Transactions

ALL
Corporate Advisory
Capital Advisory
Value Advisory

Cluey Learning - $20m

Adviser on growth equity capital raising

Product type : Capital Advisory

February 2019
Morgan Stanley Infrastructure

Adviser on acquisition debt facilities to support MSIP's bid for PEXA Ltd

Product type : Capital Advisory

February 2019
Stockland - $920m

Adviser to Stockland on bank debt renegotiation

Product type : Capital Advisory

January 2019
IMB Limited

Strategic review of IMB Financial Planning Limited

Product type : Corporate Advisory

January 2019
Lifull Co Ltd - $175m

Adviser to LIFULL on the acquisition of Mitula Group Limited by way of scheme of arrangement

Product type : Corporate Advisory

January 2019
HT&E - $260m

Adviser on bank debt refinancing

Product type : Capital Advisory

December 2018
New Hope Group - $900m

Financial adviser on senior secured facilities for 40% Bengalla acquisition and growth opportunities

Product type : Capital Advisory

November 2018
Restaurant Brands - NZ$1.2b

Independent Report on takeover by Finaccess Capital

Product type : Value Advisory

November 2018
Laybuy

Private capital raising

Product type : Capital Advisory

November 2018
NZME - NZ$150m

Adviser on debt refinancing

Product type : Capital Advisory

November 2018
Palisade Investment Partners / Granville Harbour Wind Farm

Advisor on sale of 49.8% interest in 112MW Granville Harbour Wind Farm

Product type : Corporate Advisory

November 2018
Ausdrill - $100m

Adviser to Ausdrill on bank debt financing

Product type : Capital Advisory

November 2018
Santanol

Sell-side adviser in relation to the sale of Santanol, a KKR portfolio company, to Mercer International Inc.

Product type : Corporate Advisory

October 2018
Senex Energy - $150m

Adviser on bank debt financing to support the development of the Western Surat Gas Project and Project Atlas

Product type : Capital Advisory

October 2018
Fairfax Media - $4.6bn

Independent report on proposed merger with Nine Entertainment Co

Product type : Value Advisory

October 2018
Wesfarmers - $20bn

Independent report on proposed demerger of Coles Group

Product type : Value Advisory

October 2018
Macquarie University - $250m

Adviser on dual-tranche sustainability bond issuance in the Australian Medium Term Note market

Product type : Capital Advisory

September 2018
AirTrunk - $850m

Adviser in connection with refinancing existing debt facilities and establishing new debt facilities.

Product type : Capital Advisory

August 2018
Ausdrill - $250m

Adviser to Ausdrill on fully underwritten entitlement offer and debt capital structure to fund the acquisition of Barminco

Product type : Capital Advisory

August 2018
Ricegrowers

Independent report on proposal to remove ownership restrictions on B Class shares and transfer listing to ASX

Product type : Value Advisory

July 2018
Palisade Investment Partners

Adviser on the acquisition and project financing of 112MW Granville Harbour Wind Farm

Product type : Corporate Advisory

July 2018
Vulcan Steel

Adviser on bank debt refinancing

Product type : Capital Advisory

June 2018
Macquarie University - $500m

Adviser on bank refinancing

Product type : Capital Advisory

June 2018
John James Foundation - $100m+

Adviser to John James Foundation on the sale of its integrated hospital campus

Product type : Corporate Advisory

May 2018
Ventura Motors - $405m

Adviser on debt refinancing

Product type : Capital Advisory

April 2018
Whitehaven Coal - US$200m

Adviser on acquisition of Winchester South coal project from Rio Tinto

Product type : Corporate Advisory

April 2018
Wesfield Corporation - $32.8bn

Independent report on offer from Unibail-Rodamco and demerger of OneMarket

Product type : Value Advisory

April 2018
Caltex Australia - $300m

Adviser on Australian Medium Term Note Issuance

Product type : Capital Advisory

April 2018
Macquarie Atlas Roads Group

Independent report in relation to proposed internalisation of management

Product type : Value Advisory

April 2018
Dicker Data - $130m

Adviser to Dicker Data on debt refinancing

Product type : Capital Advisory

April 2018

IMB Limited

Strategic review of IMB Financial Planning Limited

Product type : Corporate Advisory

January 2019
Lifull Co Ltd - $175m

Adviser to LIFULL on the acquisition of Mitula Group Limited by way of scheme of arrangement

Product type : Corporate Advisory

January 2019
Palisade Investment Partners / Granville Harbour Wind Farm

Advisor on sale of 49.8% interest in 112MW Granville Harbour Wind Farm

Product type : Corporate Advisory

November 2018
Santanol

Sell-side adviser in relation to the sale of Santanol, a KKR portfolio company, to Mercer International Inc.

Product type : Corporate Advisory

October 2018
Palisade Investment Partners

Adviser on the acquisition and project financing of 112MW Granville Harbour Wind Farm

Product type : Corporate Advisory

July 2018
John James Foundation - $100m+

Adviser to John James Foundation on the sale of its integrated hospital campus

Product type : Corporate Advisory

May 2018
Whitehaven Coal - US$200m

Adviser on acquisition of Winchester South coal project from Rio Tinto

Product type : Corporate Advisory

April 2018
Lennox International - $144m

Adviser to Lennox International on carve-out of Heatcraft Asia Pacific

Product type : Corporate Advisory

March 2018
Utilities Trust of Australia - $6bn

Adviser to Utilities Trust of Australia in relation to its change of manager process

Product type : Corporate Advisory

February 2018
Laser Group

Adviser to Laser Group on the sale to Belron

Product type : Corporate Advisory

February 2018
Gazal Corporation

Adviser to Gazal on its sale of Bisley

Product type : Corporate Advisory

February 2018
Elliott Advisors (UK)

Adviser on acquisition of Susan River (98MW) and Childers (75MW) solar farm projects

Product type : Corporate Advisory

December 2017
Ausgrid

Adviser on acquisition of Active Stream smart metering business from AGL

Product type : Corporate Advisory

December 2017
Digital Island

Adviser to Digital Island on sale to Spark

Product type : Corporate Advisory

November 2017
Cooper Energy - $270m

Adviser on the sale and upgrade of the Orbost Gas Plant

Product type : Corporate Advisory

October 2017
Highpoint - $680m

Adviser to Besen family on sale of 25% interest in Highpoint Shopping Centre and Homemaker Centre

Product type : Corporate Advisory

September 2017
Hanna Group - $75m

Adviser on sale of Hannapak business to WestRock

Product type : Corporate Advisory

August 2017
BJ Ball

Adviser to BJ Ball on the merger with KW Doggett and subsequent sale to Japan Pulp & Paper

Product type : Corporate Advisory

July 2017
Smart Environmental

Adviser to Smart Environmental on the sale to Maui Capital

Product type : Corporate Advisory

July 2017
Highlands Pacific

Adviser to HIG board on attempted board spill

Product type : Corporate Advisory

May 2017
Palisade Investment Partners - $225m

Adviser on acquisition of interests in, and funding of, Ross River Solar Farm

Product type : Corporate Advisory

April 2017
Bendigo and Adelaide Bank

Adviser to Bendigo and Adelaide Bank on the sale of Estate business

Product type : Corporate Advisory

March 2017
Warrnambool Cheese and Butter Factory Company Holdings Limited - $84m

Adviser on off market takeover bid by Saputo Inc

Product type : Corporate Advisory

March 2017
Hawkins Group

Adviser to Hawkins Group on sale to Downer

Product type : Corporate Advisory

March 2017
Centrepoint Alliance - $150m

Adviser to Centrepoint Alliance on sale of its insurance premium funding business Centrepoint Alliance Premium Funding to Bank of Queensland

Product type : Corporate Advisory

December 2016
Cooper Energy - $82m

Adviser to Cooper Energy on acquisition of Santos' Victorian Gas Assets

Product type : Corporate Advisory

October 2016
AWF Madison

Adviser to AWF Madison on the acquisition of Absolute IT

Product type : Corporate Advisory

October 2016
Cover-More Group - $138m

Adviser to Cover-More Group on acquisition of Travelex Insurance Services

Product type : Corporate Advisory

October 2016
TBS Group - NZ$45m

Adviser to TBS Group on sale to Hellaby Holdings

Product type : Corporate Advisory

June 2016
Evolution Healthcare

Adviser to Evolution Healthcare on sale of Boulcott Hospital to Pulse Health and Vital Healthcare Property Trust

Product type : Corporate Advisory

June 2016

Cluey Learning - $20m

Adviser on growth equity capital raising

Product type : Capital Advisory

February 2019
Morgan Stanley Infrastructure

Adviser on acquisition debt facilities to support MSIP's bid for PEXA Ltd

Product type : Capital Advisory

February 2019
Stockland - $920m

Adviser to Stockland on bank debt renegotiation

Product type : Capital Advisory

January 2019
HT&E - $260m

Adviser on bank debt refinancing

Product type : Capital Advisory

December 2018
New Hope Group - $900m

Financial adviser on senior secured facilities for 40% Bengalla acquisition and growth opportunities

Product type : Capital Advisory

November 2018
Laybuy

Private capital raising

Product type : Capital Advisory

November 2018
NZME - NZ$150m

Adviser on debt refinancing

Product type : Capital Advisory

November 2018
Ausdrill - $100m

Adviser to Ausdrill on bank debt financing

Product type : Capital Advisory

November 2018
Senex Energy - $150m

Adviser on bank debt financing to support the development of the Western Surat Gas Project and Project Atlas

Product type : Capital Advisory

October 2018
Macquarie University - $250m

Adviser on dual-tranche sustainability bond issuance in the Australian Medium Term Note market

Product type : Capital Advisory

September 2018
AirTrunk - $850m

Adviser in connection with refinancing existing debt facilities and establishing new debt facilities.

Product type : Capital Advisory

August 2018
Ausdrill - $250m

Adviser to Ausdrill on fully underwritten entitlement offer and debt capital structure to fund the acquisition of Barminco

Product type : Capital Advisory

August 2018
Vulcan Steel

Adviser on bank debt refinancing

Product type : Capital Advisory

June 2018
Macquarie University - $500m

Adviser on bank refinancing

Product type : Capital Advisory

June 2018
Ventura Motors - $405m

Adviser on debt refinancing

Product type : Capital Advisory

April 2018
Caltex Australia - $300m

Adviser on Australian Medium Term Note Issuance

Product type : Capital Advisory

April 2018
Dicker Data - $130m

Adviser to Dicker Data on debt refinancing

Product type : Capital Advisory

April 2018
MCP Master Income Trust - $210m

Adviser on entitlement offer

Product type : Capital Advisory

April 2018
RFi Group

Private capital raising

Product type : Capital Advisory

December 2017
IRESS - A$310M

Adviser to IRESS on debt refinancing

Product type : Capital Advisory

November 2017
Cooper Energy - $820m

Adviser on sale and upgrade of associated infrastructure, underwritten equity issues and senior debt facilities for the Sole Gas Project

Product type : Capital Advisory

October 2017
Convenience Retail REIT - $125m

Adviser on inaugral debt financing to fund initial public offering and near-term growth opportunities

Product type : Capital Advisory

October 2017
MCP Master Income Trust - $516m

Adviser on initial public offering of MCP Master Income Trust

Product type : Capital Advisory

October 2017
Cooper Energy - $135m

Adviser on fully underwritten entitlement offer to fund development of the Sole gas project

Product type : Capital Advisory

August 2017
Austal - €73m

Adviser on 109mt RoPax catamaran vessel financing

Product type : Capital Advisory

August 2017
University of New South Wales - $220m

Adviser on US Private Placement

Product type : Capital Advisory

August 2017
Whitehaven Coal - $1.2bn

Adviser on debt refinancing

Product type : Capital Advisory

August 2017
Kelly + Partners - $45m

Adviser to Kelly + Partners on its initial public offering

Product type : Capital Advisory

July 2017
BJ Ball and KW Doggett - NZ$125m

Adviser to merged entity on debt refinancing

Product type : Capital Advisory

July 2017
Queensland Competition Authority

Commercial adviser to Queensland Competition Authority (QCA) on capital funding framework

Product type : Capital Advisory

June 2017

Restaurant Brands - NZ$1.2b

Independent Report on takeover by Finaccess Capital

Product type : Value Advisory

November 2018
Fairfax Media - $4.6bn

Independent report on proposed merger with Nine Entertainment Co

Product type : Value Advisory

October 2018
Wesfarmers - $20bn

Independent report on proposed demerger of Coles Group

Product type : Value Advisory

October 2018
Ricegrowers

Independent report on proposal to remove ownership restrictions on B Class shares and transfer listing to ASX

Product type : Value Advisory

July 2018
Wesfield Corporation - $32.8bn

Independent report on offer from Unibail-Rodamco and demerger of OneMarket

Product type : Value Advisory

April 2018
Macquarie Atlas Roads Group

Independent report in relation to proposed internalisation of management

Product type : Value Advisory

April 2018
Murray Goulburn - $1.3bn

Independent report on the sale of the Murray Goulburn business

Product type : Value Advisory

March 2018
Trilogy International Limited - NZ$184.5m

Independent Report in relation to the Proposed Scheme of Arrangement with CITIC Capital

Product type : Value Advisory

February 2018
Billabong International - $400m

Independent report in relation to proposal from Boardriders, Inc.

Product type : Value Advisory

February 2018
Rubicon Limited - US$15.3m

Independent Appraisal Report on the Proposed Sale of Rubicon Limited's interest in TCLP

Product type : Value Advisory

December 2017
Bethunes Investments Limited - NZ$200m

Independent Adviser's and Appraisal Report on the Proposed Acquisition of TIL Logistics Group Limited

Product type : Value Advisory

November 2017
Pepper Group - $865m

Independent report in relation to proposal from KKR Credit Advisors (US) LLC

Product type : Value Advisory

October 2017
Fairfax Media - $1.8bn

Independent report on proposed separation of Domain Holdings Australia Limited

Product type : Value Advisory

September 2017
Tatts Group - $11.6bn

Independent report on proposed combination with Tabcorp Holdings Limited

Product type : Value Advisory

September 2017
Cuscal

Valuation advice to Cuscal

Product type : Value Advisory

September 2017
Astro Japan Property Group - $1.1bn

Independent report for Astro Japan Property Group in relation to sale of Japanese property portfolio to Blackstone Group and subsequent winding up

Product type : Value Advisory

August 2017
Meriton Properties

Valuation advice to Meriton Properties

Product type : Value Advisory

May 2017
TeamTalk

Independent report on the full takeover offer by Spark Limited

Product type : Value Advisory

March 2017
Tenon

Independent report on proposed sale of Clearwood

Product type : Value Advisory

February 2017
Airwork

Independent report on the partial takeover offer by Zhejiang RIFA Holding Group Co. Ltd

Product type : Value Advisory

December 2016
Abano Healthcare

Independent report in relation to the partial takeover offer by Healthcare Partners

Product type : Value Advisory

December 2016
UGL - $737m

Independent report for UGL in relation to takeover offer by CIMIC Group

Product type : Value Advisory

November 2016
Tenon

Independent report on sale of Tenon’s US business

Product type : Value Advisory

October 2016
Hellaby Holdings

Independent report on the full takeover offer by Bapcor

Product type : Value Advisory

October 2016
GPT Metro Office Fund - $469m

Independent report for GPT Metro Office Fund in relation to takeover offer by Growthpoint Properties Australia

Product type : Value Advisory

August 2016
QT Mutual Bank

Independent report for QT Mutual Bank in relation to merger with RACQ

Product type : Value Advisory

August 2016
Horizon Oil

Independent report for Horizon Oil in relation to IMC recapitalisation proposal

Product type : Value Advisory

July 2016
Sky Network Television - NZ$3.4bn

Independent report for Sky Network Television in relation to proposed merger with Vodafone NZ

Product type : Value Advisory

June 2016
Nuplex Holdings Limited

Independent report on proposed scheme of arrangement with Allnex

Product type : Value Advisory

June 2016
Meriton Properties

Valuation advice to Meriton Properties

Product type : Value Advisory

May 2016