BEE Ownership, simplified…

Transform BEE ownership from a compliance headache into a strategic value-driver for your business.

Our BEE ownership solutions offer you an unbeatable combination:

Nothing to fear:
- Stay the ultimate owners, and in control of your business.
- Cashflows known in advance – no surprises and nothing ‘given away.’
- Clear legal agreements without ‘gotchas’ – we welcome scrutiny by your attorneys and/or verification agents.
Improved competitiveness: get the ownership % you need to win business from large customers and beat your competition.
Any BEE ownership % you need – most clients are solving for 51% because they want to be more attractive to bigger customers who need to procure from 51%+ BEE-owned companies.
Legitimacy: our approach has passed scrutiny by the B-B BEE commission and by each of our client’s verification agents, each year.
Speed: we can move as quickly as you – our fastest deal has been concluded in a week, most take 3-6 months.
Value: our ownership solutions are priced similarly to other scorecard elements per point, yet offer far more value.
Tax efficient: no CGT triggered, and an ideal time to off-shore a business if you choose.
Future proof:
- All options are open – pay dividends, add shareholders, raise capital, sell your business to anyone and it will stay BEE-owned.
- If BEE is scrapped our contract ends and your business remains yours.

We can help local and foreign-owned businesses of any size

For multinationals:

We cut our teeth on multinational deals, offering a far more attractive solution than the Equity Equivalent Investment Program (“EEIP”) yet achieving legitimate empowerment in a similar manner. Whereas EEIPs require bespoke negotiation with the DTIC and are only available to foreign companies, our solution is suitable for all and far faster & cheaper to implement, all while achieving similar empowerment results.

We understand the layers of governance and decision-making in multinational businesses and as former top-tier strategy consultants and investment bankers, we understand value-creation and the deal-making process.

We will work with you to understand your options, model the outcomes, and will engage with your appointed experts on BEE, Tax, IFRS, Legal and more. You will be able to motivate a decision to your board/IC that meets your objectives, delivers real empowerment and offers the most attractive ROI. We can structure our involvement to meet your objectives and can move entirely at your pace – fast if required, more measured if that suits.

Large Corporates (“Generic” >R50M):

Our generic clients are serious businesses with a lot on the line. Similarly to multinationals, we understand big business and will work with you to deliver a BEE ownership approach that’s in line with your growth and governance objectives.

We welcome your team and advisors and will demonstrate to your shareholders and board how our approach to BEE ownership offers the highest ROI without any sacrifice to legitimacy…and how BEE ownership can be achieved for a similar ‘cost per point’ to other scorecard elements…but with all the extra advantages ownership offers.

Transactions can be structured to be highly tax-efficient and BEE is often a good time to offshore a business. We can help.

Medium businesses (“QSEs” – R10-R50M):

The heart of the South African economy sits in this category. We’re entrepreneurs too and understand what it takes to get up each morning trying to change the world for the better.

Most of our QSE clients are owner-led, so decision-making is easier but you still want to know you’ve got it 100% right. You can rest assured that our approach has been battle tested with the large corporates and multinationals (who are happy to spend on ‘proper’ due-diligence) and that we can offer you a similar approach; just fine-tuned to your unique business.

Our ownership solutions achieve a similar ‘cost per point’ to other scorecard elements yet offer far more value, and are also ‘admin-light’. NB: QSE’s with 51% ownership are automatically level 2 and don’t have to spend on the rest of the scorecard until they reach R50M. This can simplify your business and accelerate growth.

Small businesses/startups (“EMEs” – <R10M):

We founded Tusker in 2017 with little more than some unique ideas about how to do BEE ownership differently and a lot of energy. We totally understand the entrepreneurial mindset and decision-making.

We have taken all the lessons from our large clients and our ‘battle tested’ structure and put them into a set of standardised, ‘as simple as possible’ legals that makes the process as easy as possible, and highly cost-effective for you. Our standardised approach can also be very quick – we’ve closed ownership deals in under a week. Standardisation also means fees are low and making the decision to do BEE ownership is easier than ever.

NB: EME’s with 51% ownership are automatically level 2 and don’t have to spend on the rest of the scorecard until they reach R50M – this can be a significant simplification and growth accelerant.

Advisors:

We are often introduced to clients by their trusted advisors, mostly once they’ve seen our approach in action with another client and understand how different we are and how much value we add.

If you have a client looking for a solution to their BEE ownership problem then let’s chat. We offer generous referral fees to anyone who introduces us to a future client, and won’t let you down.

Why choose us?

We are a top-tier professional team with decades of expertise in BEE, strategy, corporate finance, accounting, law and private equity. We have solved BEE ownership in our own businesses and founded Tusker back in 2017 to help other businesses navigate this complex and demanding legislation to their commercial advantage.

Since then we’ve grown to manage over R1.35Bn of BEE equity. No client has ever left us.

Tusker have been our BEE partners for over 6 years. Their team are always professional and our business is more competitive.

BobCEO, Advertising, Generic

As a multinational business where selling equity locally is impossible, Tusker was by far the best solution for our BEE challenge

MaraisMD, Industrial, Generic, Foreign

We looked for a suitable solution for a long time before choosing Tusker for their legitimacy and quality of their approach. Very happy.

RosemaryDirector, Wine Merchant, QSE

Our attorneys recommended Tusker and we’re glad they did. Our BEE consultants and verification agents approve and we’ve been able to achieve cost-effective BEE ownership compliance.

MatthewCFO, Industrial, Generic

As a CA, I’m very aware of the value of equity and was hesitant to do a BEE ownership deal, however Tusker’s approach adds value to what I do and leaves me to do it. Awesome!

GlenMD, Healthcare Supplier, QSE

In the events industry almost all of our clients are big corporates who insist on BEE. Tusker have made this easy for us and we love that it’s simple and legitimate.

DavidMD, Events, Generic

As a professional engineer in the construction sector we face a complex set of BEE rules. Tusker was recommended to us by another engineer and it was an easy decision to go with them. Professional yet informal. No doubt about the brains behind their approach. Works for us.

ChrisOwner, Engineering consultancy, QSE

We chose Tusker to house our investments from the outset. Their solution is well thought out and gives us lots of flexibility in terms of how we manage our investments and add BEE credentials to them. Recommended.

JohanDirector, Investment holdings, EME

Ready to unlock your BEE “hunting license”? Let’s chat

Email

info@tusker.co.za

Phone

+27 83 274 8678 (Gareth)
+27 83 441 5323 (Des)