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 is Managing Director of Gresham.  He is active across our advisory and investing businesses.

He 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, and Warner Music.

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.

Mark joined Gresham in 2011 as Senior Advisor and is based in the Sydney office.

He has spent more than fifty years in banking and corporate finance and retired as Deputy Chairman of Macquarie Bank in 2007 and as Chairman of Macquarie Infrastructure Group in 2010. He has also served as Chairman of AGL Energy, Alinta Energy and Guinness Peat Group, and been a Director of Westfield Group and One Market Limited.

Previous affiliations include Chairman of the ASIC External Advisory Panel, Chairman of the US Study Centre Foundation at Sydney University, Chairman of the Advisory Board of the APEC Study Centre at RMIT University and director, AsiaLink. He has recently retired from the Board of Governors of the Institute for International Trade at the University of Adelaide, and the Advisory Council of SMART Infrastructure Facility at the University of Wollongong. He is Chairman of Dateline Resources, a junior gold development company; and a Non-Executive Director of Stonehouse Corporation, a funds management business.

Mark was Chairman of the Australian Financial Centre Task Force in 2009-10, an Australian Government initiative directed towards ensuring efficiency and competitiveness in the financial services sector.  From 2002-2013 he was one of the three Australian representatives on the APEC Business Advisory Council (ABAC) and Chairman of the APEC CEO Summit in Sydney in 2007. He was Chairman of the Australian Strategic Policy Institute from 2005 to 2008.

Mark was awarded the Order of Australia (AO) in 2010 and is a Commander of the Order of the Crown (Tonga) and a Life Governor of the Victor Chang Cardiac Research Institute.

Mark holds a Bachelor of Laws (Hons.) from the University of Melbourne, and an MBA from Harvard. He is a Fellow of the AICD.

Thindika has over 20 years’ experience providing strategic advice to clients in the General Industrials, Consumer and Technology sectors.

He has advised ASX100 companies, multi-national corporates, including from the US, UK/Europe and Japan, as well as financial sponsors on mergers and acquisitions and corporate finance transactions, specialising in public takeovers and private treaty transactions, as well as strategic reviews, divestments and corporate restructurings.

Prior to joining Gresham, Thindika was Head of General Industrials and Consumer for Australia at Deutsche Bank, based in Melbourne, and prior to that he worked at Macquarie Capital. Thindika has also worked as a mergers and acquisitions lawyer at Allens and at Clifford Chance in London.

Thindika holds a Bachelor of Laws (Hons) and Bachelor of Arts (Hons) from the University of Melbourne, he has completed studies in Law at Katholieke Universiteit Leuven, Belgium and holds a Post-Graduate Diploma in Applied Finance and Investment from FINSIA. Thindika has been admitted to practice as a Barrister and Solicitor of the Supreme Court of Victoria.

Selected publicly-announced M&A transaction experience, includes advising:

• Murray Goulburn (ASX listed) on its strategic review and sale to Saputo via Scheme
• GBST (ASX listed) on its defence of Bravura’s and later FNZ’s bid to acquire GBST via Scheme
• Lion Nathan on the sale of its Specialty Cheese business to Saputo
• Lion Nathan on the sale of its Dairy and Drinks business to Bega
• Pacific Equity Partners on its financing and acquisition of ASX listed Spotless Group via Scheme
• Visy on its acquisition of Owens-Illinois’ glass manufacturing assets in Australia
• Aurelius on its acquisition of Minova Group from Orica
• Orica and Macquarie Capital on their joint bid for DSI Group, a German mining products manufacturer
• Heineken on its acquisition of selected beer and cider brands from Asahi in Australia
• McMillan Shakespeare on its bid to merge with ASX listed Eclipx Group via Scheme
• Programmed Maintenance Services on its acquisition of ASX listed Integrated Group via Scheme
• Programmed Maintenance Services on its defence of ASX listed Spotless Group’s unsolicited off-market takeover bid
• Programmed Maintenance Services (ASX listed) on its off-market takeover of ASX-listed KLM Limited
• Orica on its off-market takeover of the remaining 28% of ASX-listed Incitec Pivot
• Coal and Allied Industries Limited on its acquisition of Peabody Coal Group’s Australian coal mining operations
• DP World Australia on its sale of DMS Services to Serco plc
• Rio Tinto on its off-market takeover of ASX-listed Comalco Australia
• Newlake Consortium on its bid to acquire ASX-listed Arrium (in administration)
• Nisshin Seifun on its acquisition of Allied Pinnacle Group
• Multiplex Group on its demerger of Chelsfield Group plc

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).

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.

Richard joined Gresham in 2024 and is a Managing Director within the Corporate Advisory business.

Richard has over 15 years experience in investment banking and corporate advisory. Prior to joining Gresham, Richard was Managing Director and Head of Infrastructure at Citi in Australia (2009-2024).

Richard has provided advice on numerous mergers and acquisitions, and capital raisings (including equity and debt) to leading Australian and international companies and funds in the power, utility and infrastructure sectors.

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

• Brookfield on its proposed A$19bn takeover bid for Origin Energy;
• Vector Limited on the sale of their smart metering business to QIC (NZ$2.5bn);
• Brookfield and Grok Ventures on their proposed A$8bn takeover of AGL Energy;
• AusNet on its A$18bn takeover defence from Brookfield;
• NSW Government on the sale of its 49% interest in WestConnex (A$11bn);
• Mercury-PowAR consortium on the takeover of Tilt Renewables (A$3bn);
• Auckland Airport on its NZ$1.2bn equity raising;
• QIC on its acquisition of Iona Gas Storage Facility (A$1.8bn);
• Energy Developments on its A$1.9bn takeover defence from DUET Group;
• CKI on its takeover of Envestra Limited (A$4.6bn);
• AGL Energy on its acquisition of Macquarie Generation (A$1.5bn) and associated $1.2bn equity raising; and
• AGL Energy on its acquisition of Loy Yang A (A$3.1bn) and associated $900m equity raising.

Richard holds a Bachelor of Business from the University of Technology Sydney and is a Chartered Accountant in Australia.

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.

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.

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.

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.

Mark has over 20 years’ experience in investment banking, corporate advisory and law. Mark’s experience extends across a broad range of sectors and corporate finance transactions, including, mergers & acquisitions, divestments, privatisations and strategic advice.

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

Prior to joining Gresham, Mark worked as an investment banker at Dresdner Kleinwort in London. Mark has also worked as a corporate lawyer at DLA Piper.

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:

• City of Melbourne and Citywide on the divestment of the Citywide waste business to Cleanaway and waste infrastructure redevelopment
• RED 5 on its merger with Silver Lake Resources
• Macquarie Asset Management, Aware Super and Australian Retirement Trust on their investment in the VicRoads joint venture with the State of Victoria
• Iress on its takeover defence and the unsolicited proposal from EQT
• Ascianoon its takeover defence and subsequent scheme of arrangement with a consortium including Qube, Brookfield, GIP, CPPIB, CIC, GIC, bcIMC and QIA
• Foster’s on its takeover defence and scheme of arrangement with SABMiller
• Wesfarmers on the demerger of Coles
• BHP Billiton on the demerger of South32
• Foster’s on the demerger of Treasury Wine Estates
• Macquarie Asset Management, Sunsuper and HESTA on their acquisition of the WA land registry
• Aware Super on its acquisition of the Victorian land registry
• Computershare and UniSuper on their bid for the SA land registry
• Computershare on its consortium bid with OMERS for the NSW land registry
• Computershare in relation to the privatisation of the ASIC companies register
• Computershare on the sale of connectnow to AGL
• Dun & Bradstreet Inc. on the sale of D&B ANZ (illion) to Archer Capital
• The North Australian Pastoral Company on the sale of a majority interest to QIC
• Equip & Catholic Super (Togethr Trustees) on sale of MyLifeMyFinance bank to Challenger
• Sensis on the sale of Location Navigation to TomTom NV
• AustralianSuper on the sale of its interests in Loy Yang A
• PepsiCo Inc. on the acquisition of Russia’s largest juice company
• Medi-Clinic International on the acquisition of Hirslanden AG
• Nordzucker AG on its acquisition of Danisco Sugar AS

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 has over 14 years’ experience in investment banking and corporate advisory, extending across public and private M&A, capital raising and strategic advisory assignments.

Prior to joining Gresham, Simon was an Executive Director at Perella Weinberg Partners in New York.

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

Selected experience includes:

• Bain Capital on its acquisition of Estia Health
• Wesfarmers on its acquisition of Silk Laser Clinics
• CSL on its $16.4bn takeover of Vifor Pharma and its institutional equity placement and equity share purchase plan
• Crown on its takeover defence from Blackstone
• Wesfarmers on its acquisition of Australian Pharmaceutical Industries
• NRMA on its acquisition of the RACT’s Tasmanian tourism portfolio
• 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

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
• Karoon on its acquisition of Who Dat oil fields in the Gulf of Mexico
• InvoCare on its $2.2bn sale to TPG
• 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 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.

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 President in the Corporate Advisory team.

With more than 9 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.

Prior to joining Gresham, Mel worked at Lazard Corporate Advisory in Sydney and IMAS Corporate Finance (Marshberry) in London.

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

Select transaction experience includes:

• Crown Resorts’ takeover defence from Blackstone's $8.9bn take-private
• MyState Bank's proposed $755m merger with Auswide Bank
• Platinum Equity’s acquisition of Jeld-Wen Australasia for $688m
• Telstra’s acquisition of Digicel Pacific for $2.4bn
• Healius’ defence adviser in relation to Australian Clinical Labs’ $1.6bn takeover offer
• Healius’ sale of Montserrat day hospitals to Queensland Investment Corporation for $139m
• Healius on its $187m equity capital raising
• Adamantem's acquisition of QANTM Intellectual Property for $260m
• Quadrant Private Equity's sale of myHomecare to Australian Unity for $285m
• Rip Curl’s sale to Kathmandu for $350m
• Morrison & Co’s acquisition of Flow Systems
• PM Capital Asian Opportunities Fund’s sale to Wilson Asset Management
• MPC Kinetic, a portfolio company of SCF Partners and Viburnum, on the sale of Kinetic Logging Services to Epiroc
• 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

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.

Luke joined Gresham Partners in September 2021 and is a Vice President in the Sydney Corporate Advisory team.

Luke has worked on a range of public and private M&A transactions and strategic reviews across a broad range of sectors.

Before joining Gresham, Luke’s experience includes Transaction Services & Advisory at Deloitte and KPMG.

Luke is a Chartered Financial Analyst (CFA) and holds a Bachelor of Commerce (Finance) from The University of Queensland.

Select experience includes:

• Defence advisor to Invocare as part of its sale to TPG
• Divestment of Lendlease’s Barangaroo Living Utilities
• Healius’ sale of Montserrat Day Hospitals to QIC
• Quadrant Private Equity’s sale of myHomecare Group to Australian Unity
• Active Utilities sale to Patrizia

Manny joined Gresham Partners in September 2024 and is a Vice President in the Sydney Corporate Advisory team.

Manny is an experienced infrastructure investment professional with over 8 years of experience in investment banking, advisory, asset management, public private partnerships and principal investing. Prior to joining Gresham Partners, Manny worked at Macquarie Capital and Credit Suisse within the Infrastructure and Energy team where he advised clients on various large and complex M&A transactions. Manny has a strong execution and commercial skill set applicable across various stages of infrastructure asset lifecycle, both in greenfield and brownfield settings.

Manny is a Chartered Financial Analyst (CFA), Chartered Accountant (CAANZ) and holds a Bachelor of Commerce, Distinction from the University of New South Wales.

• Financial Advisor to a fund on the potential acquisition of Jemena (2024)
• Financial Advisor on the sale of an undisclosed Australian solar and BESS portfolio  (2024)
• Financial Advisor on the portfolio refinancing of an undisclosed Australian solar and BESS portfolio (2024)
• Financial Advisor to Lightsource bp on the sale of their c1.8GW Australian solar and BESS portfolio (2024)
• Financial Advisor to Enel Green Power on the 50% sale of their Australian business to INPEX (2023)
• Financial Advisor to Iberdrola on the potential acquisition of CWP Renewables (2022)
• Lead Sponsor on Flinders University’s Health and Medical Research Building (HRMB) (2021)
• Financial Advisor and Lead Sponsor on Victorian Public Housing Renewable Program (2020-2021)
• Financial Advisor on the refinancing of Sunshine Coast University Hospital (2020)
• Asset Manager to the Lendlease Public Infrastructure Investment Company (LLPIIC) fund (2018-2019)

Kevin Tian joined Gresham’s Sydney Corporate Advisory team in 2023. Previously, Kevin has worked with Credit Suisse and RBC Capital Markets in the natural resources sector across mergers & acquisitions and capital markets transactions. Prior to this, Kevin worked as a corporate and mergers & acquisitions lawyer with PricewaterhouseCoopers.

Notable transaction experience includes advising:

• Queensland Pacific Metals, on their strategic partnership (via staged equity investment and binding offtake agreement) with General Motors
• Gold Road Resources, on their accelerated stake-build to 19.99% of De Grey Mining via on-market accumulation and an equity collar
• Silver Lake Resources, on their acquisition of Harte Gold
• Evolution Mining, on their acquisition of the Ernest Henry Mine from Glencore
• Newcrest Mining, on their acquisition of Pretivm Resources
• Navarre Minerals, on their acquisition of the Mt Carlton Mine from Evolution Mining, and equity raising via placement
• Newcrest Mining, on their acquisition of the Fruta del Norte Finance Facilities from Orion Resource Partners and Blackstone, and equity raising via institutional placement
• Saracen Minerals, on their acquisition of a 50% share of KCGM from Barrick, and equity raising via institutional placement and entitlement offer
• Silver Lake Resources, on their acquisition of EganStreet Resources

Kevin holds a Bachelor of Commerce (Finance) and a Bachelor of Laws from the University of Sydney.

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.