Client Success:
Funding That Drives Growth
• Business expansion: Enabled larger contracts and supported significant scaling in two industries.
• Boosted property profits: Maintained high quality, resulting in a $600,000 profit increase.
• Trusted partnership: Flexible, insightful support tailored to unique needs.
At Merx, we’re all about helping our clients achieve their goals. Recently, we caught up with one of our clients to hear how our funding supported both their corporate education business and a major property development project. Here’s what they had to share:
So, tell us—what was the funding for?
It was for two main purposes: working capital for my corporate education business and completing a property development project. On one side, it helped us manage cash flow and take on larger projects. On the other, it ensured the property development was finished quickly and to a high standard, ready to hit the market sooner.
How did the funding from Merx make a difference?
It completely changed the game for both businesses. The funding allowed us to act faster, which was critical during a challenging market. In the corporate education business, it enabled us to scale up and take on contacts worth $500,000 or more, compared to the $150,000-$350,000 range we were handling before.
For property development, it ensured we finished on time and at a quality that stood out in the market. That project alone generated a $600,000 profit increase, which wouldn’t have been possible without Merx’s support.
What were some of the key benefits of this project?
Honestly, there were so many. For corporate education, the funding allowed us to complete an extensive education platform, helping us deliver more complex projects and compete with larger firms.
For property development, the flexibility in funding meant we didn’t have to cut corners. The end result was a high-quality property that’s set to generate strong returns. Both businesses gained a competitive advantage, which has been invaluable for growth.
What was your overall experience working with us?
Exceptional. The Merx team, especially Andrew, was a trusted partner throughout the process. The flexibility and quick decision-making really stood out. Andrew wasn’t just a lender; he was like an adviser, asking insightful questions and helping us navigate challenges.
What I appreciated most was how personal the experience felt. The team took the time to understand my vision and offered tailored solutions. Their communication and customer focus made the entire process seamless.
We always love seeing the impact our support has on clients and their projects. Knowing that our funding helps businesses grow, achieve their goals, and overcome challenges drives us to continue offering flexible, tailored solutions. If you’re looking for a funding partner who’s committed to your success, the Merx team is ready to help. Get in touch with us and let’s discuss your business or property project needs.
Note: This article is intended to provide general information and does not constitute financial advice. We recommend you speak with a financial adviser for advice tailored to your individual circumstances. Potential investors with Merx must qualify as Wholesale Investors as that term is defined in sections 3(2)(a) – (c) or 3(3)(a) of Schedule 1 of the Financial Markets Conduct Act (“FMCA”). The Trust is not suitable for retail investors.
44.12
%
Returns Since Inception
As at 30 November 2024. Returns based on an actual company investor account with net returns re-invested monthly. Past performance is not a guarantee of future performance. The fund was established 30 June 2022 and made its first investments in September 2022.
Comments from Merx Investors
I have enjoyed investing with Merx and learnt a lot through the process too. Merx have been very transparent with what they do and the communication has been consistent. Wouldn’t be a testimonial without mentioning the returns too, thanks for those. Looking forward to being a part of the journey for years to come.
Luke
There's a lot to be said for a fund where the managers invest alongside their investors. It's a real partnership where the interests of investors are prioritised. The returns to date have been great, the unit structure gives me the flexibility I want, and I've been really impressed with the communication.
Aaron
I've been impressed by how Merx looks after their investors - from how the fund is structured for redemption, reinvestment, and tax efficiency - to the communication and care in understanding my investment goals. It makes a difference - investing alongside managers who are also invested in the fund.
John
Aligned Interests
Aligned interests is a core principle of the Merx Wholesale 1 PIE Fund. As the Trust’s management team, we personally invest alongside our investor partners. We have the same risks and potential returns as our investors.
Aligned Interests
Aligned interests is a core principle of the Merx Wholesale 1 PIE Fund. As the Trust’s management team, we personally invest alongside our investor partners. We have the same risks and potential returns as our investors.
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