Forgepoint

CFO-led majority partners and acquirers — we keep Australian businesses trading and growing.

We acquire businesses or partner with directors as majority owners. Our CFO team installs discipline — cash cadence, board-grade reporting, and operational controls — so leadership can focus on customers and growth.

Two ways we invest

  • Partner with Directors (Majority) — we co-own, set the CFO cadence, and build scalable control.
  • Acquire the Business — going-concern buyer; continuity over closure; stabilise then grow.

Why choose a CFO-led partner?

Stability from day one

Cash gates, supplier resets, and covenant control within a practical 90-day plan.

Operational discipline

Board-grade reporting, KPI dashboards, and governance that improves decisions.

Commercial lift

Pricing, product mix, and pipeline hygiene that boosts margin and velocity.

Hands-on operators

We roll up sleeves and work alongside directors and managers — not from the sidelines.

Continuity & integrity

Protect jobs and relationships while we rebuild value with transparency and respect.

SE Queensland roots

Brisbane-based, working nationally with local networks across legal, banking, and industry.

How we work — a five-phase playbook

1) Rapid triage

Continuity plan, cash mapping, and risk mitigation.

2) Stabilise cash

13-week forecast, vendor resets, gates, and controls.

3) Controls & reporting

Board packs, KPIs, governance, and cadence.

4) Commercial lift

Pricing, mix, operations, and customer experience.

5) Invest to grow

Capex, systems, and leadership/succession planning.

Sectors we back

Manufacturing

Make-to-order and process manufacturing, precision components, and industrial services.

Warehouse & Distribution

Inventory-heavy operations, multi-site logistics, and fulfilment networks with scale potential.

Agri Processing

Post-farmgate processing and value-add: food, fibre, and specialty ingredients with supply-chain complexity.

Success stories

Selected turnarounds led by our CFO team. Figures excerpted from our investment brochure.

Manufacturing — complete turnaround

  • ✅ Entered administration with ~AUD 6m turnover; poor financial controls
  • ✅ Implemented DOCA, rebuilt operations under CFO leadership
  • ✅ Revenue more than doubled over four years; ~2.5–3.0× ROI equivalent at sector multiples

Multi-site manufacturing — CFO restructure

  • ✅ Severe working-capital pressure; lender confidence declining
  • ✅ Led 22-person finance team; negotiated AUD 8m facility; cut fixed costs 20%
  • ✅ EBITDA from −AUD 1.2m to +AUD 1.5m in 18 months; sold for AUD 9m (≈2.3× ROI)

Agri processing — lesson in continuity

  • ✅ Strong brand that entered liquidation due to mispriced contracts
  • ✅ Diagnosis: major retail contract sold below cost; capital gap
  • ✅ Illustrates why continuity-first buyers matter — viable businesses shouldn’t disappear

Let’s choose the right path — partnership or sale

Confidential, respectful, and practical. We respond quickly with next steps.