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PDY is a successful financial services firm and has been recognised by the BRW magazine as one of the countries ‘Top 10 fastest growing’ businesses in the financial sector over the last 3 years.

Rockridge recognised that PDY had developed a unique business model that truly integrated a variety of financial disciplines including - Assurance, Wealth Management, Tax, Corporate Advisory, Outsourced Company Secretarial and Business Consulting.

PDY’s “advice centre” model, where the client sits at the heart of the business and is surrounded by a full suite of financial expertise - all under the one roof, led to enhanced service and rapid growth in the blue-chip SME and high net worth individual market segments.

The Rockridge Group was chosen by PDY as the preferred partner from a range of potential suitors in a most dynamic and rapidly evolving industry. The primary appeal of operational management expertise, along with a clear strategy for growth, each combined to complement the existing depth of expertise of the PDY shareholders and enabled an aggressive acquisition strategy to be pursued.

The GFC impacted both the growth in wealth management and the availability of capital for further acquisitions. Given these changes, and the more limited prospects for growth in the immediate future, Rockridge exited this investment in 2010.

Rapid transformation characterises the produce industry both in Australia and in most major markets around the world. What could only be described a few years ago as a 'cottage industry', the process of consolidation and corporatisation is leaving a permanent mark in one of our oldest industries.

Rockridge Group partnered with the Fresh Produce Group, one of Australia's most dynamic and innovative companies in the fresh produce industry, to be a leading participant in this corporatisation and consolidation process.

At the beginning of Rockridge’s involvement, FPG had revenues and profits in the order of $100 million and profits in the order of $1m. Three years later, when Rockridge exited this investment, FPG was on track to deliver revenues of almost $200 million and profits in excess of $5 million. This growth was achieved through a range of organic business improvement projects and the acquisition of 2 other businesses. FPG had also made its initial investment in Australia farms as the first step towards building a vertically integrated produce business.
Rockridge exited this investment in 2010.