Heffernan Enterprises is an Australian privately held family office based in Melbourne, committed to identifying, investing in, and nurturing local and global businesses of tomorrow. Our investment philosophy centres around identifying promising enterprises that rapidly gain traction, offer exceptional innovative products and services transcending borders, and possess the potential to expand into adjacent markets. As a strategic investment partner, we provide expert consultancy services and valuable executive support to help these businesses thrive in Global markets.

Our Investment Approach

Minority Stakes

At Heffernan Enterprises, we believe in fostering collaborative partnerships with the businesses we invest in. We hold minority stakes, allowing companies to retain their entrepreneurial spirit while benefiting from our strategic guidance and global reach.

01

Profitability and Cash Flow

Our investment decisions prioritize businesses with proven or potential profitability, robust cash flow, and the ability to finance a sustainable dividend policy. Sound financial viability is a cornerstone of our investment strategy.

02

Real Estate Investments

Diversifying our portfolio, we invest in real estate opportunities to fortify our balance sheet and enhance our capabilities as a formidable investor across various commercial and domestic markets.

03

Our Consultancy Services

At the heart of Heffernan Enterprises lies our highly skilled and innovative consultancy services. Drawing on our wealth of experience, we deliver innovative, effective, and decisive solutions to businesses seeking growth and development.

Mergers and Acquisitions

Throughout the M&A process, Heffernan Enterprises provides comprehensive support. From identifying suitable acquisition targets to skilfully negotiating deals, we help businesses realize their expansion or divestiture goals.

Business Accelerator Programme

Our accelerator programmes span 3-6 months and focus on developing and nurturing businesses. With potential investment, access to investors, and co-working space if required, we empower emerging enterprises to thrive.

Operations

We actively transform businesses by leveraging technology and streamlining processes, yielding stronger results and granting a competitive edge in today’s dynamic business landscape.

Communications

Our skilled internal team assists new and existing businesses in crafting their brand identity through websites, social media channels, and PR strategies.

Business Planning

We collaborate with our portfolio companies to create comprehensive business plans vital for financing and loans, guiding them towards their aspirations.

Operations

Heffernan Enterprises offers valuab le assistance with quarterly or annual management accounts, enabling businesses to manage liquidity and make well-informed decisions.

Fundraising

We support businesses in identifying suitable and cost-effective fundraising options, building relationships with lenders on their behalf.

Asset Backing & Property Potential Realisation

Our experienced team excels in identifying undervalued properties, obtaining planning consents, and maximizing financial, environmental, and community benefits.

Planning and Property Solutions

We assemble a highly qualified team to ensure the highest chance of obtaining planning consent for development projects, providing a one-stop service for all property-related needs.

We extend a warm invitation to visit our offices, where we can discuss investment opportunities and explore how Heffernan Enterprises can support your business goals.

At Heffernan Enterprises, we are dedicated to making strategic investments that shape a better future for businesses and communities alike. Together, let’s build a prosperous tomorrow.

Sincerely,

David Heffernan

Chairman
Heffernan Enterprises