Mainstreet Private Capital (Mainstreet) is a boutique investment research house specialising in financial services investment research and portfolio construction and management.
Mainstreet is an independent investment research and portfolio management firm that was established to provide incisive equities analysis and wealth management solutions to family offices, financial advisers, and accountants.
Mainstreet is an independent boutique consultancy specializing in providing strategic equities research and advice to unlisted and listed microcap financial services companies, corporate and investment product research, and independent investment portfolio services.
We provide independent investment research solutions for professional investors; financial advisors; institutional funds managers, corporate and product issuers.
We provide independent wealth management solutions to family offices, financial advisers and accountants through our portfolio construction and high conviction model portfolios and separately managed account service.
ABOUT US
As a boutique we are extremely hands on and proactive in our approach to client assignments, bringing a deep technical understanding to our work. Our highly experienced team brings together expertise gained from institutional equities research, funds management and investment banking.
Our ethos is structure, process and discipline and we pride ourselves on the quality and independence of our analysis and a transparent research methodology. Using fundamental analysis as core methodology, Mainstreet specialises in constructing and actively managing high-conviction direct share model portfolios.
Mainstreet has built on the reputation and experience of Portfolio Manager – Peter Leodaritsis, that established Equities Research House – AEGIS in 1999, as a leading provider of investment research, encompassing direct equities, unlisted property, and structured investment products. The business quickly established its position as one of the leading investment research firms in Australia. Aegis was successful in establishing an extensive client base – a select group of institutional funds managers; all leading online brokers including E*Trade, Charles Schwab, TD Waterhouse, CommSec, National Online, St. George Quicktrade; over 4,000 financial advisers including BT, MLC, AMP Hill Ross; and over 21 private client stockbrokers across Australia and New Zealand. In 2010, Aegis was acquired by Morningstar.
Mainstreet is also underpinned by a number of highly experienced and high calibre personnel, who collectively have over 100 years of equity market experience gained from institutional equities research, funds management, investment banking and stockbroking.
Peter Leodaritsis
Peter Leodaritsis is a leading figure in the Australian securities industry and has over 30 years of extensive experience in equities research and portfolio construction and management.
Peter is a clear thinker with a strategic mind, with an ability to see the big picture while also having a clear eye for detail. With advanced commercial acumen, he is able to process information quickly and identify critical issues while under pressure. He is a structured problem solver, empowered by his strong financial numeracy and analytical skills and an exceptionally skilled presenter and communicator, with superior written, oral and presentation skills. Peter has experience addressing varied audiences from board members, regulators, investors, Government and staff at all levels. With strong interpersonal skills, he is well regarded and effortlessly establishes a good rapport. Peter is a result driven leader, with an inclusive and collaborative style and a high degree of personal integrity and credibility. With over 30 years of financial services experience, including 25 years in institutional equities, Peter is recognized as one of Australia’s leading financial sector analysts. He is acknowledged as creating Australia’s first truly sizeable independent equities research firm – Aegis. Where his strong leadership combined with his passion for success transformed Aegis from a business concept in 1999, into a profitable, industry-leading player, when acquired by Morningstar in 2010.
Peter has experience as a Director of AFSL entities and understands the compliance complexities that AFS licensed firms are required to maintain.
Mainstreet Values
- customer satisfaction
- expertise
- professionalism
- discretion
- compliance
- accountability
- accuracy
- justice
- credibility
- cooperation
- consistency
- safety
- honesty
- ethics
- quality
- integrity
- respect
For Our Customers
Integrity & Honesty
Quality
For Our Employees
Respect
Meritocracy
For Our Society
- Our Corporate Social actions are our promise for development in a responsible way towards our Clients, our Employees, our Society and the Environment we live in. Our aim is to develop actions that will contribute significantly to the needs of the Society, the Economy and the Environment.
For our clients
- Our clients are our priority. We are committed to offering innovative products and exceptional quality services that cover their individual needs. We serve each client personally and our aim is to build long term relationships of trust and respect towards their needs.
For our employees
- We recognize that our success and growth is based on our people. We aim to create a work environment that supports personal development and growth through continuous education. An environment that offers equal opportunities to all Honesty, Integrity, Meritocracy, Co-operation, Responsibility, Respect are the values with which we operate in our everyday lives.
For the society
- It is our obligation to help improve the living conditions of less well-off social groups and to support programs, that contribute to a better quality of life for all.
For the environment we live in and operate
- Environmental sustainability is key for a viable future. We implement social actions for minimizing the environmental impact from our operations.
Equities Research & Analysis
- Mainstreet offers corporate clients, bespoke research solutions with established credentials and expertise within the banking, financial services, and disruptive – FINTECH sector.
Mainstreet delivers insightful and financially rigorous research aimed at improving corporate visibility and increasing investor awareness and understanding of all companies listed or unlisted. Research on a client covers its business model, strategy and includes financial forecasts, equity valuation and key sensitivities.
Corporate Research
We can provide a one-off report or a regular stream of equity research (traditional) coverage service to both listed and unlisted, emerging financial services sector companies, seeking to increase investor awareness. We help companies connect with investors, by producing quality research, to enable them to build long-term relationships with the investment community. We can also provide clients with feedback from professional investors to better understand how their company is viewed, highlighting key investor concerns that need to be addressed. Targeted Investor Marketing to identify key funds as potential investors
Capital Markets Solutions
We provide equity market solutions to address the need of clients across a range of one-off transactional projects. Our service supports companies, investors and advisers around M&A, fund raisings and IPO’s, acting as a support adviser. We take a flexible approach to each project and carefully tailor each to the client’s specific needs. We work predominantly in the financial sector, where we boast expert analysts and a deep understanding of the sector. Our services include: Formal third-party valuations Complex modelling Working with clients on transactions and fund-raising projects
Equity Capital Markets
We provide a traditional equity research sales service to emerging companies seeking to increase their market awareness and following from retail investors, professional equities advisers and institutional funds managers.
Mergers & Acquisitions
We assist clients in reaching their strategic objectives and in maximizing shareholder value through providing M&A research support. As part of our service, we explore financial and strategic alternatives; identify potential acquisition targets or investors/buyers; and support the transaction process with financial due diligence, fairness opinions.
Equities Research & Analysis
Corporate Research – Bespoke Mandate Charters
- Mainstreet offers corporate clients, bespoke research solutions with established credentials and expertise within the banking, financial services, and disruptive – FINTECH sector.
Mainstreet delivers insightful and financially rigorous research aimed at improving corporate visibility and increasing investor awareness and understanding of all companies listed or unlisted. Research on a client covers its business model, strategy and includes financial forecasts, equity valuation and key sensitivities.
Strategy reports, business plans, sector reports and market studies
- We help clients conduct strategic reviews and consider expansion as well as investment in new sectors and geographies. Each report is tailored to the client’s needs and individual circumstances.
The support we offer provides a broad overview of the investment landscape, as well as deep-dive analysis of specialist sectors or quarterly/annual coverage. We do this through:
- business plans
- sector reports
- strategy reports
- market studies
Fund raising, pre-IPO and IPO research
- We offer pre-IPO advice, providing an independent assessment of readiness for IPO as well as an objective view on valuation for stakeholders. Our role is complementary to the broker to support our clients in getting their message out as widely as possible to investors, maximise demand and help achieve a successful fund raise or IPO in unpredictable markets.
Fund-raising research
- We can help you engage more effectively with your investor audience in a private placing or fund raising. Our fund-raising research can help shape your company’s equity story and the way it is communicated to potential investors, as well as prepare the management team to be challenged by investors. The fund-raising report is typically used as part of a marketing exercise to move investors up the learning curve, enabling more focused and productive meetings with the management team.
Pre-IPO review and advice
- As you start to consider an IPO, we can provide an advance assessment of the IPO proposition and likely valuation, considering broader factors such as timing and IPO market.
We can distribute a note primarily targeted at existing stakeholders, such as the management team, founder shareholders and advisers, to provide feedback on your go-to-market proposition. This:
- shapes your equity story and how it is communicated to the market
- helps you identify your unique selling points and refine the come-to-market story
- offers an independent valuation to challenge and bring the best out of the broker
- examines the investor perspective to identify and resolve issues before you go live
Mergers & Acquisition Support
- We assist clients in reaching their strategic objectives and in maximizing shareholder value through providing M&A research support. As part of our service, we explore financial and strategic alternatives; identify potential acquisition targets or investors/buyers; and support the transaction process with financial due diligence, fairness opinions.
- Independent valuation and complex modelling
We provide valuation services for companies of all stages across a range of sectors. Uses include M&A (buy and sell sides), independent third-party valuation opinions, fund raising, PFRs, feasibility studies, litigation support and other strategic purposes.
We have also developed complex financial models for a myriad of purposes, including project and commodity models. Our capabilities lie across all sectors, although models in the infrastructure and resources sectors may involve the greatest challenges.
We are not influenced by a success-based fee structure. Instead, we can provide an informed independent review, advising on appropriate timing and against IPO where appropriate, as well as optimising the investment story. Our review would ideally precede the appointment of an IPO adviser or broker.
Commercial and vendor due diligence
- We offer a commercial due diligence service for potential acquirers, producing a report assessing the market and strategic positioning of an M&A target. The precise scope is discussed and tailored to your requirements, but would typically include the following elements:
- market structure, size and drivers
- key competitors, market share, basis of competition, barriers to entry
- customer survey and supplier feedback
- achievability of business plan
- key risks and areas for improvement
- On the sell side, we also produce vendor due diligence to facilitate a competitive sale process or to ensure the bankability of a business for sale
- Fairness Opinions
We provide independent advice to Boards of Directors, Investment Committees, and companies in connection with the fairness, from a financial perspective, on strategic investments.