ata-about-sliders-bg1 ATA FUND II INVESTMENTS
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TRANSACTION CLOSE DATE

August 2016

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LOCATION

South Africa

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SECTOR

Energy

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SHAREHOLDING

14%

Sector: Energy

Type: Fuels, bitumen, chemicals, lubricants and related services

Established: 2005

Status: Leading marketer and distributor of a range of petroleum products and energy solutions to commercial and industrial customers across South Africa in partnership with BPSA

USPs: Reliability of supply and access to BPSA’s distribution and retail network for customers across South Africa; diverse range of quality products; B2B focus

Co-investors: Other private equity players

Why we invested

  • Leading black ownership credentials
  • Strong and experienced management team
  • Diversified sector exposure and stable income streams
  • Blue-chip customer base

FAIS Act Disclaimer

Ata Capital (Pty) Ltd (Registration Number 2006/028451/07) is an authorised Category I and II Financial Services Provider (“FSP”) in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 (“FAIS Act”) with FSP number 46869. The information and/or opinions contained herein should not be construed as advice as defined in the FAIS Act; neither do they constitute a solicitation, invitation or investment recommendation. Investors should take cognisance of the fact that there are risks involved when buying, selling or investing in any financial product. The value of investments may fall as well as rise, and investors may not recover the capital invested.

Given that value of investments will fluctuate over time and that past returns may not be indicative of future performance, investors should seek independent professional financial, legal and tax advice relevant to their individual circumstances before making any investment decision. The validity and accuracy of any illustrations, forecasts or hypothetical data are not guaranteed and are provided for illustrative purposes only.

Conflict of Interest

A copy of the latest version of our Conflict of Interest Policy can be obtained by sending an emailed request to info@atacapital.co.za

POPIA Compliance

Ata Capital’s data management policies are aligned with, and comply with, the provisions of the Protection of Personal Information Act, 4 of 2013 (“POPI Act”). A copy of our POPIA Manual can be obtained by sending an emailed request to info@atacapital.co.za

By accessing this website, you are assumed to have read and to have understood the contents of this disclaimer.