Summary
Overview
Work History
Education
Skills
Timeline
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David Ledger

Vaucluse,NSW

Summary

A seasoned Investment Banker and Executive Director, I've leveraged strategic planning and client relationship building to drive results at companies like MST Financial and Zenith Minerals Limited. With expertise in capital raising and equity markets, I've successfully optimized deal structures and secured substantial financial support for expansion efforts, establishing a track record of achievement in high-stakes environments.

Overview

30
30
years of professional experience

Work History

Investment Banker

MST Financial
04.2022 - 02.2024
  • Worked with analysts to source suitable clients that would be capable of transacting in capital markets.
  • Delivered insightful presentations to clients on the type of transaction being contemplated and provided multiple options to them.
  • Established MST Financials Advisory business being the first person employed in that role.
  • Collaborated with other professionals to optimize deal structures and secure favorable terms for clients.

Executive Chairman

Zenith Minerals Limited
04.2022 - 11.2023
  • Led organization in setting goals and strategies.
  • Contributed to the rationalising of the asset base, focusing the business on what assets to keep and what we should sell.
  • The business was disorganised with multiple assets but without the wherewithall to be able to effectively define what they could develop. Selling non-core assets allowed for us to gather cash from their sale and deploy capital where we felt there could be more value add.
  • Built strong relationships with investors, ensuring continued financial support for future expansion efforts.

Partner

Arthur Phillip
02.2019 - 04.2022
  • Sourced private equity transactions within a small group of individuals.


  • Worked up transactions that we had a particular interest in, for instance in clean energy transactions, mining related companies and smaller public entities.

Executive Director

Strategic Capital Management
04.2015 - 03.2019
  • SCM was responsible for the management of the Military Pension Fund of Australia.
  • We were an outsourced funds manager who made allocation decisions on where the funds should be deployed globally.
  • Eventually lost the mandate with the government rationalising where industry funds should be managed

Executive Director

BZW / ABN AMRO
06.1994 - 05.2005
  • Managed the sales of Australian Equities to UK and European Fund Managers
  • Direct responsibility for resource marketing given that nobody else had the expertise
  • Managed all sales of industrial and resource stocks. Established a marketing drive to corporates through the direct relationships at the highest level. These included Commonwealth Bank, Wesfarmers, Newcrest amongst a multitude of corporates that we marketed to
  • Became Head of Equities on my return to Australia driving institutional sales and working very closely with the ECM and corporate teams.

Education

Company Directors Association
Member
01.2020

Securities And Derivatives Association
Responsible Executive ASX
02.2005

BBA - Economics

Securities Association of The UK
London UK
08.1994

Graduate Certificate -

Securities Institute of Australia
Perth
06.1989

Skills

  • Have developed an extensive list of corporates in Australia having had direct contact on a weekly basis with many of them
  • Due diligence on companies and working alongside analysts in the process
  • Investment strategies that we assist companies for, asset divestment, acquisitions and the like
  • Project finance
  • Capital Raising
  • Equity markets
  • Strategic Planning
  • Client Relationship Building

Timeline

Investment Banker

MST Financial
04.2022 - 02.2024

Executive Chairman

Zenith Minerals Limited
04.2022 - 11.2023

Partner

Arthur Phillip
02.2019 - 04.2022

Executive Director

Strategic Capital Management
04.2015 - 03.2019

Executive Director

BZW / ABN AMRO
06.1994 - 05.2005

Company Directors Association

Securities And Derivatives Association

BBA - Economics

Securities Association of The UK

Graduate Certificate -

Securities Institute of Australia

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David Ledger