Welcome to MomentumPrivate Capital
We are building a new alternative investment class as investors in quality Australian accounting and financial advice firms. We are not private equity; we invest for the long term.
Our Purpose
Long term, patient, and strategically aligned investors.
We are long term, patient, and strategically aligned investors in Accounting and Financial Advice firms.
We seek to create and compound value for all stakeholders. We prioritise investing in the right people and focus on those firms that consistently deliver positive client outcomes.
About Momentum Private Capital
Momentum Private Capital co-invests through Hamilton Chase. Hamilton Chase is the privately held commercial arm of the Huggins Family Office and manages approximately $23B (AUD) across a diverse portfolio of property development, land, debt, equities and private businesses throughout Australia, Europe and North America.
We aim to fill a clear gap in the market for a patient long-term primary capital investor, willing to hold a significant minority interest without the need for control and not constrained by a financially engineered exit timeframe.
We can also provide a funding vehicle for the bench strength of talent to become owners in their firm.
Why Momentum Private Capital
We view high-quality firms as an emerging asset class and we wish to assist with, and participate in, the success of the select few who meet our investment principles. We make investments as a significant minority interest in Accounting and Financial Advice firms, we provide funding for future owners, and long-term capital for growth. We believe the defensive moat that creates and compounds value for the long-term is the one built by people, culture, and processes that deliver positive client outcomes.
Our Investment Principles
We invest in the right people. We want key people to have meaningful skin in the game. Leadership with a focus on the future bench strength of talent, and a codified culture where team success is celebrated and is linked to positive client outcomes. Success is the culmination of discretionary effort of the people we support.
We seek to make a decent profit, decently. We invest in firms that passionately believe acting in their client’s best interest ensures positive outcomes for the collective team and all stakeholders.
We invest in firms that are disciplined capital allocators, focused on positive client experiences, are process driven, and have transparent incentives that reward outcomes not optics.
We invest in people with an owner mindset, who make rational long-term data driven decisions, believe in the collective wisdom of the team, and want to build a business that can outlive them.
We invest in firms open to fit for purpose good governance. Whilst governance does not guarantee success, its absence almost certainly guarantees failure.
Our Team
Executive Chairman and Partner
Paul is a qualified tax Lawyer, with a background in accounting. He is a major investor in property, shares and bonds, bought and built companies on three continents, and acquired one of Australia's most valuable collections of classic cars. Paul acts for the Huggins Family Office, and for Australian HNW and UHNW clients. He has established a noteworthy international network that gives him access to the Boardrooms of major ASX and Dow Jones listed corporations.
Managing Partner
Paul has 35+ years' experience as a banker with 3 major institutions. He has worked in the UK and Australia in senior roles in corporate banking. Some of Paul's clients have been Big 4 Accounting firms, mid-tier firms, ASX listed clients and PE backed portfolio companies. His last role with a major Australian Bank was National Head of Professional Services across Accounting, Wealth, Legal and Engineering with lending and deposits exceeding $5 Billion and providing leadership to 50 team members. Paul has a Bachelor of Economics and a Graduate Diploma in Applied Finance from FINSIA.
Managing Partner
Matthew is a proven ASX-listed, private equity sponsored and private company CEO. He has had responsibility for the origination and program implementation of over 30 acquisitions in his career to date. He also initiated and successfully led 3 corporate carve outs from ASX listed vendors of which 2 resulted in a gain on bargain purchase for shareholders. Matthew has led numerous successful exits as well as oversight of mergers to successfully scale and manage founder succession. He has long been a strong advocate for professional standards in financial advice and is an experienced Responsible Manager of complex AFSL's. He is a Harvard Business School alumnus, Fellow CA ANZ, Fellow CPA, Certified Financial Planner, a Life Member of the FAAA.
Contact Us
Interested in partnering with Momentum Private Capital?