Katherine has over ten years’ investment banking experience, providing advice to leading Australian and international companies, as well as over ten years’ experience leading in-house M&A and strategy teams for AMP Capital, Challenger Funds Management and the Commonwealth Bank of Australia. As a result she has a strong understanding of M&A origination and execution from both an internal corporate and an external advisor perspective. In addition, Katherine has extensive sustainable finance experience and works closely with Gresham’s Capital Solutions business to provide sustainable finance products to Gresham’s clients.

Notable experience includes advising: AMP Capital on a strategic review and several sales processes which ultimately resulted in sales of their Global Equities and Fixed Income, Infrastructure Debt, Infrastructure Equity and Real Estate businesses; AMP Capital on their Asian Infrastructure Debt joint venture with Caisse de dépôt et placement du Québec (CDPQ); Challenger Funds Management on a strategic review and process to acquire a UK based asset manager; Challenger Funds Management on the acquisition of minority interests in several asset management boutiques; the Commonwealth Bank on an alliance with Goldman Sachs covering institutional equities and online retail share trading activities; National Australia Bank on the acquisition of the Mortgage Management business of Challenger Financial Services Group; Wesfarmers on the acquisition of Coles; Regis on their merger with Retirement Care Australia; Midway on the acquisition of QCE; Healthscope on the sale of Amdel Ltd (a mining services company); Healthscope on the acquisition of 14 hospitals from Ramsay Health Care; Industry Funds Management on the acquisition of Pacific Hydro; Healthscope on the acquisition of Nova Health and Healthscope on the acquisition of The Gribbles Group.

Katherine has a Bachelor of Economics and Commerce, with honours in Finance, from the Australian National University and is a graduate of Chicago Booth’s Executive Program.