Transaction Advisory
Independent Expert Services
2025
Dexus
A$500 million

Dexus (2025)

Debt and capital markets advisory
Structuring Adviser to Dexus on its issuance of A$250 million of 30NC5.25 and A$250 million of 30NC8.25 hybrid subordinated notes.
2025
TPG
A$900 million

TPG (2025)

Debt and capital markets advisory
Adviser to TPG Telecom on the design, structuring and negotiation of a bespoke and landmark structured handset receivables financing transaction.
2025
Clean Energy Finance Corporation
A$500 million

Clean Energy Finance Corporation (2025)

Debt and capital markets advisory
Advisor to the CEFC on its cornerstone investment in Transgrid’s A$1.0 billion 30NC5 subordinated debt issuance.
2025
Hong Kong based private equity partnership
A$20 million

Hong Kong based private equity partnership (2025)

Debt and capital markets advisory
Adviser to private equity minority shareholder on the design and negotiation of a potential capital injection into one of its ASX listed portfolio companies.
2024
Clean Energy Finance Corporation
A$1.6 billion

Clean Energy Finance Corporation (2024)

Debt and capital markets advisory
Adviser to the CEFC on the design, structuring and negotiations of its investment commitment to Transgrid, comprising a funding package of senior and subordinated debt instruments.
2022
International private equity conglomerate
A$500 million

International private equity conglomerate (2022)

Debt and capital markets advisory
Sole Financial Adviser on the proposed acquisition of an ASX listed insurance group.
2021
Dexus
A$400 million

Dexus (2021)

Debt and capital markets advisory
Consultant to Dexus on its multi-tranche 3-5 year senior secured syndicated debt facility for the Dexus Healthcare Property Fund, providing flexible funding capacity.
2021
Latitude
A$150 million

Latitude (2021)

Debt and capital markets advisory
Consultant to Insight Capital Advisers as Arranger and Joint Lead Manager on the issuance of Latitude’s ASX listed Perpetual NC5 equity‑classified Capital Notes securities.
2021
MA Financial Group
A$145 million

MA Financial Group (2021)

M&A/Divestments
Consultant to MA Financial Group on its acquisition of Finsure, a market leading mortgage broking aggregator with over 2,000 brokers and a A$61 billion loan book.
2021
Transgrid
A$295 million

Transgrid (2021)

Debt and capital markets advisory
Sole Financial Adviser to Transgrid on the design and execution of its private placement of 60NC8 ratings friendly subordinated notes to the CEFC.
2020
AMP Life
A$300 million

AMP Life (2020)

Debt and capital markets advisory
Capital Structuring
Consultant to Deutsche Bank as Sole Arranger and Joint Lead Manager, leading the advisory team on AMP Life's 15NC5 Tier 2 qualifying subordinated notes issuance.
2020
Resolution Life
A$3.0 billion

Resolution Life (2020)

M&A/Divestments
Capital Structuring
Consultant to Deutsche Bank as Financial Adviser, leading the advisory team on Resolution Life’s acquisition of AMP Life Limited, the largest private equity acquisition of an APRA‑regulated insurer.
2020
Resolution Life
US$600 million

Resolution Life (2020)

Debt and capital markets advisory
Consultant to Deutsche Bank as Structuring Adviser, leading the advisory team on Resolution Life's senior holding company debt facility, forming part of its syndicated acquisition financing package.
2020
Resolution Life
A$225 million

Resolution Life (2020)

Debt and capital markets advisory
Consultant to Deutsche Bank as Structuring Adviser, leading the advisory team on Resolution Life's holding company bridge facility to support its post‑acquisition Tier 2 capital issuance.
2019
MA Financial Group

MA Financial Group (2019)

Debt and capital markets advisory
Consultant to MA Financial Group on the design and implementation of an asset‑liability management (ALM) framework and projection model for an unlisted credit fund.
2025
Boral

Boral (2025)

Value advisory
Prepared an Independent Expert Report in connection with a shareholder litigation matter. Provided expert evidence in the Australian Federal Court.
2023
Mylan N.V.

Mylan N.V. (2023)

Prepared an Independent Expert Report in connection with Mylan’s EUR4.9 bn acquisition of the Merck generics business. Provided expert evidence in the Australian Federal Court.
2023
Suncorp

Suncorp (2023)

Prepared two Independent Expert Reports in connection with ANZ’s application to the ACCC to acquire Suncorp Bank. ACCC denied application in August 2023 which was later overturned by the Australian Competition Tribunal.
2022
CBA

CBA (2022)

Prepared an Independent Expert Report in connection with a shareholder class action litigation. Provided expert evidence in the Australian Federal Court.
2021
Liberty Financial Group

Liberty Financial Group (2021)

Prepared an Independent Expert Report on behalf of parent company of Liberty in connection with its IPO on ASX. Provided expert evidence in the Australian Federal Court.
2026
Large scale Australian financial institution

Large scale Australian financial institution (2026)

M&A/Divestments
Prepared an Independent Expert Report in connection with an ACCC submission in relation to the acquisition of a large-scale financial institution.
2026
Privately owned international conglomerate

Privately owned international conglomerate (2026)

M&A/Divestments
Prepared an Independent Expert Report in connection with the sale of the Asia-Pacific subsidiaries of a major privately owned international conglomerate.
2025
ASX listed infrastructure group

ASX listed infrastructure group (2025)

Prepared an Independent Expert Report in connection with a shareholder class action litigation.
2025
International resources and exploration group

International resources and exploration group (2025)

Retained by global law firm to conduct detailed company valuation and analysis in connection with a multi-billion-dollar corporate dispute.
2025
ASX listed global mining and resources group

ASX listed global mining and resources group (2025)

Prepared an Independent Expert Report in connection with a shareholder class action litigation.
2025
ASX listed technology company

ASX listed technology company (2025)

Prepared an Independent Expert Report in connection with a shareholder class action litigation.
2024
Financial services and brokerage firm

Financial services and brokerage firm (2024)

Prepared an Independent Expert Report in connection with a corporate dispute regarding a block trade of ASX listed shares.
2023
ASX listed financial services group

ASX listed financial services group (2023)

Prepared an Independent Expert Report in connection with a shareholder class action litigation.
2022
NZ based private insurance group

NZ based private insurance group (2022)

Conducted valuation analysis connection with an acquisition related dispute between the company and a major shareholder.
2020
International consortium

International consortium (2020)

M&A/Divestments
Prepared an Independent Expert Report on behalf of an international investment consortium in connection with a multi-billion-dollar Australian infrastructure acquisition.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Corporate advisory services you can trust.

Contact us
AboutTeamServicesExperience
Contact usPrivacy Policy
intel@theoremconsulting.com.au
Suite 405 Lawson Place
165-167 Phillip Street
Sydney NSW 2000
AFSL: 561599
ABN: 76630022945
Copyright © 2025 Theorem
All Rights Reserved