Transaction Advisory
Independent Expert Services
2025
Dexus
A$500 million

Dexus (2025)

Debt and capital markets advisory
Structuring adviser on the 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 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
Advised the CEFC on its cornerstone investment in Transgrid’s A$1.0 billion 30NC5 subordinated debt issuance.
2024
Clean Energy Finance Corporation
A$1.6 billion

Clean Energy Finance Corporation (2024)

Debt and capital markets advisory
Advised 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 Australian insurance group.
2021
Dexus
A$400 million

Dexus (2021)

Debt and capital markets advisory
Consultant on a 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
Arranger and joint lead manager on the issuance of perpetual NC5 Latitude Capital Notes, ASX‑listed equity‑classified securities.
2021
MA Financial Group
A$145 million

MA Financial Group (2021)

M&A/Divestments
Consultant on a 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
Financial adviser on the private placement of 60NC8 subordinated notes, a ratings‑friendly hybrid instrument.
2020
AMP Life
A$300 million

AMP Life (2020)

Debt and capital markets advisory
Capital Structuring
Sole arranger and joint lead manager on the issuance of 15NC5 subordinated notes, qualifying as APRA Tier 2 institutional capital.
2020
Resolution Life
A$3.0 billion

Resolution Life (2020)

M&A/Divestments
Capital Structuring
Financial adviser on the 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
Structuring adviser on a senior holding company debt facility, forming part of the syndicated acquisition financing package.
2020
Resolution Life
A$225 million

Resolution Life (2020)

Debt and capital markets advisory
Structuring adviser on a holding company bridge facility to support post‑acquisition Tier 2 capital issuance.
2019
MA Financial Group

MA Financial Group (2019)

Debt and capital markets advisory
Consultant 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 report in connection with a shareholder litigation matter. Provided expert evidence in the Australian Federal Court.
2023
Mylan N.V.

Mylan N.V. (2023)

Provided 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 reports in connection with ANZ’s application to the ACCC to acquire Suncorp Bank. ACCC denied application in August 2023, and this was later overturned by Australian Competition Tribunal
2022
CBA

CBA (2022)

Prepared 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 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)

Retained by global law firm to prepare report in connection with a shareholder litigation matter.
2025
ASX listed international resources group

ASX listed international resources 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 technology company

ASX listed technology company (2025)

Retained by global law firm to prepare report in connection with shareholder litigation matter.
2024
Financial services and brokerage firm

Financial services and brokerage firm (2024)

Provided report in connection with a corporate dispute regarding a block trade of ASX listed securities.
2023
ASX listed financial services group

ASX listed financial services group (2023)

Prepared report in connection with a shareholder class action litigation.
2023
Singapore based infrastructure group

Singapore based infrastructure group (2023)

Retained by major global law firm to prepare report in connection with a multi-billion dollar Australian acquisition.
2022
NZ based private insurance group

NZ based private insurance group (2022)

Conducted valuation analysis and prepared report in connection with an acquisition related dispute between the company and a major shareholder.
2019
International consortium

International consortium (2019)

M&A/Divestments
Prepared report on behalf of an international investment consortium in connection with a multi-billion-dollar Australian infrastructure acquisition.
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