Experience

ASX-listed property group

(>$2 bn market cap) Adviser on strategy and potential transaction

MCRI

Valuation and commercial adviser

Hammond Care

Commercial scoping studies and M & A adviser

Arinex

Commercial adviser and Advisory Board member

Defence Housing Australia

(Federal Government GBE) - Capital management and property monetisation strategy

Retirement Villages Group Funds Management

Establishment of A$1.5 billion wholesale unlisted property fund

Gale Pacific

Shareholder Value Realisation Review

Tru Blu Beverages

Sale to Refresco

Fleetsu

Fleetsu Merger with Rand McNally Fleet (owned by Teleo Capital)

Thorn

Sale of Radio Rentals to Credit Corp ($45m)

Thorn Group

Defence advisor to Thorn Group on on-market takeover offer from Somers

Potential (x)

Merger of Potential(x) with ASX-listed Beamtree ($20m)

Organic Dairy Farmers Australia

Sale of dairy assets and milk supply agreements

Model Answers

Sale to Parexel (owned by Pamplona Private Equity)

Kyocera Document Solutions

Acquisition of Huon IT

HealthcareLink

Acquisition of Newly

RT health fund

Acquisition of Transport Health

EstateMaster

Sale to Altus Group

Rawson Group

Sale to Daiwa House

Zurich

Sale of NSW CTP motor accident portfolio to Enstar

EFT NZ

Sale to Potentia backed PC EFTPOS (Linkly)

eWAY

Sale to Global Payments

Sportstec

Sale to Accel-backed Hudl

Enterprise Data Corporation

Sale to Vocus Communications

S Kidman & Co

Sale of cattle farm business to Australian Outback Beef (A$387m)

Inghams Enterprises

Sale to TPG via dual track sale / IPO process (A$880m)

Apparel Group

Acquisition of JAG from Fusion Retail Brands

PAG Asia

Acquisition of The Cheesecake Shop for c A$100m

McPherson’s

Sale of Housewares business to Facklemann (A$38m)

RELX [Reed Elsevier]

Sale of Cordell to CoreLogic ($70m)

Ingeus

Sale to Providence Service Corporation (£124m)

Bilfinger Berger

Sale (dual track / IPO) of Valemus to Lend Lease ($1.1bn)

Kirin

Buyout of Lion Nathan ($3.3bn)

Elgin National Industries

Sale of Roberts and Schafer to KBR (US$280m)

Retirement Villages Group

Acquisitions of Metlifecare (NZ$406m NZ-listed takeover), Private Lifecare (NZ$60m), Retirement Services Australia (A$70m), Gandel Lifestyle (A$105m) and Zig Inge (A$641m)

42 Below

Sale by takeover to Bacardi (NZ$138m)

Constellation Brands

Scheme of arrangement acquisition of BRL Hardy (A$2.4bn) following establishment of USA Pacific Wine Partners joint venture (US$100m)

The Coca-Cola Company

Acquisition, in conjunction with San Miguel, of Coca-Cola Bottlers Philippines from Coca-Cola Amatil (A$2.25bn)

Southcorp

Acquisition of Rosemount (A$1.4bn)

Lion Nathan

Sale of Pepsi-Cola Bottlers Australia business to Schweppes

Pepsi-Co, Inc

Sale of Snack Brands Australia, which had not previously traded, to Dollar Sweets Holding

BCAL Diagnostics

Advisory services on listed equity raising ($2.4m)

East 33 (ASX-listed)

Advisor to Independent Directors in relation to financing proposals ($15 m)

Macsim

Unlisted debt raising

Nuzest

Unlisted equity raising (current)

Vudoo

Unlisted equity raising

CannaPacific

Private equity raising from high-net-worths

Safe Work Laboratories

Equity / debt raising and majority sale to Pathology Asia Holdings (TPG Capital Asia)

JRB Technologies

Private raising from Avant Mutual

HealthcareLink

Acquisition of Newly and equity raising from Novita

GP2U

Private equity raising, including from HCF and Sonic Healthcare

Redback Technologies

Two capital raisings

Healthscope (owned by TPG and Carlyle)

Joint Lead Manager on IPO (market value A$3.6bn) and equity raising of A$2.26bn

Wesfarmers / Bunnings

Sale and leaseback of 15 Warehouse properties via lease securitisation (A$304m)

Wesfarmers / Coles

Neighbourhood-shopping joint venture property fund with ISPT (A$532m + development pipeline)

Retirement Villages Group

A$1.3bn unlisted equity raising from Australian and overseas investors

Retirement Villages Group

Raising / refinancing more than A$2bn in debt

Growthpoint Properties

Recapitalization of Orchard Industrial Fund (A$56m)

Collgar Wind Farm

$750m funding of first private sector renewables project post-GFC

 EIS

Sale of Eurofield Information Solutions to Constellation Software

East 33

Advisor to Independent Directors in relation to takeover by Yumbah Aquaculture ($17m)