Magellan
Advisor to Magellan Financial Group on its merger with Barrenjoey Capital Partners
Insignia
Defence advisor to Insignia on its sale to CC Capital
Federation
Financing Advisor to Federation Asset Management for its acquisition of Homesafe Solutions
BNK
Advisor to BNK on strategic review and sale of its mortgage aggregation business Finsure to MA Financial
Payright
Advisor to Payright on raising a $125m warehouse facility
PM Capital
Advisor to PM Capital Asian Opportunities Fund sale to WAM Capital
ANZ
Advisor to the ANZ Board on its acquisition of Suncorp Bank ($4.9bn) and capital raising ($3.5bn PAITREO)
Insignia
Advisor to Insignia Financial on its capital structure review and corporate refinancing
CBA
Advisor to CBA on its acquisition of Whitecoat, a healthcare payments company
Loan Market
Advisor to Loan Market on the acquisition of NAB’s mortgage aggregation businesses PLAN, Choice and FAST