We establish enduring partnerships with our clients, delivering comprehensive financial and strategic counsel throughout the entire business and capital lifecycle.

Areas of Expertise

Initial Public Offerings (IPO) – advice relating to pre-IPO structuring (eg capital and offer structure, Board composition etc) and IPO execution (pricing/comparable analysis, document preparation, management of the DDC process, negotiating with and selecting lawyers, underwriters, brokers and development of key investment themes

Advice in relation to capital markets transactions including equity (entitlement offers, placements, acquisition financing, selldowns), debt (bank, bonds, leverage finance) and capital management

Private capital raisings – advising private companies with respect to structuring and sourcing capital (eg. expansion capital, acquisition financing, pre-IPO funding, MBO)

Full service M&A including public company transactions (eg takeover bids/scheme of arrangement, defence etc), private company transactions (eg trade sale, dual track processes, MBO etc), asset acquisition and divestment

Other strategic and general corporate advice for relationship clients

Recent transaction experience

Equity Trustees (ASX:EQT)

$125m ANREO & Placement to fund the $135m acquisition of AET from IOOF

Fashion retailer (Unlisted company)

Ongoing trade sale of ~$200m (enterprise value) vertically integrated, scaled and profitable women’s fashion retailer

Sea Forest (Unlisted company)

~$15m ordinary equity private funding round

Service Stream (ASX:SSM)

$185m ANREO & Placement to fund the $310m acquisition of Lendlease Services

SILK (ASX:SLA)

~$163m IPO, $33m secondary sell-down and $20m equity raising to fund an acquisition

Top Shelf (ASX:TSI)

~$110m IPO which also included a complex selldown of secondary shares

Cobram Estate (ASX:CBO)

~$720m IPO with the primary purpose of providing liquidity for shareholders

References

Contact details for the below Chairperson, CEO and CFO can be provided upon request and is by no means exhaustive. These are individuals that Rob Thomson has worked very closely with over a long period of time and established an excellent rapport built on trust, commitment and a strong understanding of the underlying business.

Service Stream (ASX:SSM)

Brett Gallagher, Chairman
Leigh Mackender, Managing Director
Linda Kow, Chief Financial Officer

SILK (ASX:SLA)

Boris Bosnich, Chairman
Martin Perelman, Chief Executive Officer

Pacific Current (ASX:PAC)

Tony Robinson, Chairman
Paul Greenwood, Chief Executive Officer and CIO

Advent Partners (Private Equity)

Robert Radcliffe-Smith, Managing Partner
Brad Lynch, Partner