We always make sure the management, founders, and Boards have significant shareholdings.
Exit Approach

We invest over the long term, with no defined exit time on the investment’s life.
Regions

We are not geographically constrained. We’re proven in helping businesses grow globally.
Governance

We're open to sitting on boards, consulting at critical growth times, or just being a supportive long-term shareholder. We have no set requirement. Board members should be passionate about the business’s mission and align themselves with shareholders by also owning significant equity.
Founders & CEOs

We back and support management teams in growing their businesses. This can take many forms — from a passive long-term supportive shareholder to more actively supporting at the board level. We let management and founders take some of their equity off the table.

Held 40% of the businesses in our portfolio for between seven and fifteen years.

Growth Journey Of Our Investment Companies

we invest in both private and public companies
at various stages of their growth journeys

the tdm difference

people.

People-First Approach

We believe that people and culture are the beating heart of high-performing businesses. So we embrace the challenge of discovering companies with strong growth profiles and opportunities as well as equally strong cultures.

partners.

Long-Term Partners

When you’re in it for the long term, you want to know your investment partners are too. Our evergreen pool of capital allows us to invest up to $150 million per investment with no fixed time horizons so you can get on with growing your business knowing you’ve got the support of a stable, long-term shareholder.

growth.

Scale The Right Way

There's an art to scaling a business. It’s more than just having the money to grow.

That's why we’re willing to roll up our sleeves and, if required, provide advice on acquisitions, capital structure, executive remuneration, board and executive recruitment, and investor relations

We have the experience to deeply understand the challenges that await fast-growing private and public businesses, and we are in a strong position to help you navigate these together with offices in Australia and New York.

It's a growth mindset with a global perspective

what the CEOs
are saying.

"As a growth focused company, having TDM partner with us on our strategic thinking, capital management, international insights and maturing our investor relations capability has been critical to our efforts to build a world class business. I see them as a valuable partner who we can rely on through thick and thin."

Phil McKenzie
CEO, Pacific Smiles Group Limited

View case study

"TDM is grounded in a long term and supportive investment philosophy that brings a deep understanding of how to build sustainable businesses while offering sound help and advice. Their team is uniquely skilled, highly reputable and deliver results. It’s a privilege to have them as shareholders and to work alongside them to maximize the opportunities for all."

Neil Verdal-Austin
CEO, SomnoMed

"TDM has brought in that rigour and discipline to ensure people are accountable which has enabled the business to excel. They’re the best investment team in the country, and they’re so aligned in our vision."

Steven Marks
Founder and CEO, Guzman Y Gomez

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"We have had regular interactions with TDM since our first meeting and continue to be impressed by their due diligence process and constructive feedback."

Jonathan Corr
President & Chief Executive Officer, Ellie Mae

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"TDM has provided us with thoughtful feedback and insight around a host of issues, and for that and their consistent support, it’s been a pleasure to work with them."

Michael Simon
Former CEO, LogMeIn

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"TDM has been with me every step of the way since I joined Baby Bunting as CEO. TDM brings a true global perspective to our business and their input on a range of financial, people, and strategic matters has been invaluable."

Matt Spencer
CEO, Baby Bunting Limited

View case study