Summary
Overview
Work History
Education
Skills
Websites
Major Career Achievements
Timeline
Generic

Stephen McKeon

PORT MELBOURNE,VIC

Summary

A senior executive with 7 years’ experience in the Investor Relations function, with a further 15 years’ experience primarily leading M&A and corporate strategy activities and other finance related roles. Proven ability to establish and maintain strategic relationships with all levels of key external and internal stakeholders and translate complex views and opinions into simple terms.

Overview

20
20
years of professional experience

Work History

Director, Investor Relations

CSL
01.2017 - Current
  • Support development of CSL investment case and actively market it to financial markets via regular communication and meetings, as well as special events
  • Establish and maintain strategic relationships with investment teams, with primary focus on Australia, Asia, and US
  • Develop and produce documents as part of regular reporting cycle and special events (site tours, capital markets day, research and development day, retail briefing, conferences)
  • Manage relationships with sell side analysts, ensuring queries are solved in timely matter
  • Oversee investor outreach calendar that includes participation at appropriate conferences and non-deal road shows, 1x1 meetings and conference calls with buy and sell side, ensuring senior management achieve high return on time from investment community interactions
  • Develop board reporting material throughout calendar year, in addition to working closely with Company Secretary to ensure CSL takes best in class approach to adopting ASX listing rules and other regulations
  • Directly manage rotational graduates, ensuring experience full breadth of IR function.

Corporate Strategy & Transaction Management

Dun & Bradstreet
10.2016 - 07.2017
  • Responsibilities
    • Develop, lead, analyse, and negotiate M&A transactions under CFO direction.
    • Project manage due diligence activities spanning multiple external and internal teams.
    • Delivery of key deal documents and presenting appropriate financial / commercial solutions to senior management
    • Plan and structure transactions, negotiate and provide valuation assessments.
    • Provide strategic support to senior management team with respect to financial, strategic and operational planning including development of presentations.

    Achievements
    • Transaction lead for multiple acquisitions project managing cross functional due diligence teams and external advisors.

Corporate Strategy & Transaction Management

Melbourne IT
10.2014 - 10.2015

Responsibilities
• Initiate, develop, lead, analyse, and negotiate M&A transactions under CFO direction.
• Project manage due diligence activities spanning multiple external and internal teams.
• Delivery of key deal documents and presenting appropriate financial / commercial solutions to senior management
• Work with senior management leaders to define strategy plans, translating requirements into actionable concepts.
• Conduct financial / operational studies, market analysis to assist leadership in formulation of key strategic plans.
• Treasury modelling to strategically plan for immediate and long-term investment requirements.
• Shared resource providing a centre of excellence and service across business strategy, M&A, capital development, and asset optimisation.
• Lift profile and deliverables of overall corporate development function.

Achievements
• Transaction lead for multiple acquisitions project managing cross functional due diligence teams and external advisors.
• Transaction lead in negotiating and finalising debt funding facility to allow corporate growth strategy to be executed.

Corporate Strategy & Transaction Management

GSK
02.2009 - 10.2013

Responsibilities
• Drive execution of acquisition and divestiture projects from idea generation and evaluation phase through to bidding and negotiation processes.
• Design and lead strategic projects solving complex issues.
• Lead and manage regional diligence efforts presenting key risk areas and financial impact to senior management.
• Provide insights and recommendations to senior executives, including producing strategic reports for Regional Executive team and UK Corporate Head Office
• Develop and maintain standardised financial modelling, valuation tools and templates as well as appropriate policies, guidelines and education programs to assist and guide key stakeholders in evaluation and execution of key strategic opportunities and transactions.
• Shared resource providing a centre of excellence and service across business strategy, M&A, capital development, and asset optimisation.

Achievements
• Asia Pacific regional transactional lead of business unit divestiture, coordinating project management of due diligence.
• Regional lead for in-licence acquisition liaising with global team resulting in contract execution.
• Transaction secondments in Singapore, UK and South Africa leading regional based teams.
• Facilitated profile exposure of overall corporate development function.

Investment Banking – Private Equity

Wingate House
01.2008 - 01.2009

Responsibilities
• Designed comprehensive financial models to evaluate strategic options for clients (LBO, M&A, IPO and other financing alternatives)
• Performed in-depth financial analysis and operational due diligence on client companies.
• Analysed market trends, competition, and potential strategic partners using information from multiple data sources.
• Prepared materials for equity offering and financial advisory presentations, confidential selling memorandums and internal presentations.
• Conduct valuation analysis, company and industry due diligence.
• Gathering, analysing and interpreting complicated numerical information
• Provide investment advice, tactics and recommendations.
• Write offering reports, memorandums, client letters and engagement letters.
• Ensure to research industries, particular companies as well as market data.
• Perform and lead complex valuation assignments including company valuations, purchase price allocation and impairment testing.

Achievements
• Successful close of multiple transactions in a multitude of sectors, FMCG, manufacturing and property

Financial Management Program (FMP)

General Electric (GE)
01.2004 - 01.2007
  • Intensive 2 year global program spanning four rotational assignments, combining coursework, job assignments, with program led by senior GE professionals and mentors
  • Roles included: Pricing – GE Commercial Finance, Sydney; Commercial Sales, GE Plastics, Melbourne; Risk, GE Money, Melbourne; Corporate Development, GE Corporate, Melbourne.

Education

Skills

  • Strategic planning and leadership
  • Highly adept communication skills
  • Financial literacy
  • Mergers & Acquisitions / Debt & Equity funding
  • Project management
  • Result driven
  • Ability to delegate and willingness to be hands on operator
  • Performance evaluations
  • Strategies and goals
  • Creativity and Innovation
  • Script review and revision

Major Career Achievements

  • CSL lead for equity and debt raising (~US$12b) for the acquisition of Vifor Pharma (now CSL Vifor)
  • Melbourne IT transaction lead responsible for the successful execution of corporate growth strategy, in addition to leading the execution of optimal debt funding
  • GSK Asia Pacific transaction lead for business unit divestment
  • Transactional lead of private equity sale & acquisition of multiple privately owned businesses
  • Placement on Global GE Financial Management Program

Timeline

Director, Investor Relations

CSL
01.2017 - Current

Corporate Strategy & Transaction Management

Dun & Bradstreet
10.2016 - 07.2017

Corporate Strategy & Transaction Management

Melbourne IT
10.2014 - 10.2015

Corporate Strategy & Transaction Management

GSK
02.2009 - 10.2013

Investment Banking – Private Equity

Wingate House
01.2008 - 01.2009

Financial Management Program (FMP)

General Electric (GE)
01.2004 - 01.2007

Stephen McKeon