Tozer and Co

Tozer and Co is an Australian family office that specializes in sourcing and co-investing with capital partners in small and medium-sized enterprises (SMEs), special situations, and traded markets. The firm adopts an unconstrained, flexible, and creative approach to investing, focusing on long-term authentic relationships. They aim to contribute to society by building companies, creating jobs, and supporting entrepreneurs, operating under the philosophy of "backing Team Australia." The firm also offers services beyond capital, including acting as board members and providing executive support to their portfolio companies.

Founded on July 20, 2017, by David Tozer, who serves as the Founder and Managing Director, Tozer and Co operates based on strong family principles, welcoming investors and investees into their network. David Tozer brings a wealth of experience, having previously been a founding partner of Houlihan Lokey (Australia), where he led restructuring, distressed debt, and special situations efforts across Australia. His background includes expertise in complex transaction advice, trading, capital raising, and business transformations, holding a B.Com (Finance) and an LL.B. (Law) from the University of New South Wales.

The firm's diverse portfolio reflects its broad investment mandate, encompassing various sectors. Notable investments include supporting the IPO of Cettire, a luxury goods marketplace, and remaining its largest private investor. They also invested in the Series C round of Alex Bank, a digital challenger bank, and provided capital to Agrifunder, which offers working capital solutions to Australian agricultural businesses. Other portfolio companies include The Grifter Brewing Co, a craft brewery; Navinci Global Markets, an SME growth finance and hedging specialist; National Drones, Australia's largest integrated drone service provider; Hydroshield, an industrial water treatment specialist; and Expert 360, an Asia-focused marketplace and SaaS platform for on-demand talent. Tozer and Co also manages a Pub & Gaming Group with properties like The Royal Hotel Tumut and The Criterion in Gundagai.

Tozer and Co emphasizes integrity, flexibility, honesty, and accountability in all its dealings. The team is committed to being more than just a capital provider, actively transforming the deals and companies they are involved in to deliver superior outcomes. They leverage their extensive network of companies, professional contacts, and advisors to support their investees, ensuring a high-performance mentality and a collaborative approach.