Building Australia's Leading Waste Management Platform
A strategic roll-up opportunity consolidating fragmented waste management operations across Australia with proven acquisition targets and compelling unit economics.
Investment Opportunity
Better Group is executing a proven roll-up strategy in the $15.5 billion Australian waste management sector, targeting commercial and industrial segments with superior margins.
The Opportunity
Australia’s waste management industry remains highly fragmented with over 2,500 operators. Better Group is consolidating this market through strategic acquisitions of profitable, family-owned businesses.
Fragmented Market
2,500+ operators, majority under $10M revenue
Aging Ownership
65% of owners aged 55+, limited succession plans
Proven Synergies
15–25% EBITDA margin improvement post-acquisition
Regulatory Tailwinds
Increasing compliance costs favor larger operators
Market Size
Total Australian waste management market
Annual Growth
CAGR through 2028, outpacing GDP
Contract Revenue
Recurring revenue from long-term contracts
Key Investment Metrics
Conservative projections based on completed transactions and industry benchmarks
Target Raise
Series A funding round
Acquisition Pipeline
Qualified targets identified
Pro Forma Revenue
Year 2 projected revenue
Target EBITDA
Post-synergy margin target
Financial Projections
| Year 1 | Year 2 | Year 3 | |
|---|---|---|---|
| Revenue | $18M | $45M | $82M |
| EBITDA | $4.3M | $12.6M | $26.2M |
| Margin | 24% | 28% | 32% |
Investment Highlights
Compelling fundamentals backed by market dynamics and operational excellence
Defensive Business Model
Essential service with 72% recurring revenue from multi-year contracts. Minimal cyclicality with proven recession resilience.
Operational Synergies
Immediate 15–25% EBITDA improvement through route optimization, shared services, and procurement leverage.
Experienced Management
Leadership team with 60+ combined years in waste management and successful track record of 8 prior acquisitions.
Clear Exit Path
Multiple strategic acquirers and PE firms active in the sector. Recent comps at 8–12x EBITDA multiples.
ESG Positioning
Strong sustainability credentials with focus on recycling and circular economy, attractive to impact investors.
Asset-Light Model
Targets utilize leased equipment and third-party disposal sites, minimizing capital intensity and maximizing cash flow.
Use of Proceeds
Compelling fundamentals backed by market dynamics and operational excellence
Acquisitions
Fund 4–5 strategic acquisitions from qualified pipeline
Integration Capital
Technology systems, rebranding, and operational improvements
Working Capital
Support growth and bridge acquisition timing
Team Expansion
Add key operational and corporate development roles
Nick Wells
Executive Chairman, BetterGroup.AI
Nick Wells is an accomplished entrepreneur and business leader with a proven track
record of building, scaling, and successfully exiting service-based businesses through
strategic acquisitions and operational excellence. As Executive Chairman of
BetterGroup.AI, Nick brings deep expertise in identifying undervalued businesses,
implementing technology-driven operational improvements, and preparing companies for successful exits to private equity and strategic acquirers.
Better Medical Success Story
Nick founded Better Medical and scaled the business from zero clinics to 66
locations across Australia, delivering exceptional returns for investors before
achieving a successful six-figure exit to an international private equity company.
The transaction demonstrated Nick’s ability to create significant value through
strategic rollup strategies and operational excellence in fragmented service
industries.
✓ 32% annual returns for investors during the growth phase
✓ 82% EBITDA compound annual growth rate
✓ Successful exit to Livingbridge, a UK-based private equity firm
✓ Proven rollup expertise in fragmented service sector
IMPORTANT: To the extent that any statement on this platform constitutes financial product advice, that advice is general advice only and has been prepared without considering your objectives, financial situation or needs. You should, before deciding to submit an Allocation Request or subsequent Application for the Property Futures PDS investment opportunity, consider the appropriateness of the investment having regard to your objectives, financial situation and needs, and obtain and consider the relevant Product Disclosure Statement.
When considering whether to submit an Allocation Request or Application for the Property Futures PDS investment opportunity, you should be aware that:
This investment is not a bank deposit, term deposit, or savings product and is not covered by the Australian Government’s deposit guarantee scheme. Investing in this opportunity carries a higher level of risk compared to investing in a term deposit issued by a bank.
Allocation Requests are non-binding indications of interest that may be modified, reduced, or cancelled at our discretion if insufficient interest exists or the SPV is not formed.
The rates of return on your investment are not guaranteed and are determined by the future revenue of the investment opportunity. Past performance is not a reliable indicator of future performance.
Withdrawal rights are subject to liquidity and may be delayed or suspended.
The fees, costs, and specific risks associated with this investment are detailed in the PDS. It is important for you to consider these before investing.
Once an SPV is incorporated and chosen, your application may be subject to approval by the Funds Manager before your funds are transferred.
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Contact Info
- nick@kineticcapitalpartners.com.au
- +61 439 339 404
- Unit 3 / 10 Vine Street, Clayfield, 4011, Australia
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