Transactions
IHA - Ongoing
Advisor on establishment of IHA
Paramor Group
Paramor Group - Ongoing
Advisor to Paramor Group - various
Fortius Funds Management - Ongoing
Advisor to Fortius Funds Management
90 North - Ongoing
Advisor to 90 North on acquisitions of property funds management platforms in Australia
Lincoln Place - 2019
Advisor to Lincoln Place on structuring and initial equity raising
Walsh Bay Partners - 2019
Corporate financial advisor to Walsh Bay Partners
Folkestone Ltd - November 2018
Advisor to Folkestone Limited (ASX:FLK) in its acquisition by Charter Hall Group (ASX:CHC)
Singapore Press Holdings - 2018
Advisor to Singapore Press Holdings (SGX:T39) on strategic investment opportunities in Australia
CWG International - 2017
Advisor to CWG International Ltd (SGX:ACQ)
Argent Minerals Ltd - April 2017
Advisor to Argent Minerals Ltd (ASX:ARD) on $2.28m private placement
Centuria Urban REIT - March 2017
Advisor to Centuria Urban REIT (ASX:CUA) in relation to its A$216m merger to Centuria Metropolitan REIT
360 Capital Group - November 2016
Advisor to 360 Capital Group (ASX:TGP) on the sale of its A$276m property funds management platform to Centuria Capital Group
Simble Solutions Pty Ltd - August 2016
Advisor to a Software-as-a-Service solutions company, Simble Solutions Pty Ltd, on equity capital markets
Folkestone Education Trust - August 2015
Advisor to Folkestone Education Trust (ASX:FET) on the $300m takeover of Arena REIT (withdrawn)
Geyer Pty Ltd - March 2015
Advisor to Australian-based Interior Design Company, Geyer Pty Ltd, on financial and restructuring
Pacific Modular Solutions - December 2014
Advisor to Pacific Modular Solutions, a subsidiary of Blackwattle international
Folkestone Education Trust - December 2014
Advisor to Folkestone Education Trust on the $569m merger with Folkestone Social Infrastructure Fund (ASX: FST)
Folkestone Education Trust - November 2014
Advisor and Joint Lead Manager to Folkestone Education Trust on a $42m equity raising
Strategic Property Partners - September 2014
Advisor to Strategic Property Partners
Urbanest Student Accommodation - July 2014
Advisor to Global Student Accommodation Operator, Urbanest Asia Pacific
Folkestone Ltd - December 2013
Advisor and Joint Lead Manager to Folkestone Limited on a $25m equity raising
Australian Education Trust - December 2013
Advisor and Joint Lead Manager to Australian Education Trust on a $45m equity raising
FIML - December 2013
Advisor to Folkestone Investment Management Limited on the $27m sale of Folkestone Childcare Fund
Sarkis Bros Pty Ltd - December 2012
Advisor to Sarkis Bros Pty Ltd on the $24m acquisition of Gosford Quarry Holdings Pty Ltd
Mirvac Group Ltd - October 2012
Advisor to Mirvac Group in relation to M&A opportunities
Mirvac Industrial Trust - September 2012
Advisor to Mirvac Funds Management in relation to Mirvac Industrial Trust
Folkestone Ltd - September 2012
Advisor to Folkestone Limited on the acquisition of Austock Property Funds Management
Sakkara Ltd - December 2011
Advisor to Sakkara Group on equity funding
Sakkara Ltd - December 2011
Advisor to Sakkara Group on project debt funding
Refico Real Estate Group - July 2011
Advisor to Refico on debt refinancing and recapitalisation
Frasers Property - June 2011
Advisor to Frasers Property on project equity funding
Folkestone Ltd - April 2011
Advisor to Folkestone Limited on $32m equity raising
Mirvac PFA Fund - April 2010
Advisor to Mirvac Investment Management on the $340m sale of the Mirvac PFA Fund
Mirvac Real Estate Investment Trust - November 2009
Advisor to Mirvac Real Estate Investment Trust on the $814m merger with Mirvac Group
Mirvac Tourist Park Fund - September 2009
Advisor to Mirvac Tourist Park Fund
Bravura Solutions Ltd - August 2009
Advisor to Bravura Solutions Ltd (ASX: BVS) on a $28m Non-Renounceable Rights Issue
Mirvac Parking - August 2009
Advisor to Mirvac Parking on sale
Mirvac Domaine - March 2009
Advisor to Mirvac Domaine on sale to Australian Property Growth Fund
Mirvac Industrial Trust - February 2009
Advisory to Mirvac Industrial Trust on Mirvac Funds Management’s (RE) acqusitions of CenterPoint Properties Trust’s 5% Interest in JV
Mirvac Group - November 2008
Advisory to Mirvac Group on a $500m Equity Raising
Devine Ltd - January 2008
Advisor to Devine Limited
Mirvac Group - January 2008
Advisor and Co-Manager to Mirvac Group on $300m equity placement
Hotel Capital Partners
Hotel Capital Partners - October 2007
Advisor to Hotel Capital Partners on $22m sale of Australian Hotel Fund
Mirvac Funds Management - August 2007
Advisor to Mirvac Funds Management on $94m sale of Mirvac Retail & Industrial Funds (Unlisted)
Mirvac Childcare Fund - July 2007
Advisor to Mirvac Childcare Fund on sale of management rights
Hotel Capital Partners
Hotel Capital Partners - January 2007
Advisor to Hotel Capital Partners on $22m sale of management rights to Tourism & Leisure Trust
Mirvac Group - October 2006
Advisor & Joint Lead Manager to Mirvac Group on $375m equity placement
Mirvac Industrial Trust - August 2006
Advisor & Joint Lead Manager to Mirvac Industrial Trust on $100m equity raising
Candle Australia - July 2006
Advisor to Candle Australia (now ignite) on $8m M&A opportunity
Leighton Holdings - February 2006
Advisor to Leighton Holdings (now CIMIC Group Ltd) re: property funds strategy
Australia Hotel Group
Australia Hotel Group - November 2005
Advisor on proposed $100m restructure of Australian Hotel Group
confidential
Confidential - November 2005
Advisor on acquisition of retirement village business
confidential
Confidential - October 2005
Lead Advisor & Joint Lead Manager for $600m proposed Infrastructure Trust IPO
Candle Australia - July 2005
Advisor to Candle Australia (now ignite) on two M&A transactions value $18m
Australia Hotel Group
Australia Hotel Group - June 2005
Negotiated acquisition of 19.9% of Australian Hotel Group value $5m
Amrad Ltd - July 2005
Corporate Advisor to Amrad Limited
JF US Industrial Trust - April 2005
Co-Financial Advisor on $241m IPO of JF US Industrial Trust (now Mirvac Industrial Trust)
JF Meridian Trust - January 2005
Joint Lead Manager and Advisor on $127m rights issue for JF Meridian Trust (now Mirvac Real Estate Investment Trust)
James Fielding Group - January 2005
Principal Advisor to James Fielding Group on $527m sale to Mirvac Group
Skylark Promotions
Skylark Promotions - August 2004
Advisor to Skylark Promotions re: trade sale
Property Funds Australia
Property Funds Australia - July 2004
Advisor to Property Funds Australia on the sale to James Fielding Group
Hotel Capital Partners Ltd
Hotel Capital Partners Ltd - May 2004
Advisor to Hotel Capital Partners Limited
James Fielding Group - February 2004
Joint Lead Manager and Advisor to $74m institutional placement for James Fielding Group (now Mirvac Group)
JF Meridian Trust
JF Meridian Trust - February 2004
Joint Lead Manager and Advisor to $60m institutional placement and entitlement issues for JF Meridian Trust (now MREIT)
LJ Hooker Commercial - November 2003
Advisor to LJ Hooker Commercial
Chicago Freight Leasing Co - September 2003
Advisor to Chicago Freight Leasing Co
Probiotec Australia - August 2003
Advisor and Manager of $1m unlisted capital raising for Probiotec Australia
Hartec Ltd
Hartec Ltd - July 2003
Joint Lead Manager and Advisor for $6m institutional placement to Hartec Ltd
James Fielding Group - February 2003
Joint Lead Manager and Advisor to James Fielding Group (now Mirvac Group) on the $115m acquisition of Tyndall Meridian Trust (TMT) RE and strategic stake in TMT (now MREIT)
Probiotec Australia - January 2003
Advisor and Manager of $1m unlisted capital raising for Probiotec
Central Document Storage
Central Document Storage - 2003
Advisor to Central Document Storage
Sakkara Pty Ltd - July 2002
Advisor to Sakkara Pty Ltd re: aged care acquisitions
James Fielding Group - June 2002
Joint Lead Manager and Advisor to the $89m institutional placement for James Fielding Group (now Mirvac Group)
Datadot - May 2002
Advisor and Manager of $1m unlisted capital raising for Datadot
James Fielding Industrial Trust - March 2002
Advisor to James Fielding Industrial Fund ($21m value)
James Fielding Group - November 2001
Joint Lead Manager and Advisor on the $12m merger of PA Property Trust and James Fielding to create James Fielding Group (now Mirvac Group)
Guinness Peat Group - 2001-2003
Strategic advice to GPG on $30m acquisition of strategic holding in AGH
Candle Australia Ltd - 2001-2005
Advisor to Candle Australia Ltd (now Ignite)
Guinness Peat Group - 2001-2004
Advisor to Guinness Peat Group
Leighton Properties Pty Ltd - 2001-2004
Advisor to Leighton Properties Pty Ltd
Bridges Financial Services
Bridges Financial Services - 2001-2003
Advisor to Bridges Financial Services
Rand Merchant Bank - 2001-2003
Advisor to Rand Merchant Bank
Austock Brokers - 2001-2003
Advisor to Austock Brokers
Balmoral Corporation
Balmoral Corporation - 2001-2002
Advisor to Balmoral Corporation Limited