Approach

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 think it is prudent for management and founders to take some of their equity off the table.
Culture

We look for a defined high-performance culture, with teams who see culture as a critical strategic priority in their scaling journey.
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 continue to search for excellence and a mindset that ensures they are always looking to do things better.
Type of Business

We're open to Portfolio Companies in any industry. While we are industry agnostic, we have a more established track record and experience with technology, consumer, and healthcare companies, and particularly the intersection of these three sectors.
Size of Business

We typically invest in companies with greater than $75 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, and love building relationships with ambitious founders and executives.
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 investments per business scale from $75 to $300 million. Our funding structure is as flexible as your business needs. We always make sure the management, founders, and board members have significant shareholdings.
Exit Approach

We invest over the long term, with no defined exit time on the investment’s life. Our single pool of capital has no 'fund life', structually enabling us to be supportive over very long periods of time.
Regions

We are not geographically constrained. We’re proven in helping businesses grow globally and have invested around the world.
Governance

We don't require a board seat, but do value high-performing board and governance structures. TDM is often actively involved in board construction and participation. Board members should be passionate about the business’s mission and align themselves with shareholders by also owning significant equity.

results.

A PROVEN TRACK RECORD

Results matter. In our 18 year history, TDM have achieved results of:

Compounded our clients’ capital at over 25% annually since inception in 2005. This equates to c60x initial investment.

When we say long term, we mean long term – one company has been in the portfolio for 18 years.

A successful track record of helping private companies transition to the public markets as both supportive long-term shareholders and active scaling support.