Six mandates

What the holding company actually does

Six functions, all of them in service of the operating businesses, the property and the equipment held inside the group.

Business acquisition and succession

We acquire majority interests in established Western Australian businesses. The most common reason an owner talks to us is succession: a retirement approaching, a wish to step back from daily management, or a need to release part of the capital tied up in a company without closing it or selling to a competitor.

  • Majority interests, structured around what the owner wants their next few years to look like
  • Staged handovers where the founder stays on for an agreed period, or a clean exit where they do not
  • Trading names, staff and customer relationships kept in place after completion

Long-term ownership and governance

Once a business is inside the group, our work is oversight rather than management. We agree a reporting cadence with the managing director, sit at board level, and make the capital decisions that sit above the operating line. The people who ran the business before completion keep running it afterwards.

  • A board seat and a fixed monthly or quarterly reporting rhythm, agreed rather than imposed
  • Capital allocation decided across the group instead of business by business
  • Clear authority limits, so the managing director knows what they can decide without asking

Growth and equipment capital

Small operating companies frequently pass up good work because the plant needed to do it cannot be financed on acceptable terms. Inside the group that decision is made at board level, against the group balance sheet, and usually far faster than an external application would be assessed.

  • Plant, vehicles and machinery purchased or refinanced by the holding company
  • Premises fit-out and expansion into additional sites
  • Working capital to carry a larger contract through to payment

Property and premises holding

Where it makes sense, the holding company owns the premises an operating business trades from and leases them to it on commercial terms. That separates the property risk from the trading risk, gives the operating company security of tenure, and keeps a long-lived asset out of the volatility of a trading balance sheet.

  • Commercial and industrial premises held for use by companies in the group
  • Formal leases between the holding company and each operating business
  • Site services, insurance and major maintenance handled centrally

Group corporate services

The administrative load that a small company carries badly, carried once for the whole group. This is the part owners notice first after completion, because it removes a category of work that never generated revenue and always arrived at the wrong time of year.

  • Statutory records, ASIC lodgements and annual company obligations
  • Group insurance placement and renewals, and banking relationships
  • Consolidated financial reporting and coordination with the group’s accountants

Joint ventures and co-investment

Not every opportunity should sit wholly inside the group. Where an operator brings the expertise and we bring the capital and the corporate structure, a jointly owned vehicle with a defined scope is often the more honest arrangement — and it keeps the operator’s interests aligned with ours.

  • Jointly owned entities with a written scope, funding commitment and exit mechanism
  • Co-investment alongside operators who want to retain a meaningful shareholding
  • Equipment and premises contributed by the holding company against an operator’s expertise

None of this is advice, and none of it is sold by the hour.

Axis Fusion Holdings is not an adviser, a broker or a licensed financial services business. We do not take fees for arranging transactions and we do not provide financial product advice to the public.

The functions above are what a holding company does for the businesses it owns or co-owns. They are available to companies inside the group, and to owners in the course of discussing an acquisition.

Company registry details
  • Registered name Axis Fusion Holdings Pty Ltd
  • ABN 91 699 420 249
  • ACN 699 420 249
  • Registered Perth, WA 6008
Owners and advisers

Tell us which of these you actually need

Whether it is a full succession or a single piece of plant the bank will not fund, start with a short note to the directors.