Talk:Pacific Equity Partners

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The following Wikipedia contributor has declared a personal or professional connection to the subject of this article. Relevant policies and guidelines may include conflict of interest, autobiography, and neutral point of view. StaceyCretella (talk · contribs) This user has declared a connection. (Disclosure)

The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. LizziePEP(New) (talk · contribs) has been paid by Pacific Equity Partners on their behalf. Disclosure.

To-do list for Pacific Equity Partners: edit · history · watch · refresh · Updated 2019-04-05 Firm overview Investment strategy Investment geography Offices, employees Firm history Founding of the firm: founder(s), predecessor firm(s) Investments: Sizeable or otherwise notable current or former investments Fundraising: Investment funds, capital raised, fund vehicles, if possible Other historical items: Controversies, spin-outs, name changes, geographic expansion, etc. Portfolio investments Listing of sizeable or otherwise notable current or former investments Identify existing portfolio company articles and Wikilink portfolio company articles back to private equity firm article Add portfolio company articles to Category:Private equity portfolio companies References Add newspaper or journal references to investments in portfolio companies Add newspaper or journal references to new funds raised by the firm

Anything further

There was a lot of stuff on this talk page with requests and whatnot. I think I have all of the salient material now. Please add further suggestions here. MatthewDalhousie (talk) 10:50, 15 May 2024 (UTC)[reply]

COI edit request

Dear editors: It has been a while! I would like to propose the following updates and additions to improve the accuracy and currency of this page. Each change includes the updated quote and a reliable reference. I'm happy to process some of these as minor edits, so please let me know if you would prefer this.

1. Update: Funds Under Management

Current:

"By 2022, PEP funds had $8.6 billion under management."

Proposed:

"By 2025, these funds had $14 billion under management."

Reference:

https://www.theaustralian.com.au/business/financial-services/pacific-equity-partners-to-widen-its-gateway-fund-to-advised-investors-and-not-just-the-wealthy/news-story/5c3a83a34db1729d93604d9d01dc5d0f

2. Update: Gateway Fund Launch

Current:

"In 2023, the firm announced its first 'Gateway fund'..."

Proposed:

"In 2023, the firm launched its first 'Gateway fund,' a mechanism allowing private investors to access global private equity investing, with reduced initial investment requirements. The Gateway fund has been delivering returns of up to 20% for two years."

Reference:

https://www.theaustralian.com.au/business/financial-services/pacific-equity-partners-to-widen-its-gateway-fund-to-advised-investors-and-not-just-the-wealthy/news-story/5c3a83a34db1729d93604d9d01dc5d0f

3. Update: Seventh Buyout Fund

Current:

"PEP opened its seventh buyout fund, called Fund VII, in 2024..."

Proposed:

"Pacific Equity Partners (PEP) launched its seventh buyout fund, Fund VII, in 2024, with a target of A$3.3 billion. This would be one of the largest Australian funds of its kind."

Reference:

https://www.lanepartners.com.au/pep-series-vii

4. Add: Recent Investments

a. Serenitas (2024)

Proposed:

Investment: Serenitas, Year Acquired: 2024. Description: Acquisition of a manufactured housing community business in partnership with Equilibrium Capital, valued at approximately A$1 billion and held in the Secure Asset Fund. (No direct reference provided in the image.)

b. LMS Energy (2023)

Proposed:

Investment: LMS Energy, Year Acquired: 2023. Description: Acquisition of a 50% stake in the bioenergy and methane abatement company from Sims Limited, valued at approximately A$272.1 million. Held in the second Secure Asset Fund.

Reference:

https://www.allens.com.au/insights-news/news/2023/06/allens-advises-pacific-equity-partners-on-50percent-stake-in-lms-energy/

c. Firstscape (2024)

Proposed:

Investment: Firstscape, Year Acquired: 2024. Description: Acquisition of a 35% stake in the New Zealand wealth management business formed by NAB, Jarden, and others. Held in Fund VI.

References:

https://www.ifa.com.au/news/32678-nab-unveils-firstscape-in-bid-to-create-leading-nz-advice-entity

https://www.theaustralian.com.au/business/wealth/pacific-equity-partners-makes-investment-in-nz-wealth-management-business/news-story/245292

d. Healthia (2023)

Proposed:

Investment: Healthia, Year Acquired: 2023. Description: Acquisition of the allied health company through a $252 million buyout. Held in Fund VI.

Reference:

https://www.businessnewsaustralia.com/articles/healthia-board-agrees-to-252m-buyout-from-pacific-equity-partners.html

5. Add: Women in Business Scholarship (New Sub-section under "History and culture")

Proposed:

Pacific Equity Partners offers a scholarship to women studying commerce or a related degree who have achieved academic excellence and demonstrated leadership potential. Successful applicants will receive $25,000 in addition to a four-week internship with PEP’s Private Equity team, where they gain technical skills including financial modelling, communications training, and commercial analysis from industry experts. The initiative reflects PEP’s commitment to supporting increased female participation and success in the industry, and recognises that diversity of thought is a crucial ingredient for any successful investment program.

Reference:

https://www.fma.com.au/event/pacific-equity-partners-women-in-business-scholarship

6. Update: Summary Table (AUM)

Current:

"AUM: A$10 billion (2022)"

Proposed:

"A$14 Billion (2025)"

Reference:

https://www.theaustralian.com.au/business/financial-services/pacific-equity-partners-to-widen-its-gateway-fund-to-advised-investors-and-not-just-the-wealthy/news-story/5c3a83a34db1729d93604d9d01dc5d0f

Thank you for considering these updates. Please let me know if further clarification or additional sources are required. LizziePEP(New) (talk) 05:34, 16 April 2025 (UTC)[reply]

COI Req 2

The user below has a request that an edit be made to Pacific Equity Partners. That user has an actual or apparent conflict of interest. The backlog is high. Please be very patient. There are currently 185 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies.

Hello editors,

I have a conflict of interest, so I am requesting the following updates to improve accuracy and bring the page up to date. Each change includes the current text, the proposed update, and a reliable published reference.

== 1. Funds Under Management ==

Current:

"By 2022, PEP funds had $8.6 billion under management."

Proposed:

"By 2025, these funds had $17 billion under management."

Reference:

• [Pacific Equity Partners](https://www.pep.com.au/about/)

== 2. Gateway Fund Launch ==

Current:

"In 2023, the firm announced its first 'Gateway fund'..."

Proposed:

"In 2023, the firm launched its first 'Gateway fund,' a mechanism allowing private investors to access global private equity investing with reduced initial investment requirements. The Gateway fund has been delivering returns of up to 20% for two years."

Reference:

• [The Australian](https://www.theaustralian.com.au/business/financial-services/pacific-equity-partners-to-widen-its-gateway-fund-to-advised-investors-and-not-just-the-wealthy/news-story/5c3a83a34bd1729d93604d9d01dc5d0f2)

== 3. Seventh Buyout Fund ==

Current:

"PEP opened its seventh buyout fund, called Fund VII, in 2024..."

Proposed:

"Pacific Equity Partners (PEP) launched its seventh buyout fund, Fund VII, in 2024, with a target size of A$3 billion. This fund is expected to be one of the largest Australian private equity funds of its kind, focusing on robust businesses in attractive markets with the goal of doubling profits of the portfolio companies over the hold period."

Reference:

• [Luna Partners](https://www.lunapartners.com.au/luna-pep-series-b-2024)

== 4. Target Investments (Portfolio Additions) ==

Proposed additions:

• Serenitas – Year Acquired: 2024, Description of transaction: Acquisition of lifestyle communities business in partnership with Mirvac Group, valued at approximately A$1 billion. Held in the second Secure Asset Fund. [PE Insights](https://pe-insights.com/pep-partners-with-mirvac-on-serenitas-retirement-living/)
• LMS Energy – Year Acquired: 2023, Description of transaction: Acquisition of a 50% stake in the bioenergy and methane abatement company from Sims Limited, valued at approximately A$272.1 million. Held in the second Secure Asset Fund. [Allens](https://www.allens.com.au/insights-news/news/2023/09/pep-acquires-lms-energy/)
• Firstscape – Year Acquired: 2024,  Description of transaction: Acquisition of a 35% stake in the New Zealand wealth management business formed by NAB, Jarden, and others. Held in Fund VI. [IFA](https://www.ifa.com.au/news/33678-nab-unveils-firstscape)
• Healthia – Year Acquired: 2023, Description of transaction: Acquisition of the allied health company through a $252 million buyout. Held in Fund VI. [Business News Australia](https://www.businessnewsaustralia.com/articles/pep-buys-healthia.html)

== 5. Women in Finance Initiative ==

Proposed (new subsection under "History and culture"):

"Pacific Equity Partners offers a scholarship to women studying commerce or a related degree who have achieved academic excellence and demonstrated leadership experience. Successful applicants will receive $25,000 inclusive of a four-week internship with PEP’s Private Equity team, where they learn critical skills including financial modelling, valuation techniques, and commercial analysis from industry experts.The initiative reflects PEP's commitment to supporting increased female engagement and success in private capital, recognising that diversity of thought is a critical ingredient for any successful investment program.."

Reference:

• [FMAA](https://www.fmaa.com.au/event/pacific-equity-partners-women-in-finance-scholarship)

== 6. AUM Summary Table ==

Current:

"AUM: A$10 billion (2022)"

Proposed:

"AUM: A$17 billion (2025)"

Reference:

• [Pacific Equity Partners](https://www.pep.com.au/about/)

---

== 7. Overview Expansion ==

Current:

"By 2023, The Australian Financial Review reported PEP to be Australia's largest private equity firm."

Proposed Addition:

"According to the Australian Financial Review, PEP has completed more than A$54 billion in transactions since its founding, achieving an average annual net return of 28 percent over 27 years."

Reference:

• Chanticleer (21 August 2024). "Behind the thrill and dread of private equity". Australian Financial Review. Retrieved 26 September 2025.

---

== 8. Fund VII Update ==

Current:

"PEP opened its seventh buyout fund, called Fund VII, in 2024, expecting to close later that year at A$3 billion. This would be one of the largest Australian funds of its kind."

Proposed Replacement:

"In 2024, PEP launched its seventh buyout fund, raising close to A$3.3 billion in record time, almost double the amount raised by the entire Australian private equity sector that year."

Reference:

• Chanticleer (21 August 2024). "Behind the thrill and dread of private equity". Australian Financial Review. Retrieved 26 September 2025.

---

Thank you in advance for reviewing these updates. LizziePEP(New) (talk) 06:42, 24 September 2025 (UTC)[reply]

Not done for now: Very good that you acknowledge your conflict of interest, but this should be a COI request. I don’t know how the request was turned into a Semi Protected one. Please change your request to the appropriate form, (you can use Template:COI) and then set it to unanswered again. I don’t have the skills to deal with COI requests, and I assume many people who answer the semi protected edit requests don’t either. Slomo666 (talk) 11:51, 24 September 2025 (UTC)[reply]

Hello @Slomo666, thank you for your response. I have updated the request using the

template so that it should now be a COI request. However, it still appears to display as a semi-protected request, even after changing the code.

Could you please take another look and let me know if I might be missing an old template somewhere, or if there’s another approach you’d recommend? If needed, I’m happy to re-post the request in a new section, or to try using

or

The following Wikipedia contributor may be personally or professionally connected to the subject of this article. Relevant policies and guidelines may include conflict of interest, autobiography, and neutral point of view. [[User:{{{1}}}|{{{1}}}]] ([[User talk:{{{1}}}|talk]] · [[Special:Contribs/{{{1}}}|contribs]])

instead if that would make it clearer.

Thanks again for your guidance. I want to make sure this is in the right format so other editors can properly review the proposed updates. LizziePEP(New) (talk) 00:50, 26 September 2025 (UTC)[reply]

Thank you for the suggestion — yes, please go ahead and re-post the request in a new section and add

The following Wikipedia contributor may be personally or professionally connected to the subject of this article. Relevant policies and guidelines may include conflict of interest, autobiography, and neutral point of view. [[User:{{{1}}}|{{{1}}}]] ([[User talk:{{{1}}}|talk]] · [[Special:Contribs/{{{1}}}|contribs]])

as you recommended. That sounds like the best way to make sure everything is clear and in the right format. I really appreciate your help with this. LizziePEP(New) (talk) 04:53, 26 September 2025 (UTC)[reply]