Bruce is Managing Director and Co-Head of Gresham's Corporate Advisory business.

Bruce has been a part-time member of the Australian Government Takeovers Panel since 2016. Bruce is a CPA, a member of the Australian Institute of Company Directors, and a Fellow of the Financial Services Institute of Australia.

Bruce has over 38 years’ experience in investment banking. Prior to joining Gresham in 2006, Bruce was a Managing Director and Head of Mergers & Acquisitions at Merrill Lynch Australia (1997-2006), a partner at Centaurus Corporate Finance (1993-1997), and worked at Kleinwort Benson in Sydney and London (1985-1993).

Bruce has provided advice on mergers and acquisitions, and capital raisings (including equity, hybrid and debt) to several of Australia’s leading ASX100 companies including BHP, Newcrest, CSL, Telstra, NAB, ANZ, CBA, Lendlease, Stockland, Crown, Asciano, AMP, David Jones, Foster’s, North, MIM, Ten Network and Fairfax.

A selection of major transactions on which Bruce has advised includes:

• Newcrest on its $29bn takeover defence from Newmont;
• CSL on its $16.4bn takeover of Vifor Pharma, $6.3bn institutional equity placement (Australia’s largest), $750m equity share purchase plan and US$4bn Reg S Market 144A notes;
• Crown on its $10bn takeover defence from Blackstone;
• Invocare on its $2.2bn takeover defence from TPG;
• BHP on its $12bn demerger and ASX, JSE and London listing of South32;
• Telstra on the $2.9bn sale of 49% of Amplitel (mobile towers business) to Future Fund, Commonwealth Superannuation Corporation and Sunsuper, its US$1.85bn acquisition of Digicel Pacific, its T22 transformation and restructure, its proposals with the National Broadband Network, and on T3;
• Lendlease on numerous transactions such as the $180m sale of its engineering business to Acciona, $310m sale of its infrastructure services business to Service Stream, $1.4bn sale of a 75% interest in its retirement joint venture to Aware Super (50%) and APG (25%), its Barangaroo South and Milano Santa Giulia urban redevelopments, the takeover defence and refinancing of APPF its unlisted wholesale property funds, $300m sale of its aged care business to Archer Capital, and $2.5bn equity capital raisings via three placements and rights issues;
• Asciano on its $12bn takeover defence from the Qube and Brookfield consortiums;
• David Jones on its $2.3bn takeover defence from Woolworths of South Africa; and
• Foster’s on its $12.3bn takeover defence from SABMiller, and its $3bn demerger and ASX listing of Treasury Wine Estates.

Neville is Managing Director and Co-Head of Gresham's Corporate Advisory business.

Neville has over 30 years experience in corporate advisory activities and has provided advice to leading Australian and international companies in most industry sectors, including resources, agribusiness, wealth management, finance and banking, insurance, property, retail, health care, utilities and information technology.
These transactions include public markets transactions such as hostile and recommended takeover offers and defences and takeovers and mergers by scheme of arrangement; private treaty transactions such as business and asset divestments and acquisitions; and equity and debt capital raisings.

Recent examples of public markets transactions that Neville has led include Wesfarmers acquisition of Coles Group Limited, the demerger of Deterra by Iluka, Centennial Coal's acquisition of Austral Coal, PMP's merger with IPMG, Wesfarmers acquisition of API Limited and Silk Laser Clinics Limited, the sale of Stargames Limited to Shufflemaster Inc., and the takeover defence for Ridley Corporation Limited and the demerger of Coles Group Limited. In private treaty transactions, Neville has led teams advising on the divestment of Millers Self Storage by Security Capital European Realty, the divestment of Premier Coal, the divestment of the OAMPs and Crombie Lockwood insurance broking business to AJ Gallagher, the divestment of the Lumley and WFI insurance underwriting businesses to IAG Limited, the divestment of Witchery Group, the divestment of Active Utilities and Ramsay Health Care’s acquisition of Affinity Health. Neville has also provided advice on a number of significant fund raising transactions including the $5.1 billion recapitalisation of Prime Infrastructure, the $1.2bn EPA loan facility for Iluka, the $200 million hybrid raising for Valad Property Group and the $2.6 billion and $4.6 billion rights issues for Wesfarmers.

Prior to joining Gresham Partners, Neville was with Deloitte Haskins and Sells.

Neville completed a Bachelor of Economics at the University of South Australia and is also a graduate of the Executive Program run by Stanford University in conjunction with the National University of Singapore.

Charles has advised Gresham clients across a range of transactions including Woodside on its merger with BHP Petroleum, Newcrest Mining on its sale to Newmont Corporation, Platinum Equity on their acquisition of Jeld-Wen Australia, Commonwealth Bank on the sale of Equigroup, Bank of Queensland on the acquisition of Investec Bank Australia, Platinum Equity on their acquisition of a majority stake in Sensis from Telstra, Woodside on the partial unwind of the Shell shareholding, Resimac on the acquisition of RHG’s loan book, DUET on their internalisation of management from AMP and Macquarie and sale to CKI, KKR on the acquisition of Pepper Group, Ontario Teachers’ Pension Plan on the asset swap of a stake in Sydney Airport for interests in Brussels and Copenhagen Airports and advising Telstra’s Board on negotiations with the Australian Government and NBN Co.

Prior to joining Gresham, Charles was a Managing Director with Goldman, Sachs & Co. in New York. He had a significant role in transactions for clients including News Corporation, Time Warner, Nielsen, EMC Corporation, Intergraph, Philips, Dow Jones, Warner Music, EqualLogic, CommVault, Knight Ridder, and Affiliated Computer Services. Additionally, he has executed transactions for a range of global financial sponsors, or their portfolio companies, including Bain Capital, Blackstone, Carlyle, Hellman & Friedman, KKR, THLee and TPG Group.

Charles’ transaction experience spans across M&A and financings with a cumulative value of in excess of US$150 billion. Prior to Goldman, Sachs & Co., Charles worked for Rio Tinto at its aluminium operations, Comalco, in engineering and business development roles.

Charles holds Bachelor degrees in Engineering and Commerce from the University of Sydney where he was a Chancellor’s Scholar, a Masters degree in Information Technology from Deakin University, and an MBA from Harvard Business School.

Charles is a member of the Australian Institute of Company Directors.

Charles is a Chairman of Musica Viva Australia. He was previously Chapter Chair of YPO Sydney and President of the Harvard Club of Australia.

David is Deputy Chairman of Gresham's corporate advisory business, Gresham Advisory Partners Limited.

Under his leadership from 1995 - 2013, the business grew from seven executives to be the market-leading independent investment bank in mergers & acquisitions. In this period, Gresham successfully executed well over 150 transactions with an aggregate value in excess of $270bn, participated in many of the largest and most complex transactions in Australian history and grew its corporate advisory team to more than 30 executives with offices in Sydney, Melbourne and Perth. David has also led the development and implementation of several international alliance relationships.

David has 37 year’s experience in M&A with personal involvement in over 150 advisory assignments including 5 of the 10 largest ever Australian transactions. His transactions have included the DLC merger of BHP and Billiton; the offer by BHP Billiton for Rio Tinto; the proposed BHP/Rio iron ore joint venture; the offer by BG Group for Origin Energy; the acquisition of Coles Group by Wesfarmers - Australia's then largest completed transaction ($20bn), and the formation of the $1.6bn USG Boral plasterboard joint venture.

David has had a significant involvement in the global resources sector consolidation having acted in assignments involving companies producing coking and steam coal, oil, gas, iron ore, bauxite, alumina, aluminium, nickel, gold, copper and uranium. These assignments have included acting for: BG Group in its acquisition of Pure Energy; a Chinese SOE in its acquisition of a strategic stake in PanAust; Billiton in the merger of BHP and Billiton (Australia's then largest ever transaction); Xstrata in its offer for WMC Resources; MIM in its acquisition by scheme of arrangement by Xstrata; Billiton in the merger of its nickel interests with QNI and its subsequent acquisition of QNI.

Beyond the resources sector, David has also led major transactions in the property, finance, health, industrial, engineering and contracting, mining services, transport and food and beverage sectors. These transactions have included hostile and recommended takeover offers and defences; takeovers and mergers by scheme of arrangement; cross-border mergers via the formation of a dual listed company; reconstructions; financial restructuring; refinancing and equity and debt capital raisings; business and asset sales and purchases; the formation of joint ventures and the provision of strategic advice.

David leads the Gresham relationship with US-investment bank RWBaird which has originated and closed 10 transactions in the last 4 years.

Before joining Gresham Partners, David spent 9 years with Macquarie Bank in Sydney (including two years on secondment to Hill Samuel Bank in London) and a further three years as a lawyer with Baker & McKenzie.

David is Chairman of the Australian Museum Foundation and is on the board of Trustees of the Australian Museum.

David holds Bachelors degrees in Economics and Law from the University of Sydney.

Mary is an experienced Non-Executive Director and CEO, with particular expertise in wholesale funding and securitisation markets. Mary was a Non-Executive Director of Sydney Motorway Corporation until its sale to Transurban in 2018, was Deputy Chair of the Australian Securitisation Forum from 2013 to 2017 and is currently Chairman of Plenti Group Ltd and Non-Executive Director of TF Global Markets (Aust) Limited.

Mary was Joint CEO of Resimac Group Ltd, one of Australia’s largest non-bank financial institutions, until 2019. Prior to Resimac Mary worked at Price Waterhouse Coopers and Macquarie Bank.

Hugo is a Managing Director of Gresham's corporate advisory business.

Hugo has been involved in numerous M&A transactions and financing deals.  Selected advisory roles have included: the selldown of Lendlease’s retirement village business to Aware Super and APG; the takeover of Coffey International by Tetra Tech Inc; the takeover of Wattyl Limited by Valspar Corporation; the merger of the Resimac and Homeloans; the sale of Zip Water to Advent International; the takeover of David Jones by Woolworths Holdings; and the sale of Lendlease’s aged care business (Primelife) to Archer Capital.

Other roles have included: the acquisition of Valemus by Lend Lease; the transfer of McKenzie Aged Care to Bolton Clarke; the sale of Zip Industries to Quadrant Private Equity; the acquisition of Affinity Health by Ramsay Health Care; the acquisition of Babcock & Brown Communities by Lendlease; and the sale of Unwired Group to Seven Network.

Prior to his time with Gresham, Hugo spent five years working in London and Sydney for Goldman Sachs in their Corporate Finance team.

Hugo studied at the University of Edinburgh and received a First Class Honours in Civil Engineering.

Matt is a Managing Director based in Gresham’s Melbourne office. Matt has over 25 years’ experience in investment banking and corporate advisory. Prior to joining Gresham, Matt was Head of Transport & Infrastructure at Bank of America Merrill Lynch, which he joined in 2004. Matt has also held senior positions at UBS Australia, Tabcorp, KMPG and Winstar Partnership.

Over his career, Matt has worked with numerous corporate, pension fund and government clients across a broad range of industries including infrastructure, transport, forestry, consumer goods, technology, gaming, finance, engineering, chemicals and packaging. Significant transactions include the acquisition of Geelong Port by the Stonepeak/Spirit Consortium; the bid for Toll Global Express for Platinum Equity; the acquisition of the Port of Melbourne lease by the QIC/Future Fund/GIP/Borealis Consortium; the acquisitions of Nelson Forests and certain Carter Holt Harvey processing assets by OneFortyOne Plantations; the acquisition of the Sunshine Coast airport lease by Palisade Investment Partners; the sale of a number businesses for Aurizon; the acquisition of the SA Government’s forestry assets (ForestrySA) by the Campbell Group/Future Fund Consortium; the sale of AusRegistry to Neustar; Carlyle Infrastructure Partners’ strategic investment in Qube Holdings; the acquisitions of the Cairns and Mackay airports by consortia led by Hastings Funds Management; the sale of DirectLink to APA Group; the acquisition of Australian Railroad Group by QR and Babcock & Brown; the merger of Permanent Trustee with Trust Company of Australia; the takeover of Mildara Blass and Rothbury Wines by Foster’s; the privatisation of BankWest and the IPO of Tabcorp.

Matt was a lead advisor to the Queensland Government in relation to its $15bn privatisation programme which included the sale of Forestry Plantations Queensland, Port of Brisbane, Abbot Point Coal Terminal and Queensland Motorways as well as the IPO of QR National (now Aurizon).

Matt is a Fellow of the Financial Services Institute of Australia, a Chartered Accountant in Australia and holds a Bachelor of Commerce from the University of Melbourne.

Darren joined Gresham in 2008 and is a Managing Director within the Corporate Advisory business.

Darren has a broad range of M&A transaction experience across multiple sectors with a particular focus on Consumer/Healthcare/Retail, Industrials and TMT.  Darren has completed a full range of transactions including sell-side, buy-side, JV/merger, private equity, recapitalisation transactions and detailed strategic reviews.

Selected transaction roles at Gresham include: Telstra’s acquisition of Digicel, Telstra’s sale of 49% of its Mobile Towers, Healius sale of Montserrat Day Hospitals, Healius acquisition of Agilex, SeaLink’s acquisition of GoWest, Transit System’s reverse merger with SeaLink, Ruralco’s takeover by Nutrien, Japan Post’s $8bn acquisition of Toll Holdings, Boral’s US$1.6bn Plasterboard JV with USG, Platinum Equity’s $454m acquisition of 70% of Sensis and Treasury Group’s merger with Northern Lights.

Darren’s previous investment banking roles include 4 years with JPMorgan (including 2 years with JPMorgan in London) and prior to that ABN Amro’s Infrastructure Capital/PPP transaction team.  In 2014, Darren completed the Stanford Executive Program at Stanford University in the US.  Darren is a UNSW Co-op Scholar and has a BSc from the UNSW.

Stephen has more than 20 years’ experience in the corporate finance industry and has worked on a wide range of M&A, equity and debt transactions in Europe, the United States, Asia and Australia.

Stephen’s primary focus is the financial services sector including banking, insurance, wealth management and structured finance.

Transactions that Stephen has advised on include: Bank of Queensland’s acquisition of Investec Bank Australia, Resimac’s acquisition of Rams $2bn mortgage portfolio, Thorn Group’s acquisition of Cash Resources Australia, Western Australia Government and Keystart’s divestment of a $1.4bn loan book, Wesfarmers sale of it’s $1bn Credit Card portfolio to Citi, KKR’s acquisition of Pepper, Resimac’s acquisition of ASX listed Homeloans ltd, Loanmarket’s acquisition of the PLAN, FAST and Choice mortgage aggregation business’s from NAB, ING’s sale of a $4bn mortgage portfolio to Macquarie Bank, CBA’s sale of the equigroup leasing business, CBA’s acquisition of the medical payments business Whitecoat, BNK’s sale of the Finsure mortgage broking business, Payright’s $125m receivables warehouse funding from Goldman Sachs, Selfco’s $50m equipment warehouse funding from the Australia government, Catholic Super’s sale of Mylife Myfinance Bank to Challenger and Encore Capital’s sale of Baycorp to Credit Corp.

Prior to Gresham Stephen worked in M&A advisory at ABN AMRO in London and the Investments and Advisory division at the National Australia Bank.

Stephen holds a Bachelor of Commerce (Hons) from the University of Melbourne, has completed the CFA program and the Wharton Executive Development Program.

Prior to joining Gresham, Adam was the Head of Australia Metals & Mining at Credit Suisse, having joined Credit Suisse from his previous role as Managing Director and head of the Global Mining & Metals Group in Australia at RBC Capital Markets.

Adam brings 22 years experience across corporate finance, capital markets and M&A, advising on over US$5bn in major M&A and ECM transactions since 2021.

Select transaction experience

M&A

Exclusive financial advisor to Queensland Pacific Metals, on their strategic partnership (via staged equity investment and binding offtake agreement) with General Motors (October 2022)

• Exclusive financial advisor to Gold Road, on their accelerated stake-build to 19.99% of De Grey Mining via on-market accumulation and an equity collar (August 2022)​
• Exclusive financial advisor to Gold Road, on their A$320m acquisition of DGO Gold (April 2022)
• Financial advisor to Newcrest, on their US$2.8bn acquisition of Pretivm (November 2021)
• Exclusive financial advisor to Evolution, on their A$1bn acquisition of Ernest Henry Mine from Glencore (November 2021)
• Exclusive financial advisor to Silver Lake, on their US$102m acquisition of Harte Gold (December 2021)
• Financial advisor to Newcrest, on their US$460m acquisition of Frute Del Norte Finance Facilities from Orion Resource Partners and Blackstone (April 2020)
• Financial advisor to Saracen, on their US$750m acquisition of 50% share of KCGM from Barrick (November 2019)
• Financial advisor to Silver Lake, on their A$71m acquisition of EganStreet Resources (July 2019)
• Financial advisor to Silver Lake, on their A$157m acquisition of Doray Minerals (November 2018)
• Exclusive financial advisor to Glencore, on their A$1.14bn sale of Grail Business to Genesee & Wyoming (October 2016)
• Exclusive financial advisor to Evolution, on their A$880m acquisition of an economic interest in Ernest Henry Mine from Glencore (August 2016)
• Exclusive financial advisor to Phoenix Gold, on their successful defence of Zijin’s proposed acquisition and then successful sale to Evolution Mining (2015)

ECM

• Newcrest – A$1bn placement
• Saracen – A$796m placement and rights issue
• Dacian – A$40m placement
• Evolution – A$401m rights issue
  

Adam holds a degree in Mathematics and Finance from the University of Technology Sydney.

Mark has over 18 years’ experience in investment banking, corporate advisory and law. Mark’s experience extends across a broad range of sectors and corporate finance transactions, including privatisations, mergers & acquisitions, divestments, demergers, public takeovers strategic advice and capital raisings.

Mark has significant expertise in public takeovers, demergers and digital registries.

Prior to joining Gresham, Mark worked at Dresdner Kleinwort in London. Mark has also worked as a corporate lawyer.

Mark holds a Bachelor of Commerce and Bachelor of Laws at Monash University, he has completed a Graduate Diploma in Applied Finance and Investment at the Financial Services Institute of Australasia and has been admitted to practice as a Barrister and Solicitor of the Supreme Court of Victoria.

Selected transaction experience includes advising:

• VicRoads – advisor to Macquarie Asset Management, Aware & Australian Retirement Trust
• Iress – advisor to Iress on unsolicited proposal from EQT & takeover defence
• Equip & Catholic Super – advisor on sale of MyLifeMyFinance to Challenger
• PEXA – advisor to a bidder in PEXA sale process
• Illion – advisor to bidder in illion sale process
• Land Services WA – advisor to the Macquarie Asset Management, Sunsuper and HESTA consortium on their acquisition of Land Services Western Australia
• Coles – advisor to Wesfarmers on the demerger of Coles
• Vic Land Registries – advisor to Aware on its successful bid for the concession to operate land titles and registry functions of Land Use Victoria
• LSSA & NSW LPI – advisor to the Computershare and UniSuper consortium on their bid for SA Land Services and independent advisor to Computershare on their bid for NSW LPI
• ASIC Registry – advisor to Computershare on their bid for the ASIC Registry business
• Computershare – advisor to Computershare on the refinancing of its syndicated facilities and subsequent USPP issuance
• Asciano – advisor on Asciano’s takeover defence and subsequent scheme of arrangement with a consortium including Qube, Brookfield, GIP, CPPIB, CIC, GIC, bcIMC and QIA
• NAPCO – advisor to the controlling shareholder in The North Australian Pastoral Company on the sale of a majority interest to QIC
• South32 – advisor to BHP Billiton on the demerger of South32
• connectnow – advisor to Computershare on the sale of connectnow to AGL
• Dun & Bradstreet – advisor to Dun & Bradstreet Inc. on the sale of its Australian and New Zealand businesses to Archer Capital
• Location Navigation – advisor to Sensis on the sale of Location Navigation to TomTom NV
• Foster’s – advisor to Foster’s on its takeover defence and subsequent scheme of arrangement with SABMiller
• Treasury Wine Estates – advisor to Foster’s on the demerger of Treasury Wine Estates
• Loy Yang – advisor to AustralianSuper on the sale of its interests in Loy Yang
• JSC Lebedyansky – advisor to PepsiCo Inc. on the acquisition of Russia’s largest juice company, JSC Lebedyansky
• Hirslanden AG – advisor to Medi-Clinic International on the acquisition of the largest private healthcare group in Switzerland, Hirslanden AG
• Danisco Sugar AS – advisor to Nordzucker AG on its acquisition of Danisco Sugar AS

Chris is a Managing Director of Gresham’s corporate advisory business and Co-Head of the Perth office.

Chris joined Gresham in 2005 and has over 17 years’ experience advising on corporate strategy, M&A and capital transactions. He has worked in Gresham’s Sydney and Perth offices, and has experience across a broad range of sectors, including mining and related services, products and technologies, engineering, energy, property, retail, financials, media and telecommunications.

Significant advisory assignments include MPC Kinetic’s sale of Kinetic Logging Services to Epiroc, the sale of Perth Energy to AGL Energy; Barminco’s US$350m senior notes offering and its acquisition by Ausdrill; Wesfarmers’ demerger of Coles; Southern Cross Electrical Engineering’s acquisition of Heydey5; Woodside’s partial unwind of the Shell shareholding; the acquisition of Clough by Murray & Roberts; the acquisition of Little World Beverages by Lion; Wesfarmers’ sale of Premier Coal to Yancoal Australia; Wesfarmers’ sale of enGen to Energy Developments; Cedar Woods Properties’ response to a takeover proposal; Telstra’s proposal with the National Broadband Network; Lend Lease’s initial strategic investment in, and subsequent privatisation of, Babcock & Brown Communities; Wesfarmers’ acquisition of Coles Group, and Wesfarmers’ sale of Australian Railroad Group to QR and Babcock & Brown.

Chris is also the author of the Gresham Mining & Infrastructure Services Quarterly Report, which provides a snapshot of the sector’s performance, news and trends.

Prior to joining Gresham, Chris was a solicitor at Blakiston & Crabb (now Gilbert & Tobin), where he advised on capital raisings, mergers & acquisitions and corporate governance.

Chris holds a Bachelor of Laws degree (Distinction) and Bachelor of Commerce degree (First Class Honours in Economics and Finance) from the University of Western Australia and a Graduate Diploma of Applied Finance and Investment from FINSIA (National Dux).

Michael joined Gresham in 2006, is a Managing Director of Gresham’s corporate advisory business and is Co-Head of the Perth office. Michael has over 18 years’ advisory experience, having worked both in Gresham’s Perth and Sydney offices and prior to that as a corporate lawyer at Blake Dawson (now Ashurst).

Michael has advised clients across a wide range of corporate and strategic initiatives, including M&A, equity capital markets and capital management transactions. Michael’s industry background is equally broad, covering clients across resources and energy markets, industrial, retail, media and financial services.

Notable transaction experience includes advising Wesfarmers in the divestment of its coal businesses (Curragh and Bengalla); Woodside in its agreed sell-down of Shell’s shareholding and proposed takeover of Oil Search; Wesfarmers’ divestment of its insurance broking business; David Jones in its takeover by Woolworths Holdings; Zip Water in its acquisition by Quadrant Private Equity and subsequent divestment to Advent / Culligan; Platinum Equity in its acquisition of 70% of Sensis from Telstra; Clough in its takeover by Murray & Roberts Group; Telstra in its negotiation with the Australian Government in relation to the NBN; BHP in its divestment of Yabulu Nickel Refinery; Wesfarmers in its acquisition of Coles and two subsequent equity capital raisings; and WA News in the divestment of its interest in Hoyts.

Michael graduated from the University of Western Australia in 2003 with a Bachelor of Laws and Bachelor of Commerce. Michael also holds a FINSIA Graduate Diploma in Applied Finance and Investment.

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.

Simon is an Executive Director in the Corporate Advisory business.
With more than 10 years of investment banking experience, Simon has worked on a wide range of public and private M&A, capital raising and strategic advisory assignments in the United States and Australia. Simon’s industry focus is equally diversified having advised clients across financial services, technology, healthcare, industrials and leisure sectors.
Prior to joining Gresham, Simon was an Executive Director at Perella Weinberg Partners in New York focused on the Financial Technology and Business Services sectors.
A selection of major transactions on which Simon has advised includes:

• ANZ – Board advisory on its acquisition of Suncorp Bank and associated capital raising;
• CSL on its $16.4bn takeover of Vifor Pharma and its institutional equity placement (Australia’s largest) and equity share purchase plan;
• Crown on its $10bn takeover defence from Blackstone;
• Wesfarmers on its acquisition of Australian Pharmaceutical Industries;
• Sweat on its sale to iFIT Health & Fitness;
• Aon on its strategic investment and subsequent acquisition of CoverWallet;
• Strayer Education on its merger with Capella Education;
• Willis Group on its merger with Towers Watson;
• Pamplona Capital Management on its acquisition of Parexel;
• Aspen Skiing Co. on its acquisition of Intrawest.

Simon graduated from the University of Sydney with a Bachelor of Commerce and Bachelor of Science.

Andrew joined Gresham Partners in 2016 and is an Executive Director in the Sydney corporate advisory team.

Andrew has over 10 years’ combined investment banking and structured finance experience. Andrew has broad experience advising institutional funds and corporate clients on mergers, acquisitions and divestments across the transport, infrastructure, energy, utilities, property and banking sectors.

Andrew previously spent five years in Macquarie’s Corporate & Asset Finance division including two years in Macquarie Bank's Zurich branch.

Andrew is a member of the Institute of Chartered Accountants in Australia and holds a Bachelor of Commerce (Economics and Finance) from the University of Sydney and a Master of Finance from the University of Technology, Sydney.

David joined Gresham in 2014 and has over 11 years experience in investment banking and corporate finance. David previously worked with Macquarie in Sydney and Perth.

David has experience within various industry sectors including infrastructure, energy, resources, oil and gas, agriculture, forestry, real estate and industrials and across both ECM and M&A transactions.

Notable transactions include advising QIC on its acquisition of Sea Swift, a regional marine logistics business in FNQ/NT, from Champ Ventures and Toll; Wesfarmers on the sale of its interests in the Bengalla Joint Venture in NSW and the sale of the Curragh Coal Mine in Queensland; Perth Airport on its senior debt refinancing and USPP offering; Airport Development Group on the refinancing of Northern Territory Airports’ syndicated facilities; Infratil on the sale of Perth Energy; Talison Lithium on its acquisition by Chengdu Tianqi and takeover proposal from Rockwood Holdings; advising Consolidated Minerals on the selldown of its 23.1% stake in BC Iron; advising Regent Pacific on the selldown of its 20.1% stake in BC Iron; and advising BC Iron on its underwritten equity raising to fund the acquisition of an additional interest in the Nullagine iron ore JV.

David holds a Bachelor of Law/Commerce from the University of Western Australia and is a member of Chartered Accountants Australia and New Zealand.

Clarence joined Gresham Partners in 2023 and is an Executive Director in the Sydney Corporate Advisory business.

Clarence has over 10 years’ experience in investment banking and corporate advisory, extending across private and public market M&A, equity and debt capital raising and project financing transactions.

Prior to joining Gresham, Clarence worked in the investment banking divisions at Credit Suisse, J.P. Morgan and RBC Capital Markets.

Clarence is a member of the Institute of Chartered Accountants in Australia. He holds a Bachelor of Commerce (Accounting & Corporate Finance) from the University of Adelaide and a Graduate Diploma in Applied Finance from Kaplan Australia.

Tom joined Gresham in June 2014.

Prior to joining Gresham, Tom worked at PCF Capital Group, focussing on project finance, valuation and financial modelling and at KPMG in the Restructuring Services team, spending time in both London and Perth where he was involved in a number of debt finance and distressed restructuring transactions.

Tom is a member of the Institute of Chartered Accountants Australia and holds a Bachelor of Commerce from the University of Western Australia.

Oli joined Gresham in 2013 and is an Executive Director in the Corporate Advisory business.

Oli’s experience extends across a broad range of sectors and corporate finance transactions, including private and public market M&A, mandates at a corporate and asset level as well as capital raising and securitisation assignments.

A selection of transactions on which Oli has advised includes:

• Woodside on its merger with BHP Petroleum
• Lendlease on the divestment of Lendlease Services to Service Stream
• Lendlease on the divestment of Lendlease Engineering to Acciona
• Asciano on its $12bn takeover defence
• Challenger on the divestment of Challenger Bank to Heartland
• KKR on the acquisition of Pepper
• ING Bank on the divestment of its $4bn mortgage portfolio to Macquarie Bank
• BNK on the divestment of the Finsure mortgage broking business to MA Financial
• Catholic Super’s on the divestment of Mylife Myfinance Bank to Challenger
• Western Australia Government and Keystart on the divestment of a $1.4bn loan book
• Loanmarket on its acquisition of the PLAN, FAST and Choice mortgage aggregation business’s from NAB
• Legend Corporation on its sale to Adamantem private equity
• Thorn on its divestment of its debtor finance business to CML

Prior to joining Gresham, Oli was a member of the Australian Rowing Team, where he represented in the LM8+, 2008-2012.

Oli holds a Masters of Finance from University Technology Sydney and a Bachelor of Applied Science from the University of Sydney.

Wing joined Gresham in June 2019 and has over 10 years’ experience in investment banking, corporate advisory and strategy. Wing has worked on a range of transactions from defence mandates, sell-side and buy-side private and public M&A at a corporate and asset level as well as capital structuring and securitisation.

Select transactions include Wesfarmers’ acquisition of Australian Pharmaceutical Industries, sale of Telstra’s 49% stake in its towers business, QIC’s take-private of Pacific Energy, sale of John Laing’s 50% interest in Optus Stadium PPP, Perron and TIF acquisition of Auckland Airport’s stake in North Queensland Airport, privatisation of Sunshine Coast Airport, defence advisory for APA Group’s takeover bid of Ethane Pipeline Income Fund and acting for a consortium on its bid for Endeavour Energy and Port of Melbourne.

Prior to joining Gresham, Wing worked within the Power, Utilities & Infrastructure M&A team at the Royal Bank of Canada. She also gained experience in corporate strategy at Lend Lease and transaction advisory at Ernst & Young.

Wing holds a Bachelor of Commerce, majoring in Accounting and Finance (First Class Honours), from the University of New South Wales and is a member of the Institute of Chartered Accountants Australia.

Meagan has over 8 years of experience across mergers & acquisitions, valuations, business modelling and strategy. Meagan’s experience extends a broad range of sectors and corporate finance transactions, including private and public M&A, mandates at a corporate and asset level as well as strategic review engagements. Prior to joining Gresham, Meagan worked within the KPMG Sydney M&A team working across a range of transactions including buy side, sell side, asset divestment and defence mandates. Previous experience in valuations and strategy was gained in her roles within Transaction Advisory Services at EY and as Finance & Operations Manager at a start up.

Select recent transactions include CSL’s acquisition of Vifor Pharma, Lendlease’s divestment of its Barangaroo Precinct network utility assets, the sale of Sweat to US-based iFit Health & Fitness, CBA’s acquisition of healthcare payments platform Whitecoat, and NRMA’s acquisition of the RACT Destinations portfolio.

Meagan holds a Bachelor of Commerce (Finance) from Monash University.

David joined Gresham in 2018 and has over 7 years’ corporate finance experience.

David has worked across a number of industries including infrastructure, natural resources, mining services, health and real estate.

Prior to joining Gresham, David worked at Paxon Group.

David holds a Bachelor of Laws degree (Distinction) and Bachelor of Commerce degree (First Class Honours in Finance) from the University of Western Australia.

Selected experience includes:

• Woodside on the merger with BHP Petroleum
• Minnovare a portfolio company of Viburnum and RCF Jolimont, on its sale to Hexagon
• MPC Kinetic a portfolio company of SCF Partners and Viburnum, on the sale of Kinetic Logging Services to Epiroc
• Iluka on the demerger of Deterra Royalties
• Perseus on its US$150m corporate debt facility
• Perth Airport on capital structure, credit rating refinance and capital markets
• Infratil on the sale of Perth Energy to AGL

Mel joined Gresham in 2019 and is a Vice Presdient in the Corporate Advisory team.

With more than 8 years’ experience in investment banking and corporate advisory, Mel’s experience extends across a broad range of sectors and corporate finance transactions, including private and public market M&A, strategic reviews and restructuring.

Select transactions include Crown Resorts’ sale to Blackstone, Telstra’s acquisition of Digicel Pacific, Healius’ sale of the day hospitals business to QIC, MPC Kinetic’s sale of Kinetic Logging Services to Epiroc, Rip Curl’s sale to Kathmandu, Morrison & Co’s acquisition of Flow Systems, PM Capital Asian Opportunities Fund’s sale to Wilson Asset Management, GSO Capital’s financing to Arrium, Mirvac’s sale of Mirvac Industrial Trust to Goldman Sachs AM, LJ Hooker’s sale to a private consortium.

Prior to joining Gresham, Mel worked at London-based boutique, IMAS Corporate Finance, and prior to that at Lazard in Sydney.

Mel holds a Bachelor of Commerce (Distinction) and Bachelor of Laws from the University of New South Wales.

Mark joined Gresham’s Perth Corporate Advisory team in May 2022 as a Vice President. Previously, Mark was an Associate Director with BDO’s Perth Corporate Finance team, specialising in mergers & acquisitions acting as lead advisor for several private company sell-side and buy-side mandates across the industrial, technology and healthcare sectors including the sale of Go West Tours to SeaLink (now Kelsian).

Prior to joining BDO, Mark was a Manager in the Deals Consulting team for PricewaterhouseCoopers (“PwC”) where he supported AMP’s internal M&A team with the $3.3bn sale of AMP Life to Resolution Life and the strategic review of AMP’s New Zealand Wealth Management and Advice business.

Prior to joining PwC, Mark was a member of the team at Yorkway Partners (now Quintet Yorkway), an Australian mid-market private equity investment manager, where he evaluated potential private equity investment opportunities in Australian small and medium sized enterprises. Mark has also worked in hedge fund research for Albourne, a specialist alternative investment consultant advising over $350bn of invested capital for institutional investors, and was previously an associate at a $15bn global long-short equity hedge fund, Axiom International Investors.

Mark is a CFA Charterholder and a Board Member for the CFA Society Perth. He received his MBA from the University of New South Wales (AGSM) and received his BBA from the George Washington University in Washington, DC, USA.