Our complete service across the life cycle of an investment fund includes bespoke corporate and business advice underpinned by our deep understanding of the complex regulatory, policy, and industry issues.
We add significant value through our seamless corporate advisory services to the funds management, real estate, financial services, and many other industries, including capital raising and listings; mergers, acquisitions, and divestments; corporate governance; strategic board advice; corporate restructuring; shareholder agreements and due diligence.
Advising on the share sale to a US-based competitor funded by a global private equity investment firm, including lengthy negotiation due to the economic impact of COVID-19 economic impact, as well as restructuring multiple entities within the group, registering trade marks in Australia and overseas, and varying the group’s AFS licence.
Acting for this well-established financial services firm in its strategic acquisition and roll up of independent financial planning firms along the eastern seaboard. The acquisitions involved both servicing rights and company (share) acquisitions and strategic referral arrangements with key target personnel.
Advising leading property fund manager Primewest Group (now Centuria) on its ASX listing.
Advising on the launch and ASX listing of the $300 million Gryphon Capital Income Trust, the first listed fund investing exclusively in Australian RMBS and ABS securities.
Advising the owners of Seven Fields (a company) and Abbotsleigh Citrus (a business) on the $90 million combined sale of share and business assets involving the sale of all land assets in Queensland, Victoria and Northern Territory owned by the vendors to a Hong Kong-based investment company and the remaining business assets to the Nutrano Produce Group.
Advising the owners of a mining enterprise on the $16 million share sale of their companies, as well as negotiating, preparing and drafting material transaction agreements, including the share sale agreement, royalty agreement and vendor finance documentation.
Advising fund manager and real estate advisory firm Pacific East Coast on its acquisition by ASX-listed financial services company Countplus.
Advising QGold on its on-market takeover for Strategic Minerals Corporation NL (ASX:SMC).
AFS Licensing Structuring & Establishment Offer Documents Finance Transactions and Acquisitions Financial Services Advisory Corporate Advisory Litigation and Dispute Resolution Exit Strategies
Property Funds Agribusiness Funds Equities Funds Fintech Funds Debt Funds Private Equity Funds Significant Investor Visa Alternative Assets