Our Experience
Over the years our team members have originated and executed numerous transactions ranging in size from small to large in a multitude of industries. Whether it be complex transactions or plain vanilla you will benefit from the deep experiences of our team members and provide you with an outcome.
Capital Raising – IPO/Compliance Listing/ Private Placement/ Secondary Raising/ PE
- Numerous capital raising (public, private) mandates in the $5m to $50m bracket in a multitude of industries Australia wide and international clients (Medical devices, IT, Software, Web based businesses, Agribusiness, Transport, manufacturing, supply chain & logistics, refrigeration, mining & exploration, bio tech)
- Multiple Tier 1 financial institutions hybrid capital raisings (upto AUD $100m allocation via lead manager)
- Social Infrastructure Trust capital raising to fund hospitals, schools, convention centre, emergency telephone systems nation-wide circa $200m with an allocation of $5om from lead manager
- Lead funding arranger (debt and equity) for a grains processing project (AUD$200m)
- Lead funding arranger (debt and equity) for a specialist port operator (AUD$100m)
- Lead advice and funding arranger for Meat Processor to achieve a vertically integrated operations (AUD$50m)
- Lead advice and fund arranger for a bio-diesel project
- Lead advice and arranger for 2 private equity fund trading in the water rights and entitlements (1.Equity $100m Debt $30m 2. Equity $300m Debt $100m)
- Advice to an International Orthopedic products manufacturer and distributor for capital raise in Australia and Internationally from public and private markets (origination to execution)
- Capital Notes issue by a Utility Company to fund its organic and non-organic growth ($200m)
- Capital raising and listing of a large education service provider and property owner
- Listing of Property and resorts development company with market capitalization of $500m
- Listing of private equity fund (IPO) and subsequent capital raisings
- Several rights issues transactions by listed companies in various industries on several stock markets
- Set up and launching of a property trust with targeted funds under management of $100m. Origination to execution.
- Numerous capital structure restructuring programs for large corporates with in house balance sheet utilization
- Early redemption of listed Corporate bonds (advisory)
- Evaluation of options for public listings several large scale private entities in a range of sectors for listing on ASX and Singapore Stock Exchange
- Project manage the listing of call options issued by listed companies
- Write-up, review and approval of several prospectuses for: managed funds, equity capital raising and debt capital raising in the primary and secondary markets
- Several other assignments requiring prospectus and IM preparation, advisory, structuring
M&A / Private Equity / MBO advisory
- Buy side lead adviser for the reverse takeover of a USA medical devices company by an Australian entity
- Buy side lead adviser for acquisition of a global patent and IP company in the bio fuels industry
- Lead advice and funding arranger for the acquisition of a large forestry asset by a consortium (AUD$700m)
- Acquisition of a winery and fruit juice beverage processor (AUD$90m)
- Acquisition of a pet-food manufacturing business by an incumbent industry player (AUD$100m)
- Divestment advice acting for 3 mining services company (Equipment hire, Equipment supplier, engineering service provider Deal Value AUD$500m)
- Divestment advice for a large service provider to a utility company
- MBO advisory for a large meat processor
- Divestment advice for a waste recycling equipment importer/distributor (AUD$20m)
- Divestment advice for a Banking and Financial Service industry service provider (AUD $15m)
- Partial/full divestment of a vegetation management company ($20m)
- Full/partial divestment of a vehicle haulage company($10m)
- Divestment for an outsourcing company to financial services industry ($10m)
- Divestment advice to a large niche importer/wholesaler/distributor of gourmet food
- Acquisition advice for a large sugar processor and marketer
- Divestment advice for a industrial waste collection and disposal operator
- Divestment advice for a building products importer and distributor
- Divestment advice for a printing equipment importer and distributor
- MBO of a significant dry cleaning business. Prepare IM, sale and purchase agreement assistance, deal negotiation, arrange funding (bank plus private equity), deal closure, Deal value $90m
- Introduction of private equity investments into a large property owner and developer, financial modeling, IM preparation and capital raise (deal value >$100m)
- Origination and execution of private equity investment into a seafood processing and manufacturing company (deal value $50m)
- Integration of a regional Brewery and Distilleries to form Regional Group Company, a transaction worth around $200m
- Sale of financial services branch in Niue to another regional financial services company, valuation, model development, negotiation, post sale issues
Valuation (Shares, Business, Intangibles, Listed/Unlisted)
- Business and share valuation of a large education service provider and property owner
- Business and share valuation of two large dairy players for the acquisition by one the largest global dairy operator (deal value of $2 billion)
- Independent Valuation of an Energy company for takeover by another Utility ($1.4billion)
- Business and Shares valuation of a paper converting company for takeover by an Australian Multinational ($50 m)
- Independent Business and Share Valuation of a mining services provider ($200m)
- Independent Business and Share valuation of an International Orthopaedic company ($60m)
- Independent Business and share valuation of a Dairy company for acquisition ($1 bn)
- Business and share valuation of a ‘building envelopes’ importer and distributor ($50m)
- Business and share valuation of manufacturing company in Children’s toys and puzzles market ($30m)
- Business and share valuation of a large corporate dairy farm for sale to existing equal shareholder
- Business and share valuation of a wool scouring and processing company
- Business and share valuation of a chain of Hardware Stores
- Business and share valuation of a chain of liquor wholesale and retail business
- Business and share valuation of a television and commercial Radio company for divestment
- Valuation of top end regional Real Estate Brand for merger with another real estate chain
- Business and share valuation of a large real estate agency
- Business and shares valuation of a rental car company
- Business and share valuation of an industrial equipment hire company
- Business and share valuation of an industrial and commercial waste collection and disposal business for acquisition by high net individuals
- Business and share valuation of a new and used vehicle dealership for acquisition
- Business and share valuation of a duty free retail operator for a potential investor
- Business and share valuation of a large industrial glass and mirror fabrication company
- Business and share valuation of a fish processing and canning company
- Valuation of the intangible assets for a software development company
- Business and share valuation of a chain of five star resort
- Business and share valuation of a liquefied petroleum gas import, refueling and distribution company
- Business and share valuation of a public transport company for minority share sale
- Option valuations of listed companies for employee share plans
- Business and share valuation of a large sawmill and ply wood manufacturing company for acquisition, arranging private equity investors in to the project
- Business and share valuation of a malt beer brewing, wholesale and retail company for partial acquisition by a private equity house
- Business and share valuation of a tissue paper manufacturer and wholesaler
- Valuation and subsequent advice to high net worth individuals on acquiring an industrial waste collection and disposal business
- Valuation of an international orthopedic company, preparation of IM and partial sale
- Valuation and subsequent MBO advisory of a fine foods business. Offer document preparation to transaction execution
- Numerous other valuation assignments for business, shares, intangible assets, options
Due Diligence (for buy-side, sell-side, capital raising)
- Vendor due diligence for capital raising mandates (>20)
- Vendor due diligence for divestment mandates (>20)
- Financial and commercial due diligence of a large Milk processing company for acquisition by a private equity player
- Financial and market due diligence of a large electricity and gas network operator on behalf of large private equity player
- Financial due diligence of a regional electricity retailer for acquisition by another industry player
- Financial and market due diligence of a large telecom player for acquisition by another industry player
- Financial and market due diligence of a diversified media company for acquisition by a consortium including private equity and industry player
- Full due diligence of a beverage manufacturing company on behalf of private equity investors
- Full due diligence of a waste management industry player on behalf of the private equity player
- Full due diligence of a printing company on behalf of a private equity player
- Several due diligence review assignments in a multitude of industries
Note: Some of the transactions may have been executed by the senior members of the team in their previous professional capacities.